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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $139M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 839 New
Page 12 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSX PHILLIPS 66 Energy 603.0 $78K 0.06% NEW $129.04 +37.7%
222 ITA iShares US Aerospace & Defense ETF 356.0 $76K 0.06% NEW $214.69 +5.0%
223 HERMES INTL SCA 305.0 $76K 0.06% NEW $248.00
224 ICICI BK LTD 2,530.0 $75K 0.05% NEW $29.80
225 VNQ VANGUARD REAL ESTATE 849.0 $75K 0.05% NEW $88.46 +9.4%
226 UAL UNITED AIRLINES HLDG Industrials 670.0 $75K 0.05% NEW $111.82 -10.6%
227 FDN FIRST TR EXCHANGE-TRADED FD 278.0 $75K 0.05% NEW $269.18 +1.7%
228 IVE ISHARES S&P 500 VALUE 352.0 $75K 0.05% NEW $212.07 +7.5%
229 MDT Medtronic PLC Healthcare 775.0 $74K 0.05% NEW $96.05 -18.2%
230 ITW ILLINOIS TOOL WKS INC Industrials 300.0 $74K 0.05% NEW $246.30 +2.4%
231 IOSP INNOSPEC INC Basic Materials 962.0 $74K 0.05% NEW $76.54 +4.0%
232 RR RICHTECH ROBOTICS INC Industrials 22,750.0 $73K 0.05% NEW $3.23 -17.0%
233 VEU VANGUARD FTSE ALL WORLD 998.0 $73K 0.05% NEW $73.56 +12.1%
234 KO THE COCA-COLA CO Consumer Defensive 1,049.0 $73K 0.05% NEW $69.89 +16.6%
235 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 802.0 $73K 0.05% NEW $91.21 +0.6%
236 MFC MANULIFE FINL CORP Financial Services 2,014.0 $73K 0.05% NEW $36.28 +6.2%
237 GFEB FT Vest U.S. Eq Mod Buffr ETF - Feb 1,750.0 $73K 0.05% NEW $41.53 +5.4%
238 SCHNEIDER ELEC SA 1,322.0 $73K 0.05% NEW $54.93
239 GJUL FT Vest U.S. Eq Mod Buffr ETF - Jul 1,750.0 $72K 0.05% NEW $41.33 +4.4%
240 GM GENERAL MTRS CO Consumer Cyclical 874.0 $71K 0.05% NEW $81.32 -3.1%
Page 12 of 42  ·  839 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.3%
Industrials 13.5%
Consumer Cyclical 13.0%
Financial Services 11.8%
Healthcare 11.2%
Communication Services 7.6%
Consumer Defensive 2.4%
Utilities 1.6%
Energy 0.7%
Basic Materials 0.6%