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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 18 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GSK GSK PLC Healthcare 689.0 $34K 0.02% NEW $49.04 +5.3%
342 IYH iShares US Healthcare ETF 516.0 $34K 0.02% NEW $65.04 -3.7%
343 VMC VULCAN MATLS CO Basic Materials 117.0 $33K 0.02% NEW $285.22 -7.1%
344 DAVE INC 150.0 $33K 0.02% NEW $221.41
345 ZTS ZOETIS INC Healthcare 259.0 $33K 0.02% NEW $125.82 -36.0%
346 ETN Eaton Corp PLC Industrials 102.0 $32K 0.02% NEW $317.18 +28.5%
347 IYF ISHARES US FINANCIALS 250.0 $32K 0.02% NEW $128.93 -4.0%
348 PANASONIC HLDGS CORP F 2,486.0 $32K 0.02% NEW $12.94
349 KTOS KRATOS DEFENSE & SEC SOL Industrials 420.0 $32K 0.02% NEW $75.91 -23.4%
350 INGERSOLL RAND INC 401.0 $32K 0.02% NEW $79.22
351 VBK VANGUARD SMALL CAP 104.0 $31K 0.02% NEW $302.11 +16.7%
352 PLD PROLOGIS INC Real Estate 245.0 $31K 0.02% NEW $127.66 +15.2%
353 AQWA GLOBAL X CLEAN WATER 1,666.0 $31K 0.02% NEW $18.77 +0.6%
354 GCOW PACER GLOBAL CASH COWS 750.0 $31K 0.02% NEW $41.22 +12.4%
355 IDEV ISHARES CORE MSCI INTRL 368.0 $30K 0.02% NEW $82.48 +9.7%
356 IAU ISHARES GOLD ETF Financial Services 368.0 $30K 0.02% NEW $81.17 +4.4%
357 ODFL OLD DOMINION FREIGHT LIN Industrials 190.0 $30K 0.02% NEW $156.80 +37.3%
358 PYPL PAYPAL HLDGS INC Financial Services 507.0 $30K 0.02% NEW $58.38 -24.5%
359 FNDC SCHWAB FUNDTL INTRNL SML 664.0 $30K 0.02% NEW $44.55 +13.2%
360 AAL AMERICAN AIRLS GROUP INC Industrials 1,920.0 $29K 0.02% NEW $15.33 -4.2%
Page 18 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%