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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 19 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SMCI SUPER MICRO COMPUTER INC Technology 1,005.0 $29K 0.02% NEW $29.27 +24.8%
362 IUSG ISHARES CORE S&P US 174.0 $29K 0.02% NEW $167.94 +12.3%
363 CMG Chipotle Mexican Grill Inc Class A Consumer Cyclical 775.0 $29K 0.02% NEW $37.00 -13.0%
364 SCZ ISHARES MSCI EAFE SMALL 369.0 $29K 0.02% NEW $77.53 +11.3%
365 EMR EMERSON ELEC CO Industrials 208.0 $28K 0.02% NEW $132.72 +4.3%
366 HLT HILTON WORLDWIDE HLDGS I Consumer Cyclical 95.0 $27K 0.02% NEW $287.25 +12.3%
367 WTRE WISDOMTREE NEW ECONOMY 1,273.0 $27K 0.02% NEW $21.29 +24.5%
368 BGR BLACKROCK ENERGY AND RES Financial Services 2,000.0 $27K 0.02% NEW $13.54 +19.3%
369 CPRX Catalyst Pharmaceuticals Inc Healthcare 1,150.0 $27K 0.02% NEW $23.34 +34.1%
370 VMBS VANGUARD MORTGAGE BACKED 563.0 $27K 0.02% NEW $47.08 -0.9%
371 LLYVA LIBERTY LIVE HLDGS INC Communication Services 323.0 $26K 0.02% NEW $81.50 +18.2%
372 EUDV ProShares MSCI Europe Dividend Gr ETF 500.0 $26K 0.02% NEW $52.25 +3.7%
373 FMAR FT Vest US Equity Buffer ETF Mar 550.0 $26K 0.02% NEW $47.47 +9.6%
374 IBKR INTERACTIVE BROKERS GROU Financial Services 400.0 $26K 0.02% NEW $64.31 +30.3%
375 AllianzIM U.S. Equity Buffer100 Prot ETF 1,000.0 $26K 0.02% NEW $25.70
376 FDEC FT VEST US EQUITY BUFFER 500.0 $26K 0.02% NEW $51.18 +6.0%
377 STWD Starwood Property Trust Inc Real Estate 1,408.0 $25K 0.02% NEW $18.02 -3.8%
378 GRAB Grab Holdings Ltd. COM USD0.000001 CL A Technology 5,000.0 $25K 0.02% NEW $4.99 -27.7%
379 COP CONOCOPHILLIPS Energy 266.0 $25K 0.02% NEW $93.61 +26.4%
380 AFL AFLAC INC Financial Services 221.0 $24K 0.02% NEW $110.03 +6.7%
Page 19 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%