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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $161M AUM 666 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 108 Added 155 Reduced 87 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FEDEX FGHT HLDG CO INC 26.0 $4K 0.00% NEW $151.00
22 THOMSON REUTERS CORP 47.0 $4K 0.00% NEW $81.66
23 DRAM ROUNDHILL ETF TRUST 50.0 $4K 0.00% NEW $73.86 -24.4%
24 ENVIRI CORP 166.0 $4K 0.00% NEW $21.95
25 TOYO CO LTD 500.0 $3K 0.00% NEW $6.95
26 PHO INVESCO EXCHANGE TRADED FD T 50.0 $3K 0.00% NEW $69.08 +4.1%
27 BARK BARK INC Consumer Cyclical 100.0 $998.0 0.00% NEW $9.98 +9.4%
Page 2 of 2  ·  27 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 38.7%
Industrials 15.1%
Financial Services 12.9%
Healthcare 10.2%
Consumer Cyclical 10.2%
Communication Services 6.3%
Utilities 2.5%
Consumer Defensive 2.3%
Energy 0.8%
Basic Materials 0.6%