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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 20 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 U Unity Software Inc Technology 550.0 $24K 0.02% NEW $44.17 -39.2%
382 VDE VANGUARD ENERGY ETF 192.0 $24K 0.02% NEW $126.22 +30.1%
383 Innovator IBD Breakout Opps ETF 654.0 $24K 0.02% NEW $36.31
384 BNP PARIBAS 498.0 $24K 0.02% NEW $47.40
385 SHEL SHELL PLC Energy 319.0 $23K 0.02% NEW $73.48 +15.9%
386 KMX CARMAX INC Consumer Cyclical 600.0 $23K 0.02% NEW $38.64 +5.2%
387 NOC NORTHROP GRUMMAN CORP Industrials 40.0 $23K 0.02% NEW $570.20 -2.5%
388 EDV VANGUARD EXTENDED 347.0 $23K 0.02% NEW $65.01 -3.1%
389 USO UNITED STATES OIL ETF Financial Services 326.0 $23K 0.02% NEW $69.16 +99.0%
390 AIRBUS SE 388.0 $22K 0.02% NEW $57.92
391 RYLG Global X Russell 2000 Cov Cl & Gr ETF 1,000.0 $22K 0.02% NEW $22.13 +8.8%
392 EXPAND ENERGY CORP 200.0 $22K 0.02% NEW $110.36
393 CB CHUBB LTD Financial Services 68.0 $21K 0.01% NEW $312.12 +4.2%
394 WOMN IMPACT SHS WOMEN 511.0 $21K 0.01% NEW $41.52 +3.0%
395 RDY DR REDDYS LABS LTD F Healthcare 1,500.0 $21K 0.01% NEW $14.04 -2.0%
396 RMD RESMED INC Healthcare 87.0 $21K 0.01% NEW $240.87 -13.4%
397 ING ING GROEP N V F Financial Services 743.0 $21K 0.01% NEW $28.00 +11.5%
398 IONQ IONQ INC Technology 460.0 $21K 0.01% NEW $44.87 +39.4%
399 XBI SPDR S&P Biotech ETF 165.0 $20K 0.01% NEW $121.93 +9.4%
400 IFRA iShares U.S. Infrastructure ETF 382.0 $20K 0.01% NEW $52.62 +17.4%
Page 20 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%