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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 21 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 Total SA 300.0 $20K 0.01% NEW $65.41
402 SONY SONY GROUP CORP Technology 765.0 $20K 0.01% NEW $25.60 -13.4%
403 KIM Kimco Realty Corp Real Estate 957.0 $19K 0.01% NEW $20.27 +21.1%
404 VIGI VANGUARD INTL DIVIDEND 211.0 $19K 0.01% NEW $91.45 +2.9%
405 ARTY iShares Future AI & Tech ETF 400.0 $19K 0.01% NEW $48.18 +48.8%
406 ILMN ILLUMINA INC Healthcare 145.0 $19K 0.01% NEW $131.16 +10.7%
407 RBLX ROBLOX CORP Technology 231.0 $19K 0.01% NEW $81.03 -43.2%
408 QTUM DEFIANCE QUANTUM ETF 170.0 $19K 0.01% NEW $109.66 +44.6%
409 CHKP Check Point Software Technologies Ltd Technology 100.0 $19K 0.01% NEW $185.56 -29.4%
410 IEV ISHARES EUROPE ETF 270.0 $19K 0.01% NEW $68.60 +7.2%
411 REMX VANECK RARE EARTH STR 250.0 $18K 0.01% NEW $73.92 +33.9%
412 BDX BECTON DICKINSON & CO Healthcare 95.0 $18K 0.01% NEW $194.07 -23.9%
413 SPYI NEOS S&P 500 HIGH INCOME 350.0 $18K 0.01% NEW $52.53 +2.1%
414 SKYY First Trust Cloud Computing ETF 140.0 $18K 0.01% NEW $130.08 +2.7%
415 XLG INVSC S P 500 TOP 50 300.0 $18K 0.01% NEW $59.28 +7.3%
416 USMV ISHARES MSCI USA MIN VOL 184.0 $17K 0.01% NEW $94.16 +2.5%
417 DHI D.R. Horton Inc Consumer Cyclical 120.0 $17K 0.01% NEW $144.03 +1.1%
418 ROCHE HLDG LTD 333.0 $17K 0.01% NEW $51.57
419 HAL Halliburton Co Energy 605.0 $17K 0.01% NEW $28.26 +45.4%
420 VGSH VANGUARD SHORT TERM 289.0 $17K 0.01% NEW $58.73 -0.8%
Page 21 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%