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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 5 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASTRAZENECA PLC 4,122.0 $379K 0.27% NEW $91.94
82 INDA ISHARES MSCI INDIA INDEX 6,970.0 $377K 0.27% NEW $54.05 -10.5%
83 V VISA INC Financial Services 1,030.0 $361K 0.26% NEW $350.71 -6.2%
84 BMO BANK MONTREAL QUE Financial Services 2,783.0 $361K 0.26% NEW $129.79 +24.0%
85 NEE NEXTERA ENERGY INC Utilities 4,490.0 $360K 0.26% NEW $80.28 +10.3%
86 VNQI VANGUARD GLBAL EX US 7,749.0 $355K 0.26% NEW $45.84 -0.5%
87 DIS DISNEY WALT CO Communication Services 3,117.0 $355K 0.26% NEW $113.76 -9.5%
88 KLAC KLA CORP Technology 290.0 $352K 0.25% NEW $1215.08 +55.4%
89 ACN ACCENTURE PLC IRELAND Technology 1,295.0 $347K 0.25% NEW $268.28 -33.2%
90 XLF STE STRT FINCL SLCT 6,308.0 $346K 0.25% NEW $54.77 -5.2%
91 RTX RTX CORP Industrials 1,872.0 $343K 0.25% NEW $183.40 -3.5%
92 BIV VANGUARD INTERMEDIATE 4,348.0 $339K 0.24% NEW $77.88 -2.0%
93 JNJ JOHNSON & JOHNSON Healthcare 1,628.0 $337K 0.24% NEW $206.89 +13.3%
94 SCHP SCHWAB US TIPS ETF 12,432.0 $329K 0.24% NEW $26.49 +0.5%
95 ORCL ORACLE CORP Technology 1,689.0 $329K 0.24% NEW $194.95 -1.5%
96 NVO NOVO-NORDISK A S Healthcare 6,355.0 $323K 0.23% NEW $50.88 -11.6%
97 BLK BLACKROCK INC NEW Financial Services 300.0 $321K 0.23% NEW $1070.34 +0.2%
98 CRM SALESFORCE INC Technology 1,202.0 $318K 0.23% NEW $264.97 -32.0%
99 DJIA Global X Dow 30 Covered Call ETF 14,364.0 $316K 0.23% NEW $22.00 -1.0%
100 SBUX STARBUCKS CORP Consumer Cyclical 3,750.0 $316K 0.23% NEW $84.20 +22.5%
Page 5 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%