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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $135M AUM 726 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 109 Added 143 Reduced 137 Exited
Page 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQI VANGUARD GLOBAL EX-U.S. 7,248.0 $322K 0.24% -501.0 -6.5% $44.45 +2.6%
42 BIV VANGUARD 4,070.0 $314K 0.23% -278.0 -6.4% $77.18 -1.1%
43 DJIA GLOBAL X FDS 13,714.0 $289K 0.21% -650.0 -4.5% $21.04 +3.6%
44 HDB HDFC BANK LTD Financial Services 11,200.0 $279K 0.21% -2K -13.9% $24.88 -0.6%
45 RRX REGAL REXNORD CORP Industrials 1,365.0 $256K 0.19% -30.0 -2.1% $187.26 +7.2%
46 AEM AGNICO EAGLE MINES LTD Basic Materials 1,235.0 $251K 0.18% -45.0 -3.5% $202.98 -13.3%
47 SPGI S&P GLOBAL INC Financial Services 586.0 $249K 0.18% -17.0 -2.8% $425.34 -1.8%
48 PGX INVESCO EXCH TRADED FD TR II 22,485.0 $245K 0.18% -799.0 -3.4% $10.88 +0.6%
49 GNRC GENERAC HLDGS INC Industrials 1,205.0 $235K 0.17% -30.0 -2.4% $195.33 +38.3%
50 SCHZ SCHWAB U.S. AGGREGATE 9,978.0 $232K 0.17% -132.0 -1.3% $23.22 -0.9%
51 ACN ACCENTURE PLC IRELAND F Technology 1,112.0 $220K 0.16% -183.0 -14.1% $198.27 -9.6%
52 HYS PIMCO 0-5 YEAR HIGH 2,341.0 $218K 0.16% -938.0 -28.6% $93.27 +0.2%
53 NVO NOVO-NORDISK A S Healthcare 5,813.0 $214K 0.16% -542.0 -8.5% $36.75 +22.3%
54 REGN REGENERON PHARMACEUTICAL Healthcare 276.0 $213K 0.16% -5.0 -1.8% $772.64 -17.3%
55 NKE NIKE INC Consumer Cyclical 4,037.0 $213K 0.16% -405.0 -9.1% $52.81 -15.4%
56 DHR DANAHER CORP Healthcare 1,109.0 $210K 0.16% -105.0 -8.7% $189.60 -9.3%
57 SCHX SCHWAB U.S. LARGE-CAP 8,159.0 $209K 0.15% -600.0 -6.8% $25.64 +14.4%
58 DIS DISNEY WALT CO Communication Services 2,125.0 $205K 0.15% -992.0 -31.8% $96.37 +6.9%
59 DELL DELL TECHNOLOGIES INC Technology 1,179.0 $194K 0.14% -215.0 -15.4% $164.13 +79.9%
60 VPL VANGUARD FTSE PACIFIC 1,791.0 $175K 0.13% -141.0 -7.3% $97.73 +14.5%
Page 3 of 8  ·  143 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 34.2%
Industrials 15.4%
Financial Services 12.4%
Consumer Cyclical 11.9%
Healthcare 11.6%
Communication Services 7.2%
Consumer Defensive 2.9%
Utilities 2.3%
Energy 1.0%
Basic Materials 0.7%