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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 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLT ISHARES TR 2,791.0 $241K 0.15% -402.0 -12.6% $86.41 -4.1%
42 KBWB INVESCO EXCH TRADED FD TR II 2,575.0 $239K 0.15% -500.0 -16.3% $92.98 +3.5%
43 EEM ISHARES TR 3,386.0 $232K 0.14% -465.0 -12.1% $68.42 -1.9%
44 BIV VANGUARD BD INDEX FDS 2,943.0 $226K 0.14% -1K -27.7% $76.70 -1.7%
45 SCHZ SCHWAB STRATEGIC TR 9,328.0 $216K 0.13% -650.0 -6.5% $23.13 -1.5%
46 PG PROCTER & GAMBLE CO Consumer Defensive 1,432.0 $210K 0.13% -160.0 -10.1% $146.56 -1.9%
47 DDOG DATADOG INC Technology 777.0 $202K 0.13% -227.0 -22.6% $260.36 -9.0%
48 FAPR FIRST TR EXCHNG TRADED FD VI 4,150.0 $194K 0.12% -300.0 -6.7% $46.74 +2.2%
49 HYS PIMCO ETF TR 2,059.0 $193K 0.12% -282.0 -12.1% $93.52 -0.6%
50 AEM AGNICO EAGLE MINES LTD Basic Materials 1,185.0 $184K 0.11% -50.0 -4.0% $155.14 +32.9%
51 IWM ISHARES TR 604.0 $181K 0.11% -45.0 -6.9% $300.46 -1.6%
52 DIS DISNEY WALT CO Communication Services 1,865.0 $179K 0.11% -260.0 -12.2% $96.23 +12.3%
53 XOM Exxon Mobil Corp Energy 1,279.0 $175K 0.11% -21.0 -1.6% $136.73 +14.6%
54 PGHY INVESCO EXCH TRADED FD TR II 8,489.0 $167K 0.10% -439.0 -4.9% $19.70 -0.3%
55 CHWY CHEWY INC Consumer Cyclical 8,245.0 $162K 0.10% -220.0 -2.6% $19.65 +18.4%
56 PAYX PAYCHEX INC Industrials 1,542.0 $152K 0.09% -78.0 -4.8% $98.33 +29.2%
57 REGN REGENERON PHARMACEUTICALS Healthcare 240.0 $150K 0.09% -36.0 -13.0% $623.55 +27.4%
58 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,307.0 $149K 0.09% -271.0 -17.2% $114.18 +5.8%
59 NKE NIKE INC Consumer Cyclical 3,605.0 $148K 0.09% -432.0 -10.7% $41.05 -3.5%
60 PCY INVESCO EXCH TRADED FD TR II 6,776.0 $147K 0.09% -464.0 -6.4% $21.65 -2.7%
Page 3 of 8  ·  155 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%