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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QUBT QUANTUM COMPUTING INC Technology 500.0 $5K 0.00% -275.0 -35.5% $9.70 -16.0%
142 HSBC HSBC HLDGS PLC Financial Services 50.0 $5K 0.00% -2.0 -3.9% $95.10 +8.9%
143 RBRK RUBRIK INC. Technology 55.0 $4K 0.00% -5.0 -8.3% $80.27 +15.9%
144 COIN COINBASE GLOBAL INC Financial Services 30.0 $4K 0.00% -20.0 -40.0% $146.20 +22.2%
145 SOLV SOLVENTUM CORP Healthcare 55.0 $4K 0.00% -2.0 -3.5% $77.15 +18.1%
146 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 40.0 $4K 0.00% -25.0 -38.5% $95.97 +23.9%
147 WCN WASTE CONNECTIONS INC Industrials 22.0 $4K 0.00% -3.0 -12.0% $166.64 -0.4%
148 AMT AMERICAN TOWER CORP Real Estate 21.0 $3K 0.00% -10.0 -32.3% $163.57 +7.7%
149 MOH MOLINA HEALTHCARE INC Healthcare 15.0 $3K 0.00% -1.0 -6.2% $228.73 -12.6%
150 SCHR SCHWAB STRATEGIC TR 136.0 $3K 0.00% -186.0 -57.8% $24.66 -1.3%
151 PYPL PAYPAL HLDGS INC Financial Services 72.0 $3K 0.00% -89.0 -55.3% $43.18 +24.3%
152 Z ZILLOW GROUP INC Communication Services 46.0 $1K 0.00% -25.0 -35.2% $31.52 +13.1%
153 T AT&T INC Communication Services 53.0 $1K 0.00% -8.0 -13.1% $20.72 +25.5%
154 IONQ IONQ INC Technology 10.0 $533.0 -200.0 -95.2% $53.30 -26.5%
155 AIG AMERICAN INTL GROUP INC Financial Services 7.0 $522.0 -2.0 -22.2% $74.57 +3.2%
Page 8 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%