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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 10 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LQD ISHARES TR 1,066.0 $116K 0.09% $108.99 -0.6%
182 MS MORGAN STANLEY Financial Services 692.0 $114K 0.08% -34.0 -4.7% $164.53 +22.2%
183 ABBV ABBVIE INC Healthcare 523.0 $114K 0.08% $217.54 -0.8%
184 PODD INSULET CORP Healthcare 540.0 $113K 0.08% -240.0 -30.8% $209.84 -26.2%
185 ADSK AUTODESK INC Technology 461.0 $110K 0.08% -135.0 -22.6% $239.40 +0.7%
186 VOYA VOYA FINL INC Financial Services 1,593.0 $109K 0.08% $68.32 +20.6%
187 DBX DROPBOX INC Technology 4,755.0 $108K 0.08% $22.72 +20.7%
188 TTD THE TRADE DESK INC Technology 4,735.0 $107K 0.08% -1K -22.7% $22.69 -1.4%
189 CIBR FIRST TR EXCHANGE-TRADED FD 1,710.0 $107K 0.08% $62.69 +34.4%
190 TER TERADYNE INC Technology 361.0 $107K 0.08% $296.46 +20.9%
191 BAC BANK OF AMERICA CORP Financial Services 2,184.0 $106K 0.08% +259.0 +13.4% $48.74 +6.3%
192 MP MP MATLS CORP Basic Materials 2,200.0 $106K 0.08% +1K +120.0% $48.26 +33.6%
193 NXT NEXTPOWER INC Technology 875.0 $105K 0.08% -250.0 -22.2% $120.55 +8.3%
194 MGNI MAGNITE INC Communication Services 8,800.0 $105K 0.08% $11.88 +11.1%
195 SHOP SHOPIFY INC Technology 880.0 $104K 0.08% -632.0 -41.8% $118.62 -13.2%
196 VHT VANGUARD WORLD FD 373.0 $102K 0.07% -53.0 -12.4% $272.33 +2.5%
197 SYK STRYKER CORP Healthcare 309.0 $102K 0.07% $328.59 -3.7%
198 PSX PHILLIPS 66 Energy 557.0 $101K 0.07% -46.0 -7.6% $182.18 -2.5%
199 HLAL WAHED FTSE USA SHARIAH 1,700.0 $101K 0.07% +200.0 +13.3% $59.32 +19.9%
200 EFG ISHARES MSCI EAFE GROWTH 902.0 $100K 0.07% $111.37 +9.1%
Page 10 of 37  ·  726 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%