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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 10 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EL LAUDER ESTEE COS INC Consumer Defensive 1,775.0 $140K 0.09% $78.95 +31.0%
182 BNDX VANGUARD CHARLOTTE FDS 2,790.0 $135K 0.08% -478.0 -14.6% $48.43 -1.7%
183 UAL UNITED AIRLS HLDGS INC Industrials 919.0 $132K 0.08% $143.39 -22.9%
184 ABBV ABBVIE INC Healthcare 522.0 $131K 0.08% $251.56 +1.6%
185 WFC WELLS FARGO & CO Financial Services 1,586.0 $131K 0.08% $82.64 +4.9%
186 XPO XPO INC Industrials 636.0 $131K 0.08% $205.29 -8.1%
187 RKLB ROCKET LAB CORP Industrials 1,260.0 $128K 0.08% -40.0 -3.1% $101.65 -36.7%
188 MAGS LISTED FDS TR 1,978.0 $127K 0.08% +308.0 +18.4% $64.30 +7.4%
189 XLI SELECT SECTOR SPDR TR 585.0 $127K 0.08% +90.0 +18.2% $216.90 -18.3%
190 CIGI COLLIERS INTL GROUP INC Real Estate 1,326.0 $124K 0.08% $93.79 +9.7%
191 DBX DROPBOX INC Technology 4,505.0 $124K 0.08% -250.0 -5.3% $27.47 +30.0%
192 CBOE CBOE GLOBAL MKTS INC Financial Services 508.0 $123K 0.08% $242.67 +27.9%
193 JBLU JETBLUE AIRWAYS CORP Industrials 21,400.0 $123K 0.08% $5.73 -16.2%
194 IVW ISHARES TR 884.0 $122K 0.07% $137.53 +1.8%
195 HLAL LISTED FDS TR 1,700.0 $121K 0.07% $71.39 +1.8%
196 IWO ISHARES TR 303.0 $119K 0.07% $393.96 -3.8%
197 LQD ISHARES TR 1,066.0 $116K 0.07% $109.07 -2.5%
198 ACN ACCENTURE PLC IRELAND Technology 920.0 $114K 0.07% -192.0 -17.3% $124.43 +52.4%
199 GCOW PACER FDS TR 2,625.0 $114K 0.07% +2K +250.0% $43.30 +9.4%
200 EFG ISHARES TR 902.0 $112K 0.07% $124.42 +0.5%
Page 10 of 34  ·  666 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%