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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 11 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IVW ISHARES S&P 500 GROWTH 884.0 $100K 0.07% $113.11 +20.8%
202 NVS NOVARTIS AG Healthcare 650.0 $99K 0.07% $152.75 -0.5%
203 MAGS ROUNDHILL MAGNIFICENT 1,670.0 $97K 0.07% +450.0 +36.9% $57.94 +19.7%
204 CANADIAN PACIFIC KANSAS CITY 1,230.0 $97K 0.07% $78.66
205 ORCL ORACLE CORP Technology 656.0 $97K 0.07% -1K -61.2% $147.20 +30.5%
206 IWO ISHARES RUSSELL 2000 303.0 $95K 0.07% $313.81 +18.7%
207 JBLU JETBLUE AIRWAYS CORP Industrials 21,400.0 $95K 0.07% +1K +5.9% $4.42 +14.3%
208 VEU VANGUARD FTSE ALL-WORLD 1,248.0 $94K 0.07% +250.0 +25.1% $75.10 +9.8%
209 GD GENERAL DYNAMICS CORP Industrials 270.0 $93K 0.07% $343.22 -0.1%
210 FJUN FIRST TR EXCHANGE-TRADED FD VI 1,600.0 $90K 0.07% $56.50 +5.5%
211 FNDA SCHWAB FUNDAMENTAL U.S. 2,756.0 $89K 0.07% $32.43 +10.1%
212 CVX CHEVRON CORPORATION Energy 430.0 $89K 0.07% +11.0 +2.6% $206.78 -7.4%
213 CTSH COGNIZANT TECHNOLOGY SOL Technology 1,449.0 $89K 0.07% $61.35 -14.0%
214 KO COCA COLA CO Consumer Defensive 1,149.0 $87K 0.07% +100.0 +9.5% $76.08 +7.1%
215 TRV TRAVELERS COS INC Financial Services 295.0 $86K 0.06% $291.75 +5.0%
216 BLOCK INC 1,409.0 $85K 0.06% -652.0 -31.6% $60.18
217 UAL UNITED AIRLINES HLDG Industrials 919.0 $85K 0.06% +249.0 +37.2% $92.07 +8.6%
218 RKLB ROCKET LAB CORP Industrials 1,300.0 $83K 0.06% $64.22 +111.4%
219 ZBH ZIMMER BIOMET HLDGS INC Healthcare 912.0 $82K 0.06% $90.42 -5.7%
220 BE BLOOM ENERGY CORP Industrials 600.0 $81K 0.06% $135.49 +123.3%
Page 11 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%