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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 11 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VHT VANGUARD WORLD FD 373.0 $112K 0.07% $299.01 +7.3%
202 KNG FIRST TR EXCHANGE-TRADED FD 2,174.0 $110K 0.07% -272.0 -11.1% $50.47 +2.1%
203 CANADIAN PACIFIC KANSAS CITY 1,230.0 $107K 0.07% $86.65
204 LOW LOWES COS INC Consumer Cyclical 478.0 $105K 0.07% -251.0 -34.4% $220.27 -5.5%
205 FNDA SCHWAB STRATEGIC TR 2,756.0 $105K 0.07% $38.06 -1.9%
206 VEU VANGUARD INTL EQUITY INDEX F 1,248.0 $105K 0.07% $83.75 +2.0%
207 TXT TEXTRON INC Industrials 1,120.0 $103K 0.06% +970.0 +646.7% $91.73 -9.5%
208 NVS NOVARTIS AG Healthcare 650.0 $102K 0.06% $156.72 -1.9%
209 QCOM QUALCOMM INC Technology 543.0 $100K 0.06% $184.79 -11.1%
210 KO COCA COLA CO Consumer Defensive 1,200.0 $98K 0.06% +51.0 +4.4% $81.28 +10.3%
211 TRV TRAVELERS COMPANIES INC Financial Services 295.0 $97K 0.06% $330.24 +12.0%
212 SYK STRYKER CORPORATION Healthcare 308.0 $97K 0.06% $314.84 +5.0%
213 SIRI SIRIUSXM HOLDINGS INC Communication Services 3,251.0 $96K 0.06% $29.54 -3.4%
214 FJUN FIRST TR EXCHNG TRADED FD VI 1,600.0 $96K 0.06% $59.95 +2.1%
215 GD GENERAL DYNAMICS CORP Industrials 270.0 $96K 0.06% $354.24 +7.1%
216 PSX PHILLIPS 66 Energy 557.0 $94K 0.06% $169.05 +44.3%
217 EBAY EBAY INC. Consumer Cyclical 825.0 $92K 0.06% $111.75 -5.5%
218 ON ON SEMICONDUCTOR CORP Technology 965.0 $91K 0.06% $94.54 -23.2%
219 HACK AMPLIFY ETF TR 866.0 $91K 0.06% -50.0 -5.5% $104.88 +10.2%
220 ISPY PROSHARES TR 1,847.0 $89K 0.06% +13.0 +0.7% $48.17 +0.9%
Page 11 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%