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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 12 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG CONSTELLATION ENERGY CORP Utilities 290.0 $81K 0.06% NEW $279.25 +5.3%
222 SSNC SS&C TECHNOLOGIES HLDGS Technology 1,198.0 $81K 0.06% $67.57 -0.8%
223 XLI SELECT SECTOR SPDR TR 495.0 $80K 0.06% +164.0 +49.5% $161.73 +6.2%
224 OXY OCCIDENTAL PETE CORP Energy 1,225.0 $80K 0.06% $64.99 -9.5%
225 ISPY PROSHARES S&P 500 HIGH 1,834.0 $79K 0.06% -218.0 -10.6% $43.35 +11.2%
226 SNOW SNOWFLAKE INC Technology 527.0 $79K 0.06% -105.0 -16.6% $150.82 +14.2%
227 RITM RITHM CAPITAL CORP Real Estate 8,375.0 $79K 0.06% +3K +44.3% $9.48 -2.3%
228 ENB ENBRIDGE INC Energy 1,463.0 $79K 0.06% $54.12 +7.2%
229 ITW ILLINOIS TOOL WKS INC Industrials 300.0 $78K 0.06% $260.29 -3.1%
230 ITA ISHARES US AEROSPACE & DEFENSE 356.0 $78K 0.06% $218.75 +3.0%
231 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 822.0 $76K 0.06% +20.0 +2.5% $92.31 -0.6%
232 VNQ VANGUARD REAL ESTATE 849.0 $75K 0.06% $88.67 +9.1%
233 EBAY EBAY INC Consumer Cyclical 825.0 $75K 0.06% -2K -74.2% $91.02 +27.2%
234 SIRI SIRIUSXM HLDGS INC EQUIT Communication Services 3,251.0 $75K 0.06% $23.08 +25.2%
235 IVE ISHARES S&P 500 VALUE 352.0 $74K 0.06% $211.15 +8.0%
236 INTC INTEL CORP Technology 1,683.0 $74K 0.06% $44.13 +171.6%
237 DUK DUKE ENERGY CORP NEW Utilities 563.0 $74K 0.06% $130.86 -4.0%
238 SPUS SP FUNDS S&P 500 SHARIA 1,500.0 $72K 0.05% -500.0 -25.0% $48.16 +18.8%
239 GFEB FIRST TR EXCHANGE-TRADED FD VI 1,750.0 $72K 0.05% $41.09 +6.5%
240 GLD SPDR GOLD SHARES Financial Services 167.0 $72K 0.05% +20.0 +13.6% $430.29 -3.8%
Page 12 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%