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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 13 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VB VANGUARD SMALL-CAP INDEX 274.0 $72K 0.05% $261.92 +10.4%
242 IOSP INNOSPEC INC Basic Materials 962.0 $70K 0.05% $73.02 +9.0%
243 QCOM QUALCOMM INC Technology 544.0 $70K 0.05% -537.0 -49.7% $128.78 +84.9%
244 MFC MANULIFE FINL CORP Financial Services 2,014.0 $69K 0.05% $34.44 +11.9%
245 CCL CARNIVAL CORP Consumer Cyclical 2,675.0 $69K 0.05% $25.88 +0.4%
246 HACK AMPLIFY ETF TR 916.0 $69K 0.05% +50.0 +5.8% $75.05 +26.4%
247 ISHARES CURRENCY HEDGED 1,215.0 $68K 0.05% $56.28
248 RYLD GLOBAL X FDS 4,574.0 $68K 0.05% +86.0 +1.9% $14.95 +4.3%
249 J JACOBS SOLUTIONS INC Industrials 534.0 $68K 0.05% $127.28 -9.9%
250 MDT MEDTRONIC PLC Healthcare 778.0 $67K 0.05% $86.60 -9.2%
251 RY ROYAL BANK OF CANADA Financial Services 413.0 $67K 0.05% $161.78 +17.3%
252 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 300.0 $67K 0.05% $222.07 +73.8%
253 VGK VANGUARD FTSE EUROPE 802.0 $66K 0.05% -130.0 -13.9% $82.43 +7.3%
254 INTU INTUIT Technology 152.0 $66K 0.05% -117.0 -43.5% $432.38 -26.0%
255 ICICI BANK LIMITED 2,530.0 $66K 0.05% $25.90
256 SHAK SHAKE SHACK INC Consumer Cyclical 738.0 $65K 0.05% +220.0 +42.5% $88.47 -29.1%
257 GM GENERAL MTRS CO Consumer Cyclical 874.0 $65K 0.05% $74.50 +5.8%
258 FDN FIRST TR EXCHANGE-TRADED FD 278.0 $65K 0.05% $234.03 +17.0%
259 QYLD GLOBAL X FDS 3,756.0 $64K 0.05% +67.0 +1.8% $17.15 +4.3%
260 VGT VANGUARD WORLD FD 92.0 $64K 0.05% $697.72 -83.4%
Page 13 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%