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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 14 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VFH VANGUARD WORLD FD 530.0 $64K 0.05% $120.81 +5.4%
262 FNDE SCHWAB FUNDAMENTAL 1,653.0 $63K 0.05% $38.26 +7.9%
263 RB GLOBAL INC 658.0 $63K 0.05% $95.85
264 DLTR DOLLAR TREE INC Consumer Defensive 571.0 $63K 0.05% $109.51 -14.4%
265 VTIP VANGUARD SHORT-TERM 1,247.0 $62K 0.05% $49.95 +0.7%
266 GJUL FIRST TR EXCHANGE-TRADED FD VI 1,525.0 $62K 0.05% -225.0 -12.9% $40.78 +5.9%
267 PEP PEPSICO INC Consumer Defensive 398.0 $62K 0.05% +3.0 +0.8% $155.16 -6.1%
268 LIBERTY LIVE HLDGS INC 645.0 $61K 0.04% $94.11
269 ON ON SEMICONDUCTOR CORP Technology 965.0 $60K 0.04% $61.92 +105.1%
270 LYV LIVE NATION ENTMT INC Communication Services 390.0 $59K 0.04% $152.51 +9.2%
271 TMUS T-MOBILE US INC Communication Services 281.0 $59K 0.04% $210.03 -9.0%
272 DVY ISHARES SELECT DIVIDEND 385.0 $58K 0.04% $151.43 +2.5%
273 BND VANGUARD TOTAL BOND 791.0 $58K 0.04% -1K -62.0% $73.64 -0.6%
274 QUAL ISHARES MSCI USA QUALITY 296.0 $57K 0.04% $191.81 +12.5%
275 TD TORONTO DOMINION BK ONT Financial Services 601.0 $56K 0.04% $93.31 +20.6%
276 EPI WISDOMTREE INDIA 1,358.0 $55K 0.04% $40.80 +4.2%
277 JBL JABIL INC Technology 204.0 $54K 0.04% $265.63 +43.1%
278 HWM HOWMET AEROSPACE INC Industrials 228.0 $53K 0.04% $230.46 +13.6%
279 PEG PUBLIC SVC ENTERPRISE GR Utilities 640.0 $52K 0.04% $80.95 -1.1%
280 SAN BANCO SANTANDER SA Financial Services 4,577.0 $52K 0.04% $11.28 +10.7%
Page 14 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%