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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 14 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MTUM ISHARES TR 195.0 $67K 0.04% +50.0 +34.5% $342.83 -12.6%
262 GM GENERAL MTRS CO Consumer Cyclical 866.0 $67K 0.04% -8.0 -0.9% $77.08 +11.9%
263 GJUL FIRST TR EXCHNG TRADED FD VI 1,525.0 $66K 0.04% $43.49 +2.3%
264 FNDE SCHWAB STRATEGIC TR 1,653.0 $66K 0.04% $39.68 +5.8%
265 QUAL ISHARES TR 296.0 $65K 0.04% $219.43 +1.9%
266 GFEB FIRST TR EXCHNG TRADED FD VI 1,450.0 $64K 0.04% -300.0 -17.1% $44.03 +1.9%
267 RYLD GLOBAL X FDS 3,982.0 $64K 0.04% -592.0 -12.9% $15.99 +1.4%
268 CARNIVAL CORP LTD 2,225.0 $64K 0.04% NEW $28.57
269 ENB ENBRIDGE INC Energy 1,163.0 $63K 0.04% -300.0 -20.5% $54.21 -7.4%
270 SAN BANCO SANTANDER SA Financial Services 4,550.0 $63K 0.04% -27.0 -0.6% $13.80 +6.3%
271 GLD SPDR GOLD TR Financial Services 167.0 $62K 0.04% $368.39 +11.0%
272 QRVO QORVO INC Technology 659.0 $61K 0.04% $93.27 +1.6%
273 MDT MEDTRONIC PLC Healthcare 781.0 $61K 0.04% $78.30 +16.5%
274 MILLROSE PPTYS INC 2,015.0 $61K 0.04% +2K +10000.0% $30.05
275 OXY OCCIDENTAL PETE CORP Energy 1,225.0 $59K 0.04% $48.56 +21.7%
276 ADSK AUTODESK INC Technology 301.0 $59K 0.04% -160.0 -34.7% $194.42 +34.1%
277 CARR CARRIER GLOBAL CORPORATION Industrials 797.0 $58K 0.04% -52.0 -6.1% $73.35 -19.9%
278 EPI WISDOMTREE TR 1,358.0 $58K 0.04% $42.78 +0.5%
279 XBI SPDR SERIES TRUST 165.0 $58K 0.04% $350.07 -53.6%
280 IJJ ISHARES TR 386.0 $57K 0.04% $147.73 -0.3%
Page 14 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%