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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 15 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 QRVO QORVO INC Technology 662.0 $51K 0.04% -528.0 -44.4% $77.40 +37.5%
282 IJJ ISHARES S&P MID-CAP 400 386.0 $51K 0.04% $132.50 +6.4%
283 ALB ALBEMARLE CORP Basic Materials 281.0 $50K 0.04% -181.0 -39.2% $179.53 -4.4%
284 VXUS VANGUARD TOTAL 650.0 $50K 0.04% NEW $77.11 +9.5%
285 VGLT VANGUARD LONG-TERM TREAS 905.0 $50K 0.04% $55.35 -2.2%
286 PWR QUANTA SVCS INC Industrials 91.0 $50K 0.04% $549.02 +31.8%
287 USIG ISHARES BROAD USD 975.0 $50K 0.04% $51.23 -0.4%
288 GXO GXO LOGISTICS INC Industrials 951.0 $49K 0.04% $51.85 -8.4%
289 LIN LINDE PLC Basic Materials 97.0 $48K 0.04% $495.76 +4.4%
290 CARR CARRIER GLOBAL CORP Industrials 849.0 $48K 0.04% $56.31 +12.1%
291 NDAQ NASDAQ INC Financial Services 553.0 $47K 0.04% $84.89 +7.2%
292 IJK ISHARES S&P MID-CAP 400 464.0 $47K 0.04% $100.62 +11.1%
293 FXI ISHARES CHINA LARGE-CAP 1,300.0 $47K 0.04% $35.90 -1.1%
294 FNDF SCHWAB FUNDAMENTAL 941.0 $46K 0.03% $48.93 +9.1%
295 RR RICHTECH ROBOTICS INC Industrials 21,750.0 $45K 0.03% -1K -4.4% $2.09 +28.2%
296 KARO KAROOOOO LTD Technology 900.0 $45K 0.03% $49.84 -4.5%
297 IBB ISHARES TR 265.0 $45K 0.03% +6.0 +2.3% $168.85 -0.0%
298 D DOMINION ENERGY INC Utilities 718.0 $44K 0.03% $61.82 +9.5%
299 BX BLACKSTONE INC Financial Services 386.0 $44K 0.03% -60.0 -13.4% $114.99 +3.1%
300 CHYM CHIME FINL INC Financial Services 2,355.0 $44K 0.03% NEW $18.73 -5.0%
Page 15 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%