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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 15 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DAVE INC 150.0 $56K 0.04% $372.59
282 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,442.0 $56K 0.04% $38.73 +65.3%
283 VXUS VANGUARD STAR FDS 650.0 $56K 0.03% $85.49 +2.4%
284 BX BLACKSTONE INC Financial Services 466.0 $55K 0.03% +80.0 +20.7% $117.73 +20.9%
285 IJK ISHARES TR 464.0 $55K 0.03% $117.50 -3.2%
286 SHAK SHAKE SHACK INC Consumer Cyclical 973.0 $55K 0.03% +235.0 +31.8% $56.02 +24.8%
287 CVS CVS HEALTH CORP Healthcare 525.0 $54K 0.03% -14.0 -2.6% $103.52 -10.1%
288 PEP PEPSICO INC Consumer Defensive 391.0 $53K 0.03% -7.0 -1.8% $135.44 +4.2%
289 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 600.0 $52K 0.03% +200.0 +50.0% $87.04 +10.1%
290 IJR ISHARES TR 350.0 $52K 0.03% $148.31 -1.8%
291 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 596.0 $51K 0.03% -316.0 -34.6% $86.09 +17.2%
292 VNQ VANGUARD INDEX FDS 530.0 $51K 0.03% -319.0 -37.6% $96.37 +0.9%
293 AIQ GLOBAL X FDS 775.0 $51K 0.03% NEW $65.61 -2.1%
294 LIN LINDE PLC Basic Materials 97.0 $50K 0.03% $518.94 -5.7%
295 VTIP VANGUARD MALVERN FDS 1,001.0 $50K 0.03% -246.0 -19.7% $50.23 -1.2%
296 USIG ISHARES TR 975.0 $50K 0.03% $51.29 -1.9%
297 VGLT VANGUARD SCOTTSDALE FDS 905.0 $50K 0.03% $55.18 -3.6%
298 FNDF SCHWAB STRATEGIC TR 941.0 $50K 0.03% $52.76 +5.1%
299 PODD INSULET CORP Healthcare 325.0 $49K 0.03% -215.0 -39.8% $152.26 -4.7%
300 D DOMINION ENERGY INC Utilities 718.0 $49K 0.03% $68.29 -4.1%
Page 15 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%