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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 17 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XYLD GLOBAL X FDS 1,056.0 $43K 0.03% +28.0 +2.7% $40.78 +1.8%
322 BND VANGUARD BD INDEX FDS 585.0 $43K 0.03% -206.0 -26.0% $73.41 -1.5%
323 SO SOUTHERN CO Utilities 448.0 $43K 0.03% $95.71 -7.8%
324 IBB ISHARES TR 221.0 $42K 0.03% -44.0 -16.6% $190.19 +9.9%
325 ODFL OLD DOMINION FREIGHT LINE IN Industrials 190.0 $41K 0.03% $216.60 -8.3%
326 FXI ISHARES TR 1,300.0 $41K 0.03% $31.59 +12.4%
327 BNS BANK NOVA SCOTIA B C Financial Services 469.0 $41K 0.03% $86.84 +6.4%
328 HWM HOWMET AEROSPACE INC Industrials 150.0 $40K 0.03% -78.0 -34.2% $268.86 -1.5%
329 SCHW SCHWAB CHARLES CORP Financial Services 435.0 $40K 0.03% $92.34 +19.3%
330 IBM INTERNATIONAL BUSINESS MACHS Technology 142.0 $40K 0.03% +3.0 +2.2% $281.21 -16.2%
331 USB US BANCORP Financial Services 659.0 $40K 0.03% -8.0 -1.2% $60.40 +3.4%
332 FFEB FIRST TR EXCHNG TRADED FD VI 650.0 $40K 0.03% $60.98 +2.4%
333 MDB MONGODB INC Technology 118.0 $40K 0.03% $335.91 +33.0%
334 SBRA SABRA HEALTH CARE REIT INC Real Estate 2,030.0 $40K 0.03% +15.0 +0.7% $19.51 +5.6%
335 AAL AMERICAN AIRLINES GROUP INC Industrials 2,170.0 $39K 0.02% +250.0 +13.0% $18.07 -24.5%
336 VIG VANGUARD SPECIALIZED FUNDS 163.0 $39K 0.02% $236.62 +2.7%
337 VBK VANGUARD INDEX FDS 104.0 $38K 0.02% $365.70 -3.8%
338 EFA ISHARES TR 362.0 $38K 0.02% $103.88 +3.7%
339 DUOL DUOLINGO INC Technology 320.0 $37K 0.02% -73.0 -18.6% $115.02 +27.8%
340 UNILEVER PLC 611.0 $37K 0.02% -9.0 -1.4% $60.12
Page 17 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%