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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 18 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GSK GSK PLC Healthcare 689.0 $36K 0.02% $52.42 -3.1%
342 IYH ISHARES TR 518.0 $35K 0.02% $67.07 +7.8%
343 USO UNITED STS OIL FD LP Financial Services 326.0 $35K 0.02% $106.44 +21.9%
344 VMC VULCAN MATLS CO Basic Materials 117.0 $35K 0.02% $295.01 -6.9%
345 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 414.0 $34K 0.02% -226.0 -35.3% $81.16 -9.8%
346 PLD PROLOGIS INC. Real Estate 245.0 $33K 0.02% $135.47 +3.9%
347 VLTO VERALTO CORP Industrials 372.0 $33K 0.02% -15.0 -3.9% $88.67 +11.2%
348 IUSG ISHARES TR 174.0 $33K 0.02% $188.09 +1.7%
349 LLYVA LIBERTY LIVE HOLDINGS INC 323.0 $33K 0.02% $101.26
350 AQWA GLOBAL X FDS 1,666.0 $33K 0.02% $19.57 -2.9%
351 INGERSOLL RAND INC 394.0 $32K 0.02% -7.0 -1.8% $81.99
352 FNDC SCHWAB STRATEGIC TR 664.0 $32K 0.02% $48.56 +5.7%
353 BOUT CAPITAL-FORCE ETF TR 655.0 $32K 0.02% NEW $48.89 -9.4%
354 IYF ISHARES TR 250.0 $32K 0.02% $127.51 +7.7%
355 KMX CARMAX INC Consumer Cyclical 600.0 $32K 0.02% $52.89 +17.4%
356 ARTY ISHARES TR 400.0 $30K 0.02% $76.16 -2.1%
357 CRWV COREWEAVE INC Technology 305.0 $30K 0.02% -190.0 -38.4% $99.53 -15.4%
358 SCZ ISHARES TR 369.0 $30K 0.02% $82.27 +5.7%
359 QQQM INVESCO EXCH TRADED FD TR II 100.0 $30K 0.02% $302.97 -2.6%
360 LANDBRIDGE COMPANY LLC 380.0 $30K 0.02% +350.0 +1166.7% $79.24
Page 18 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%