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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 19 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NOC NORTHROP GRUMMAN CORP Industrials 40.0 $27K 0.02% $682.25 -18.4%
362 TOTALENERGIES SE 299.0 $27K 0.02% $91.09
363 EMR EMERSON ELEC CO Industrials 207.0 $27K 0.02% $131.02 +7.6%
364 ZS ZSCALER INC Technology 193.0 $27K 0.02% -215.0 -52.7% $140.29 +30.0%
365 IUSG ISHARES TR 174.0 $27K 0.02% $155.11 +21.9%
366 IBKR INTERACTIVE BROKERS GROU Financial Services 400.0 $27K 0.02% $67.07 +23.6%
367 FMAR FIRST TR EXCHANGE-TRADED FD VI 550.0 $27K 0.02% $48.49 +7.4%
368 DAVE INC 150.0 $26K 0.02% $174.09
369 INNOVATOR ETFS TRUST 655.0 $26K 0.02% $39.26
370 AIM ETF PRODUCTS TRUST 1,000.0 $26K 0.02% $25.70
371 EUDV PROSHARES MSCI EUROPE DIV 500.0 $26K 0.02% $51.27 +5.7%
372 CAIE CALAMOS ETF TR 1,000.0 $25K 0.02% NEW $25.14 +9.9%
373 VMBS VANGUARD MORTGAGE-BACKED 535.0 $25K 0.02% -28.0 -5.0% $46.95 -0.5%
374 SOFI SOFI TECHNOLOGIES INC Financial Services 1,575.0 $25K 0.02% +75.0 +5.0% $15.88 +0.6%
375 KMX CARMAX INC Consumer Cyclical 600.0 $25K 0.02% $41.58 -2.3%
376 FDEC FIRST TR EXCHANGE-TRADED FD VI 500.0 $25K 0.02% $49.72 +9.1%
377 AFL AFLAC INC Financial Services 221.0 $24K 0.02% $109.53 +6.7%
378 QQQM INVESCO EXCH TRADED FD TR II 100.0 $24K 0.02% NEW $237.62 +26.5%
379 HAL HALLIBURTON CO Energy 605.0 $24K 0.02% $38.99 +5.4%
380 WTRE WISDOMTREE NEW ECONOMY 1,081.0 $23K 0.02% -192.0 -15.1% $21.66 +22.1%
Page 19 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%