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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 19 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 QBTS D-WAVE QUANTUM INC Technology 1,250.0 $30K 0.02% -350.0 -21.9% $23.99 -29.1%
362 ZS ZSCALER INC Technology 210.0 $30K 0.02% +17.0 +8.8% $141.16 +30.5%
363 BGR BLACKROCK ENERGY & RES TR Financial Services 2,000.0 $30K 0.02% $14.82 +14.4%
364 EMR EMERSON ELEC CO Industrials 207.0 $30K 0.02% $143.15 +8.4%
365 MSI MOTOROLA SOLUTIONS INC Technology 71.0 $29K 0.02% $415.30 +17.0%
366 ES EVERSOURCE ENERGY Utilities 400.0 $29K 0.02% +396.0 +9900.0% $72.27 -2.0%
367 VDE VANGUARD WORLD FD 193.0 $29K 0.02% +1.0 +0.5% $149.78 +17.9%
368 FMAR FIRST TR EXCHNG TRADED FD VI 550.0 $29K 0.02% $52.26 +2.1%
369 INTU INTUIT Technology 110.0 $29K 0.02% -42.0 -27.6% $261.00 +37.2%
370 SOFI SOFI TECHNOLOGIES INC Financial Services 1,575.0 $28K 0.02% $17.93 +0.7%
371 CAIE CALAMOS ETF TR 1,036.0 $28K 0.02% +36.0 +3.6% $27.22 -0.1%
372 IAU ISHARES GOLD TR Financial Services 368.0 $28K 0.02% $75.51 +11.0%
373 DUK DUKE ENERGY CORP NEW Utilities 220.0 $28K 0.02% -343.0 -60.9% $126.30 -4.8%
374 FDEC FIRST TR EXCHNG TRADED FD VI 500.0 $27K 0.02% $54.47 +2.5%
375 WTRE WISDOMTREE TR 1,081.0 $27K 0.02% $25.04 -6.0%
376 COP CONOCOPHILLIPS Energy 260.0 $27K 0.02% -6.0 -2.3% $103.96 +25.4%
377 EUDV PROSHARES TR 500.0 $26K 0.02% $52.76 +5.1%
378 AIM ETF PRODUCTS TRUST 1,000.0 $26K 0.02% $26.32
379 RXO RXO INC Industrials 951.0 $26K 0.02% $27.59 -20.6%
380 AFL AFLAC INC Financial Services 221.0 $26K 0.02% $117.12 -0.5%
Page 19 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%