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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 20 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ROL ROLLINS INC Consumer Cyclical 618.0 $26K 0.02% $41.74 -12.8%
382 CHYM CHIME FINL INC Financial Services 1,255.0 $26K 0.02% -1K -46.7% $20.48 +62.1%
383 GLW CORNING INC Technology 100.0 $26K 0.02% -2.0 -2.0% $255.43 -41.7%
384 ALB ALBEMARLE CORP Basic Materials 188.0 $25K 0.02% -93.0 -33.1% $135.03 +1.7%
385 ZAP GLOBAL X FDS 730.0 $25K 0.02% +75.0 +11.4% $34.61 -9.3%
386 XLB SELECT SECTOR SPDR TR 490.0 $25K 0.01% +125.0 +34.2% $50.83 +4.6%
387 GEN GEN DIGITAL INC Technology 1,000.0 $25K 0.01% -9.0 -0.9% $24.89 +24.6%
388 SHEL SHELL PLC Energy 319.0 $25K 0.01% $77.54 +17.2%
389 RYLG GLOBAL X FDS 1,000.0 $25K 0.01% $24.71 +0.7%
390 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 725.0 $25K 0.01% $34.00 +11.9%
391 KIM KIMCO REALTY CORP Real Estate 969.0 $25K 0.01% +6.0 +0.6% $25.35 -6.2%
392 IFRA ISHARES TR 384.0 $24K 0.01% $63.07 -6.1%
393 VMBS VANGUARD SCOTTSDALE FDS 517.0 $24K 0.01% -18.0 -3.4% $46.81 -1.3%
394 VRT VERTIV HOLDINGS CO Industrials 70.0 $23K 0.01% NEW $334.81 -23.2%
395 ING ING GROEP N.V. Financial Services 743.0 $23K 0.01% $31.38 +12.3%
396 TOTALENERGIES SE 299.0 $23K 0.01% $77.76
397 CB CHUBB LIMITED Financial Services 68.0 $23K 0.01% $340.74 -0.2%
398 RVTY REVVITY INC Healthcare 203.0 $23K 0.01% $111.26 +15.8%
399 REMX VANECK ETF TRUST 250.0 $22K 0.01% $88.50 -12.5%
400 NRG NRG ENERGY INC Utilities 151.0 $22K 0.01% +50.0 +49.5% $146.06 -23.9%
Page 20 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%