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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 21 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VIGI VANGUARD INTERNATIONAL 211.0 $19K 0.01% $88.46 +6.4%
402 ARTY ISHARES FUTURE AI & TECH ETF 400.0 $19K 0.01% $46.53 +54.1%
403 IEV ISHARES EUROPE ETF 270.0 $18K 0.01% $67.94 +8.2%
404 GRAB GRAB HOLDINGS LIMITED Technology 5,000.0 $18K 0.01% $3.66 -1.9%
405 XLB SELECT SECTOR SPDR TR 365.0 $18K 0.01% +225.0 +160.7% $49.97 +2.1%
406 RVTY REVVITY INC Healthcare 203.0 $18K 0.01% -300.0 -59.6% $87.61 +10.5%
407 SPYI NEOS S&P 500 HIGH INCOME 350.0 $17K 0.01% $49.37 +8.6%
408 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 131.0 $17K 0.01% $130.95 +7.1%
409 JHEM JOHN HANCOCK EXCHANGE TRADED 500.0 $17K 0.01% $34.26 +18.0%
410 USMV ISHARES MSCI USA MIN VOL 184.0 $17K 0.01% $92.74 +4.0%
411 VGSH VANGUARD SCOTTSDALE FDS 289.0 $17K 0.01% $58.54 -0.4%
412 MDLN MEDLINE INC Healthcare 375.0 $17K 0.01% NEW $44.50 -18.7%
413 TOL TOLL BROTHERS INC Consumer Cyclical 121.0 $17K 0.01% $136.47 +1.0%
414 XLG INVESCO EXCHANGE TRADED FD T 300.0 $16K 0.01% $54.55 +16.6%
415 CIEN CIENA CORP Technology 42.0 $16K 0.01% $388.24 +55.2%
416 SLYV STATE STREET SPDR S&P 171.0 $16K 0.01% $94.58 +10.6%
417 IEF ISHARES TR 169.0 $16K 0.01% $95.44 -1.2%
418 ATO ATMOS ENERGY CORP Utilities 87.0 $16K 0.01% $184.72 -3.8%
419 SHV ISHARES TR 145.0 $16K 0.01% $110.39 -0.1%
420 DIVO AMPLIFY ETF TR 357.0 $16K 0.01% +5.0 +1.4% $44.80 +2.8%
Page 21 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%