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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 22 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SLYV SPDR SERIES TRUST 171.0 $19K 0.01% $109.11 +0.5%
422 SPYI NEOS ETF TRUST 350.0 $19K 0.01% $53.09 +1.2%
423 XLG INVESCO EXCHANGE TRADED FD T 300.0 $18K 0.01% $61.23 +2.3%
424 IYY ISHARES TR 100.0 $18K 0.01% $182.28 +2.8%
425 FFTY CAPITAL-FORCE ETF TR 410.0 $18K 0.01% NEW $43.55 -16.0%
426 HPE HEWLETT PACKARD ENTERPRISE C Technology 395.0 $18K 0.01% $45.10 +16.0%
427 USMV ISHARES TR 184.0 $18K 0.01% $96.46 +5.5%
428 TTAN SERVICETITAN INC Technology 250.0 $18K 0.01% NEW $70.71 +41.2%
429 SPG SIMON PPTY GROUP INC NEW Real Estate 77.0 $17K 0.01% -3.0 -3.8% $223.66 -4.1%
430 RMD RESMED INC Healthcare 87.0 $17K 0.01% $194.89 +23.3%
431 FMAY FIRST TR EXCHNG TRADED FD VI 300.0 $17K 0.01% $56.20 +2.3%
432 VGSH VANGUARD SCOTTSDALE FDS 289.0 $17K 0.01% $58.20 -0.3%
433 CCK CROWN HLDGS INC Consumer Cyclical 150.0 $17K 0.01% -4.0 -2.6% $111.82 +5.9%
434 VENTURE GLOBAL INC 1,500.0 $17K 0.01% NEW $11.13
435 FDX FEDEX CORP Industrials 53.0 $17K 0.01% -1.0 -1.9% $313.13 +5.7%
436 DIVO AMPLIFY ETF TR 361.0 $16K 0.01% +4.0 +1.1% $45.69 +6.0%
437 SHV ISHARES TR 145.0 $16K 0.01% $110.35 +0.0%
438 IEF ISHARES TR 169.0 $16K 0.01% $94.57 -1.8%
439 U UNITY SOFTWARE INC Technology 550.0 $16K 0.01% $28.58 +51.5%
440 ARES ARES MANAGEMENT CORPORATION Financial Services 140.0 $16K 0.01% +40.0 +40.0% $111.31 +28.1%
Page 22 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%