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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 24 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 JETS ETF SER SOLUTIONS 450.0 $11K 0.01% $24.63 +19.9%
462 VICI VICI PPTYS INC Real Estate 400.0 $11K 0.01% NEW $27.32 +2.8%
463 ARES ARES MANAGEMENT CORPORATION Financial Services 100.0 $11K 0.01% $109.10 +23.6%
464 AGG ISHARES TR 109.0 $11K 0.01% $99.46 -0.7%
465 FNOV FIRST TR EXCHANGE-TRADED FD VI 200.0 $11K 0.01% $53.40 +8.6%
466 MEDP MEDPACE HLDGS INC Healthcare 22.0 $11K 0.01% $480.18 -2.7%
467 REET ISHARES GLOBAL REIT ETF 420.0 $11K 0.01% $25.15 +11.0%
468 EUFN ISHARES MSCI EUROPE FINANCIALS 302.0 $11K 0.01% $34.85 +11.5%
469 MTB M & T BK CORP Financial Services 50.0 $10K 0.01% $206.72 +12.2%
470 TSCO TRACTOR SUPPLY CO Consumer Cyclical 225.0 $10K 0.01% $45.30 -31.0%
471 IJT ISHARES S&P SMALL-CAP 600 GROWTH 70.0 $10K 0.01% $144.71 +16.8%
472 ENVIRI CORP 500.0 $10K 0.01% $19.62
473 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 32.0 $10K 0.01% -63.0 -66.3% $304.09 +13.8%
474 TXN TEXAS INSTRS INC Technology 50.0 $10K 0.01% $194.14 +53.0%
475 WEC WEC ENERGY GROUP INC Utilities 82.0 $9K 0.01% $115.49 -2.1%
476 HPE HEWLETT PACKARD ENTERPRI Technology 395.0 $9K 0.01% -2.0 -0.5% $23.79 +102.5%
477 DXYZ DESTINY TECH100 INC 350.0 $9K 0.01% +250.0 +250.0% $26.78 +8.2%
478 KR KROGER CO Consumer Defensive 130.0 $9K 0.01% +101.0 +348.3% $72.08 -10.2%
479 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 32.0 $9K 0.01% $290.69 -10.3%
480 ESPO VANECK ETF TRUST 100.0 $9K 0.01% $90.50 -2.8%
Page 24 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%