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Portfolio (Quarterly) Guide ↗

Murphy & Mullick Capital Management Corp

· CIK 0002047271
13F Portfolio $139M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 839 New
Page 26 of 42  ·  839 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SU SUNCOR ENERGY INC NEW Energy 190.0 $8K 0.01% NEW $44.36 +49.2%
502 PDD PDD HOLDINGS INC ADR F Consumer Cyclical 74.0 $8K 0.01% NEW $113.39 -14.5%
503 AMTM AMENTUM HLDGS INC EQUITY Industrials 283.0 $8K 0.01% NEW $29.00 -20.0%
504 SCHR SCHWAB INTERMEDIATE TERM 322.0 $8K 0.01% NEW $25.08 -1.8%
505 BABA ALIBABA GROUP HLDG LTD F Consumer Cyclical 55.0 $8K 0.01% NEW $146.58 -11.8%
506 HTHT H WORLD GROUP LIMITE A F Consumer Cyclical 170.0 $8K 0.01% NEW $47.05 -7.2%
507 CFR Cullen/Frost Bankers Inc Financial Services 63.0 $8K 0.01% NEW $126.63 +10.3%
508 QUBT QUANTUM COMPUTING INC Technology 775.0 $8K 0.01% NEW $10.26 +10.4%
509 CLOU GLOBAL X CLOUD COMPUTING 350.0 $8K 0.01% NEW $22.62 +1.4%
510 FVRR Fiverr International Ltd COM NPV Communication Services 400.0 $8K 0.01% NEW $19.76 -44.3%
511 OKLO OKLO INC Utilities 110.0 $8K 0.01% NEW $71.76 -1.6%
512 MAIN Main Street Capital Corp Financial Services 127.0 $8K 0.01% NEW $60.39 -14.9%
513 FNDB SCHWAB FUNDMTL US BROAD 285.0 $8K 0.01% NEW $26.57 +13.8%
514 IDNA iShares Genomics Immunology and Healthcare ETF 275.0 $7K 0.01% NEW $26.19 +12.7%
515 KBWB INVSC KBW BANK ETF 85.0 $7K 0.01% NEW $84.29 +3.4%
516 MCO Moodys Corp Financial Services 14.0 $7K 0.01% NEW $510.86 -12.2%
517 AWK AMERICAN WTR WKS CO INC Utilities 54.0 $7K 0.01% NEW $130.50 -4.5%
518 PARR Par Pacific Holdings Inc Energy 200.0 $7K 0.01% NEW $35.14 +68.0%
519 ARKQ ARK Autonomous Technology&Robotics ETF 61.0 $7K 0.01% NEW $113.98 +23.3%
520 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 83.0 $7K 0.01% NEW $82.02 -20.9%
Page 26 of 42  ·  839 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 37.3%
Industrials 13.5%
Consumer Cyclical 13.0%
Financial Services 11.8%
Healthcare 11.2%
Communication Services 7.6%
Consumer Defensive 2.4%
Utilities 1.6%
Energy 0.7%
Basic Materials 0.6%