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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 26 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FNDB SCHWAB FUNDAMENTAL U.S. 285.0 $8K 0.01% $27.20 +11.2%
502 ARKF ARK ETF TR 200.0 $8K 0.01% $38.01 +8.0%
503 USAR USA RARE EARTH INC Basic Materials 500.0 $8K 0.01% +400.0 +400.0% $15.14 +74.0%
504 AMTM AMENTUM HLDGS INC EQUITY Industrials 283.0 $7K 0.01% $26.08 -11.0%
505 AWK AMERICAN WTR WKS CO INC Utilities 54.0 $7K 0.01% $136.09 -8.4%
506 PYPL PAYPAL HLDGS INC Financial Services 161.0 $7K 0.01% -346.0 -68.2% $45.23 -2.5%
507 MAR MARRIOTT INTL INC NEW Consumer Cyclical 22.0 $7K 0.01% +7.0 +46.7% $327.09 +14.0%
508 MRNA MODERNA INC Healthcare 141.0 $7K 0.01% -88.0 -38.4% $50.80 -4.7%
509 RKT ROCKET COS INC Financial Services 500.0 $7K 0.01% $14.25 +0.2%
510 TPL TEXAS PACIFIC LAND C Energy 15.0 $7K 0.01% $474.53 -13.9%
511 AI C3 AI INC Technology 835.0 $7K 0.01% $8.42 +14.5%
512 DKNG DRAFTKINGS INC NEW Consumer Cyclical 325.0 $7K 0.01% $21.62 +12.7%
513 EWG ISHARES MSCI GERMANY 175.0 $7K 0.01% -175.0 -50.0% $39.67 +10.2%
514 SOUN SOUNDHOUND AI INC Technology 1,000.0 $7K 0.01% $6.87 +21.3%
515 ARKQ ARK ETF TR 61.0 $7K 0.01% $111.79 +25.7%
516 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 95.0 $7K 0.01% +12.0 +14.5% $71.18 -8.8%
517 SHW SHERWIN WILLIAMS CO Basic Materials 21.0 $7K 0.01% $320.57 -2.9%
518 MAIN MAIN STR CAP CORP Financial Services 127.0 $7K 0.01% $52.96 -2.9%
519 SWK STANLEY BLACK & DECKER INC Industrials 93.0 $7K 0.01% -129.0 -58.1% $71.06 +10.6%
520 RIG TRANSOCEAN LTD Energy 984.0 $7K 0.01% $6.63 -1.8%
Page 26 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%