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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 26 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FNDB SCHWAB STRATEGIC TR 285.0 $9K 0.01% $30.46 +4.0%
502 SHY ISHARES TR 105.0 $9K 0.01% $82.11 -0.3%
503 MDLZ MONDELEZ INTL INC Consumer Defensive 147.0 $9K 0.01% -10.0 -6.4% $57.87 +7.8%
504 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 32.0 $8K 0.01% $261.38 +31.5%
505 ONDS ONDAS INC Technology 1,000.0 $8K 0.01% NEW $8.24 -4.1%
506 STE STERIS PLC Healthcare 39.0 $8K 0.01% $210.56 +11.0%
507 KKR KKR & CO INC 89.0 $8K 0.01% $91.78
508 ARKQ ARK ETF TR 61.0 $8K 0.01% $131.43 -6.9%
509 ARKF ARK ETF TR 200.0 $8K 0.01% $39.46 +16.8%
510 RKT ROCKET COS INC Financial Services 500.0 $8K 0.01% $15.75 -12.6%
511 AI C3 AI INC Technology 850.0 $8K 0.01% +15.0 +1.8% $9.09 +15.8%
512 DTCR GLOBAL X FDS 250.0 $8K 0.01% $30.37 -7.8%
513 VALE VALE S A Basic Materials 500.0 $8K 0.01% $15.04 -0.1%
514 DPZ DOMINOS PIZZA INC Consumer Cyclical 25.0 $7K 0.01% $296.04 +18.2%
515 CGNX COGNEX CORP Technology 100.0 $7K 0.00% $72.42 -16.5%
516 EWG ISHARES INC 175.0 $7K 0.00% $41.37 +7.8%
517 TSCO TRACTOR SUPPLY CO Consumer Cyclical 225.0 $7K 0.00% $31.61 +9.8%
518 AWK AMERICAN WTR WKS CO INC NEW Utilities 54.0 $7K 0.00% $131.59 +5.1%
519 HTHT H WORLD GROUP LTD Consumer Cyclical 170.0 $7K 0.00% $41.72 +14.6%
520 KR KROGER CO Consumer Defensive 126.0 $7K 0.00% -4.0 -3.1% $55.56 +3.9%
Page 26 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%