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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 27 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MCO MOODYS CORP Financial Services 14.0 $6K 0.01% $436.29 +3.4%
522 SMG SCOTTS MIRACLE-GRO CO Basic Materials 100.0 $6K 0.00% $60.81 -3.2%
523 IONQ IONQ INC Technology 210.0 $6K 0.00% -250.0 -54.4% $28.83 +120.7%
524 EWA ISHARES MSCI AUSTRALIA 217.0 $6K 0.00% $27.76 +4.3%
525 DTCR GLOBAL X FDS 250.0 $6K 0.00% NEW $23.96 +29.9%
526 SLV ISHARES SILVER TRUST Financial Services 85.0 $6K 0.00% +50.0 +142.9% $68.14 +2.3%
527 EWZ iShares MSCI Brazil ETF 150.0 $6K 0.00% NEW $38.39 -5.0%
528 STZ CONSTELLATION BRANDS INC Consumer Defensive 37.0 $6K 0.00% $150.00 -1.6%
529 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 200.0 $5K 0.00% $27.32 +0.5%
530 GKOS GLAUKOS CORP Healthcare 50.0 $5K 0.00% $107.66 +6.8%
531 AMT AMERICAN TOWER CORP Real Estate 31.0 $5K 0.00% $172.58 +7.2%
532 SYM SYMBOTIC INC Industrials 100.0 $5K 0.00% $53.20 -0.6%
533 NXPI NXP SEMICONDUCTORS N V Technology 27.0 $5K 0.00% $196.85 +69.0%
534 QUBT QUANTUM COMPUTING INC Technology 775.0 $5K 0.00% $6.85 +70.5%
535 FN FABRINET Technology 10.0 $5K 0.00% $521.50 +30.5%
536 BHP BHP BILLITON LIMITED Basic Materials 71.0 $5K 0.00% -1.0 -1.4% $73.10 +18.3%
537 CLX CLOROX CO Consumer Defensive 50.0 $5K 0.00% -35.0 -41.2% $103.64 -7.1%
538 EXK ENDEAVOUR SILVER CORP Basic Materials 550.0 $5K 0.00% $9.31 +3.1%
539 PAVE GLOBAL X U.S. 100.0 $5K 0.00% $50.81 +10.8%
540 MNZL MANZIL RUSSELL HALAL USA 100.0 $5K 0.00% $50.37 +18.7%
Page 27 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%