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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 28 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 200.0 $5K 0.00% $26.67 +9.4%
542 R RYDER SYS INC Industrials 20.0 $5K 0.00% $263.75 -6.8%
543 EWZ ISHARES INC 150.0 $5K 0.00% $34.50 +3.0%
544 STZ CONSTELLATION BRANDS INC Consumer Defensive 37.0 $5K 0.00% $139.08 -6.0%
545 BSX BOSTON SCIENTIFIC CORP Healthcare 120.0 $5K 0.00% -235.0 -66.2% $42.68 +9.7%
546 KBWP INVESCO EXCH TRADED FD TR II 40.0 $5K 0.00% $126.78 +6.5%
547 VXF VANGUARD INDEX FDS 20.0 $5K 0.00% $246.20 -1.5%
548 SPTE SP FUNDS TRUST 100.0 $5K 0.00% $48.80 -2.7%
549 QUBT QUANTUM COMPUTING INC Technology 500.0 $5K 0.00% -275.0 -35.5% $9.70 -16.0%
550 RIG TRANSOCEAN LTD Energy 984.0 $5K 0.00% $4.89 +18.6%
551 CLX CLOROX CO DEL Consumer Defensive 50.0 $5K 0.00% $95.44 +7.4%
552 HSBC HSBC HLDGS PLC Financial Services 50.0 $5K 0.00% -2.0 -3.9% $95.10 +8.9%
553 EXK ENDEAVOUR SILVER CORP Basic Materials 550.0 $5K 0.00% $8.28 +30.0%
554 KEYS KEYSIGHT TECHNOLOGIES INC Technology 13.0 $5K 0.00% $350.08 -8.6%
555 SLV ISHARES SILVER TR Financial Services 85.0 $5K 0.00% $53.47 +12.2%
556 TJX TJX COS INC NEW Consumer Cyclical 30.0 $5K 0.00% $151.50 -10.8%
557 NOV NOV INC Energy 243.0 $5K 0.00% $18.55 +13.1%
558 DRNZ REX ETF TR 200.0 $5K 0.00% $22.52 -5.0%
559 SYM SYMBOTIC INC Industrials 100.0 $4K 0.00% $44.95 -11.3%
560 MIR MIRION TECHNOLOGIES INC Industrials 250.0 $4K 0.00% $17.93 -19.7%
Page 28 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%