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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 29 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WCN WASTE CONNECTIONS INC Industrials 25.0 $4K 0.00% $161.96 -3.9%
562 FVRR FIVERR INTL LTD Communication Services 400.0 $4K 0.00% $10.02 +10.7%
563 KSA ISHARES MSCI SAUDI 100.0 $4K 0.00% $39.75 -2.8%
564 PTLC PACER FDS TR 75.0 $4K 0.00% $52.47 +10.5%
565 PCTY PAYLOCITY HLDG CORP Technology 35.0 $4K 0.00% $108.03 +4.6%
566 DIEBOLD NIXDORF INC 50.0 $4K 0.00% $75.44
567 HPQ HP INC Technology 194.0 $4K 0.00% $19.21 +31.4%
568 SOLV SOLAREDGE TECHNOLOGIES I Healthcare 57.0 $4K 0.00% $65.30 +17.7%
569 IWV ISHARES RUSSELL 3000 10.0 $4K 0.00% NEW $370.70 +14.0%
570 IYJ ISHARES US INDUSTRIALS 25.0 $4K 0.00% $147.56 +5.8%
571 PDD PDD HOLDINGS INC Consumer Cyclical 36.0 $4K 0.00% -38.0 -51.4% $102.17 -7.5%
572 KEYS KEYSIGHT TECHNOLOGIES IN Technology 13.0 $4K 0.00% $282.38 +22.7%
573 DVN DEVON ENERGY CORP NEW Energy 70.0 $4K 0.00% $50.31 -6.1%
574 RH RH Consumer Cyclical 25.0 $3K 0.00% $139.84 -2.4%
575 SPTE SP FUNDS S&P GLOBAL 100.0 $3K 0.00% $34.67 +33.1%
576 SLI STANDARD LITHIUM LTD Basic Materials 1,000.0 $3K 0.00% $3.41 +9.1%
577 VEA VANGUARD FTSE DEVELOPED 50.0 $3K 0.00% $64.08 +10.0%
578 LEIDOS HOLDINGS INC 20.0 $3K 0.00% $155.50
579 A AGILENT TECHNOLOGIES INC Healthcare 27.0 $3K 0.00% $113.96 +0.9%
580 FIS FIDELITY NATL INFORMATIO Technology 65.0 $3K 0.00% -28.0 -30.1% $46.91 -7.2%
Page 29 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%