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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 31 of 37  ·  726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 GRAL GRAIL INC EQUITY Healthcare 40.0 $2K 0.00% -1.0 -2.4% $51.67 +30.0%
602 MICC MAGNUM ICE CREAM CO N V Consumer Defensive 137.0 $2K 0.00% -2.0 -1.4% $14.95 +7.4%
603 OTIS OTIS WORLDWIDE CORP Industrials 26.0 $2K 0.00% $77.08 -5.6%
604 CLOU GLOBAL X FDS 100.0 $2K 0.00% -250.0 -71.4% $19.50 +17.3%
605 MJ AMPLIFY ETF TR 83.0 $2K 0.00% $23.02 +8.5%
606 XSMO INVESCO EXCHANGE TRADED FD T 25.0 $2K 0.00% $76.04 +13.2%
607 LH LABCORP HLDGS INC Healthcare 7.0 $2K 0.00% NEW $266.86 -2.6%
608 IYT ISHARES TRANSPORTATION 25.0 $2K 0.00% NEW $74.60 +9.2%
609 XOP STATE STREET SPDR S&P 10.0 $2K 0.00% $181.80 -5.4%
610 DLR DIGITAL RLTY TR INC Real Estate 10.0 $2K 0.00% $180.20 +6.6%
611 SU SUNCOR ENERGY INC NEW Energy 27.0 $2K 0.00% -163.0 -85.8% $66.11 +1.9%
612 WTAI WISDOMTREE ARTIFICIAL 63.0 $2K 0.00% $28.22 +47.5%
613 T AT&T INC Communication Services 61.0 $2K 0.00% $28.98 -12.8%
614 DIVERSIFIED ENERGY CO 100.0 $2K 0.00% $17.44
615 AMPL AMPLITUDE INC Technology 250.0 $2K 0.00% $6.82 -1.8%
616 SPDW STATE STREET SPDR 37.0 $2K 0.00% $45.65 +10.0%
617 TT TRANE TECHNOLOGIES PLC Industrials 4.0 $2K 0.00% $416.75 +8.2%
618 ZTS ZOETIS INC Healthcare 14.0 $2K 0.00% -245.0 -94.6% $118.21 -32.3%
619 IUSV ISHARES CORE S&P U.S. 16.0 $2K 0.00% $102.25 +7.9%
620 H HYATT HOTELS CORP Consumer Cyclical 10.0 $1K 0.00% NEW $143.80 +21.1%
Page 31 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%