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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 6 of 34  ·  666 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INDA ISHARES TR 6,719.0 $332K 0.21% -201.0 -2.9% $49.40 +0.3%
102 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,668.0 $328K 0.20% $123.11 +31.9%
103 RRX REGAL REXNORD CORPORATION Industrials 1,365.0 $325K 0.20% $238.19 -33.9%
104 SCHP SCHWAB STRATEGIC TR 12,080.0 $320K 0.20% -352.0 -2.8% $26.50 -2.2%
105 ARM ARM HOLDINGS PLC Technology 891.0 $316K 0.20% +15.0 +1.7% $354.57 -32.6%
106 NOW SERVICENOW INC Technology 3,105.0 $308K 0.19% -3K -46.4% $99.28 +45.8%
107 VNQI VANGUARD INTL EQUITY INDEX F 6,810.0 $305K 0.19% -438.0 -6.0% $44.85 +0.9%
108 UPS UNITED PARCEL SVCS INC Industrials 2,826.0 $304K 0.19% -1K -26.4% $107.50 -2.0%
109 ACA ARCOSA INC Industrials 2,065.0 $300K 0.19% $145.29 -0.0%
110 COWZ PACER FDS TR 4,814.0 $299K 0.19% +2K +59.8% $62.21 +16.4%
111 TGT TARGET CORP Consumer Defensive 2,232.0 $292K 0.18% +31.0 +1.4% $130.61 +24.9%
112 DJIA GLOBAL X FDS 12,935.0 $286K 0.18% -779.0 -5.7% $22.14 +3.6%
113 MA MASTERCARD INCORPORATED Financial Services 544.0 $279K 0.17% $513.60 +15.9%
114 BLK BLACKROCK INC Financial Services 289.0 $278K 0.17% -10.0 -3.3% $961.58 +21.1%
115 C CITIGROUP INC Financial Services 1,947.0 $273K 0.17% +311.0 +19.0% $139.97 -5.1%
116 IGV ISHARES TR 2,957.0 $268K 0.17% +1K +58.4% $90.59 +20.9%
117 LHX L3HARRIS TECHNOLOGIES INC Industrials 911.0 $265K 0.16% $290.59 -9.6%
118 NVO NOVO-NORDISK A S Healthcare 5,511.0 $264K 0.16% -302.0 -5.2% $47.94 -4.9%
119 HOOD ROBINHOOD MKTS INC Financial Services 2,532.0 $259K 0.16% +630.0 +33.1% $102.26 +2.0%
120 INTC INTEL CORP Technology 1,848.0 $258K 0.16% +165.0 +9.8% $139.63 -35.9%
Page 6 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%