13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002135840
Total reported value
$206.8M
$206.8M
53 檔
39.6%
According to the latest 13F quarterly dataset, Mullaney, Keating & Wright, Inc. managed an equity portfolio of $206.8M at the end of Q2 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q2 2024, Mullaney, Keating & Wright, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 35.19% | +0.42% | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 12.43% | +0.24% | — | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.85% | +0.05% | — | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.33% | -0.26% | — | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.70% | -0.54% | — | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.53% | -0.02% | — | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.84% | -0.12% | — | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.41% | +0.11% | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.99% | -0.13% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.58% | +0.09% | — | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | -0.06% | — | |
| 12 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.29% | +0.12% | — | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.21% | -0.18% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | +0.02% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.07% | — | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.07% | -0.25% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.03% | — | |
| 18 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.74% | -0.03% | — | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.06% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.18% | — | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 0.49% | -0.04% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | — | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.43% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.04% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.06% | — | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 0.40% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.01% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | — | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | — | — | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.35% | -0.01% | — | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.35% | -0.04% | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.05% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.06% | — | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.33% | — | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.01% | — | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.29% | — | — | |
| 37 | DISV | Dimensional International Sm | ETF-Other | 0.28% | -0.03% | — | |
| 38 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.28% | -0.02% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.12% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | — | |
| 41 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.27% | +0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | — | — | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.23% | — | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.12% | — | |
| 45 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.21% | +0.13% | NEW | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | — | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.20% | -0.01% | — | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.19% | +0.10% | NEW | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.18% | +0.10% | NEW | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | -0.03% | — |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 53 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWB, IWR) accounted for 39.6% of total reported equity market value during Q2 2024.
During Q2 2024, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (35.2%)、IWB (12.4%)、IWR (5.8%). The largest single position, AAPL, represented 35.2% of total portfolio value.
In Q2 2024, Mullaney, Keating & Wright, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.