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CIK: 0002135840
Total reported value
$206.8M
$206.8M
56 檔
43.3%
During the Q3 2024 filing period, Mullaney, Keating & Wright, Inc. (CIK: 0002135840) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $206.8M across 56 reported positions.
In Q3 2024, Mullaney, Keating & Wright, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 34.79% | +0.42% | -0.20% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 11.91% | +0.24% | +1.31% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.72% | +0.05% | +0.41% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.13% | -0.26% | -1.07% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.56% | -0.02% | +2.71% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.35% | -0.54% | +1.77% | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.25% | -0.12% | -3.17% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.38% | +0.11% | +0.82% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.95% | -0.13% | +3.23% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.71% | +0.09% | +10.24% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.52% | -0.06% | +1.54% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.29% | -0.18% | +18.91% | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.22% | +0.12% | -1.37% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.17% | -0.25% | +21.02% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | +0.02% | +0.02% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.07% | -0.49% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.06% | +49.45% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.03% | +1.19% | |
| 19 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.75% | -0.03% | — | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.61% | — | +174.43% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.18% | — | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 0.55% | — | +41.48% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.01% | +2.06% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | -0.01% | +25.77% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.42% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.04% | +0.59% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.40% | -0.04% | +20.36% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.06% | -7.99% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.05% | — | |
| 30 | VLO | Valero Energy CORP | Stock-Energy | 0.37% | -0.04% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.01% | +1.85% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.02% | — | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | — | +0.07% | |
| 34 | DISV | Dimensional International Sm | ETF-Other | 0.33% | -0.03% | +21.22% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.32% | — | +0.27% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.06% | +2.97% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.31% | -0.14% | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.01% | -3.57% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.29% | — | +0.96% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.01% | +3.39% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.12% | +8.66% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | — | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.12% | — | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.24% | +0.01% | -7.84% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | +0.82% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.19% | -0.01% | — | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.19% | +0.13% | NEW | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.18% | +0.10% | NEW | |
| 50 | CI | THE Cigna Group | Stock-Healthcare | 0.17% | +0.10% | NEW |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 56 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWB, IWR) accounted for 43.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
JPST
市值: $448.4K
Top Position Liquidated / Trimmed
AAPL
前期市值: $45.4M
During Q3 2024, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (34.8%)、IWB (11.9%)、IWR (5.7%). The largest single position, AAPL, represented 34.8% of total portfolio value.
In Q3 2024, Mullaney, Keating & Wright, Inc. made 39 total portfolio adjustments, initiating 3 new buys, adding to 28 positions, trimming 8 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.
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