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
60 檔
44.4%
According to the latest 13F quarterly dataset, Mullaney, Keating & Wright, Inc. managed an equity portfolio of $206.8M at the end of Q4 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q4 2024, Mullaney, Keating & Wright, Inc. performed routine portfolio adjustments (4 new buys, 17 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 36.21% | +0.42% | -0.42% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 11.40% | +0.24% | -3.93% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.51% | +0.05% | -1.22% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.81% | -0.26% | -1.21% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.07% | -0.54% | -1.98% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.83% | -0.02% | -11.72% | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.69% | -0.12% | +0.14% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.17% | +0.11% | -1.91% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.48% | -0.13% | -4.64% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.03% | +0.09% | +23.65% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.65% | -0.18% | +32.38% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.56% | -0.25% | +38.80% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.47% | -0.06% | +2.70% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | +0.06% | +64.88% | |
| 15 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.10% | +0.12% | +0.94% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | +0.02% | -5.73% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.07% | -2.83% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.12% | +259.61% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | +0.03% | -1.25% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.14% | +117.52% | |
| 21 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.63% | -0.03% | -0.46% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.18% | -2.80% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.01% | +0.28% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.41% | -0.01% | +0.26% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.04% | +1.26% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.01% | +4.20% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.06% | — | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.39% | — | -4.31% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.38% | — | -28.88% | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.37% | -0.04% | +1.97% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | — | -0.85% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.33% | -0.05% | — | |
| 33 | VLO | Valero Energy CORP | Stock-Energy | 0.33% | -0.04% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.02% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.06% | +1.92% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.31% | +0.06% | — | |
| 37 | DISV | Dimensional International Sm | ETF-Other | 0.30% | -0.03% | +0.91% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.01% | +2.15% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | — | — | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.25% | — | -56.50% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | -0.01% | -3.62% | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | — | -1.52% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | — | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.12% | — | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.21% | +0.01% | -6.46% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | +1.97% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.20% | — | -29.16% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.20% | +0.13% | NEW | |
| 50 | KKR | Kkr & Co Inc | Stock-Financials | 0.19% | — | +3.24% |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 60 disclosed positions in Q4 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 44.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPEM
市值: $455.9K
Top Position Liquidated / Trimmed
AAPL
前期市值: $50.1M
During Q4 2024, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (36.2%)、IWB (11.4%)、IWR (5.5%). The largest single position, AAPL, represented 36.2% of total portfolio value.
In Q4 2024, Mullaney, Keating & Wright, Inc. made 43 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 22 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.