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CIK: 0002135840
Total reported value
$206.8M
$206.8M
59 檔
41.2%
As reported in its official Q1 2025 Form 13F filing, Mullaney, Keating & Wright, Inc.'s tracked investment portfolio stood at $206.8M with 59 total positions.
Mullaney, Keating & Wright, Inc. executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 32.05% | +0.42% | -0.01% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 11.10% | +0.24% | +2.39% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.30% | +0.05% | +0.07% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.87% | -0.26% | -0.28% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.07% | -0.54% | -2.67% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.78% | -0.12% | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.68% | -0.02% | -1.25% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.11% | -0.06% | +112.40% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.90% | +0.11% | -0.22% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.65% | -0.13% | -0.92% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.61% | -0.25% | +66.14% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.42% | -0.18% | +46.27% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.90% | -0.02% | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | +0.09% | +0.35% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | +0.06% | +4.60% | |
| 16 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.11% | +0.12% | -2.71% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.12% | +4.98% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.02% | +0.02% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | -0.14% | +33.79% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.07% | -9.43% | |
| 21 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.72% | -0.03% | -0.20% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | +0.03% | -1.19% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.18% | -0.99% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | -0.84% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.41% | -0.04% | +0.21% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.04% | +0.29% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.06% | — | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.38% | -0.01% | +0.17% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.36% | — | — | |
| 30 | VLO | Valero Energy CORP | Stock-Energy | 0.36% | -0.04% | — | |
| 31 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | — | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.06% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.02% | — | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.33% | +0.06% | +4.50% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.33% | -0.03% | +0.05% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | — | +0.07% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.01% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.05% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | -1.03% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.01% | — | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.26% | -0.02% | — | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.26% | — | — | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | +0.31% | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.22% | +0.01% | +0.31% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.12% | — | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.19% | — | — | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.18% | — | +0.28% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.18% | — | -0.29% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.18% | -0.01% | — |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 59 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWB, IWR) accounted for 41.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEA
市值: $2.8M
Top Position Liquidated / Trimmed
TSLA
前期市值: $387.7K
During Q1 2025, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (32.0%)、IWB (11.1%)、IWR (5.3%). The largest single position, AAPL, represented 32.0% of total portfolio value.
In Q1 2025, Mullaney, Keating & Wright, Inc. made 34 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 15 holdings, and fully liquidating 2 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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