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CIK: 0002135840
Total reported value
$206.8M
$206.8M
59 檔
40.7%
In Q2 2025, Mullaney, Keating & Wright, Inc.'s U.S. equity holdings reached a combined market value of $206.8M, distributed across 59 disclosed stock positions.
Mullaney, Keating & Wright, Inc. executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 28.76% | +0.42% | -0.06% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 11.88% | +0.24% | -0.47% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.56% | +0.05% | -0.10% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.89% | -0.26% | +0.21% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.98% | -0.54% | -0.25% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.68% | -0.02% | -1.82% | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.48% | -0.12% | -3.71% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.11% | -0.13% | +10.62% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.09% | -0.06% | -0.49% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.00% | +0.11% | +1.87% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.75% | -0.25% | +8.52% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.54% | -0.18% | +8.09% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.07% | -0.02% | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.86% | +0.09% | -0.61% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.69% | -0.14% | +98.40% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.44% | +0.06% | -2.40% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.22% | +0.12% | +2.36% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.12% | +2.87% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | +0.02% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.07% | +1.17% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | +0.03% | -0.80% | |
| 22 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.69% | -0.03% | -1.13% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.18% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.06% | -3.23% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.01% | — | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.45% | -0.04% | +3.45% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | -0.01% | +11.40% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.04% | +1.05% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.01% | — | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | — | — | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.36% | -0.03% | +0.73% | |
| 32 | DFAT | Dimensional US Target Value | ETF-Other | 0.36% | — | — | |
| 33 | VLO | Valero Energy CORP | Stock-Energy | 0.35% | -0.04% | — | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | — | — | |
| 35 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.35% | +0.06% | -0.29% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.06% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.02% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.05% | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.01% | +1.09% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.01% | — | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.25% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | — | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.12% | — | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | +2.08% | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.22% | -0.02% | — | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.22% | +0.01% | +0.31% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.20% | -0.01% | +1.38% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.20% | — | — | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.19% | — | — | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.18% | — | +0.31% |
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 Q2 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 40.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
VTEB
市值: $301.0K
Top Position Liquidated / Trimmed
IGV
前期市值: $261.0K
During Q2 2025, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (28.8%)、IWB (11.9%)、IWR (5.6%). The largest single position, AAPL, represented 28.8% of total portfolio value.
In Q2 2025, Mullaney, Keating & Wright, Inc. made 35 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 14 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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