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CIK: 0002135840
Total reported value
$206.8M
$206.8M
69 檔
48.5%
According to the latest 13F quarterly dataset, Mullaney, Keating & Wright, Inc. managed an equity portfolio of $206.8M at the end of Q3 2025, spanning 69 distinct U.S. exchange-listed positions.
In Q3 2025, Mullaney, Keating & Wright, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 30.53% | +0.42% | +0.89% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 10.95% | +0.24% | +0.97% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.17% | +0.05% | +4.52% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.67% | +0.05% | — | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.32% | -0.26% | -0.66% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.52% | -0.54% | +3.71% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.27% | -0.02% | -0.68% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.98% | -0.12% | +0.01% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.88% | +0.11% | +0.82% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.80% | -0.13% | +1.54% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.45% | -0.25% | +5.00% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.25% | -0.18% | +4.29% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.92% | -0.02% | +4.17% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.71% | +0.09% | -0.32% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.60% | -0.14% | +11.50% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | +0.06% | +2.14% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | -0.06% | -56.30% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.12% | +19.22% | |
| 19 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.16% | +0.12% | +1.33% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | +0.02% | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.07% | +0.82% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.03% | -1.41% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.06% | +65.17% | |
| 24 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.55% | -0.03% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.04% | +33.14% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.18% | — | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.42% | -0.04% | +2.98% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | +0.06% | +29.81% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.40% | -0.01% | +2.86% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.01% | -0.85% | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.38% | -0.04% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.01% | -22.93% | |
| 33 | DISV | Dimensional International Sm | ETF-Other | 0.34% | -0.03% | +2.74% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.34% | — | — | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | — | — | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | — | +0.07% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.28% | -0.05% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.06% | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | -0.01% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.12% | +2.78% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.23% | — | — | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | +0.42% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.19% | +0.01% | +0.31% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.18% | -0.01% | — | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | — | +0.85% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | — | — | |
| 50 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.17% | -0.02% | — |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 69 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWB, IWR) accounted for 48.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ACWI
市值: $8.4M
Top Position Liquidated / Trimmed
IWD
前期市值: $7.5M
During Q3 2025, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (30.5%)、IWB (10.9%)、IWR (5.2%). The largest single position, AAPL, represented 30.5% of total portfolio value.
In Q3 2025, Mullaney, Keating & Wright, Inc. made 41 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 7 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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