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
72 檔
50.5%
During the Q4 2025 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 72 reported positions.
In Q4 2025, Mullaney, Keating & Wright, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 30.89% | +0.42% | -0.33% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 10.57% | +0.24% | -0.65% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.90% | +0.05% | -0.12% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.55% | +0.05% | +0.08% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.23% | -0.26% | -0.25% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.32% | -0.54% | +1.27% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.05% | -0.02% | -3.02% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.95% | -0.13% | +7.62% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.85% | +0.11% | +1.47% | |
| 10 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.65% | -0.12% | +0.01% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.30% | -0.25% | -0.98% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.13% | -0.18% | +0.21% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.91% | -0.02% | +0.07% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.07% | +103.87% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | +0.09% | +1.35% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.60% | -0.14% | +5.05% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.33% | +0.12% | +17.63% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | +0.06% | +3.81% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.12% | +5.62% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.97% | -0.06% | -17.78% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.02% | +0.02% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.65% | -0.09% | +418.56% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | +0.03% | -1.11% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.06% | +0.57% | |
| 25 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.55% | -0.03% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.04% | +1.56% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.46% | -0.04% | +4.64% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.18% | +0.01% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | +0.06% | +6.53% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.42% | -0.01% | +5.04% | |
| 31 | DISV | Dimensional International Sm | ETF-Other | 0.35% | -0.03% | +1.14% | |
| 32 | VLO | Valero Energy CORP | Stock-Energy | 0.34% | -0.04% | — | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | — | +8.70% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.01% | — | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.33% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.01% | — | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | — | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.12% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.25% | -0.05% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.06% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.23% | -0.03% | +120.17% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | — | — | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | +15.90% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.23% | — | — | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | -0.03% | — | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.02% | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | -12.07% | |
| 49 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.19% | +0.01% | +0.36% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.18% | -0.01% | +1.74% |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $206.8M across 72 disclosed positions in Q4 2025.
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 50.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSV
市值: $417.1K
Top Position Liquidated / Trimmed
ITB
前期市值: $214.5K
During Q4 2025, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (30.9%)、IWB (10.6%)、IWR (4.9%). The largest single position, AAPL, represented 30.9% of total portfolio value.
In Q4 2025, Mullaney, Keating & Wright, Inc. made 40 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 1 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.