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CIK: 0002135840
Total reported value
$216.1M
$216.1M
74 檔
51.9%
The Q2 2026 SEC filing reveals that Mullaney, Keating & Wright, Inc. held a total portfolio value of $216.1M, covering 74 public equity positions.
In Q2 2026, Mullaney, Keating & Wright, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IWB, IWR) accounted for 51.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
VGUS
市值: $653.4K
Top Position Liquidated / Trimmed
CVX
前期市值: $203.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 30.13% | +3.04% | -0.09% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 10.30% | -0.45% | +0.15% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.11% | -0.42% | +0.10% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.68% | -0.43% | +0.06% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.02% | -0.10% | -6.99% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.17% | -0.35% | -1.23% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.15% | -0.34% | -0.12% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.95% | -0.19% | +0.41% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.79% | -0.18% | -6.42% | |
| 10 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.58% | -0.26% | +0.01% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 2.32% | -0.07% | +1.52% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.15% | +0.02% | +3.27% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | -0.22% | +0.02% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.09% | +2.50% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.68% | -0.18% | -0.43% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.64% | -0.09% | +3.52% | |
| 17 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.53% | -0.14% | +0.82% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.09% | +7.08% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.07% | -0.06% | +3.57% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.03% | -0.59% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.07% | -1.83% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.62% | -0.03% | -1.16% | |
| 23 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.58% | +0.01% | +0.07% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.01% | +3.84% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.17% | +17.26% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | +0.03% | +16.55% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.50% | +0.22% | — | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | -0.13% | — | |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.46% | -0.02% | +0.89% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.45% | EXIT | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.45% | -0.45% | EXIT | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.10% | — | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | -0.01% | -1.21% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.34% | -0.03% | -2.74% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.34% | +0.01% | +0.65% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.03% | +0.39% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | -0.03% | — | |
| 38 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.32% | +0.99% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.30% | -0.07% | +0.11% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.28% | -0.01% | +7.32% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.26% | -0.07% | +0.58% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.25% | -0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | — | — | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | — | +14.28% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.02% | -3.77% | |
| 47 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.22% | +0.04% | +23.60% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.01% | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.22% | -0.01% | -0.39% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | -0.04% | — |
According to official SEC Form 13F filings, Mullaney, Keating & Wright, Inc. reported a total U.S. public equity portfolio value of $216.1M across 74 disclosed positions in Q2 2026.
During Q2 2026, Mullaney, Keating & Wright, Inc.'s top holdings by market value included AAPL (30.1%)、IWB (10.3%)、IWR (5.1%). The largest single position, AAPL, represented 30.1% of total portfolio value.
In Q2 2026, Mullaney, Keating & Wright, Inc. made 59 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 16 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.
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