M&
Murphy & Mullick Capital Management Corp 13F Filings Tracker & Latest Positions (Q2 2026)
Murphy & Mullick Capital Management CorpCIK: 0002047271
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$161.2M
Reporting period: 2026-06-30 · Number of holdings: 666
Murphy & Mullick Capital Management Corp disclosed 666 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $161.2M and a quarterly turnover rate of 24.7%.
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Personality snowflake
- Concentration
- 4.8
- Portfolio Stability
- 24.73
- Momentum
- 100
- Sector conviction
- 68.04
- Diversification
- 100
- Sizing Uniformity
- 73.55
Murphy & Mullick Capital Management Corp's disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 83 equally-sized positions, well below its 666 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.65), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 60% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AMD
-3.0% $2.6M
Add MU
-18.7% $1.6M
Trim PLTR
-0.7% -$380.8K
Trim VCIT
-29.1% -$408.1K
Add SMH
+22.6% $802.1K
Trim MSFT
-7.2% -$164.4K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 666 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.78% | -0.17% | -0.52% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.98% | +0.09% | +5.63% | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.82% | -0.21% | -1.90% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | +0.06% | -0.31% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 2.52% | +1.43% | -2.99% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.52% | — | +0.16% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.32% | +0.01% | +5.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.10% | +0.57% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | +0.25% | +18.78% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.96% | +0.05% | +7.55% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.93% | +0.07% | -0.20% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.86% | +0.39% | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.74% | -0.12% | -0.24% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.04% | +2.13% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.59% | +0.38% | +36.14% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.54% | +0.88% | -18.67% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.41% | -7.15% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | -0.09% | -2.00% | |
| 19 | GE | General Electric | Stock-Industrials | 1.25% | +0.12% | +0.28% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.20% | +0.01% | +4.12% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.09% | +0.71% | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 1.01% | +0.12% | +1.02% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.97% | -0.07% | -0.16% | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.95% | +0.41% | +22.61% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | -0.10% | +1.33% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | +0.34% | -4.73% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.05% | +12.10% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.18% | +1.83% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.87% | -0.44% | -0.67% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.84% | -0.13% | +3.61% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.83% | -0.03% | +7.04% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.24% | +45.51% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.80% | -0.05% | — | |
| 34 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.79% | +0.04% | -5.37% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.78% | +0.24% | +53.54% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.77% | +0.11% | +15.71% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.27% | -10.63% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | +0.31% | +86.42% | |
| 39 | FLR | Fluor CORP | Stock-Industrials | 0.70% | -0.05% | -0.17% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.70% | -0.05% | +299.32% | |
| 41 | CLH | Clean Harbors Inc | Stock-Industrials | 0.70% | -0.11% | -0.16% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | -0.11% | +2.95% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.69% | +0.11% | — | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | -0.42% | -29.12% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.60% | -0.22% | +0.10% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-Other | 0.57% | -0.05% | -0.72% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.14% | +2.41% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.54% | -0.09% | — | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.52% | +0.22% | +900.00% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.51% | -0.04% | +2.95% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+22.8%
- Stdev
- +14.2%
- Beta
- +1.02
- Alpha
- +1.6%
- Max Drawdown
- -5.6%
- Annualized Perf
- +22%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +3.03
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.41
- Calmar
- +3.91
- Information Ratio
- +0.47
- Tracking Error
- +4.1%
- Stdev Down
- +6.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +30.1%
- Worst 12 Months
- +19.1%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.48
- Stdev Sectors
- +11.1%
- Skewness
- -0.03
- Kurtosis
- -0.16
- Upside Potential
- +4.48
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Murphy & Mullick Capital Management Corp's most significant position changes for 2026-06-30: New buy: Pacer Swan Sos Fund Of Funds (PSFF); Sold out: Nextpower Inc-cl A (NXT); New buy: Vistra CORP (VST); New buy: ; Sold out: Carnival CORP LTD (CCL1EUR).
Showing top 200 changes by size (of 753 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.4% | -2.99% | Trim |
| 2 | MU | Micron Technology Inc | +0.9% | -18.67% | Trim |
| 3 | SMH | Vaneck Semiconductor ETF | +0.4% | +22.61% | Add |
| 4 | ASML | ASML Holding N.V. | +0.4% | — | Unchanged |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | +36.14% | Add |
| 6 | LRCX | Lam Research CORP | +0.3% | -4.73% | Trim |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +86.42% | Add |
| 8 | SCHX | Schwab US Large-cap ETF | +0.3% | +202.23% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | -10.63% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +18.78% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +45.51% | Add |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +53.54% | Add |
| 13 | KLAC | Kla CORP | +0.2% | +900.00% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -4.29% | Trim |
| 15 | MRVL | Marvell Technology Inc | +0.2% | -1.78% | Trim |
| 16 | DELL | Dell Technologies -c | +0.2% | -5.94% | Trim |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +2.41% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -8.15% | Trim |
| 19 | GE | General Electric | +0.1% | +0.28% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +1.02% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +15.71% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.57% | Add |
| 24 | INTC | Intel CORP | +0.1% | +9.80% | Add |
| 25 | ARM | Arm Holdings Plc-adr | +0.1% | +1.71% | Add |
| 26 | SCHG | Schwab US Large-cap Growth | +0.1% | +5.63% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | +0.71% | Add |
| 28 | ALAB | Astera Labs Inc | +0.1% | +2.03% | Add |
| 29 | PSFF | Pacer Swan Sos Fund Of Funds | +0.1% | NEW | New buy |
| 30 | BA | Boeing Co/the | +0.1% | +69.56% | Add |
| 31 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.20% | Trim |
| 32 | XLK | Ss Technology Select Sector | +0.1% | +10.33% | Add |
| 33 | AVGO | Broadcom Inc | +0.1% | -0.31% | Trim |
| 34 | HOOD | Robinhood Markets Inc - A | +0.1% | +33.12% | Add |
| 35 | IGV | Ishares Expanded Tech-softwa | +0.1% | +58.38% | Add |
| 36 | VT | Vanguard Tot World Stk ETF | +0.1% | +7.55% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +12.10% | Add |
| 38 | ANET | Arista Networks Inc | +0.1% | +2.45% | Add |
| 39 | VTV | Vanguard Value ETF | +0.1% | +25.81% | Add |
| 40 | GNRC | Generac Holdings Inc | +0.1% | +1.66% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.85% | Add |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +59.83% | Add |
| 43 | BE | Bloom Energy Corp- A | +0.1% | — | Unchanged |
| 44 | MP | Mp Materials CORP | +0.1% | +63.64% | Add |
| 45 | TXT | Textron Inc | +0.1% | +646.67% | Add |
| 46 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 47 | AXON | Axon Enterprise Inc | 0% | -5.37% | Trim |
| 48 | DDOG | Datadog Inc - Class A | 0% | -22.61% | Trim |
| 49 | CEG | Constellation Energy | 0% | +125.86% | Add |
| 50 | GCOW | Pacer Global Cash Cows Divid | 0% | +250.00% | Add |
1–50 of 200
Filing History
FAQ
What is Murphy & Mullick Capital Management Corp and what type of investor is it?
Murphy & Mullick Capital Management Corp is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $161.2M, spread across 666 disclosed positions.
What are Murphy & Mullick Capital Management Corp's largest equity positions?
Based on the latest 13F filing, Murphy & Mullick Capital Management Corp's top holdings by market value are:
1. Nvidia CORP (NVDA) — $6.1M (3.8%)
2. Schwab US Large-cap Growth (SCHG) — $4.8M (3.0%)
3. Tesla Inc (TSLA) — $4.5M (2.8%)
4. Broadcom Inc (AVGO) — $4.5M (2.8%)
5. Advanced Micro Devices (AMD) — $4.1M (2.5%)
What changes did Murphy & Mullick Capital Management Corp make in its most recent portfolio filing?
In the latest reported quarter, Murphy & Mullick Capital Management Corp made 167 notable position adjustments: 9 new positions were initiated, 74 existing holdings were added to, 79 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Pacer Swan Sos Fund Of Funds (PSFF); Sold out: Nextpower Inc-cl A (NXT); New buy: Vistra CORP (VST); New buy: ; Sold out: Carnival CORP LTD (CCL1EUR)
What sectors does Murphy & Mullick Capital Management Corp focus on?
Murphy & Mullick Capital Management Corp is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.5%
• Industrials: 18.5%
• Consumer Discretionary: 11.1%
• Health Care: 10.7%
• Financials: 8.5%
• Communication Services: 6.9%
Investment Profile
Murphy & Mullick Capital Management Corp returned an annualized 22.0% over the trailing 18 months — outperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.02 (roughly in line with the market) and a 56% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 39.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 4 quarters — a shift toward more active trading.
It has added to its MU position over the past two quarters (+$1.6M, now $2.5M), while trimming MSFT over the same stretch (-$1.1M, still holding $2.4M).
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