M&
Murphy & Mullick Capital Management Corp 13F Holdings Overview (726 Positions)
Murphy & Mullick Capital Management CorpCIK: 0002047271
Diversified strategyMomentum followerSector-focused
Total reported value
$135.2M
Reporting period: 2026-03-31 · Number of holdings: 726
Murphy & Mullick Capital Management Corp disclosed 726 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $135.2M and a quarterly turnover rate of 18.1%.
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Personality snowflake
- Concentration
- 4.56
- Portfolio Stability
- 18.11
- Momentum/Contrarian
- 100
- Sector conviction
- 68.66
- Diversification
- 100
- Sizing Uniformity
- 73.01
Murphy & Mullick Capital Management Corp's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 88 equally-sized positions, well below its 726 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 2.70), 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 44% 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.
Recent moves
Trim AVGO
-13.9% -$1.1M
Trim MSFT
-4.7% -$949.5K
Add VT
+42.2% $730.3K
Trim TSLA
+0.6% -$831.1K
Add RSP
+1181.8% $499.2K
Add XLE
+21.0% $441.6K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 726 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.95% | -0.16% | +0.12% | |
| 2 | TSLA | Tesla INC | Stock-Consumer Disc | 3.03% | -0.52% | +0.57% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.89% | -0.18% | +2.76% | |
| 4 | AVGO | Broadcom INC | Stock-Tech | 2.73% | -0.73% | -13.91% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.52% | — | -0.85% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.31% | +0.26% | +6.50% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | -0.27% | -5.93% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.91% | +0.57% | +42.15% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.64% | -4.72% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.86% | — | -0.99% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.86% | — | -0.19% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | — | +0.31% | |
| 13 | AAPL | Apple INC | Stock-Tech | 1.68% | -0.05% | +1.29% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.29% | -1.05% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.47% | -0.13% | -0.67% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.31% | -0.27% | -1.44% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.21% | +0.15% | +16.58% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | +0.24% | +27.95% | |
| 19 | GE | General Electric | Stock-Industrials | 1.13% | — | +0.11% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.09% | — | -1.72% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.11% | +1.45% | |
| 22 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.04% | — | -1.19% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.03% | — | -3.98% | |
| 24 | MRK | Merck & Co. INC. | Stock-Healthcare | 1.01% | +0.33% | +25.60% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.97% | — | +7.09% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | -0.13% | +0.29% | |
| 27 | GEV | GE Vernova INC | Stock-Industrials | 0.89% | +0.25% | +0.96% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | +0.21% | +35.58% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.85% | +0.17% | -0.44% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | +11.50% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | +0.34% | +21.03% | |
| 32 | UBER | Uber Technologies INC | Stock-Industrials | 0.81% | -0.19% | -10.49% | |
| 33 | CLH | Clean Harbors INC | Stock-Industrials | 0.81% | +0.16% | -1.04% | |
| 34 | AXON | Axon Enterprise INC | Stock-Industrials | 0.75% | -0.26% | -2.75% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | — | -2.03% | |
| 36 | FLR | Fluor CORP | Stock-Industrials | 0.75% | +0.11% | -2.27% | |
| 37 | MU | Micron Technology INC | Stock-Tech | 0.66% | — | -12.67% | |
| 38 | GS | Goldman Sachs Group INC | Stock-Financials | 0.66% | — | +10.99% | |
| 39 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.64% | -0.12% | — | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.63% | — | -0.89% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-Other | 0.63% | — | -1.11% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.60% | — | -0.58% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.25% | +78.37% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | — | -20.01% | |
| 45 | NFLX | Netflix INC | Stock-Comm Services | 0.58% | — | +5.33% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | — | +3.05% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | +0.12% | -0.84% | |
| 48 | WMT | Walmart INC | Stock-Consumer Staples | 0.55% | — | +3.41% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.55% | +0.13% | +37.92% | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.55% | +0.24% | +63.85% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4.3%
Performance Last 4 Quarters
+21.4%
Based on 79% of reported portfolio value with available pricing
- Stdev
- +14.9%
- Beta
- +1.05
- Alpha
- +2.9%
- Max Drawdown
- -5.4%
- Annualized Perf
- +23%
- Batting Avg vs S&P
- +58.8%
- Sortino
- +3.32
- Stutzer
- +0.45
- Treynor
- +0.21
- Sterling
- +1.49
- Calmar
- +4.22
- Information Ratio
- +1.1
- Tracking Error
- +3.5%
- Stdev Down
- +6.6%
- Winning Months %
- +64.7%
- Losing Months %
- +35.3%
- Best 12 Months
- +34.4%
- Worst 12 Months
- +21.4%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.47
- Stdev Sectors
- +11.4%
- Skewness
- +0.3
- Kurtosis
- +0.04
- Upside Potential
- +4.84
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 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: JPM Interntl Value ETF (JIVE); New buy: Ss Spdr S&p Retail ETF (XRT); Trim: Broadcom INC (AVGO) — shares -13.91%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +0.6% | +42.15% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +1181.82% | Add |
| 3 | XLE | Ss Energy Select Sector | +0.3% | +21.03% | Add |
| 4 | MRK | Merck & Co. INC. | +0.3% | +25.60% | Add |
| 5 | ASML | ASML Holding N.V. | +0.3% | -1.05% | Trim |
| 6 | SCHV | Schwab US Large-cap Value | +0.3% | +6.50% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +78.37% | Add |
| 8 | GEV | GE Vernova INC | +0.3% | +0.96% | Add |
| 9 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +63.85% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +27.95% | Add |
| 11 | XLV | Ss Health Care Select Sector | +0.2% | +35.58% | Add |
| 12 | KBWB | Invesco Kbw Bank ETF | +0.2% | +3517.65% | Add |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +47.46% | Add |
| 14 | DE | Deere & Co | +0.2% | -0.44% | Trim |
| 15 | SMH | Vaneck Semiconductor ETF | +0.2% | +30.91% | Add |
| 16 | CLH | Clean Harbors INC | +0.2% | -1.04% | Trim |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | +16.58% | Add |
| 18 | XLY | Ss Consumer Disc Select Sect | +0.1% | +37.92% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | -0.84% | Trim |
| 20 | FLR | Fluor CORP | +0.1% | -2.27% | Trim |
| 21 | AAPL | Apple INC | -0.1% | +1.29% | Add |
| 22 | VEEV | Veeva Systems Inc-class A | -0.1% | -3.49% | Trim |
| 23 | CRM | Salesforce INC | -0.1% | -22.88% | Trim |
| 24 | SHOP | Shopify INC - Class A | -0.1% | -41.80% | Trim |
| 25 | META | Meta Platforms Inc-class A | -0.1% | +1.45% | Add |
| 26 | ADBE | Adobe INC | -0.1% | -34.58% | Trim |
| 27 | DIS | Walt Disney Co/the | -0.1% | -31.83% | Trim |
| 28 | ISRG | Intuitive Surgical INC | -0.1% | — | Unchanged |
| 29 | ABT | Abbott Laboratories | -0.1% | -14.32% | Trim |
| 30 | AMZN | Amazon.com INC | -0.1% | -0.67% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.1% | +0.29% | Add |
| 32 | HDB | Hdfc Bank Ltd-adr | -0.1% | -13.89% | Trim |
| 33 | EBAY | Ebay INC | -0.1% | -74.18% | Trim |
| 34 | NVDA | Nvidia CORP | -0.2% | +0.12% | Add |
| 35 | UNH | Unitedhealth Group INC | -0.2% | -12.83% | Trim |
| 36 | ORCL | Oracle CORP | -0.2% | -61.16% | Trim |
| 37 | SCHG | Schwab US Large-cap Growth | -0.2% | +2.76% | Add |
| 38 | NOW | Servicenow INC | -0.2% | +1.22% | Add |
| 39 | UBER | Uber Technologies INC | -0.2% | -10.49% | Trim |
| 40 | AXON | Axon Enterprise INC | -0.3% | -2.75% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.93% | Trim |
| 42 | PLTR | Palantir Technologies Inc-a | -0.3% | -1.44% | Trim |
| 43 | WDAY | Workday Inc-class A | -0.3% | -20.20% | Trim |
| 44 | TSLA | Tesla INC | -0.5% | +0.57% | Add |
| 45 | MSFT | Microsoft CORP | -0.6% | -4.72% | Trim |
| 46 | AVGO | Broadcom INC | -0.7% | -13.91% | Trim |
| 47 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | JIVE | JPM Interntl Value ETF | — | NEW | New buy |
| 50 | XRT | Ss Spdr S&p Retail ETF | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
FAQ
What is Murphy & Mullick Capital Management Corp and what type of investor is it?
Murphy & Mullick Capital Management Corp is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $135.2M, spread across 726 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) — $5.3M (4.0%)
2. Tesla INC (TSLA) — $4.1M (3.0%)
3. Schwab US Large-cap Growth (SCHG) — $3.9M (2.9%)
4. Broadcom INC (AVGO) — $3.7M (2.7%)
5. Schwab US Mid Cap ETF (SCHM) — $3.4M (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 49 notable position adjustments: 3 new positions were initiated, 22 existing holdings were added to, 23 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: JPM Interntl Value ETF (JIVE); New buy: Ss Spdr S&p Retail ETF (XRT); Trim: Broadcom INC (AVGO) — shares -13.91%
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: 40.2%
• Consumer Discretionary: 16.1%
• Health Care: 11.3%
• Industrials: 11.3%
• Communication Services: 10.1%
• Financials: 6.8%
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