Murphy & Mullick Capital Management Corp

CIK: 0002047271Latest portfolio: $138.7M · Q4 2025

Holdings

839

Total Value

$138.7M

New Positions

172

Closed Positions

20

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORP
30,551$5.7M4.11%+65
2
TSLATESLA INC
10,955$4.9M3.55%+205
3
AVGOBROADCOM INC
13,871$4.8M3.46%-72
4
SCHGSCHWAB US LARGE CAP
130,620$4.3M3.07%+2K
5
MSFTMICROSOFT CORP
7,250$3.5M2.53%+199
6
GOOGLALPHABET INC
10,669$3.3M2.41%+216
7
SCHMCHARLES SCHWAB US MC
110,963$3.3M2.41%-696
8
SCHVSCHWAB US LARGE CAP
96,125$2.8M2.05%+766
9
SCHASCHWAB US SMALL CAP ETF
87,317$2.5M1.79%-1,284
10
SPYSPDR S&P 500 ETF TR
3,589$2.4M1.76%+10
11
SCHFSCHWAB INTERNATIONAL
101,595$2.4M1.76%-1,098
12
AAPLAPPLE INC
8,838$2.4M1.73%+358
13
AMZNAMAZON.COM INC
9,587$2.2M1.59%+643
14
PLTRPALANTIR TECHNOLOGIES IN
12,326$2.2M1.58%-1,742
15
VTVANGUARD TOTAL WORLD
13,143$1.9M1.34%+600
16
GEGE AEROSPACE
5,378$1.7M1.19%+47
17
METAMETA PLATFORMS INC
2,481$1.6M1.18%+305
18
ASMLASML HLDG N V
1,524$1.6M1.18%+26
19
AMDADVANCED MICRO DEVIC
7,347$1.6M1.13%-131
20
LLYELI LILLY AND CO
1,402$1.5M1.09%-61
21
VCITVANGUARD INTERMEDIATE
17,583$1.5M1.06%-4,827
22
SPTMST SRT SPDR PTFL S&P
17,806$1.5M1.06%+1K
23
VRTXVERTEX PHARMACEUTICALS I
3,186$1.4M1.04%-38
24
AXONAXON ENTERPRISE INC
2,469$1.4M1.01%-97
25
UBERUBER TECHNOLOGIES INC
17,033$1.4M1.00%-144

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NFLX8K+7K
NOW6K+5K
XLU6K+4K
PFE17K+4K
XLY5K+3K
XLV6K+3K
SCHG131K+2K
XLFI3K+2K
RITM6K+2K
CHWY8K+1K

Decreased Positions

NameSharesChange
VCIT18K-4827
BIV4K-4482
SCHP12K-3824
PGX23K-1937
PCY7K-1923
SCHH40K-1790
PLTR12K-1742
BNDX5K-1511
SCHZ10K-1382
SCHA87K-1284

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.697480035062402e+218T)
Industrials0.0% ($1.656140294990188e+148T)
Unknown0.0% ($7.043072782692022e+134T)
Healthcare0.0% ($1.5061444105694878e+105T)
Consumer Cyclical0.0% ($4.926221256048432e+93T)
Communication Services0.0% ($3.339163772045236e+42T)
Energy0.0% ($1.551077770635024e+40T)
Consumer Defensive0.0% ($6.50650228185737e+32T)
Basic Materials0.0% ($216736550413366525952.0T)
Utilities0.0% ($889360655142391424.0T)
Real Estate0.0% ($194633931251914.1T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$138.7M839
Q3 2025Nov 7, 2025$134.8B679
Q2 2025Aug 14, 2025$123.0B702
Q1 2025May 14, 2025$103.3B689
Q4 2024Feb 12, 2025$108.6B686

Fund Information

CIK0002047271
Most Recent FilingFeb 10, 2026
Number of Filings5

Murphy & Mullick Capital Management Corp is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $138.7M across 839 holdings. The largest position is NVIDIA CORP (NVDA), representing 4.1% of the portfolio. Compared to the previous quarter, the fund opened 184 new positions and closed 24 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.