Fund Holdings — Murphy & Mullick Capital Management Corp

Total Portfolio Value
$135.15M
Total Bought
$12.49M
Total Sold
$11.70M
Net Transaction
+$796.6K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INTUITIVE SURGICAL INC501,866+1,81668600.64%+854
VANGUARD TOTAL WORLD13,14318,683+5,5401,8542,5841.91%+730
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2202,820+2,600425410.40%+499
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,00218,157+3,1556711,1120.82%+442
MERCK & CO. INC.(MRK)9,01411,322+2,3089491,3621.01%+413
ASTRAZENECA PLC(AZN)02,047+2,04704030.30%+403
ASML HLDG NV
N Y REGISTRY SHS
1,5241,508-161,6301,9921.47%+361
JPMORGAN INTERNATIONAL VALUE
JPMORGAN INTL VL
03,975+3,97503400.25%+340
VANGUARD S&P 500 ETF7491,336+5874707980.59%+329
SPDR S&P AEROSPACE & DEFENSE
ST STR SP AERO
1,7762,910+1,1344287390.55%+311
GE VERNOVA INC(GEV)1,3611,374+138901,1990.89%+310
VANGUARD TOTAL STOCK3,9105,003+1,0931,3111,6051.19%+294
SCHWAB U.S. LARGE-CAP96,125102,375+6,2502,8463,1222.31%+276
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,8187,888+2,0709011,1560.86%+256
INVESCO EXCH TRADED FD TR II5022,485+22,43562450.18%+239
INVESCO EXCH TRADED FD TR II503,075+3,02562430.18%+238
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE(DIA)1,0641,569+5055117270.54%+216
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4561,906+4505247310.54%+206
DEERE & CO(DE)2,0392,030-99491,1430.85%+194
CLEAN HBRS INC(CLH)3,8463,806-409021,0910.81%+189
SPDR PORT S&P 1500 COMPS STK MKT
ST STR PR SP1500
17,80620,759+2,9531,4691,6411.21%+172
INVESCO EXCH TRADED FD TR II508,928+8,87861730.13%+168
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,9236,790+1,8675887400.55%+152
INVESCO EXCH TRADED FD TR II507,240+7,19061510.11%+146
LAM RESH CORP(LRCX)3,5603,530-306097540.56%+145
SPDR S&P RETAIL
ST STR SP RETAIL
01,765+1,76501420.11%+142
FLUOR CORP NEW(FLR)22,22721,722-5058811,0130.75%+132
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,4108,715+2,3052744000.30%+126
COSTCO WHOLESALE CORPORATION(COST)754777+236517740.57%+123
MASTEC INC(MTZ)1,1201,12002433600.27%+117
FIRST TR EXCHANGE-TRADED FD VI
FT LADD BUFF ETF
11,55015,050+3,5003965080.38%+113
WALMART INC(WMT)5,8366,035+1996507500.55%+100
ISHARES TR2,1863,193+1,0071912770.20%+86
EMCOR GROUP INC(EME)68068004165020.37%+86
TARGET CORP(TGT)1,8822,201+3191842670.20%+83
CONSTELLATION ENERGY CORP(CEG)0290+2900810.06%+81
PFIZER INC(PFE)17,33118,214+8834325110.38%+80
JPMORGAN EQUITY PREMIUM INCOME
EQUITY PREMIUM
21,67623,212+1,5361,2411,3160.97%+75
SELECT SECTOR SPDR TR
ST STR STAPL ETF
3,4704,171+7012703420.25%+72
APPLIED MATLS INC83483402142850.21%+71
SCHWAB U.S. MID-CAP ETF110,963110,018-9453,3373,4062.52%+70
SCHWAB INTERNATIONAL101,595101,401-1942,4422,5101.86%+67
GENERAC HLDGS INC(GNRC)1,2351,205-301682350.17%+67
EXXON MOBIL CORP1,2891,300+111552210.16%+65
ISHARES EXPANDED TECH-SOFTWARE SECT ETF8171,867+1,050861490.11%+63
BRISTOL MYERS SQUIBB CO(BMY)3,3083,954+6461782400.18%+61
JOHNSON & JOHNSON(JNJ)1,6281,62803373980.29%+61
REGAL REXNORD CORP(RRX)1,3951,365-301962560.19%+60
KLA CORP(KLAC)290279-113524110.30%+58
NETFLIX INC(NFLX)7,6888,098+4107217790.58%+58
GOLDMAN SACHS GROUP INC(GS)9461,050+1048318880.66%+57
CSX CORP(CSX)11,77611,777+14274830.36%+57
MP MATLS CORP(MP)1,0002,200+1,200511060.08%+56
VANGUARD TOTAL0650+6500500.04%+50
LOCKHEED MARTIN CORP(LMT)396399+31922410.18%+50
NEXTERA ENERGY INC(NEE)4,4904,402-883604090.30%+48
SPDR S&P REGIONAL BANKING
ST STR SP REGBNK
4,7485,462+7143083560.26%+48
L3HARRIS TECHNOLOGIES IN(LHX)91191102673140.23%+47
CHIME FINL INC(CHYM)02,355+2,3550440.03%+44
JPMORGAN NASDAQ EQUITY PREMIUM INC
NASDAQ EQT PREM
9,18110,394+1,2135345770.43%+43
VALERO ENERGY CORP NEW(VLO)661599-621081480.11%+40
DELTA AIR LINES INC DEL(DAL)2,9063,626+7202022410.18%+39
WASTE MGMT INC DEL(WM)3,0843,114+306787160.53%+38
XPO INC(XPO)6366360861240.09%+37
TERADYNE INC(TER)3613610701070.08%+37
STARBUCKS CORP(SBUX)3,7503,908+1583163500.26%+34
AGNICO EAGLE MINES LTD(AEM)1,2801,235-452172510.19%+34
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7392,121+3822502820.21%+32
OCCIDENTAL PETE CORP(OXY)1,2251,225050800.06%+29
BLOOM ENERGY CORP600600052810.06%+29
MICRON TECHNOLOGY INC(MU)3,0302,646-3848658940.66%+29
SELECT SECTOR SPDR TR
ST STR INDL ETF
331495+16451800.06%+29
CATERPILLAR INC(CAT)200202+21151430.11%+29
SCHWAB U.S. SMALL-CAP87,31786,451-8662,4872,5141.86%+27
CALAMOS ETF TR
AUTOC INCOM ETF
01,000+1,0000250.02%+25
CHEVRON CORPORATION(CVX)419430+1164890.07%+25
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0100+1000240.02%+24
PHILLIPS 66(PSX)603557-46781010.08%+24
MARVELL TECHNOLOGY INC(MRVL)1,5541,569+151321550.11%+23
SHAKE SHACK INC(SHAK)518738+22042650.05%+23
ISHARES MSCI EMERGING3,6013,851+2501972190.16%+22
INVESCO QQQ TR324382+581992200.16%+22
VANGUARD FTSE ALL-WORLD9981,248+25073940.07%+20
JPMORGAN CHASE & CO(JPM)3,4773,877+4001,1201,1410.84%+20
BOEING CO(BA)786956+1701711900.14%+20
UNITED STATES OIL FUND(USO)326326023410.03%+19
GEN DIGITAL INC(GEN)91,009+1,0000190.01%+19
FASTENAL CO(FAST)2,9502,95001181370.10%+18
DELL TECHNOLOGIES INC(DELL)1,3941,179-2151751940.14%+18
RTX CORP(RTX)1,8721,87203433610.27%+18
MEDLINE INC(MDLN)0375+3750170.01%+17
ROUNDHILL MAGNIFICENT
ROUN MA SEVE ETF
1,2201,670+45080970.07%+16
RITHM CAPITAL CORP(RITM)5,8048,375+2,57163790.06%+16
ISHARES RUSSELL 2000589649+601451610.12%+16
ARM HOLDINGS PLC1,071876-1951171330.10%+15
CBOE GLOBAL MKTS INC(CBOE)50850801281430.11%+15
MACOM TECH SOLUTIONS HLDGS I(MTSI)300300051670.05%+15
SCHWAB INTERNATIONAL18,36518,201-1648368510.63%+15
UNION PAC CORP(UNP)1,2681,26802933080.23%+14
SCHWAB U.S. REIT ETF39,75139,308-4438308450.63%+14
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Murphy & Mullick Capital Management Corp — 13F Holdings — Q1 2026 | TickerTrail