Mullooly Asset Management, Inc. — 13F Holdings & Portfolio

CIK 1950591 · latest 13F-HR filed 2026-05-07

Mullooly Asset Management, Inc. manages $271.0M in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VLUE (12.79%), MTUM (12.19%), VEU (11.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 8, and trimmed 18.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$271.0M

Long-equity book

Holdings

51

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+3 / −3 / ↑8 / ↓18

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LOCKHEED MARTIN CORP$148.9K +25.0%
  • GILEAD SCIENCES INC$76.7K +14.0%
  • JOHNSON & JOHNSON$65.9K +18.2%
  • ISHARES TR$54.8K +7.4%
  • COSTCO WHOLESALE CORPORATION$39.7K +15.5%
Show all 8

Top Trims

  • ISHARES TR-$2.1M -6.0%
  • INVESCO QQQ TR-$1.3M -9.8%
  • ISHARES TR-$314.5K -9.9%
  • ALPHABET INC-$93.0K -8.1%
  • JPMORGAN CHASE & CO-$90.3K -8.4%
Show all 18

New Positions

  • VANGUARD INDEX FDS$475.1K
  • VANGUARD WHITEHALL FDS$391.5K
  • LUMENTUM HLDGS INC$219.3K
Show all 3

Exited Positions

  • NIKE INC$217.8K
  • FIRST CTZNS BANCSHARES INC D$214.6K
  • VANGUARD ADMIRAL FDS INC$207.1K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR VLUE 46432F388 $34.7M 12.79% 243,736 SH
2 ISHARES TR MTUM 46432F396 $33.0M 12.19% 137,593 SH
3 VANGUARD INTL EQUITY INDEX F VEU 922042775 $32.3M 11.94% 430,756 SH
4 ISHARES TR IJH 464287507 $28.1M 10.38% 416,548 SH
5 ISHARES TR SHV 464288679 $25.3M 9.35% 229,384 SH
6 VANGUARD INDEX FDS VTI 922908769 $23.8M 8.77% 74,108 SH
7 ISHARES TR IJR 464287804 $18.8M 6.94% 151,182 SH
8 ISHARES TR AGG 464287226 $14.6M 5.38% 146,767 SH
9 PIMCO ETF TR BOND 72201R775 $14.1M 5.19% 152,271 SH
10 INVESCO QQQ TR QQQ 46090E103 $11.5M 4.23% 19,839 SH
11 ISHARES TR SUB 464288158 $4.1M 1.53% 38,807 SH
12 ISHARES TR USMV 46429B697 $3.6M 1.33% 38,931 SH
13 ISHARES TR IYW 464287721 $2.9M 1.06% 15,861 SH
14 VANGUARD MUN BD FDS VTEB 922907746 $2.3M 0.83% 45,199 SH
15 OREILLY AUTOMOTIVE INC ORLY 67103H107 $1.8M 0.66% 19,510 SH
16 HOME DEPOT INC HD 437076102 $1.3M 0.50% 4,100 SH
17 ISHARES TR SHY 464287457 $1.2M 0.46% 14,995 SH
18 ALPHABET INC GOOGL 02079K305 $1.1M 0.39% 3,669 SH
19 APPLE INC AAPL 037833100 $1.0M 0.38% 4,018 SH
20 SHERWIN WILLIAMS CO SHW 824348106 $1.0M 0.37% 3,159 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $987.6K 0.36% 3,357 SH
22 ISHARES TR IDU 464287697 $795.8K 0.29% 6,856 SH
23 ISHARES TR USHY 46435U853 $790.3K 0.29% 21,451 SH
24 ALPHABET INC GOOG 02079K107 $764.0K 0.28% 2,663 SH
25 ISHARES TR AOA 464289859 $751.6K 0.28% 8,494 SH
26 INVESCO EXCHANGE TRADED FD T PDP 46137V837 $746.9K 0.28% 6,189 SH
27 LOCKHEED MARTIN CORP LMT 539830109 $745.3K 0.28% 1,233 SH
28 ISHARES TR ITA 464288760 $640.2K 0.24% 2,926 SH
29 GILEAD SCIENCES INC GILD 375558103 $624.9K 0.23% 4,483 SH
30 SNAP ON INC SNA 833034101 $591.9K 0.22% 1,630 SH
31 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $591.4K 0.22% 8,086 SH
32 FIRST TR EXCHANGE-TRADED FD FDN 33733E302 $520.7K 0.19% 2,225 SH
33 ISHARES TR SOXX 464287523 $493.3K 0.18% 1,501 SH
34 VANGUARD INDEX FDS VTV 922908744 $475.1K 0.18% 2,421 SH
35 SELECT SECTOR SPDR TR XLY 81369Y407 $432.2K 0.16% 3,966 SH
36 JOHNSON & JOHNSON JNJ 478160104 $429.1K 0.16% 1,755 SH
37 VANGUARD WHITEHALL FDS VYM 921946406 $391.5K 0.14% 2,644 SH
38 VANGUARD INDEX FDS VOO 922908363 $389.8K 0.14% 652 SH
39 WISDOMTREE TR DHS 97717W208 $361.5K 0.13% 3,311 SH
40 AMAZON COM INC AMZN 023135106 $302.2K 0.11% 1,451 SH
41 COSTCO WHOLESALE CORPORATION COST 22160K105 $295.0K 0.11% 296 SH
42 MICROSOFT CORP MSFT 594918104 $290.6K 0.11% 785 SH
43 FIRST TR EXCHANGE-TRADED FD QQEW 337344105 $283.3K 0.10% 2,233 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $280.3K 0.10% 431 SH
45 NVIDIA CORPORATION NVDA 67066G104 $231.1K 0.09% 1,325 SH
46 LUMENTUM HLDGS INC LITE 55024U109 $219.3K 0.08% 312 SH
47 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $219.0K 0.08% 457 SH
48 SPDR SERIES TRUST SHM 78468R739 $215.2K 0.08% 4,498 SH
49 ISHARES TR AOR 464289867 $212.8K 0.08% 3,307 SH
50 ORACLE CORP ORCL 68389X105 $208.4K 0.08% 1,417 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $271.0M 51 0001950591-26-000003
2025-12-31 2026-02-06 $273.4M 51 0001950591-26-000001