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Murphy & Mullick Capital Management Corp — 13F Holdings & Portfolio

CIK 2047271 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Murphy & Mullick Capital Management Corp manages $161.2M in 13F-reported U.S. long-equity assets across 666 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (3.78%), SCHG (2.98%), TSLA (2.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions and exited 87; 358 existing positions rose in reported value and 167 fell.

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.

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AUM
$161.2M

Long-equity book

Holdings
666

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+27 / −87 / ↑358 / ↓167

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA3.8% · -0%SCHG3.0% · +6%TSLA2.8% · -2%AVGO2.8% · -0%AMD2.5% · -3%SCHM2.5% · +0%SCHV2.3% · +5%GOOGL2.2% · +1%SPY2.0% · +19%VT2.0% · +8%SCHA1.9% · -0%ASML1.9% · 0%SCHF1.7% · -0%AAPL1.6% · +2%SPTM1.6% · +36%MU1.5% · -19%MSFT1.5% · -7%AMZN1.4% · -2%GE1.3% · +0%VTI1.2% · +4%LLY1.1% · +1%GEV1.0% · +1%VRTX1.0% · -0%SMH1.0% · +23%MRK0.9% · +1%LRCX0.9% · -5%JPM0.9% · +12%META0.9% · +2%PLTR0.9% · -1%JEPI0.8% · +4%XLV0.8% · +7%VOO0.8% · +46%DE0.8% · 0%AXON0.8% · -5%DIA0.8% · +54%GS0.8% · +16%PANW0.7% · -11%RSP0.7% · +86%FLR0.7% · -0%VO0.7% · +299%CLH0.7% · -0%UBER0.7% · +3%TSM0.7% · 0%VCIT0.6% · -29%XLE0.6% · +0%SCHH0.6% · -1%UNH0.6% · +2%SCHC0.5% · 0%KLAC0.5% · +900%XLY0.5% · +3%CRWD0.5% · -4%SCHE0.5% · -9%XAR0.5% · -3%COST0.5% · +3%ISRG0.5% · -1%SCHX0.5% · +202%WMT0.4% · +2%WM0.4% · -0%JEPQ0.4% · +0%NFLX0.4% · +10%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 25.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 21, 2026.

Assets Under Management
$174.1M
Discretionary
$174.1M
Employees
2
Accounts
436
Address
22 LAWRENCE AVE
STE 307
SMITHTOWN, NY 11787
Phone
(631) 257-0080
Website
Name Title / Status Ownership Type
MULLICK, ANUBHAV ControlCHIEF COMPLIANCE OFFICER, CO-MANAGING MEMBER
since Jun 2024
50–75%Individual
MURPHY, MICHAEL, JOHN ControlCO-MANAGING MEMBER
since Jun 2024
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 358 →

Top Trims

Show all 167 →

New Positions

Show all 27 →

Exited Positions

Show all 87 →

Murphy & Mullick Capital Management Corp Holdings (2026-06-30)

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 NVIDIA CORPORATION NVDA 67066G104 $6.1M 3.78% 30,427 SH
2 SCHWAB STRATEGIC TR SCHG 808524300 $4.8M 2.98% 141,784 SH
3 TESLA INC TSLA 88160R101 $4.5M 2.82% 10,808 SH
4 BROADCOM INC AVGO 11135F101 $4.5M 2.79% 11,905 SH
5 ADVANCED MICRO DEVICES INC AMD 007903107 $4.1M 2.52% 7,005 SH
6 SCHWAB STRATEGIC TR SCHM 808524508 $4.1M 2.52% 110,193 SH
7 SCHWAB STRATEGIC TR SCHV 808524409 $3.7M 2.32% 107,605 SH
8 ALPHABET INC GOOGL 02079K305 $3.6M 2.24% 10,093 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.2M 1.98% 4,276 SH
10 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.2M 1.96% 20,094 SH
11 SCHWAB STRATEGIC TR SCHA 808524607 $3.1M 1.93% 86,275 SH
12 ASML HLDG NV ASML N07059210 $3.0M 1.86% 1,508 SH
13 SCHWAB STRATEGIC TR SCHF 808524805 $2.8M 1.74% 101,159 SH
14 APPLE INC AAPL 037833100 $2.6M 1.64% 9,143 SH
15 SPDR SERIES TRUST SPTM 78464A805 $2.6M 1.59% 28,262 SH
16 MICRON TECHNOLOGY INC MU 595112103 $2.5M 1.54% 2,152 SH
17 MICROSOFT CORP MSFT 594918104 $2.4M 1.48% 6,414 SH
18 AMAZON COM INC AMZN 023135106 $2.2M 1.38% 9,333 SH
19 GE AEROSPACE GE 369604301 $2.0M 1.25% 5,399 SH
20 VANGUARD INDEX FDS VTI 922908769 $1.9M 1.20% 5,209 SH
21 ELI LILLY & CO LLY 532457108 $1.7M 1.05% 1,416 SH
22 GE VERNOVA INC GEV 36828A101 $1.6M 1.01% 1,388 SH
23 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $1.6M 0.97% 3,143 SH
24 VANECK ETF TRUST SMH 92189F676 $1.5M 0.95% 2,337 SH
25 MERCK & CO INC MRK 58933Y105 $1.5M 0.91% 11,473 SH
26 LAM RESEARCH CORP LRCX 512807306 $1.5M 0.90% 3,363 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 0.89% 4,346 SH
28 META PLATFORMS INC META 30303M102 $1.4M 0.89% 2,563 SH
29 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.4M 0.87% 12,068 SH
30 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.4M 0.84% 24,051 SH
31 SELECT SECTOR SPDR TR XLV 81369Y209 $1.3M 0.83% 8,443 SH
32 VANGUARD INDEX FDS VOO 922908363 $1.3M 0.83% 1,944 SH
33 DEERE & CO DE 244199105 $1.3M 0.80% 2,030 SH
34 AXON ENTERPRISE INC AXON 05464C101 $1.3M 0.79% 2,272 SH
35 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.3M 0.78% 2,409 SH
36 GOLDMAN SACHS GROUP INC GS 38141G104 $1.2M 0.77% 1,215 SH
37 PALO ALTO NETWORKS INC PANW 697435105 $1.2M 0.72% 3,380 SH
38 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.1M 0.71% 5,257 SH
39 FLUOR CORP FLR 343412102 $1.1M 0.70% 21,685 SH
40 VANGUARD INDEX FDS VO 922908629 $1.1M 0.70% 14,100 SH
41 CLEAN HARBORS INC CLH 184496107 $1.1M 0.70% 3,800 SH
42 UBER TECHNOLOGIES INC UBER 90353T100 $1.1M 0.70% 15,696 SH
43 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.1M 0.69% 2,334 SH
44 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $989.0K 0.61% 11,966 SH
45 SELECT SECTOR SPDR TR XLE 81369Y506 $965.4K 0.60% 18,176 SH
46 SCHWAB STRATEGIC TR SCHH 808524847 $924.1K 0.57% 39,024 SH
47 UNITEDHEALTH GROUP INC UNH 91324P102 $902.0K 0.56% 2,170 SH
48 SCHWAB STRATEGIC TR SCHC 808524888 $875.8K 0.54% 18,201 SH
49 KLA CORP KLAC 482480100 $841.8K 0.52% 2,790 SH
50 SELECT SECTOR SPDR TR XLY 81369Y407 $819.8K 0.51% 6,990 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $161.2M 666 0002047271-26-000004
2026-03-31 2026-04-17 $135.2M 726 0002047271-26-000002
2025-12-31 2026-02-10 $138.7M 839 0002047271-26-000001
Filer Information
Address
22 LAWRENCE AVE.
SUITE 307
SMITHTOWN, NY 11787
Phone
(631) 257-0080
Filing Manager
Murphy & Mullick Capital Management Corp
SMITHTOWN, NY
Signatory
Anubhav Mullick
Managing Partner