Murphy & Mullick Capital Management Corp Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$123.0B
Holdings
688
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (688 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PGProcter & Gamble Co | 1,784 | $269.9M | 0.22% | |
| 102 | LVLNSPDR S&P Regional Banking ETF | 4,467 | $266.7M | 0.22% | |
| 103 | JNJJohnson & Johnson | 1,630 | $265.6M | 0.22% | |
| 104 | SCHZSCHWAB US AGGREGATE BOND | 11,492 | $265.5M | 0.22% | |
| 105 | MKLMARKEL GROUP INC | 131 | $263.1M | 0.21% | |
| 106 | ADBEAdobe Systems Inc | 717 | $256.6M | 0.21% | |
| 107 | KLACKLA CORP | 290 | $254.9M | 0.21% | |
| 108 | VNQVANGUARD REAL ESTATE | 2,788 | $248.5M | 0.20% | |
| 109 | SMHVanEck Semiconductor ETF | 916 | $244.5M | 0.20% | |
| 110 | DHRDanaher Corp | 1,214 | $239.4M | 0.19% | |
| 111 | PAYXPAYCHEX INC | 1,648 | $237.9M | 0.19% | |
| 112 | BLKBlackRock Inc | 214 | $235.7M | 0.19% | |
| 113 | TLTiShares 20 Year Treasury Bond ETF | 2,661 | $233.9M | 0.19% | |
| 114 | NKENike Inc B | 3,168 | $232.7M | 0.19% | |
| 115 | CHWYChewy Inc | 5,540 | $230.8M | 0.19% | |
| 116 | GOOGAlphabet Inc C | 1,279 | $230.2M | 0.19% | |
| 117 | PODDINSULET CORP | 794 | $229.0M | 0.19% | |
| 118 | SBUXStarbucks Corp | 2,529 | $228.7M | 0.19% | |
| 119 | GNRCGENERAC HLDGS INC | 1,168 | $227.4M | 0.18% | |
| 120 | XLFThe Financial Select Sector SPDR ETF | 4,288 | $224.6M | 0.18% | |
| 121 | SCHXSCHWAB US LARGE CAP ETF | 8,759 | $219.0M | 0.18% | |
| 122 | BMYBRISTOL MYERS SQUIBB CO | 4,935 | $214.6M | 0.17% | |
| 123 | PCYInvesco Emerging Markets Sov Debt ETF | 10,432 | $214.2M | 0.17% | |
| 124 | MTZMASTEC INC | 1,120 | $211.9M | 0.17% | |
| 125 | LHXL3Harris Technologies Inc | 778 | $211.3M | 0.17% | |
| 126 | INTUINTUIT | 269 | $211.2M | 0.17% | |
| 127 | BSVVANGUARD SHORT-TERM BOND | 2,651 | $207.8M | 0.17% | |
| 128 | BKNGBooking Hldgs Inc | 37 | $204.2M | 0.17% | |
| 129 | REGNREGENERON PHARMACEUTICAL | 374 | $204.0M | 0.17% | |
| 130 | IVVISHARES CORE S&P 500 | 321 | $203.8M | 0.17% | |
| 131 | BNDVANGUARD TOTAL BOND | 2,756 | $201.7M | 0.16% | |
| 132 | CIGICOLLIERS INTL GROUP INC | 1,326 | $199.8M | 0.16% | |
| 133 | MGNIMagnite Inc | 8,285 | $199.2M | 0.16% | |
| 134 | SHOPShopify Inc | 1,611 | $194.1M | 0.16% | |
| 135 | XARSPDR S&P Aerospace & Defense ETF | 910 | $192.8M | 0.16% | |
| 136 | VONGVANGUARD RUSSELL 1000 | 1,680 | $190.5M | 0.15% | |
| 137 | XLUThe Utilities Select Sector SPDR ETF | 2,284 | $189.8M | 0.15% | |
| 138 | FAPRFT Vest US Equity Buffer ETF Apr | 4,450 | $187.7M | 0.15% | |
| 139 | LMTLockheed Martin Corp | 418 | $185.7M | 0.15% | |
| 140 | VPLVANGUARD FTSE PACIFIC | 2,210 | $181.0M | 0.15% | |
| 141 | ADSKAUTODESK INC | 595 | $180.3M | 0.15% | |
| 142 | DDOGDatadog Inc | 1,297 | $179.3M | 0.15% | |
| 143 | ACAARCOSA INC | 2,065 | $177.3M | 0.14% | |
| 144 | XYZBLOCK INC A | 2,263 | $174.8M | 0.14% | |
| 145 | TMOThermo Fisher Scientific Inc | 363 | $169.5M | 0.14% | |
| 146 | ADPAUTOMATIC DATA PROCESSIN | 547 | $169.3M | 0.14% | |
| 147 | BRK/BBerkshire Hathaway Inc B | 347 | $165.7M | 0.13% | |
| 148 | MSCIMSCI Inc | 293 | $164.5M | 0.13% | |
| 149 | EEMiShares MSCI Emerging Markets ETF | 3,341 | $161.7M | 0.13% | |
| 150 | ANETArista Networks Inc | 1,432 | $158.9M | 0.13% | |
| 151 | AEMAgnico Eagle Mines Ltd | 1,280 | $157.4M | 0.13% | |
| 152 | QCOMQUALCOMM INC | 1,070 | $157.0M | 0.13% | |
| 153 | COWZPacer US Cash Cows 100 ETF | 2,734 | $150.8M | 0.12% | |
| 154 | AMATApplied Materials Inc | 831 | $150.2M | 0.12% | |
| 155 | QRVOQORVO INC | 1,762 | $147.3M | 0.12% | |
| 156 | VLOVALERO ENERGY CORP NEW | 1,023 | $140.5M | 0.11% | |
| 157 | FASTFASTENAL CO | 2,856 | $131.7M | 0.11% | |
| 158 | DBXDROPBOX INC | 4,755 | $129.2M | 0.11% | |
| 159 | NDQInvesco QQQ Trust | 232 | $128.7M | 0.10% | |
| 160 | SPYGSPDR S&P 500 GROWTH ETF | 1,299 | $128.0M | 0.10% | |
| 161 | XLYThe Consumer Discret Sel SectSPDR ETF | 581 | $127.0M | 0.10% | |
| 162 | BABoeing Co | 582 | $126.3M | 0.10% | |
| 163 | NETCLOUDFLARE INC | 608 | $126.3M | 0.10% | |
| 164 | DALDelta Air Lines Inc | 2,470 | $126.3M | 0.10% | |
| 165 | KNGFT Cboe Vest S&P 500 Dv Ast Tgt Inc ETF | 2,561 | $125.7M | 0.10% | |
| 166 | WMTWal-Mart Stores Inc | 1,269 | $124.1M | 0.10% | |
| 167 | ZBHZIMMER BIOMET HLDGS INC | 1,342 | $123.0M | 0.10% | |
| 168 | ARMARM Holdings PLC | 849 | $122.7M | 0.10% | |
| 169 | CBOECBOE GLOBAL MKTS INC | 508 | $122.4M | 0.10% | |
| 170 | SNOWSnowflake Inc | 546 | $122.1M | 0.10% | |
| 171 | CTSHCOGNIZANT TECHNOLOGY SOL | 1,701 | $122.1M | 0.10% | |
| 172 | SPYVSPDR S&P 500 VALUE ETF | 2,303 | $121.7M | 0.10% | |
| 173 | LOWLowe's Companies Inc | 542 | $121.1M | 0.10% | |
| 174 | SYKSTRYKER CORP | 308 | $121.0M | 0.10% | |
| 175 | UPSUnited Parcel Service Inc Class B | 1,349 | $119.7M | 0.10% | |
| 176 | ELThe Estee Lauder Companies Inc Class A | 1,475 | $119.2M | 0.10% | |
| 177 | MCDMcDonald's Corp | 397 | $118.1M | 0.10% | |
| 178 | XOMExxon Mobil Corp | 1,069 | $117.5M | 0.10% | |
| 179 | LQDISHARES IBOXX INVT GRADE | 1,066 | $116.3M | 0.09% | |
| 180 | ROKROCKWELL AUTOMATION INC | 326 | $114.7M | 0.09% | |
| 181 | WFCWELLS FARGO & CO | 1,413 | $113.9M | 0.09% | |
| 182 | XLFISPDR FUND CONSUMER | 1,419 | $113.2M | 0.09% | |
| 183 | DYHTarget Corp | 1,127 | $112.0M | 0.09% | |
| 184 | VOYAVOYA FINL INC | 1,593 | $111.5M | 0.09% | |
| 185 | DELLDell Technologies Inc | 919 | $104.7M | 0.09% | |
| 186 | TRVCCitigroup Inc | 1,154 | $103.9M | 0.08% | |
| 187 | MRVLMarvell Technology Inc | 1,301 | $103.9M | 0.08% | |
| 188 | NXTNEXTracker Inc | 1,900 | $103.3M | 0.08% | |
| 189 | VHTVANGUARD HEALTH CARE | 426 | $102.9M | 0.08% | |
| 190 | SSNCSS&C TECHNOLOGIES HLDGS | 1,198 | $102.4M | 0.08% | |
| 191 | IVWISHARES S&P 500 GROWTH | 884 | $100.7M | 0.08% | |
| 192 | ABBVAbbVie Inc | 519 | $97.8M | 0.08% | |
| 193 | EFGISHARES MSCI EAFE GROWTH | 902 | $96.9M | 0.08% | |
| 194 | ITWILLINOIS TOOL WKS INC | 376 | $96.2M | 0.08% | |
| 195 | CSCOCisco Systems Inc | 1,400 | $95.4M | 0.08% | |
| 196 | PEGPUBLIC SVC ENTERPRISE GR | 1,054 | $94.6M | 0.08% | |
| 197 | CPCANADIAN PACIFIC KAN | 1,230 | $90.5M | 0.07% | |
| 198 | CIBRFirst Trust NASDAQ Cybersecurity ETF | 1,184 | $89.5M | 0.07% | |
| 199 | IGViShares Expanded Tech-Software Sect ETF | 817 | $89.4M | 0.07% | |
| 200 | ISPYProShares S&P 500 High Income ETF | 2,042 | $88.1M | 0.07% |