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Murphy & Mullick Capital Management Corp

Q2 2025 Holdings

Filed 2025-08-14 | 702 holdings | $123.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
CyberArk Software LtdCOMM2682V108$4.1K100.0%
Marriott International Inc(MAR)COM571903202$4.1K150.0%
Waste Connections Inc(WCN)COM94106B101$4.1K220.0%
Quantum Computing Inc(QUBT)COM74766W108$4.1K2500.0%
Solventum Corp(SOLV)COM83444M101$4.2K550.0%
Rubrik Inc(RBRK)COM781154109$4.2K450.0%
Kellanova(KEL)COM487836108$4.4K550.0%
Mongodb Inc Cl A(MDB)COM60937P106$4.5K200.0%
Enviri Corp(NVRI)COM415864107$4.5K5000.0%
Gitlab Inc(GTLB)COM37637K108$4.5K1000.0%
L'Oreal SA(LRLCY)COM502117203$4.5K530.0%
Sanofi F(SNY)ADR80105N105$4.6K1000.0%
Darden Restaurants Inc(DRI)COM237194105$4.6K210.0%
iShares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$4.7K350.0%
RH Com(RH)COM74967X103$4.7K250.0%
Vale S A F(VALE)ADR91912E105$4.8K5000.0%
Roblox Corp(RBLX)COM771049103$4.8K350.0%
Texas Pacific Land C(TPL)COM88262P102$4.8K50.0%
Hess Corp(HES)COM42809H107$4.8K350.0%
Invesco KBW Property & Casualty Ins ETF(KBWP)ETF46138E586$4.9K400.0%
Vaneck Rare Earth STR(REMX)UIE92189H805$4.9K1000.0%
Otis Worldwide Corp(OTIS)COM68902V107$5.2K610.0%
NXP Semiconductors NV(NXPI)COMN6596X109$5.2K240.0%
Corning Inc(GLW)COM219350105$5.3K1000.0%
Quanta Services Inc(PWR)COM74762E102$5.3K140.0%
Par Pacific Holdings Inc(PARR)COM69888T207$5.3K2000.0%
GE Healthcare Technologi(GEHC)COM36266G107$5.3K750.0%
Mirion Technologies Inc(MIR)COM60471A101$5.4K2500.0%
SoFi Technologies Inc(SOFI)COM83406F102$5.5K3000.0%
MediaAlpha Inc(MAX)COM58450V104$5.5K5000.0%
iShares Genomics Immunology and Healthcare ETF(IDNA)ETF46435U192$5.6K2750.0%
Ishares Msci Australia(EWA)ETF464286103$5.6K2170.0%
Constellation Brands Inc(STZ)COM21036P108$6.0K370.0%
Invesco KBW Bank ETF(KBWB)ETF46138E628$6.2K850.0%
Scotts Miracle-Gro Co(SMG)COM810186106$6.3K1000.0%
ARK Autonomous Technology&Robotics ETF(ARKQ)ETF00214Q203$6.3K700.0%
SoundHound AI Inc(SOUN)COM836100107$6.4K6000.0%
Anheuser Busch Inbev S F(BUD)ADR03524A108$6.5K1120.0%
Paylocity Hldg Corp(PCTY)COM70438V106$6.5K350.0%
Crown Castle Inc(CCI)COM22822V101$6.5K620.0%
Ishares Msci Japan ETF(EWJ)ETF46434G822$6.6K900.0%
Enterprise Products Partners LP(EPD)COM293792107$6.7K2150.0%
Schwab Fundmtl US Broad(FNDB)ETF808524789$6.9K2850.0%
Moodys Corp(MCO)COM615369105$7.0K140.0%
Hewlett Packard Enterprise Co(HPE)COM42824C109$7.1K3440.0%
Teleflex Inc(TFX)COM879369106$7.1K600.0%
Zillow Group Inc(Z)COM98954M200$7.2K940.0%
Sandoz Group AG F(SDZNY)ADR799926100$7.2K1270.0%
NVR Inc(NVR)COM62944T105$7.4K10.0%
Suncor Energy Inc New F(SU)FGC867224107$7.5K1900.0%
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