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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
Ishares Msci USA Qlty(QUAL)UIE46432F339$41.6K2260.0%
Dominion Energy Inc(D)COM25746U109$42.0K7180.0%
Southern Co(SO)COM842587107$42.3K4480.0%
Listed Fnds Rondhl(MAGS)UIE53656G498$42.5K7250.0%
Ishares S&P Mid Cap 400(IJK)ETF464287606$43.2K4640.0%
Old Dominion Freight LIN(ODFL)COM679580100$43.3K2900.0%
Stanley Black & Decker I(SWK)COM854502101$43.7K6460.0%
Linde PLC F(LIN)FGOG54950103$44.6K970.0%
ON Semiconductor Corp(ON)COM682189105$44.7K8000.0%
United Airlines Holdings Inc(UAL)COM910047109$44.8K5550.0%
Veralto Corp(VLTO)COM92338C103$45.0K4290.0%
Jabil Inc(JBL)COM466313103$45.5K2040.0%
Super Micro Computer Inc(SMCI)COM86800U302$46.2K8200.0%
General Mtrs Co(GM)COM37045V100$46.2K8660.0%
Rithm Capital Corp(RITM)COM64828T201$47.0K4,1620.0%
ARK Innovation ETF(ARKK)ETF00214Q104$47.1K6700.0%
GXO Logistics Inc(GXO)COM36262G101$47.3K9510.0%
Ishares S&P Mid Cap 400(IJJ)ETF464287705$48.1K3860.0%
Canadian Natl RY Co(CNI)COM136375102$48.3K5170.0%
Nestle S A F(NSRGY)ADR641069406$49.1K5650.0%
Capital One Finl Corp(COF)COM14040H105$49.2K2290.0%
Coca-Cola Co(KO)COM191216100$49.9K7290.0%
Ishares BRD USD INV GRD(USIG)ETF464288620$50.0K9750.0%
Intesa Sanpaolo S P A F(ISNPY)ADR46115H107$52.9K1,4570.0%
Nasdaq Inc(NDAQ)COM631103108$53.0K5510.0%
Royal Bank of Canada F(RY)COM780087102$53.1K4130.0%
PepsiCo Inc(PEP)COM713448108$53.3K3930.0%
The Technology Select Sector Spdr ETF(XLK)ETF81369Y803$53.4K2110.0%
iShares China Large-Cap ETF(FXI)ETF464287184$53.5K1,4500.0%
Motorola Solutions Inc(MSI)COM620076307$53.6K1220.0%
Liberty Media Corp del(LLYVK*)COM531229722$54.3K6450.0%
Energy Transfer Equity LP(ET)COM29273V100$54.8K3,0200.0%
Schwab Fundtl Emrg MKT(FNDE)ETF808524730$55.2K1,6530.0%
Albemarle Corp(ALB)COM012653101$55.6K8240.0%
Chevron Corp(CVX)COM166764100$55.9K3800.0%
Global X S&P 500 Covered Call ETF(XYLD)ETF37954Y475$57.6K1,4780.0%
Occidental Petroleum Corp(OXY)COM674599105$57.8K1,3240.0%
Carrier Global Corp(CARR)COM14448C104$58.3K8490.0%
Live Nation Entertainment Inc(LYV)COM538034109$59.0K3900.0%
Global X Nasdaq 100 Covered Call ETF(QYLD)ETF37954Y483$59.8K3,5740.0%
Twilio Inc(TWLO)COM90138F102$60.0K4650.0%
Vanguard Ftse Europe(VGK)UIE922042874$60.7K8020.0%
WisdomTree India Earnings ETF(EPI)ETF97717W422$61.0K1,3580.0%
O'Reilly Automotive Inc(ORLY)COM67103H107$61.3K6670.0%
Vanguard Mortgage Backed(VMBS)UIE92206C771$61.4K1,3340.0%
Duolingo Inc(DUOL)COM26603R106$61.7K1780.1%
Vanguard Shrt INF Prot(VTIP)UIE922020805$62.4K1,2470.1%
Manulife Finl Corp F(MFC)COM56501R106$62.4K2,0140.1%
Dollar Tree Inc(DLTR)COM256746108$64.7K5710.1%
CoreWeave Inc(CRWV)COM21873S108$65.9K5450.1%
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