Murphy & Mullick Capital Management Corp

CIK 0002047271 · Q1 2026

13F Equity AUM

$135.2M

-2.5% QoQ

Positions

720

-78 QoQ

AUM Rank

#8,937

Top 72%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 15.1%Top 10: 25.2%Top 20: 39.4%

NVDA4.0%

TSLA3.0%

SCHG2.9%

AVGO2.7%

SCHM2.5%

SCHV2.3%

GOOGL2.1%

VT1.9%

MSFT1.9%

SCHA1.9%

Others (710)74.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services43.7%

Technology21.6%

Industrials9.8%

Consumer Cyclical7.5%

Healthcare7.3%

Communication Services4.6%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 720Median: 0.02%Avg: 0.14%

0–0.5%

667(36.5%)

0.5–1%

29(20.0%)

1–3%

22(36.5%)

3–5%

2(7.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 694Unique: 26vs 20 funds

9.5%Low

720

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

13%

BANK OF AMERICA CORP /DE/

14.3%

13.3%

19.9%

14.6%

13.9%

VANGUARD CAPITAL MANAGEMENT LLC

12.7%

GEODE CAPITAL MANAGEMENT, LLC

12.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

14.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New24Increased126Decreased151Exited137

New Positions

AZN0.3%

+2K

JIVE0.3%

+4K

XRT0.1%

+2K

CEG0.1%

+290

VXUS0.0%

+650

CHYM0.0%

+2K

QQQM0.0%

+100

CAIE0.0%

+1K

MDLN0.0%

+375

IDXX0.0%

+25

Increased

SCHV2.3%

+6K(+7%)

VT1.9%

+6K(+42%)

SCHG2.9%

+4K(+3%)

BUFR0.4%

+4K(+30%)

XLE0.8%

+3K(+21%)

KBWB0.2%

+3K(+3518%)

SPTM1.2%

+3K(+17%)

RSP0.4%

+3K(+1182%)

RITM0.1%

+3K(+44%)

MRK1.0%

+2K(+26%)

Decreased

EBA0.1%

-2,370(-74%)

AVGO2.7%

-1,929(-14%)

HDB0.2%

-1,806(-14%)

UBER0.8%

-1,787(-10%)

BNDX0.1%

-1,586(-33%)

TTD0.1%

-1,390(-23%)

BND0.0%

-1,290(-62%)

ORCL0.1%

-1,033(-61%)

RR0.0%

-1,000(-4%)

DIS0.1%

-992(-32%)

Exited

-4,122

-1,322

-305

-1,457

-347

-2,486

-498

-388

-333

-171

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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