MURPHY CAPITAL MANAGEMENT INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2022, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2022-06-30, active share 52.1%; sector active share 12.8% against the combined 13F book's sector weights.
Over time 10 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
208 tracked positions · as of Jun 30, 2022 · Δ vs Mar 31, 2022Portfolio Trend
Sector Breakdown
As of Jun 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.2% | $252,592,310 |
| Technology | 13.4% | $93,823,595 |
| Financial Services | 10.2% | $70,869,642 |
| Healthcare | 8.5% | $59,174,224 |
| Industrials | 8.0% | $56,108,164 |
| Communication Services | 6.6% | $46,373,688 |
| Consumer Cyclical | 6.5% | $45,263,567 |
| Consumer Defensive | 5.8% | $40,706,875 |
| Energy | 2.2% | $15,640,752 |
| Utilities | 1.9% | $13,192,520 |
| Basic Materials | 0.6% | $3,942,819 |
| Real Estate | 0.0% | $264,535 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +154,062 | 162,234 | $17,230,873 | |
| ACWX | iShares MSCI ACWI ex U.S. ETF | +12,280 | 16,280 | $732,600 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +9,566 | 112,132 | $8,018,559 | |
| VOO | VANGUARD 500 INDEX FUND | +6,327 | 8,448 | $2,930,442 | |
| — | +5,596 | 143,230 | $0 | ||
| VEU | Vanguard International Equity Index Funds | +3,578 | 84,222 | $4,207,731 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +1,701 | 88,487 | $11,248,467 | |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND | +1,632 | 27,626 | $2,597,672 | |
| AMAT | Applied Materials Inc | +1,500 | 13,615 | $1,238,692 | |
| VO | VANGUARD MID-CAP INDEX FUND | +1,167 | 2,388 | $470,364 | |
| EW | Edwards Lifesciences Corp | +1,138 | 11,053 | $1,051,029 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | +1,000 | 9,560 | $444,348 | |
| LMT | Lockheed Martin Corp | +868 | 5,654 | $2,430,993 | |
| IWM | iShares Russell 2000 ETF | +761 | 2,431 | $411,714 | |
| PFE | Pfizer Inc | +730 | 78,029 | $4,091,060 | |
| VZ | Verizon Communications Inc | +677 | 183,985 | $9,337,238 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | +619 | 164,273 | $21,066,369 | |
| WMT | Walmart Inc. | +579 | 32,730 | $3,979,316 | |
| IYE | iShares U.S. Energy ETF | +575 | 11,314 | $431,289 | |
| SPY | Spdr S&P 500 ETF Trust | +553 | 86,693 | $32,704,934 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +420 | 78,980 | $5,538,867 | |
| CAT | Caterpillar Inc | +355 | 10,222 | $1,827,284 | |
| PXI | Invesco Dorsey Wright Energy Momentum ETF | +340 | 5,480 | $209,390 | |
| CVX | Chevron Corp | +328 | 50,756 | $7,348,453 | |
| SBUX | Starbucks Corp | +269 | 5,074 | $387,602 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MO | Altria Group, Inc. | −22,264 | 44,474 | $1,857,678 | |
| AAPL | Apple Inc. | −10,910 | 407,018 | $55,647,500 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | −4,669 | 165,216 | $8,966,272 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −4,035 | 18,622 | $775,606 | |
| CRM | Salesforce, Inc. | −3,391 | 14,905 | $2,459,921 | |
| FDN | First Trust Dow Jones Internet Index Fund | −3,123 | 59,743 | $7,589,153 | |
| CSX | Csx Corp | −2,735 | 111,699 | $3,245,972 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,544 | 85,476 | $23,957,213 | |
| XLF | State Street Corp | −2,474 | 563,280 | $17,715,156 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | −2,445 | 66,367 | $21,672,117 | |
| PYPL | PayPal Holdings, Inc. | −2,105 | 5,690 | $397,389 | |
| ISRG | Intuitive Surgical Inc | −2,075 | 13,022 | $2,613,645 | |
| IEFA | iShares Core MSCI EAFE ETF | −1,955 | 9,387 | $552,424 | |
| EFA | iShares MSCI EAFE ETF | −1,715 | 16,515 | $1,032,022 | |
| V | Visa Inc. | −1,585 | 64,170 | $12,634,431 | |
| ICLN | iShares Global Clean Energy ETF | −1,580 | 19,060 | $363,093 | |
| KO | Coca Cola Co | −1,546 | 100,125 | $6,298,863 | |
| EEM | iShares MSCI Emerging Markets ETF | −1,413 | 5,587 | $224,038 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | −1,379 | 188,633 | $16,475,206 | |
| RTX | RTX Corp | −1,322 | 70,967 | $6,820,638 | |
| JPM | Jpmorgan Chase & Co | −1,209 | 96,206 | $10,833,757 | |
| IYW | iShares, Inc. | −1,185 | 24,564 | $1,963,891 | |
| META | Meta Platforms, Inc. | −1,183 | 54,075 | $8,719,593 | |
| HD | Home Depot, Inc. | −995 | 46,667 | $12,799,358 | |
| EPD | Enterprise Products Partners L.P. | −956 | 25,888 | $630,890 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TQQQ | ProShares UltraPro QQQ | 6,070 | $353,152 | |
| VUG | VANGUARD GROWTH INDEX FUND | 1,014 | $291,626 | |
| SWK | Stanley Black & Decker, Inc. | 1,650 | $230,653 | |
| GLW | Corning Inc | 6,225 | $229,764 | |
| QUAL | iShares MSCI USA Quality Factor ETF | 1,555 | $209,349 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2,011 | $202,990 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 407,018 | $55,647,500 | 7.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 86,693 | $32,704,934 | 4.69% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 101,592 | $26,091,873 | 3.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 85,476 | $23,957,213 | 3.43% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Reduced | 164,917 | $22,672,789 | 3.25% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 66,367 | $21,672,117 | 3.11% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
Added | 164,273 | $21,066,369 | 3.02% | |
| XLF |
State Street Corp
Financial Services
|
Reduced | 563,280 | $17,715,156 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 162,234 | $17,230,873 | 2.47% | |
| XLI |
State Street(R) Industrial Select Sector SPDR(R) ETF
|
Reduced | 188,633 | $16,475,206 | 2.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 90,121 | $15,997,378 | 2.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 46,667 | $12,799,358 | 1.83% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 64,170 | $12,634,431 | 1.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 43,491 | $11,873,912 | 1.70% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 88,487 | $11,248,467 | 1.61% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 5,097 | $11,149,000 | 1.60% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 96,206 | $10,833,757 | 1.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 72,611 | $10,440,735 | 1.50% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 183,985 | $9,337,238 | 1.34% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 37,556 | $9,271,825 | 1.33% | |
| XLC |
State Street(R) Communication Services Select Sector SPDR(R) ETF
|
Reduced | 165,216 | $8,966,272 | 1.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 54,075 | $8,719,593 | 1.25% | |
| IYH |
iShares U.S. Healthcare ETF
|
Reduced | 30,276 | $8,141,821 | 1.17% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 15,786 | $8,108,163 | 1.16% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 112,132 | $8,018,559 | 1.15% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 46,547 | $7,757,523 | 1.11% | |
| FDN |
First Trust Dow Jones Internet Index Fund
|
Reduced | 59,743 | $7,589,153 | 1.09% | |
| CVX |
Chevron Corp
Energy
|
Added | 50,756 | $7,348,453 | 1.05% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 83,244 | $7,129,016 | 1.02% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 39,566 | $6,876,964 | 0.99% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 70,967 | $6,820,638 | 0.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,100 | $6,755,706 | 0.97% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 69,337 | $6,545,412 | 0.94% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 100,125 | $6,298,863 | 0.90% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 33,593 | $6,132,066 | 0.88% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 18,713 | $5,760,235 | 0.83% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 26,757 | $5,706,732 | 0.82% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Added | 78,980 | $5,538,867 | 0.79% | |
|
|
Added | 73,448 | $5,405,772 | 0.77% | ||
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 56,733 | $5,172,347 | 0.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 15,432 | $5,003,517 | 0.72% | |
| IHF |
iShares U.S. Healthcare Providers ETF
|
Reduced | 17,218 | $4,397,993 | 0.63% | |
| BBH |
VanEck Biotech ETF
|
Reduced | 30,072 | $4,384,196 | 0.63% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 137,305 | $4,274,304 | 0.61% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 84,222 | $4,207,731 | 0.60% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 78,029 | $4,091,060 | 0.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 32,730 | $3,979,316 | 0.57% | |
| MMM |
3M Co
Industrials
|
Reduced | 30,220 | $3,910,768 | 0.56% | |
| BA |
Boeing Co
Industrials
|
Reduced | 25,740 | $3,519,172 | 0.50% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 26,254 | $3,409,606 | 0.49% |
Showing the top 50 of 208 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.