MURPHY CAPITAL MANAGEMENT INC
Filing Date
Global Rank
#1,900
/ 6,723
▲ 58
Top Industry
Consumer Electronics
13.8%
3Y Alpha vs SPY
-5.3%
Period ended 3 years ago
Filed Jul 13, 2022 · 3y
10 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.8%
SPY
+78.1%
Annualised alpha
-5.3%
Max drawdown
−15.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
133 positions · as of Jun 30, 2022 · Δ vs Mar 31, 2022Top Position
11.9%
−1.8 pts
Top 5
33.4%
−2.6 pts
Top 10
47.1%
−2.0 pts
HHI
355
Diversified−50
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 19.9% | $92,726,436 |
| Unclassified | 13.7% | $64,004,558 |
| Healthcare | 12.6% | $58,913,469 |
| Industrials | 11.8% | $55,071,896 |
| Financial Services | 11.4% | $53,154,486 |
| Consumer Cyclical | 9.4% | $44,038,841 |
| Consumer Defensive | 8.1% | $37,626,572 |
| Communication Services | 6.1% | $28,403,553 |
| Energy | 3.4% | $15,640,752 |
| Utilities | 2.8% | $13,192,520 |
| Basic Materials | 0.8% | $3,606,221 |
| Real Estate | 0.1% | $264,535 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +154,062 | 162,234 | $17,230,873 | |
| AMAT | Applied Materials Inc /De | +1,500 | 13,615 | $1,238,692 | |
| EW | Edwards Lifesciences Corp | +1,138 | 11,053 | $1,051,029 | |
| LMT | Lockheed Martin Corp | +868 | 5,654 | $2,430,993 | |
| PFE | Pfizer Inc | +730 | 78,029 | $4,091,060 | |
| VZ | Verizon Communications Inc | +677 | 183,985 | $9,337,238 | |
| WMT | Walmart Inc. | +579 | 32,730 | $1,326,438 | |
| SPY | Spdr S&P 500 ETF Trust | +553 | 86,693 | $32,704,934 | |
| CAT | Caterpillar Inc | +355 | 10,222 | $1,827,284 | |
| CVX | Chevron Corp | +328 | 50,756 | $7,348,453 | |
| SBUX | Starbucks Corp | +269 | 5,074 | $387,602 | |
| GLD | Spdr Gold Trust | +220 | 9,392 | $1,582,176 | |
| MA | Mastercard Inc | +200 | 9,816 | $3,096,751 | |
| DE | Deere & Co | +170 | 1,301 | $389,610 | |
| DOW | Dow Inc. | +153 | 13,012 | $671,549 | |
| GIS | General Mills Inc | +98 | 11,502 | $867,825 | |
| CVS | CVS HEALTH Corp | +94 | 3,079 | $285,300 | |
| ABBV | AbbVie Inc. | +86 | 5,847 | $895,526 | |
| IBM | International Business Machines Corp | +73 | 17,446 | $2,463,200 | |
| MRK | Merck & Co., Inc. | +72 | 56,733 | $5,172,347 | |
| COST | Costco Wholesale Corp /New | +69 | 2,255 | $1,080,776 | |
| NVS | Novartis AG | +64 | 3,055 | $258,239 | |
| XOM | Exxon Mobil Corp | +46 | 83,244 | $7,129,016 | |
| ORCL | Oracle Corp | +38 | 6,712 | $468,967 | |
| DEO | Diageo PLC | +36 | 1,861 | $324,037 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| 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 | |
| CRM | Salesforce, Inc. | −3,391 | 14,905 | $2,459,921 | |
| CSX | Csx Corp | −2,735 | 111,699 | $3,245,972 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,544 | 85,476 | $23,957,213 | |
| PYPL | PayPal Holdings, Inc. | −2,105 | 5,690 | $397,389 | |
| ISRG | Intuitive Surgical Inc | −2,075 | 13,022 | $2,613,645 | |
| V | Visa Inc. | −1,585 | 64,170 | $12,634,431 | |
| KO | Coca Cola Co | −1,546 | 100,125 | $6,298,863 | |
| RTX | RTX Corp | −1,322 | 70,967 | $6,820,638 | |
| JPM | Jpmorgan Chase & Co | −1,209 | 96,206 | $10,833,757 | |
| 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 | |
| BMY | Bristol Myers Squibb Co | −888 | 38,715 | $2,981,055 | |
| MSFT | Microsoft Corp | −855 | 101,592 | $26,091,873 | |
| MMM | 3M Co | −826 | 30,220 | $3,269,873 | |
| NVDA | Nvidia Corp | −805 | 2,888 | $43,779 | |
| MCD | Mcdonalds Corp | −754 | 37,556 | $9,271,825 | |
| DIS | Walt Disney Co | −702 | 69,337 | $6,545,412 | |
| C | Citigroup Inc | −694 | 29,634 | $1,362,867 | |
| PEP | Pepsico Inc | −677 | 46,547 | $7,757,523 | |
| ED | Consolidated Edison Inc | −670 | 14,696 | $1,397,589 | |
| KMB | Kimberly Clark Corp | −656 | 8,396 | $1,134,719 | |
| BRK-B | Berkshire Hathaway Inc | −617 | 43,491 | $11,873,912 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
16 positions ·
$37,626,572 total
· Consumer Defensive only
· as of Jun 30, 2022
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 72,611 | $10,440,735 | 27.75% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 46,547 | $7,757,523 | 20.62% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 100,125 | $6,298,863 | 16.74% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 12,556 | $2,701,548 | 7.18% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 44,474 | $1,857,678 | 4.94% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 32,730 | $1,326,438 | 3.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 12,160 | $1,200,678 | 3.19% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 14,830 | $1,188,476 | 3.16% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 8,396 | $1,134,719 | 3.02% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,255 | $1,080,776 | 2.87% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 11,502 | $867,825 | 2.31% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Reduced | 4,000 | $563,920 | 1.50% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 6,431 | $399,300 | 1.06% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 1,861 | $324,037 | 0.86% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Reduced | 1,170 | $272,680 | 0.72% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 830 | $211,376 | 0.56% |