Mullooly Asset Management, Inc.
CIK
1950591
Location
WALL TOWNSHIP, NJ
Portfolio Value
Micro
$23,314,574
Diversification
Highly concentrated
Filing Date
Global Rank
#7,264
/ 8,232
▲ 168
Top Industry
Auto Parts
15.5%
3Y Alpha vs SPY
-1.0%
Period ended 2 months ago
Filed May 7, 2026 · 37d
5 quarters · since Mar 2025
Clone Performance
May 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.4%
SPY
+27.1%
Annualised alpha
+1.2%
Max drawdown
−10.1%
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
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
49.1%
−1.5 pts
Top 5
71.5%
−1.1 pts
Top 10
88.5%
+0.8 pts
HHI
2,620
Highly concentrated−132
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.3% | $11,730,970 |
| Consumer Cyclical | 14.8% | $3,451,616 |
| Technology | 9.3% | $2,171,835 |
| Industrials | 5.7% | $1,337,260 |
| Financial Services | 5.2% | $1,206,489 |
| Communication Services | 4.5% | $1,055,057 |
| Healthcare | 4.5% | $1,053,787 |
| Basic Materials | 4.3% | $1,012,617 |
| Consumer Defensive | 1.3% | $294,943 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GILD | Gilead Sciences, Inc. | +18 | 4,483 | $624,795 | |
| HD | Home Depot, Inc. | +15 | 4,100 | $1,348,449 | |
| JPM | Jpmorgan Chase & Co | +12 | 3,357 | $987,495 | |
| SNA | Snap-on Inc | +10 | 1,630 | $592,048 | |
| SHW | Sherwin Williams Co | +8 | 3,159 | $1,012,617 | |
| AAPL | Apple Inc. | +4 | 4,018 | $1,019,728 | |
| GOOGL | Alphabet Inc. | +1 | 3,669 | $1,055,057 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LITE | Lumentum Holdings Inc. | 312 | $219,261 | |
| No positions match the current search. | ||||
20 positions ·
$23,314,574 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 19,839 | $11,450,674 | 49.11% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 19,510 | $1,800,968 | 7.72% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,100 | $1,348,449 | 5.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,669 | $1,055,057 | 4.53% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,018 | $1,019,728 | 4.37% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 3,159 | $1,012,617 | 4.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,357 | $987,495 | 4.24% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 1,233 | $745,212 | 3.20% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 4,483 | $624,795 | 2.68% | |
| SNA |
Snap-on Inc
Industrials
|
Added | 1,630 | $592,048 | 2.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,755 | $428,992 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,451 | $302,199 | 1.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 296 | $294,943 | 1.27% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 785 | $290,583 | 1.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 431 | $280,296 | 1.20% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,325 | $231,080 | 0.99% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 312 | $219,261 | 0.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 457 | $218,994 | 0.94% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,417 | $208,454 | 0.89% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 655 | $202,729 | 0.87% |