Mullaney, Keating & Wright, Inc.

CIK

2135840

Location

MIDDLETOWN, CT

Portfolio Value

Micro $82,897,343

Diversification

Highly concentrated

Filing Date

Global Rank

#6,240 / 8,517 ▲ 285

Top Industry

Consumer Electronics 76.2%

3Y Alpha vs SPY

+4.3%

Period ended 47 days ago

Filed Jul 14, 2026 · 33d

9 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+52.6%

SPY

+42.8%

Annualised alpha

+4.0%

Max drawdown

−28.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

75.1%

+5.8 pts

Top 5

87.7%

+2.1 pts

Top 10

93.2%

+1.3 pts

HHI

5,713

Highly concentrated+814

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	77.5%	$64,246,238	4
Basic Materials	6.4%	$5,331,795	1
Consumer Defensive	5.2%	$4,304,420	5
Energy	2.4%	$1,982,256	2
Consumer Cyclical	2.2%	$1,793,241	5
Industrials	1.5%	$1,264,883	2
Unclassified	1.4%	$1,152,266	1
Communication Services	1.3%	$1,113,783	2
Financial Services	1.2%	$1,022,377	3
Healthcare	0.8%	$686,084	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+422	2,867	$1,069,448
RTX	RTX Corp	+110	1,475	$279,851
SPY	Spdr S&P 500 ETF Trust	+57	1,543	$1,152,266
NVDA	Nvidia Corp	+13	3,379	$676,104
COKE	Coca-Cola Consolidated, Inc.	+10	14,831	$2,831,534
HD	Home Depot, Inc.	+2	1,760	$620,716
BAC	Bank Of America Corp /De/	+1	4,340	$247,293
SHW	Sherwin Williams Co	+1	15,485	$5,331,795
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−197	215,292	$62,296,893
COST	Costco Wholesale Corp /New	−20	510	$477,089
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CSCO	Cisco Systems, Inc.	1,735	$203,793
CI	Cigna Group	727	$200,419
GOOGL	Alphabet Inc.	560	$200,127
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	57,896	$3,709,975
BIV	Vanguard Intermediate-Term Bond ETF	16,996	$1,311,751
CVX	Chevron Corp	984	$203,589
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $82,897,343 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	215,292	-197	$62,296,893	+13.9%	75.15%
SHW	Sherwin Williams Co Basic Materials	Added	15,485	+1	$5,331,795	+7.4%	6.43%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Added	14,831	+10	$2,831,534	−0.4%	3.42%
SPY	Spdr S&P 500 ETF Trust	Added	1,543	+57	$1,152,266	+19.2%	1.39%
MSFT	Microsoft Corp Technology	Added	2,867	+422	$1,069,448	+18.2%	1.29%
VLO	Valero Energy Corp/Tx Energy	Held	4,000	0	$1,041,760	+5.4%	1.26%
CAT	Caterpillar Inc Industrials	Held	925	0	$985,032	+50.3%	1.19%
XOM	ExxonMobil Holdings Corp Energy	Held	6,879	0	$940,496	−19.4%	1.13%
META	Meta Platforms, Inc. Communication Services	Held	1,622	0	$913,656	−1.5%	1.10%
NVDA	Nvidia Corp Technology	Added	3,379	+13	$676,104	+15.2%	0.82%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,760	+2	$620,716	+7.4%	0.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	972	0	$486,379	+4.4%	0.59%
ABBV	AbbVie Inc. Healthcare	Held	1,930	0	$485,665	+15.7%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	510	-20	$477,089	−9.7%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,078	0	$451,357	+1.5%	0.54%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,000	0	$440,980	−6.7%	0.53%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	3,487	0	$337,820	+3.8%	0.41%
JPM	Jpmorgan Chase & Co Financial Services	Held	882	0	$288,705	+11.3%	0.35%
RTX	RTX Corp Industrials	Added	1,475	+110	$279,851	+6.3%	0.34%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	1,250	0	$266,062	−1.7%	0.32%
TSLA	Tesla, Inc. Consumer Cyclical	Held	599	0	$251,939	+13.1%	0.30%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,340	+1	$247,293	+16.9%	0.30%
MCD	Mcdonalds Corp Consumer Cyclical	Held	790	0	$213,544	−13.0%	0.26%
PEP	Pepsico Inc Consumer Defensive	Held	1,526	0	$206,620	−12.8%	0.25%
CSCO	Cisco Systems, Inc. Technology	NEW	1,735	NEW	$203,793	NEW	0.25%
CI	Cigna Group Healthcare	NEW	727	NEW	$200,419	NEW	0.24%
GOOGL	Alphabet Inc. Communication Services	NEW	560	NEW	$200,127	NEW	0.24%

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.