Mullaney, Keating & Wright, Inc.

Registered adviser

CIK

2135840

Location

MIDDLETOWN, CT

Portfolio Value

Small $136,057,471

Diversification

Highly concentrated

Filing Date

Global Rank

#6,259 / 8,807 ▲ 970 · as of Jun 2026

Top Industry

Consumer Electronics 77.7%

Period ended 20 days ago

Filed Oct 19, 2026 · 1d

10 quarters · since Jun 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 110743

Roster of Oct 1, 2026

Regulatory AUM

$390,984,469

Main clients

Individuals and high net worth (88% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026	$390,984,469	Individuals and high net worth (88%)
Dec 2025 to Sep 2026	$336,991,438	Individuals and high net worth (88%)
Oct 2024 to Sep 2025	$326,335,637	Individuals and high net worth (88%)
Oct 2023 to Sep 2024	$298,435,395	Individuals and high net worth (88%)
May 2023 to Sep 2023	$263,496,203	Individuals and high net worth (84%)
Oct 2022 to Apr 2023	$263,496,203	Individuals and high net worth (84%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.6% of the book (60%+)

Turnover

Low turnover

2.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 86.4%; sector active share 52.5% against the combined 13F book's sector weights.

Over time 9 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 backtest

Portfolio Concentration

70 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

52.7%

+15.4 pts

Top 5

67.8%

−7.7 pts

Top 10

81.8%

−4.8 pts

HHI

2,890

Highly concentrated+551

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.3%	$73,945,278	3
Unclassified	32.2%	$43,858,123	45
Basic Materials	3.7%	$5,006,159	1
Consumer Defensive	3.0%	$4,047,052	4
Energy	2.3%	$3,107,008	4
Industrials	1.3%	$1,820,202	3
Consumer Cyclical	1.0%	$1,378,885	4
Communication Services	1.0%	$1,377,871	2
Financial Services	0.7%	$1,012,025	3
Healthcare	0.4%	$504,868	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	+28,855	37,491	$2,835,069
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+2,517	46,622	$4,687,842
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+2,308	22,731	$1,176,556
IJH	iShares Core S&P Mid-Cap ETF	+1,782	30,407	$0
ICSH	iShares Ultra Short Duration Bond Active ETF	+1,553	96,595	$4,868,388
IMCB	iShares Morningstar Mid-Cap ETF	+1,316	6,025	$0
BIV	Vanguard Bond Index Funds	+795	17,594	$1,281,898
IJR	iShares Core S&P Small-Cap ETF	+382	23,841	$0
VOO	VANGUARD 500 INDEX FUND	+380	4,450	$3,118,827
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+303	5,777	$441,362
IWC	iShares Micro-Cap ETF	+248	3,152	$0
IWM	iShares Russell 2000 ETF	+200	1,481	$0
MSFT	Microsoft Corp	+52	2,919	$1,497,155
NVDA	Nvidia Corp	+49	3,428	$782,886
DISV	Dimensional International Small Cap Value ETF	+48	17,604	$762,077
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+34	3,665	$283,121
GOOGL	Alphabet Inc.	+26	586	$201,630
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+22	2,842	$270,970
TSLA	Tesla, Inc.	+15	614	$217,853
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+12	7,961	$486,655
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+10	3,833	$416,647
IUSV	iShares Core S&P U.S. Value ETF	+9	2,951	$0
DFLV	Dimensional US Large Cap Value ETF	+6	9,115	$366,149
SPY	Spdr S&P 500 ETF Trust	+4	1,547	$1,179,788
XOM	ExxonMobil Holdings Corp	+1	6,880	$1,119,720
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
ACWI	iShares MSCI ACWI ETF	−3,885	57,774	$0
VEA	Vanguard FTSE Developed Markets ETF	−3,379	54,530	$3,850,363
IWS	iShares Russell Mid-Cap Value ETF	−1,912	37,911	$0
EMGF	iShares Emerging Markets Equity Factor ETF	−1,394	44,833	$3,207,352
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−1,226	5,213	$408,230
EFA	iShares MSCI EAFE ETF	−1,207	57,474	$0
IWB	iShares Russell 1000 ETF	−888	51,143	$0
IWR	iShares Russell Mid-Cap ETF	−810	95,028	$0
—		−538	28,944	$0
DFIV	Dimensional International Value ETF	−470	17,012	$950,290
IVE	iShares S&P 500 Value ETF	−404	7,728	$0
JPST	JPMorgan Ultra-Short Income ETF	−302	66,632	$3,356,253
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−283	114,565	$5,638,889
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	−238	2,476	$211,648
IVV	iShares Core S&P 500 ETF	−174	4,754	$0
IWD	iShares Russell 1000 Value ETF	−115	34,181	$0
AAPL	Apple Inc.	−94	215,198	$71,665,237
IJS	iShares S&P Small-Cap 600 Value ETF	−57	2,161	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	5,279	$796,389
PSX	Phillips 66	924	$235,906
CVX	Chevron Corp	984	$200,942
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	24,151	$936,817
MCD	Mcdonalds Corp	790	$213,544
ITB	iShares U.S. Home Construction ETF	2,000	$208,960
PEP	Pepsico Inc	1,526	$206,620
CSCO	Cisco Systems, Inc.	1,735	$203,793
CI	Cigna Group	727	$200,419
IGV	iShares Expanded Tech-Software Sector ETF	1,680	$152,208
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $136,057,471 total · filing declares 70 positions · $216,054,637 · as of Sep 30, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	215,198	-94	$71,665,237	+15.0%	52.67%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Reduced	114,565	-283	$5,638,889	−2.3%	4.14%
SHW	Sherwin Williams Co Basic Materials	Added	15,486	+1	$5,006,159	−6.1%	3.68%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	96,595	+1,553	$4,868,388	+1.3%	3.58%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	46,622	+2,517	$4,687,842	+5.4%	3.45%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	54,530	-3,379	$3,850,363	−6.7%	2.83%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	66,632	-302	$3,356,253	−0.8%	2.47%
EMGF	iShares Emerging Markets Equity Factor ETF	Reduced	44,833	-1,394	$3,207,352	−5.3%	2.36%
VOO	VANGUARD 500 INDEX FUND	Added	4,450	+380	$3,118,827	+11.6%	2.29%
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	Added	37,491	+28,855	$2,835,069	+333.9%	2.08%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Held	14,831	0	$2,807,063	−0.9%	2.06%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,349	+1	$2,001,809	+1.2%	1.47%
VLO	Valero Energy Corp/Tx Energy	Held	4,000	0	$1,550,440	+48.8%	1.14%
MSFT	Microsoft Corp Technology	Added	2,919	+52	$1,497,155	+40.0%	1.10%
BIV	Vanguard Bond Index Funds	Added	17,594	+795	$1,281,898	−0.5%	0.94%
SPY	Spdr S&P 500 ETF Trust	Added	1,547	+4	$1,179,788	+2.4%	0.87%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	22,731	+2,308	$1,176,556	+11.3%	0.86%
META	Meta Platforms, Inc. Communication Services	Held	1,622	0	$1,176,241	+28.7%	0.86%
XOM	ExxonMobil Holdings Corp Energy	Added	6,880	+1	$1,119,720	+19.1%	0.82%
DFIV	Dimensional International Value ETF	Reduced	17,012	-470	$950,290	+0.6%	0.70%
SPCX	Space Exploration Technologies Corp Industrials	NEW	5,279	NEW	$796,389	NEW	0.59%
NVDA	Nvidia Corp Technology	Added	3,428	+49	$782,886	+15.8%	0.58%
DISV	Dimensional International Small Cap Value ETF	Added	17,604	+48	$762,077	+8.2%	0.56%
CAT	Caterpillar Inc Industrials	Held	925	0	$749,980	−23.9%	0.55%
DFAS	Dimensional U.S. Small Cap ETF	Held	8,634	0	$668,444	−6.0%	0.49%
DFAT	Dimensional U.S. Targeted Value ETF	Held	9,358	0	$621,745	−4.9%	0.46%
DFUV	Dimensional U.S. Marketwide Value ETF	Held	9,210	0	$506,550	−0.0%	0.37%
ABBV	AbbVie Inc. Healthcare	Held	1,930	0	$504,868	+4.0%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,760	0	$500,702	−19.3%	0.37%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	7,961	+12	$486,655	+0.7%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	972	0	$484,007	−0.5%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	510	0	$464,273	−2.7%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	3,078	0	$447,171	−0.9%	0.33%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	5,777	+303	$441,362	+3.5%	0.32%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	3,833	+10	$416,647	+2.5%	0.31%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	5,213	-1,226	$408,230	−23.3%	0.30%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,000	0	$368,580	−16.4%	0.27%
DFLV	Dimensional US Large Cap Value ETF	Added	9,115	+6	$366,149	+1.7%	0.27%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	3,487	0	$328,545	−2.7%	0.24%
JPM	Jpmorgan Chase & Co Financial Services	Held	882	0	$291,792	+1.1%	0.21%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	1,250	0	$291,750	+9.7%	0.21%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	3,665	+34	$283,121	−1.3%	0.21%
RTX	RTX Corp Industrials	Held	1,475	0	$273,833	−2.2%	0.20%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	2,842	+22	$270,970	−4.8%	0.20%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	1,683	0	$261,201	−1.8%	0.19%
BAC	Bank Of America Corp /De/ Financial Services	Held	4,340	0	$236,226	−4.5%	0.17%
PSX	Phillips 66 Energy	NEW	924	NEW	$235,906	NEW	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	614	+15	$217,853	−13.5%	0.16%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Reduced	2,476	-238	$211,648	−5.6%	0.16%
GOOGL	Alphabet Inc. Communication Services	Added	586	+26	$201,630	+0.8%	0.15%

Showing the top 50 of 70 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.