Mullaney, Keating & Wright, Inc.

CIK

2135840

Location

MIDDLETOWN, CT

Portfolio Value

Micro $73,839,574

Diversification

Highly concentrated

Filing Date

Global Rank

#5,917 / 8,232 ▲ 210

Top Industry

Consumer Electronics 75.0%

3Y Alpha vs SPY

-5.1%

Period ended 2 months ago

Filed May 29, 2026 · 16d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.7%

SPY

+39.3%

Annualised alpha

-5.1%

Max drawdown

−28.1%

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

25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

74.1%

−1.9 pts

Top 5

87.6%

−0.8 pts

Top 10

93.0%

−0.1 pts

HHI

5,560

Highly concentrated−282

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	76.1%	$56,181,048	3
Basic Materials	6.7%	$4,963,396	1
Consumer Defensive	5.9%	$4,376,849	5
Energy	3.2%	$2,359,000	3
Consumer Cyclical	2.4%	$1,789,737	5
Unclassified	1.3%	$966,405	1
Financial Services	1.3%	$936,757	3
Communication Services	1.3%	$927,994	1
Industrials	1.2%	$918,633	2
Healthcare	0.6%	$419,755	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+256	215,489	$54,688,953
PG	PROCTER & GAMBLE Co	+174	3,078	$444,586
BRK-B	Berkshire Hathaway Inc	+68	972	$465,782
SPY	Spdr S&P 500 ETF Trust	+58	1,486	$966,405
MSFT	Microsoft Corp	+29	2,445	$905,065
META	Meta Platforms, Inc.	+29	1,622	$927,994
NVDA	Nvidia Corp	+4	3,366	$587,030
BAC	Bank Of America Corp /De/	+1	4,339	$211,526
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	1,526	$236,972
CVX	Chevron Corp	984	$203,589
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
KKR	KKR & Co. Inc.	1,958	$249,605
ABT	Abbott Laboratories	1,899	$237,925
CI	Cigna Group	727	$200,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $73,839,574 total · as of Mar 31, 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
CVX	Chevron Corp Energy	NEW	984	NEW	$203,589	NEW	0.28%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,339	+1	$211,526	−11.3%	0.29%
TSLA	Tesla, Inc. Consumer Cyclical	Held	599	0	$222,678	−17.3%	0.30%
PEP	Pepsico Inc Consumer Defensive	NEW	1,526	NEW	$236,972	NEW	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Held	790	0	$245,524	+1.7%	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Held	882	0	$259,449	−8.7%	0.35%
RTX	RTX Corp Industrials	Held	1,365	0	$263,308	+5.2%	0.36%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	1,250	0	$270,787	+20.3%	0.37%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	3,487	0	$325,406	+11.3%	0.44%
ABBV	AbbVie Inc. Healthcare	Held	1,930	0	$419,755	−4.8%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,078	+174	$444,586	+6.8%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	972	+68	$465,782	+2.5%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,000	0	$472,560	−2.0%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	530	0	$528,107	+15.5%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,758	0	$578,188	−4.4%	0.78%
NVDA	Nvidia Corp Technology	Added	3,366	+4	$587,030	−6.4%	0.80%
CAT	Caterpillar Inc Industrials	Held	925	0	$655,325	+23.7%	0.89%
MSFT	Microsoft Corp Technology	Added	2,445	+29	$905,065	−22.5%	1.23%
META	Meta Platforms, Inc. Communication Services	Added	1,622	+29	$927,994	−11.7%	1.26%
SPY	Spdr S&P 500 ETF Trust	Added	1,486	+58	$966,405	−0.8%	1.31%
VLO	Valero Energy Corp/Tx Energy	Held	4,000	0	$988,320	+51.8%	1.34%
XOM	Exxon Mobil Corp Energy	Held	6,879	0	$1,167,091	+41.0%	1.58%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Held	14,821	0	$2,841,778	+25.1%	3.85%
SHW	Sherwin Williams Co Basic Materials	Held	15,484	0	$4,963,396	−1.1%	6.72%
AAPL	Apple Inc. Technology	Added	215,489	+256	$54,688,953	−6.5%	74.06%