Mullaney, Keating & Wright, Inc.
CIK
2135840
Location
MIDDLETOWN, CT
Portfolio Value
Micro
$4,376,849
Diversification
Highly concentrated
Filing Date
Global Rank
#6,265
/ 8,586
▲ 94
Top Industry
Consumer Electronics
75.0%
3Y Alpha vs SPY
-5.7%
Period ended 3 months ago
Filed May 29, 2026 · 18d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.0%
SPY
+42.0%
Annualised alpha
-5.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 76.1% | $56,181,048 |
| Basic Materials | 6.7% | $4,963,396 |
| Consumer Defensive | 5.9% | $4,376,849 |
| Energy | 3.2% | $2,359,000 |
| Consumer Cyclical | 2.4% | $1,789,737 |
| Unclassified | 1.3% | $966,405 |
| Financial Services | 1.3% | $936,757 |
| Communication Services | 1.3% | $927,994 |
| Industrials | 1.2% | $918,633 |
| Healthcare | 0.6% | $419,755 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| META | Meta Platforms, Inc. | +29 | 1,622 | $927,994 | |
| MSFT | Microsoft Corp | +29 | 2,445 | $905,065 | |
| 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 reducedNo qualifying positions this quarter.
5 positions ·
$4,376,849 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
Held | 14,821 | $2,841,778 | 64.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 530 | $528,107 | 12.07% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,078 | $444,586 | 10.16% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 3,487 | $325,406 | 7.43% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 1,526 | $236,972 | 5.41% |