Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$184.1M
Positions
68
3 new · 7 sold
Largest name
29.7%
Apple Inc. · AAPL
Est. mark
−$3.67M
Price effect on 65 names still held. Flow −$1.68M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 215.5K | $54.7M | 29.7% | −$3.89M | Added−$3.82M |
| Ishares Tr | — | 52K | $18.5M | 10.1% | −$876.9K | Cut−$1.5M |
| Ishares Tr | — | 95.7K | $9.31M | 5.1% | $91.9K | Cut$31K |
| Ishares Tr | — | 61.6K | $8.53M | 4.6% | −$190K | Added−$88.6K |
| Ishares Tr | — | 36.9K | $7.88M | 4.3% | $122.7K | Cut−$141.3K |
| Vanguard Malvern Fds | — | 122.7K | $6.13M | 3.3% | $60.2K | Cut−$150.5K |
| Ishares Tr | — | 40.3K | $5.88M | 3.2% | $189K | Cut$98.3K |
| Ishares Tr | — | 58.4K | $5.68M | 3.1% | $63.9K | Added$97.1K |
| Ishares Tr | — | 29.5K | $5.6M | 3.0% | $247.2K | Cut$206.6K |
| Sherwin Williams Co | SHW | 15.5K | $4.96M | 2.7% | −$53.6K | Held |
| Ishares Tr | — | 93.6K | $4.74M | 2.6% | $3.41K | Added$384.3K |
| Pimco Etf Tr | — | 42.7K | $4.3M | 2.3% | $9.09K | Added$253.8K |
| Vanguard Tax-Managed Fds | — | 57.9K | $3.71M | 2.0% | $93K | Added$100.2K |
| J P Morgan Exchange Traded F | — | 64.7K | $3.27M | 1.8% | $984 | Added$248.6K |
| Ishares Tr | — | 4.81K | $3.14M | 1.7% | −$152K | Added−$140.9K |
| Ishares Tr | — | 23.6K | $2.93M | 1.6% | $97.3K | Cut−$231.2K |
| Ishares Inc | — | 45.9K | $2.6M | 1.4% | $95.4K | Cut$81.7K |
| Vanguard Index Fds | — | 3.8K | $2.27M | 1.2% | −$110.5K | Added−$74.7K |
| Ishares Tr | — | 27.6K | $1.87M | 1.0% | $42.3K | Cut−$612.8K |
| Ishares Tr | — | 8.28K | $1.75M | 0.9% | −$7.53K | Cut−$88.8K |
| Vanguard Index Fds | — | 5.38K | $1.73M | 0.9% | −$77.9K | Added−$77.6K |
| Vanguard Bd Index Fds | — | 17K | $1.31M | 0.7% | −$11K | Added$86.8K |
| Exxon Mobil Corp | — | 6.88K | $1.17M | 0.6% | $339.3K | Held |
| Coca Cola Cons Inc | — | 14.8K | $1.13M | 0.6% | $91K | Held |
| Valero Energy Corp | — | 4K | $988.3K | 0.5% | $337.2K | Held |
| Spdr S&P 500 Etf Tr | — | 1.49K | $966.4K | 0.5% | −$45K | Added−$7.3K |
| Meta Platforms, Inc. | META | 1.62K | $928K | 0.5% | −$140.1K | Added−$123.5K |
| Dimensional Etf Trust | — | 17.3K | $914.6K | 0.5% | $49.9K | Added$50.9K |
| Microsoft Corp | MSFT | 2.44K | $905.2K | 0.5% | −$274K | Added−$263.3K |
| Dimensional Etf Trust | — | 24.1K | $844.3K | 0.5% | $51.7K | Added$53.6K |
| Spdr Index Shs Fds | — | 17.5K | $822K | 0.4% | $1.71K | Added$20.6K |
| Dimensional Etf Trust | — | 17.4K | $687.9K | 0.4% | $25.1K | Added$25.2K |
| Caterpillar Inc | CAT | 925 | $655.3K | 0.4% | $125.4K | Held |
| Ishares Tr | — | 1.74K | $644.6K | 0.4% | −$26.7K | Added$6.64K |
| Dimensional Etf Trust | — | 8.88K | $631.4K | 0.3% | $13K | Held |
| Nvidia Corp | NVDA | 3.37K | $587K | 0.3% | −$40.7K | Added−$40K |
| Dimensional Etf Trust | — | 9.36K | $584.4K | 0.3% | $27.2K | Cut−$18K |
| Home Depot, Inc. | HD | 1.76K | $578.2K | 0.3% | −$26.7K | Held |
| Vanguard Scottsdale Fds | — | 6.4K | $529.8K | 0.3% | −$5.26K | Added$85.4K |
| Costco Whsl Corp New | — | 530 | $528.1K | 0.3% | $71.1K | Held |
| Lowes Cos Inc | — | 2K | $472.6K | 0.3% | −$9.76K | Held |
| Berkshire Hathaway Inc Del | — | 972 | $465.8K | 0.3% | −$21.2K | Added$11.4K |
| Dimensional Etf Trust | — | 9.21K | $446.3K | 0.2% | $17.2K | Held |
| Procter And Gamble Co | PG | 3.08K | $444.6K | 0.2% | $3.29K | Added$28.4K |
| Vanguard Bd Index Fds | — | 5.58K | $438K | 0.2% | −$2.09K | Added$20.9K |
| Ishares Tr | — | 2.71K | $431.9K | 0.2% | $3.59K | Added$132.9K |
| AbbVie Inc. | ABBV | 1.93K | $419.8K | 0.2% | −$21.2K | Held |
| Ishares Tr | — | 4.63K | $419.4K | 0.2% | $4.96K | Held |
| Spdr Series Trust | — | 6.96K | $393.6K | 0.2% | −$1.63K | Cut−$47.4K |
| Vanguard Scottsdale Fds | — | 3.81K | $357.5K | 0.2% | $5.45K | Cut−$6.36K |
| Church & Dwight Co Inc | — | 3.49K | $325.4K | 0.2% | $33K | Held |
| Dimensional Etf Trust | — | 9.1K | $325.1K | 0.2% | $13.6K | Added$13.9K |
| Ishares Tr | — | 4.14K | $324.6K | 0.2% | $3.63K | Cut−$10.6K |
| Ishares Tr | — | 3.81K | $317.9K | 0.2% | $2.12K | Added$67.3K |
| Ishares Tr | — | 1.24K | $306.4K | 0.2% | $1.65K | Added$56.9K |
| Ishares Tr | — | 2.93K | $299.9K | 0.2% | −$844 | Added−$26 |
| Vanguard Scottsdale Fds | — | 3.6K | $285.2K | 0.2% | −$1.34K | Added$49.9K |
| Vanguard Mun Bd Fds | — | 2.8K | $279.6K | 0.2% | — | New |
| Ross Stores, Inc. | ROST | 1.25K | $270.8K | 0.1% | $45.6K | Held |
| Ishares Tr | — | 2.29K | $270.7K | 0.1% | $10.7K | Cut$5.59K |
| RTX Corp | RTX | 1.36K | $263.3K | 0.1% | $13K | Held |
| Jpmorgan Chase & Co. | — | 882 | $259.4K | 0.1% | −$24.7K | Held |
| Vanguard Whitehall Fds | — | 1.71K | $253.9K | 0.1% | $7.85K | Held |
| Mcdonalds Corp | MCD | 790 | $245.5K | 0.1% | $4.08K | Held |
| Pepsico Inc | PEP | 1.53K | $237K | 0.1% | — | New |
| Tesla, Inc. | TSLA | 599 | $222.7K | 0.1% | −$46.7K | Held |
| Bank America Corp | — | 4.34K | $211.5K | 0.1% | −$27.1K | Added−$27.1K |
| Chevron Corp New | CVX | 984 | $203.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.