Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$144.1M
Positions
56
3 new · 0 sold
Largest name
34.8%
Apple Inc. · AAPL
Est. mark
$11.4M
Price effect on 53 names still held. Flow $3.65M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 215.1K | $50.1M | 34.8% | $4.81M | Cut$4.72M |
| Ishares Tr | — | 54.6K | $17.2M | 11.9% | $908K | Added$1.13M |
| Ishares Tr | — | 93.5K | $8.24M | 5.7% | $657.4K | Added$691.2K |
| Ishares Tr | — | 39K | $7.4M | 5.1% | $597.5K | Cut$523.9K |
| Ishares Tr | — | 49.7K | $6.57M | 4.6% | $556.8K | Added$730.4K |
| Vanguard Malvern Fds | — | 127K | $6.26M | 4.3% | $96.1K | Added$205K |
| Sherwin Williams Co | SHW | 16.1K | $6.13M | 4.3% | $1.34M | Cut$1.18M |
| Ishares Tr | — | 29.2K | $4.86M | 3.4% | $419.9K | Added$459.5K |
| Ishares Tr | — | 50.9K | $4.25M | 3.0% | $261.2K | Added$394.2K |
| Ishares Tr | — | 21.1K | $2.47M | 1.7% | $197.2K | Added$426.5K |
| Ishares Tr | — | 11.1K | $2.19M | 1.5% | $165.9K | Added$199.1K |
| Pimco Etf Tr | — | 18.4K | $1.85M | 1.3% | $652 | Added$295.5K |
| Ishares Inc | — | 38.5K | $1.76M | 1.2% | $125.8K | Cut$103K |
| Ishares Tr | — | 33.1K | $1.68M | 1.2% | $5.76K | Added$297.4K |
| Vanguard Index Fds | — | 5.7K | $1.62M | 1.1% | $89.2K | Added$89.5K |
| Ishares Tr | — | 2.62K | $1.51M | 1.0% | $77.9K | Cut$70.8K |
| Ishares Tr | — | 21K | $1.31M | 0.9% | $53.5K | Added$487.5K |
| Microsoft Corp | MSFT | 2.56K | $1.1M | 0.8% | −$42.1K | Added−$29.2K |
| Coca Cola Cons Inc | — | 15.1K | $1.08M | 0.8% | $123.9K | Held |
| Dimensional Etf Trust | — | 21.2K | $882.7K | 0.6% | $18.7K | Added$579.7K |
| Exxon Mobil Corp | — | 7.15K | $837.8K | 0.6% | $15K | Held |
| Dimensional Etf Trust | — | 14.2K | $791.4K | 0.5% | $37.8K | Added$269.8K |
| Home Depot, Inc. | HD | 1.78K | $722.5K | 0.5% | $106.5K | Added$121.1K |
| Dimensional Etf Trust | — | 19.9K | $612.5K | 0.4% | $31.9K | Added$157.4K |
| Dimensional Etf Trust | — | 9.28K | $601.7K | 0.4% | $44.3K | Held |
| Spdr S&P 500 Etf Tr | — | 1.03K | $590.3K | 0.4% | $29.8K | Added$33.3K |
| Dimensional Etf Trust | — | 15.2K | $578.6K | 0.4% | $27K | Added$124.9K |
| Meta Platforms, Inc. | META | 991 | $567.3K | 0.4% | $67.6K | Cut$24.2K |
| Lowes Cos Inc | — | 2K | $541.7K | 0.4% | $100.8K | Held |
| Valero Energy Corp | — | 4K | $540.1K | 0.4% | −$86.9K | Held |
| Nvidia Corp | NVDA | 4.19K | $508.3K | 0.4% | −$8.63K | Added$598 |
| Procter And Gamble Co | PG | 2.9K | $502.9K | 0.3% | $24.1K | Held |
| Ishares Tr | — | 1.53K | $499.1K | 0.3% | $27.4K | Added$27.7K |
| Dimensional Etf Trust | — | 16.5K | $479.5K | 0.3% | $29.3K | Added$113.3K |
| Ishares Tr | — | 4.87K | $465.4K | 0.3% | $35.7K | Added$37K |
| Costco Whsl Corp New | — | 520 | $461K | 0.3% | $18.4K | Added$31.7K |
| J P Morgan Exchange Traded F | — | 8.84K | $448.4K | 0.3% | — | New |
| Ishares Tr | — | 5.41K | $422.1K | 0.3% | $29.3K | Cut$14.7K |
| Ishares Tr | — | 3.36K | $415.9K | 0.3% | $33.9K | Added$37.8K |
| Berkshire Hathaway Inc Del | — | 885 | $407.3K | 0.3% | $45.8K | Added$59.1K |
| Vanguard Index Fds | — | 765 | $403.9K | 0.3% | $19.8K | Added$52K |
| AbbVie Inc. | ABBV | 1.98K | $391K | 0.3% | $51.4K | Held |
| Church & Dwight Co Inc | — | 3.49K | $365.2K | 0.3% | $3.63K | Held |
| Caterpillar Inc | CAT | 900 | $352K | 0.2% | $52.2K | Held |
| Vanguard Scottsdale Fds | — | 4.16K | $346.7K | 0.2% | $28.2K | Cut$1.05K |
| Ishares Tr | — | 2.69K | $289.6K | 0.2% | $27.7K | Added$30.1K |
| Ishares Tr | — | 4.11K | $278.5K | 0.2% | $24.9K | Held |
| Ishares Tr | — | 2.88K | $276K | 0.2% | $4.7K | Added$4.79K |
| Ishares Tr | — | 2K | $254.2K | 0.2% | $52.1K | Cut$21.8K |
| Cigna Group | CI | 727 | $251.9K | 0.2% | $11.5K | Held |
| Kkr & Co Inc | — | 1.88K | $245.7K | 0.2% | — | New |
| Dimensional Etf Trust | — | 7.86K | $242.2K | 0.2% | $14.9K | Added$15K |
| Mcdonalds Corp | MCD | 790 | $240.6K | 0.2% | $39.2K | Held |
| Pepsico Inc | PEP | 1.41K | $239.4K | 0.2% | $7.21K | Held |
| Vanguard Whitehall Fds | — | 1.73K | $221.7K | 0.2% | $16.6K | Held |
| Abbott Labs | ABT | 1.92K | $218.8K | 0.2% | — | New |
Positions as of Q3 2024. 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.