Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$148.1M
Positions
60
4 new · 0 sold
Largest name
36.2%
Apple Inc. · AAPL
Est. mark
$1.8M
Price effect on 56 names still held. Flow $2.27M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 214.2K | $53.6M | 36.2% | $3.73M | Cut$3.52M |
| Ishares Tr | — | 52.4K | $16.9M | 11.4% | $407.5K | Cut−$266.6K |
| Ishares Tr | — | 92.4K | $8.16M | 5.5% | $24K | Cut−$76.4K |
| Ishares Tr | — | 38.5K | $7.13M | 4.8% | −$179.9K | Cut−$269.1K |
| Vanguard Malvern Fds | — | 124.5K | $6.03M | 4.1% | −$110.9K | Cut−$234.7K |
| Ishares Tr | — | 43.9K | $5.67M | 3.8% | −$127.7K | Cut−$897.9K |
| Sherwin Williams Co | SHW | 16.1K | $5.47M | 3.7% | −$670.3K | Added−$662.5K |
| Ishares Tr | — | 28.6K | $4.7M | 3.2% | −$75.8K | Cut−$168.9K |
| Ishares Tr | — | 48.5K | $3.67M | 2.5% | −$389.1K | Cut−$586.5K |
| Ishares Tr | — | 26.1K | $3.01M | 2.0% | −$36.8K | Added$538.3K |
| Pimco Etf Tr | — | 24.4K | $2.45M | 1.7% | −$6.35K | Added$591.9K |
| Ishares Tr | — | 45.9K | $2.32M | 1.6% | −$10.3K | Added$637.2K |
| Ishares Tr | — | 11.4K | $2.18M | 1.5% | −$69.8K | Added−$12.6K |
| Ishares Tr | — | 34.7K | $2.16M | 1.5% | −$217 | Added$850.6K |
| Ishares Inc | — | 38.8K | $1.62M | 1.1% | −$155.4K | Added−$140.3K |
| Vanguard Index Fds | — | 5.38K | $1.56M | 1.1% | $35.8K | Cut−$56.7K |
| Ishares Tr | — | 2.54K | $1.5M | 1.0% | $29.7K | Cut−$13K |
| Vanguard Index Fds | — | 2.75K | $1.48M | 1.0% | $8.31K | Added$1.08M |
| Microsoft Corp | MSFT | 2.53K | $1.07M | 0.7% | −$22.2K | Cut−$36K |
| J P Morgan Exchange Traded F | — | 19.2K | $968.2K | 0.7% | −$3.26K | Added$519.8K |
| Coca Cola Cons Inc | — | 15K | $935.2K | 0.6% | −$144.2K | Cut−$149.2K |
| Exxon Mobil Corp | — | 6.95K | $747.3K | 0.5% | −$67K | Cut−$90.4K |
| Home Depot, Inc. | HD | 1.79K | $695.5K | 0.5% | −$28.9K | Added−$27K |
| Dimensional Etf Trust | — | 19.9K | $613.7K | 0.4% | −$389 | Added$1.21K |
| Spdr S&P 500 Etf Tr | — | 1.04K | $610.6K | 0.4% | $12.8K | Added$20.4K |
| Nvidia Corp | NVDA | 4.36K | $585.8K | 0.4% | $53.8K | Added$77.4K |
| Meta Platforms, Inc. | META | 991 | $580.2K | 0.4% | $13K | Held |
| Dimensional Etf Trust | — | 8.88K | $577.7K | 0.4% | $1.95K | Cut−$24K |
| Dimensional Etf Trust | — | 10.1K | $563.2K | 0.4% | $303 | Cut−$228.2K |
| Dimensional Etf Trust | — | 15.5K | $549.8K | 0.4% | −$39.5K | Added−$28.9K |
| Ishares Tr | — | 1.51K | $506.5K | 0.3% | $11.7K | Cut$7.43K |
| Lowes Cos Inc | — | 2K | $493.6K | 0.3% | −$48.1K | Held |
| Valero Energy Corp | — | 4K | $490.4K | 0.3% | −$49.8K | Held |
| Procter And Gamble Co | PG | 2.9K | $486.8K | 0.3% | −$16.1K | Held |
| Costco Whsl Corp New | — | 530 | $485.6K | 0.3% | $15.5K | Added$24.6K |
| Spdr Index Shs Fds | — | 11.9K | $455.9K | 0.3% | — | New |
| Dimensional Etf Trust | — | 16.7K | $442.5K | 0.3% | −$41.1K | Added−$37.1K |
| Berkshire Hathaway Inc Del | — | 904 | $409.8K | 0.3% | −$6.18K | Added$2.44K |
| Tesla, Inc. | TSLA | 960 | $387.7K | 0.3% | — | New |
| Dimensional Etf Trust | — | 9.21K | $376.9K | 0.3% | −$7.09K | Cut−$505.8K |
| Ishares Tr | — | 5.21K | $366.3K | 0.2% | −$40.5K | Cut−$55.8K |
| Church & Dwight Co Inc | — | 3.49K | $365.1K | 0.2% | −$35 | Held |
| AbbVie Inc. | ABBV | 1.95K | $346.5K | 0.2% | −$38.6K | Cut−$44.5K |
| Spdr Series Trust | — | 6.51K | $333.1K | 0.2% | — | New |
| Caterpillar Inc | CAT | 900 | $326.5K | 0.2% | −$25.5K | Held |
| Vanguard Scottsdale Fds | — | 3.89K | $316.2K | 0.2% | −$8.1K | Cut−$30.5K |
| Ishares Tr | — | 2.74K | $297.9K | 0.2% | $2.54K | Added$8.3K |
| Ishares Tr | — | 2.38K | $297.8K | 0.2% | $3.19K | Cut−$118.1K |
| Ishares Tr | — | 2.88K | $293.8K | 0.2% | $17.6K | Added$17.8K |
| Kkr & Co Inc | — | 1.94K | $287.3K | 0.2% | $32.6K | Added$41.6K |
| Ishares Tr | — | 2.89K | $267.3K | 0.2% | −$8.39K | Cut−$198.1K |
| Ishares Tr | — | 4.19K | $254.5K | 0.2% | −$28.6K | Added−$24K |
| Dimensional Etf Trust | — | 7.86K | $236.1K | 0.2% | −$6.12K | Added−$6.06K |
| Mcdonalds Corp | MCD | 790 | $229K | 0.2% | −$11.5K | Held |
| Vanguard Whitehall Fds | — | 1.73K | $220.6K | 0.1% | −$1.06K | Held |
| Abbott Labs | ABT | 1.92K | $217.1K | 0.1% | −$1.73K | Held |
| Jpmorgan Chase & Co. | — | 883 | $211.7K | 0.1% | — | New |
| Pepsico Inc | PEP | 1.39K | $211.5K | 0.1% | −$25K | Cut−$27.9K |
| Ishares Tr | — | 2K | $206.8K | 0.1% | −$47.4K | Held |
| Cigna Group | CI | 727 | $200.8K | 0.1% | −$51.1K | Held |
Positions as of Q4 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.