Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$148.4M
Positions
59
1 new · 2 sold
Largest name
32.1%
Apple Inc. · AAPL
Est. mark
−$7.47M
Price effect on 58 names still held. Flow $7.74M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 214.2K | $47.6M | 32.1% | −$6.06M | Cut−$6.06M |
| Ishares Tr | — | 53.7K | $16.5M | 11.1% | −$808.8K | Added−$423.8K |
| Ishares Tr | — | 92.4K | $7.86M | 5.3% | −$307.6K | Added−$302.5K |
| Ishares Tr | — | 38.4K | $7.23M | 4.9% | $116.4K | Cut$96.8K |
| Vanguard Malvern Fds | — | 121.2K | $6.05M | 4.1% | $179.4K | Cut$18.6K |
| Sherwin Williams Co | SHW | 16.1K | $5.61M | 3.8% | $149.1K | Held |
| Ishares Tr | — | 43.3K | $5.46M | 3.7% | −$146K | Cut−$216.8K |
| Ishares Tr | — | 24.2K | $4.62M | 3.1% | −$3.42K | Added$2.44M |
| Ishares Tr | — | 28.5K | $4.31M | 2.9% | −$376.4K | Cut−$386.7K |
| Ishares Tr | — | 48.1K | $3.93M | 2.6% | $294.1K | Cut$260.3K |
| Ishares Tr | — | 76.3K | $3.87M | 2.6% | $12.4K | Added$1.55M |
| Pimco Etf Tr | — | 35.7K | $3.59M | 2.4% | $6.72K | Added$1.14M |
| Vanguard Tax-Managed Fds | — | 55.4K | $2.82M | 1.9% | — | New |
| Ishares Tr | — | 26.2K | $2.74M | 1.8% | −$277.9K | Added−$268.3K |
| Ishares Tr | — | 36.3K | $2.12M | 1.4% | −$137.4K | Added−$44.3K |
| Ishares Inc | — | 37.8K | $1.65M | 1.1% | $71K | Cut$27K |
| Vanguard Index Fds | — | 2.89K | $1.48M | 1.0% | −$68.3K | Added$2.13K |
| Vanguard Index Fds | — | 5.38K | $1.48M | 1.0% | −$80.6K | Added−$80.3K |
| J P Morgan Exchange Traded F | — | 25.7K | $1.3M | 0.9% | $5.03K | Added$333.9K |
| Ishares Tr | — | 2.3K | $1.29M | 0.9% | −$61.5K | Cut−$202.8K |
| Coca Cola Cons Inc | — | 15K | $1.07M | 0.7% | $140.3K | Cut$138.4K |
| Microsoft Corp | MSFT | 2.5K | $937.7K | 0.6% | −$115.2K | Cut−$127.8K |
| Exxon Mobil Corp | — | 6.88K | $818K | 0.6% | $78.1K | Cut$70.6K |
| Home Depot, Inc. | HD | 1.77K | $649.8K | 0.4% | −$39.9K | Cut−$45.7K |
| Dimensional Etf Trust | — | 15.5K | $611.1K | 0.4% | $60.1K | Added$61.4K |
| Spdr S&P 500 Etf Tr | — | 1.04K | $584.7K | 0.4% | −$27.6K | Added−$25.9K |
| Meta Platforms, Inc. | META | 991 | $571.2K | 0.4% | −$9.07K | Held |
| Dimensional Etf Trust | — | 20K | $562.2K | 0.4% | −$52.4K | Added−$51.5K |
| Dimensional Etf Trust | — | 8.88K | $530.4K | 0.4% | −$47.3K | Held |
| Valero Energy Corp | — | 4K | $528.3K | 0.4% | $37.9K | Held |
| Dimensional Etf Trust | — | 10.1K | $521K | 0.4% | −$42.2K | Held |
| Costco Whsl Corp New | — | 530 | $501.3K | 0.3% | $15.6K | Held |
| Procter And Gamble Co | PG | 2.9K | $494.8K | 0.3% | $8.05K | Held |
| Spdr Index Shs Fds | — | 12.4K | $488.8K | 0.3% | $11.9K | Added$32.9K |
| Dimensional Etf Trust | — | 16.7K | $485.1K | 0.3% | $42.5K | Added$42.7K |
| Ishares Tr | — | 1.52K | $481.5K | 0.3% | −$25.4K | Added−$25K |
| Berkshire Hathaway Inc Del | — | 904 | $481.5K | 0.3% | $71.7K | Held |
| Nvidia Corp | NVDA | 4.36K | $472.8K | 0.3% | −$113K | Held |
| Lowes Cos Inc | — | 2K | $466.5K | 0.3% | −$27.1K | Held |
| AbbVie Inc. | ABBV | 1.93K | $404.4K | 0.3% | $61.4K | Cut$57.9K |
| Ishares Tr | — | 5.21K | $394.3K | 0.3% | $28K | Held |
| Church & Dwight Co Inc | — | 3.49K | $383.9K | 0.3% | $18.8K | Held |
| Dimensional Etf Trust | — | 9.21K | $379.5K | 0.3% | $2.67K | Held |
| Spdr Series Trust | — | 6.53K | $333.7K | 0.2% | −$451 | Added$570 |
| Vanguard Scottsdale Fds | — | 3.9K | $322.2K | 0.2% | $5.01K | Added$6K |
| Caterpillar Inc | CAT | 900 | $296.8K | 0.2% | −$29.7K | Held |
| Ishares Tr | — | 2.38K | $285.3K | 0.2% | −$12.5K | Held |
| Ishares Tr | — | 2.9K | $267.2K | 0.2% | −$850 | Added−$112 |
| Ishares Tr | — | 2.73K | $266.5K | 0.2% | −$30.4K | Cut−$31.3K |
| Ishares Tr | — | 4.19K | $266.2K | 0.2% | $11.6K | Held |
| Ishares Tr | — | 2.88K | $261K | 0.2% | −$32.8K | Held |
| Abbott Labs | ABT | 1.9K | $251.9K | 0.2% | $37.1K | Cut$34.8K |
| Mcdonalds Corp | MCD | 790 | $246.8K | 0.2% | $17.8K | Held |
| Dimensional Etf Trust | — | 7.87K | $240.4K | 0.2% | $4.25K | Added$4.31K |
| Cigna Group | CI | 727 | $239.2K | 0.2% | $38.4K | Held |
| Kkr & Co Inc | — | 1.95K | $224.9K | 0.2% | −$62.8K | Added−$62.4K |
| Vanguard Whitehall Fds | — | 1.73K | $223K | 0.1% | $2.37K | Held |
| Jpmorgan Chase & Co. | — | 883 | $216.6K | 0.1% | $4.94K | Held |
| Pepsico Inc | PEP | 1.39K | $208.6K | 0.1% | −$2.95K | Held |
Positions as of Q1 2025. 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.