Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$152.7M
Positions
59
2 new · 2 sold
Largest name
28.8%
Apple Inc. · AAPL
Est. mark
$2.14M
Price effect on 57 names still held. Flow $2.14M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 214K | $43.9M | 28.8% | −$3.63M | Cut−$3.66M |
| Ishares Tr | — | 53.4K | $18.1M | 11.9% | $1.75M | Cut$1.68M |
| Ishares Tr | — | 92.3K | $8.49M | 5.6% | $637K | Cut$629.1K |
| Ishares Tr | — | 38.5K | $7.47M | 4.9% | $232.9K | Added$248.7K |
| Vanguard Malvern Fds | — | 120.9K | $6.08M | 4.0% | $44.7K | Cut$29.9K |
| Ishares Tr | — | 42.5K | $5.62M | 3.7% | $262.4K | Cut$163K |
| Sherwin Williams Co | SHW | 15.5K | $5.32M | 3.5% | −$90.4K | Cut−$298.5K |
| Ishares Tr | — | 53.2K | $4.75M | 3.1% | $368.1K | Added$824.5K |
| Ishares Tr | — | 24.1K | $4.71M | 3.1% | $116.7K | Cut$94.2K |
| Ishares Tr | — | 29.1K | $4.59M | 3.0% | $193.5K | Added$277.6K |
| Ishares Tr | — | 82.8K | $4.2M | 2.8% | $784 | Added$330.4K |
| Pimco Etf Tr | — | 38.5K | $3.87M | 2.5% | −$3.01K | Added$286.8K |
| Vanguard Tax-Managed Fds | — | 55.4K | $3.16M | 2.1% | $342.6K | Held |
| Ishares Tr | — | 26K | $2.84M | 1.9% | $122.9K | Cut$106.3K |
| J P Morgan Exchange Traded F | — | 51K | $2.59M | 1.7% | $1.28K | Added$1.28M |
| Ishares Tr | — | 35.4K | $2.2M | 1.4% | $130K | Cut$79.3K |
| Ishares Inc | — | 38.7K | $1.87M | 1.2% | $171.5K | Added$214.5K |
| Vanguard Index Fds | — | 2.97K | $1.69M | 1.1% | $156.4K | Added$203.6K |
| Vanguard Index Fds | — | 5.38K | $1.63M | 1.1% | $156.4K | Held |
| Ishares Tr | — | 2.33K | $1.45M | 0.9% | $135.9K | Added$152.7K |
| Microsoft Corp | MSFT | 2.48K | $1.23M | 0.8% | $302.4K | Cut$294.9K |
| Coca Cola Cons Inc | — | 14.8K | $1.05M | 0.7% | −$12.9K | Cut−$25.1K |
| Exxon Mobil Corp | — | 6.88K | $741.5K | 0.5% | −$76.5K | Held |
| Meta Platforms, Inc. | META | 959 | $707.8K | 0.5% | $155.1K | Cut$136.7K |
| Nvidia Corp | NVDA | 4.36K | $689.2K | 0.5% | $216.4K | Held |
| Dimensional Etf Trust | — | 16.1K | $688K | 0.5% | $53.9K | Added$76.9K |
| Dimensional Etf Trust | — | 22.2K | $654.8K | 0.4% | $25.5K | Added$92.6K |
| Spdr S&P 500 Etf Tr | — | 1.06K | $652.8K | 0.4% | $61.3K | Added$68.1K |
| Home Depot, Inc. | HD | 1.77K | $650.1K | 0.4% | $266 | Held |
| Dimensional Etf Trust | — | 8.88K | $565.6K | 0.4% | $35.2K | Held |
| Dimensional Etf Trust | — | 16.8K | $552.3K | 0.4% | $63.1K | Added$67.1K |
| Dimensional Etf Trust | — | 10.1K | $546K | 0.4% | $25K | Held |
| Valero Energy Corp | — | 4K | $537.7K | 0.4% | $9.4K | Held |
| Ishares Tr | — | 1.52K | $532.2K | 0.3% | $50.7K | Held |
| Spdr Index Shs Fds | — | 12.4K | $529.1K | 0.3% | $41.7K | Cut$40.3K |
| Costco Whsl Corp New | — | 530 | $524.7K | 0.3% | $23.4K | Held |
| Procter And Gamble Co | PG | 2.9K | $462.6K | 0.3% | −$32.2K | Held |
| Lowes Cos Inc | — | 2K | $443.7K | 0.3% | −$22.7K | Held |
| Ishares Tr | — | 5.27K | $439.9K | 0.3% | $40.8K | Added$45.6K |
| Berkshire Hathaway Inc Del | — | 904 | $439.1K | 0.3% | −$42.3K | Held |
| Dimensional Etf Trust | — | 9.21K | $389.4K | 0.3% | $9.85K | Held |
| AbbVie Inc. | ABBV | 1.93K | $358.2K | 0.2% | −$46.1K | Held |
| Caterpillar Inc | CAT | 900 | $349.4K | 0.2% | $52.6K | Held |
| Spdr Series Trust | — | 6.67K | $349.1K | 0.2% | $8.29K | Added$15.4K |
| Church & Dwight Co Inc | — | 3.49K | $335.1K | 0.2% | −$48.7K | Held |
| Vanguard Scottsdale Fds | — | 3.92K | $333.7K | 0.2% | $10.5K | Added$11.5K |
| Ishares Tr | — | 4.25K | $308.7K | 0.2% | $38.3K | Added$42.5K |
| Vanguard Mun Bd Fds | — | 6.14K | $301K | 0.2% | — | New |
| Ishares Tr | — | 2.38K | $294.5K | 0.2% | $9.18K | Held |
| Ishares Tr | — | 2.9K | $274.8K | 0.2% | $6.83K | Added$7.68K |
| Kkr & Co Inc | — | 1.95K | $259.8K | 0.2% | $34K | Added$34.9K |
| Ishares Tr | — | 2.61K | $259.4K | 0.2% | $5.26K | Cut−$7.12K |
| Abbott Labs | ABT | 1.9K | $258.3K | 0.2% | $6.38K | Held |
| Jpmorgan Chase & Co. | — | 882 | $255.7K | 0.2% | $39.3K | Cut$39.1K |
| Dimensional Etf Trust | — | 7.87K | $244.1K | 0.2% | $3.52K | Added$3.61K |
| Cigna Group | CI | 727 | $240.3K | 0.2% | $1.15K | Held |
| Mcdonalds Corp | MCD | 790 | $230.8K | 0.2% | −$16K | Held |
| Vanguard Whitehall Fds | — | 1.73K | $230.5K | 0.2% | $7.52K | Held |
| Bank America Corp | — | 4.34K | $205.2K | 0.1% | — | New |
Positions as of Q2 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.