Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$180.1M
Positions
69
10 new · 0 sold
Largest name
30.5%
Apple Inc. · AAPL
Est. mark
$16.2M
Price effect on 59 names still held. Flow $11.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 215.9K | $55M | 30.5% | $10.6M | Added$11.1M |
| Ishares Tr | — | 54K | $19.7M | 10.9% | $1.39M | Added$1.57M |
| Ishares Tr | — | 96.5K | $9.32M | 5.2% | $422.9K | Added$825.5K |
| Ishares Tr | — | 60.8K | $8.41M | 4.7% | — | New |
| Ishares Tr | — | 38.2K | $7.78M | 4.3% | $358K | Cut$308.6K |
| Vanguard Malvern Fds | — | 125.4K | $6.35M | 3.5% | $43.5K | Added$270.9K |
| Ishares Tr | — | 42.2K | $5.9M | 3.3% | $318K | Cut$279.7K |
| Sherwin Williams Co | SHW | 15.5K | $5.36M | 3.0% | $44.8K | Added$45.1K |
| Ishares Tr | — | 29.3K | $5.18M | 2.9% | $553.8K | Added$595.7K |
| Ishares Tr | — | 54K | $5.04M | 2.8% | $211.6K | Added$288.1K |
| Ishares Tr | — | 86.9K | $4.41M | 2.5% | $3.27K | Added$213.4K |
| Pimco Etf Tr | — | 40.2K | $4.05M | 2.2% | $5.95K | Added$172.4K |
| Vanguard Tax-Managed Fds | — | 57.7K | $3.46M | 1.9% | $161.3K | Added$299.7K |
| Ishares Tr | — | 25.9K | $3.08M | 1.7% | $247.5K | Cut$238.4K |
| J P Morgan Exchange Traded F | — | 56.9K | $2.89M | 1.6% | $2.52K | Added$300.3K |
| Ishares Tr | — | 36.2K | $2.36M | 1.3% | $114.8K | Added$164.3K |
| Ishares Tr | — | 10.5K | $2.18M | 1.2% | $116.9K | Cut−$2.54M |
| Vanguard Index Fds | — | 3.54K | $2.17M | 1.2% | $131.5K | Added$481.1K |
| Ishares Inc | — | 39.2K | $2.09M | 1.2% | $199.6K | Added$227.1K |
| Vanguard Index Fds | — | 5.38K | $1.76M | 1.0% | $130.5K | Held |
| Ishares Tr | — | 2.35K | $1.57M | 0.9% | $112.7K | Added$125.4K |
| Microsoft Corp | MSFT | 2.44K | $1.27M | 0.7% | $50.2K | Cut$32.8K |
| Meta Platforms, Inc. | META | 1.58K | $1.16M | 0.6% | −$3.56K | Added$455.4K |
| Coca Cola Cons Inc | — | 14.8K | $982.9K | 0.5% | −$65.7K | Held |
| Spdr S&P 500 Etf Tr | — | 1.41K | $936.7K | 0.5% | $50.8K | Added$284K |
| Exxon Mobil Corp | — | 6.88K | $775.5K | 0.4% | $34.1K | Held |
| Dimensional Etf Trust | — | 16.5K | $762.9K | 0.4% | $52.8K | Added$74.9K |
| Spdr Index Shs Fds | — | 16.1K | $752.3K | 0.4% | $50.4K | Added$223.2K |
| Dimensional Etf Trust | — | 22.9K | $728.7K | 0.4% | $53.6K | Added$73.9K |
| Home Depot, Inc. | HD | 1.76K | $712.3K | 0.4% | $67.8K | Cut$62.3K |
| Valero Energy Corp | — | 4K | $681K | 0.4% | $143.4K | Held |
| Nvidia Corp | NVDA | 3.36K | $627.3K | 0.3% | $96.1K | Cut−$61.9K |
| Dimensional Etf Trust | — | 17.2K | $615.4K | 0.3% | $46.7K | Added$63.1K |
| Dimensional Etf Trust | — | 8.88K | $607.7K | 0.3% | $42.2K | Held |
| Dimensional Etf Trust | — | 10.1K | $589K | 0.3% | $43K | Held |
| Ishares Tr | — | 1.52K | $574.7K | 0.3% | $42.1K | Added$42.5K |
| Lowes Cos Inc | — | 2K | $502.6K | 0.3% | $58.9K | Held |
| Costco Whsl Corp New | — | 530 | $490.6K | 0.3% | −$34.1K | Held |
| Ishares Tr | — | 5.27K | $460.1K | 0.3% | $20.2K | Held |
| Berkshire Hathaway Inc Del | — | 904 | $454.5K | 0.3% | $15.3K | Held |
| AbbVie Inc. | ABBV | 1.93K | $446.9K | 0.2% | $88.6K | Held |
| Procter And Gamble Co | PG | 2.9K | $446.2K | 0.2% | −$16.5K | Held |
| Caterpillar Inc | CAT | 925 | $441.4K | 0.2% | $80K | Added$92K |
| Dimensional Etf Trust | — | 9.21K | $411.6K | 0.2% | $22.2K | Held |
| Spdr Series Trust | — | 6.7K | $370.5K | 0.2% | $19.9K | Added$21.5K |
| Vanguard Scottsdale Fds | — | 3.93K | $351.1K | 0.2% | $16.3K | Added$17.4K |
| Ishares Tr | — | 4.25K | $325.9K | 0.2% | $17.2K | Held |
| Vanguard Mun Bd Fds | — | 6.19K | $310K | 0.2% | $6.38K | Added$8.98K |
| Ishares Tr | — | 2.38K | $309.1K | 0.2% | $14.6K | Held |
| Church & Dwight Co Inc | — | 3.49K | $305.6K | 0.2% | −$29.6K | Held |
| Ishares Tr | — | 2.91K | $291.3K | 0.2% | $15.4K | Added$16.4K |
| Ishares Tr | — | 2.61K | $289.1K | 0.2% | $28.9K | Added$29.7K |
| Dimensional Etf Trust | — | 8.49K | $279.2K | 0.2% | $14.8K | Added$35.1K |
| Jpmorgan Chase & Co. | — | 882 | $278.2K | 0.2% | $22.5K | Held |
| Tesla, Inc. | TSLA | 599 | $266.4K | 0.1% | — | New |
| Abbott Labs | ABT | 1.9K | $254.3K | 0.1% | −$3.93K | Held |
| Kkr & Co Inc | — | 1.96K | $254.1K | 0.1% | −$6.11K | Added−$5.72K |
| Ishares Tr | — | 3.02K | $250.5K | 0.1% | — | New |
| Ishares Tr | — | 1.01K | $244.5K | 0.1% | — | New |
| Vanguard Whitehall Fds | — | 1.73K | $243.7K | 0.1% | $13.2K | Held |
| Mcdonalds Corp | MCD | 790 | $240.1K | 0.1% | $9.26K | Held |
| Vanguard Bd Index Fds | — | 3.03K | $236.9K | 0.1% | — | New |
| Vanguard Scottsdale Fds | — | 2.92K | $233K | 0.1% | — | New |
| RTX Corp | RTX | 1.36K | $228.4K | 0.1% | — | New |
| Bank America Corp | — | 4.34K | $223.8K | 0.1% | $18.5K | Added$18.6K |
| Ishares Tr | — | 2K | $214.5K | 0.1% | — | New |
| Ishares Tr | — | 1.68K | $211.6K | 0.1% | — | New |
| Cigna Group | CI | 727 | $209.6K | 0.1% | −$30.8K | Held |
| Vanguard Scottsdale Fds | — | 2.41K | $202.7K | 0.1% | — | New |
Positions as of Q3 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.