Investor
Mullaney, Keating & Wright, Inc.
CIK 0002135840 · filed 2026-05-29 · SEC filing
13F book
$189.4M
Positions
72
4 new · 1 sold
Largest name
30.9%
Apple Inc. · AAPL
Est. mark
$4.85M
Price effect on 68 names still held. Flow $4.43M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 215.2K | $58.5M | 30.9% | $3.71M | Cut$3.53M |
| Ishares Tr | — | 53.6K | $20M | 10.6% | $426.5K | Cut$298.2K |
| Ishares Tr | — | 96.4K | $9.28M | 4.9% | −$27K | Cut−$38.3K |
| Ishares Tr | — | 60.9K | $8.62M | 4.5% | $197.7K | Added$204.7K |
| Ishares Tr | — | 38.1K | $8.02M | 4.2% | $257.4K | Cut$237.8K |
| Vanguard Malvern Fds | — | 127K | $6.28M | 3.3% | −$146.7K | Added−$68.2K |
| Ishares Tr | — | 41K | $5.78M | 3.0% | $56.6K | Cut−$121.3K |
| Ishares Tr | — | 58.1K | $5.58M | 2.9% | $143.6K | Added$538.9K |
| Ishares Tr | — | 29.7K | $5.39M | 2.8% | $129.1K | Added$207.2K |
| Sherwin Williams Co | SHW | 15.5K | $5.02M | 2.6% | −$344.3K | Added−$343.9K |
| Ishares Tr | — | 86.1K | $4.35M | 2.3% | −$14.6K | Cut−$58K |
| Pimco Etf Tr | — | 40.3K | $4.04M | 2.1% | −$13.9K | Added−$5.35K |
| Vanguard Tax-Managed Fds | — | 57.8K | $3.61M | 1.9% | $147.3K | Added$149.7K |
| Ishares Tr | — | 4.79K | $3.28M | 1.7% | $37K | Added$1.71M |
| Ishares Tr | — | 26.3K | $3.16M | 1.7% | $35.1K | Added$77.2K |
| J P Morgan Exchange Traded F | — | 59.8K | $3.02M | 1.6% | −$7.73K | Added$137.6K |
| Ishares Inc | — | 46.1K | $2.52M | 1.3% | $51.3K | Added$429.3K |
| Ishares Tr | — | 37.6K | $2.48M | 1.3% | $26.8K | Added$117.8K |
| Vanguard Index Fds | — | 3.74K | $2.35M | 1.2% | $52K | Added$176.8K |
| Ishares Tr | — | 8.67K | $1.84M | 1.0% | $48.2K | Cut−$338.8K |
| Vanguard Index Fds | — | 5.38K | $1.8M | 1.0% | $38.2K | Added$38.5K |
| Vanguard Bd Index Fds | — | 15.7K | $1.22M | 0.6% | −$663 | Added$988K |
| Microsoft Corp | MSFT | 2.42K | $1.17M | 0.6% | −$82.9K | Cut−$96.9K |
| Meta Platforms, Inc. | META | 1.59K | $1.05M | 0.6% | −$117.7K | Added−$111.7K |
| Coca Cola Cons Inc | — | 14.8K | $1.04M | 0.5% | $53.2K | Held |
| Spdr S&P 500 Etf Tr | — | 1.43K | $973.7K | 0.5% | $22K | Added$37K |
| Dimensional Etf Trust | — | 17.3K | $863.7K | 0.5% | $62.5K | Added$100.8K |
| Exxon Mobil Corp | — | 6.88K | $827.8K | 0.4% | $52.1K | Added$52.2K |
| Spdr Index Shs Fds | — | 17.1K | $801.4K | 0.4% | −$41 | Added$49.1K |
| Dimensional Etf Trust | — | 24K | $790.7K | 0.4% | $24K | Added$62K |
| Dimensional Etf Trust | — | 17.4K | $662.7K | 0.4% | $39.9K | Added$47.4K |
| Valero Energy Corp | — | 4K | $651.2K | 0.3% | −$29.9K | Held |
| Ishares Tr | — | 1.65K | $637.9K | 0.3% | $12.2K | Added$63.2K |
| Nvidia Corp | NVDA | 3.36K | $627K | 0.3% | −$269 | Held |
| Dimensional Etf Trust | — | 8.88K | $618.5K | 0.3% | $10.7K | Held |
| Home Depot, Inc. | HD | 1.76K | $604.9K | 0.3% | −$107.4K | Held |
| Dimensional Etf Trust | — | 10.1K | $602.4K | 0.3% | $13.5K | Held |
| Caterpillar Inc | CAT | 925 | $529.9K | 0.3% | $88.5K | Held |
| Lowes Cos Inc | — | 2K | $482.3K | 0.3% | −$20.3K | Held |
| Costco Whsl Corp New | — | 530 | $457K | 0.2% | −$33.5K | Held |
| Berkshire Hathaway Inc Del | — | 904 | $454.4K | 0.2% | −$81 | Held |
| Vanguard Scottsdale Fds | — | 5.31K | $444.3K | 0.2% | −$846 | Added$241.7K |
| AbbVie Inc. | ABBV | 1.93K | $441K | 0.2% | −$5.89K | Held |
| Spdr Series Trust | — | 7.76K | $441K | 0.2% | $9.93K | Added$70.4K |
| Dimensional Etf Trust | — | 9.21K | $429.1K | 0.2% | $17.5K | Held |
| Vanguard Bd Index Fds | — | 5.29K | $417.1K | 0.2% | — | New |
| Procter And Gamble Co | PG | 2.9K | $416.2K | 0.2% | −$30K | Held |
| Ishares Tr | — | 4.63K | $414.4K | 0.2% | $9.91K | Cut−$45.6K |
| Vanguard Scottsdale Fds | — | 3.94K | $363.9K | 0.2% | $11.5K | Added$12.8K |
| Ishares Tr | — | 4.32K | $335.1K | 0.2% | $3.51K | Added$9.25K |
| Vanguard Mun Bd Fds | — | 6.26K | $314.9K | 0.2% | $1.36K | Added$4.88K |
| Ishares Tr | — | 2.38K | $313.6K | 0.2% | $4.46K | Held |
| Dimensional Etf Trust | — | 9.1K | $311.2K | 0.2% | $11.1K | Added$32K |
| Ishares Tr | — | 2.92K | $300K | 0.2% | $7.56K | Added$8.69K |
| Ishares Tr | — | 1.9K | $299K | 0.2% | — | New |
| Church & Dwight Co Inc | — | 3.49K | $292.4K | 0.2% | −$13.2K | Held |
| Jpmorgan Chase & Co. | — | 882 | $284.2K | 0.1% | $5.99K | Held |
| Tesla, Inc. | TSLA | 599 | $269.4K | 0.1% | $3K | Held |
| Ishares Tr | — | 2.33K | $265.1K | 0.1% | $7.3K | Cut−$24K |
| Ishares Tr | — | 3.03K | $250.6K | 0.1% | −$911 | Added$82 |
| RTX Corp | RTX | 1.36K | $250.3K | 0.1% | $21.9K | Held |
| Kkr & Co Inc | — | 1.96K | $249.6K | 0.1% | −$4.76K | Added−$4.5K |
| Ishares Tr | — | 1.01K | $249.5K | 0.1% | $4.27K | Added$5K |
| Vanguard Whitehall Fds | — | 1.71K | $246K | 0.1% | $4.41K | Cut$2.29K |
| Mcdonalds Corp | MCD | 790 | $241.4K | 0.1% | $1.37K | Held |
| Bank America Corp | — | 4.34K | $238.6K | 0.1% | $14.8K | Held |
| Abbott Labs | ABT | 1.9K | $237.9K | 0.1% | −$16.4K | Held |
| Vanguard Scottsdale Fds | — | 2.95K | $235.2K | 0.1% | −$546 | Added$2.17K |
| Ross Stores, Inc. | ROST | 1.25K | $225.2K | 0.1% | — | New |
| Ishares Tr | — | 1.68K | $217K | 0.1% | $5.39K | Held |
| Vanguard Admiral Fds Inc | — | 452 | $200.7K | 0.1% | — | New |
| Cigna Group | CI | 727 | $200.1K | 0.1% | −$9.46K | Held |
Positions as of Q4 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.