Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mullooly Asset Management, Inc. (CIK 1950591) reported $271.0M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VLUE ($34.7M, 12.79%), MTUM ($33.0M, 12.19%), VEU ($32.3M, 11.94%), IJH ($28.1M, 10.38%), SHV ($25.3M, 9.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $34.7M | 12.79% | 243,736 | Trimmed |
| 2 | MTUM | ISHARES TR | $33.0M | 12.19% | 137,593 | Trimmed |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $32.3M | 11.94% | 430,756 | Trimmed |
| 4 | IJH | ISHARES TR | $28.1M | 10.38% | 416,548 | Trimmed |
| 5 | SHV | ISHARES TR | $25.3M | 9.35% | 229,384 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $23.8M | 8.77% | 74,108 | Added |
| 7 | IJR | ISHARES TR | $18.8M | 6.94% | 151,182 | Trimmed |
| 8 | AGG | ISHARES TR | $14.6M | 5.38% | 146,767 | Added |
| 9 | BOND | PIMCO ETF TR | $14.1M | 5.19% | 152,271 | Added |
| 10 | QQQ | INVESCO QQQ TR | $11.5M | 4.23% | 19,839 | Trimmed |
| 11 | SUB | ISHARES TR | $4.1M | 1.53% | 38,807 | Added |
| 12 | USMV | ISHARES TR | $3.6M | 1.33% | 38,931 | Trimmed |
| 13 | IYW | ISHARES TR | $2.9M | 1.06% | 15,861 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $2.3M | 0.83% | 45,199 | Added |
| 15 | ORLY | OREILLY AUTOMOTIVE INC | $1.8M | 0.66% | 19,510 | Trimmed |
| 16 | HD | HOME DEPOT INC | $1.3M | 0.50% | 4,100 | Added |
| 17 | SHY | ISHARES TR | $1.2M | 0.46% | 14,995 | Added |
| 18 | GOOGL | ALPHABET INC | $1.1M | 0.39% | 3,669 | Added |
| 19 | AAPL | APPLE INC | $1.0M | 0.38% | 4,018 | Added |
| 20 | SHW | SHERWIN WILLIAMS CO | $1.0M | 0.37% | 3,159 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $987,588 | 0.36% | 3,357 | Added |
| 22 | IDU | ISHARES TR | $795,814 | 0.29% | 6,856 | Added |
| 23 | USHY | ISHARES TR | $790,270 | 0.29% | 21,451 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN CORP | $745,282 | 0.28% | 1,233 | Hold |
| 25 | PDP | INVESCO EXCHANGE TRADED FD T | $746,945 | 0.28% | 6,189 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31