Murphy & Mullick Capital Management Corp
Net seller this quarter
$161M
466
-$321K
22.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $6.09M | 3.78% | 0.00% | -0.5% | Q4 2024 |
 TSLA | $4.55M | 2.82% | 0.00% | -1.9% | Q4 2024 |
 AVGO | $4.5M | 2.79% | 0.00% | -0.3% | Q4 2024 |
 AMD | $4.07M | 2.52% | 0.00% | -3.0% | Q4 2024 |
 GOOGL | $3.61M | 2.24% | 0.00% | +0.6% | Q4 2024 |
 SPY | $3.19M | 1.98% | Not reported | +18.8% | Q4 2024 |
 ASML | $3M | 1.86% | 0.00% | Not reported | Q4 2024 |
 AAPL | $2.65M | 1.64% | 0.00% | +2.1% | Q4 2024 |
 MU | $2.48M | 1.54% | 0.00% | -18.7% | Q4 2024 |
 MSFT | $2.39M | 1.48% | 0.00% | -7.2% | Q4 2024 |
 AMZN | $2.22M | 1.38% | 0.00% | -2.0% | Q4 2024 |
 GE | $2.02M | 1.25% | 0.00% | +0.3% | Q4 2024 |
 LLY | $1.7M | 1.05% | 0.00% | +0.7% | Q4 2024 |
 GEV | $1.63M | 1.01% | 0.00% | +1.0% | Q4 2024 |
 VRTX | $1.56M | 0.97% | 0.00% | -0.2% | Q4 2024 |
 SMH | $1.53M | 0.95% | Not reported | +22.6% | Q4 2024 |
 MRK | $1.47M | 0.91% | 0.00% | +1.3% | Q4 2024 |
 LRCX | $1.46M | 0.90% | 0.00% | -4.7% | Q4 2024 |
 JPM | $1.43M | 0.89% | 0.00% | +12.1% | Q4 2024 |
 META | $1.43M | 0.89% | Not reported | +1.8% | Q4 2024 |
 PLTR | $1.4M | 0.87% | 0.00% | -0.7% | Q4 2024 |
 DE | $1.29M | 0.80% | 0.00% | Not reported | Q4 2024 |
 AXON | $1.27M | 0.79% | 0.00% | -5.4% | Q4 2024 |
| DIA | $1.26M | 0.78% | Not reported | +53.5% | Q4 2024 |
 GS | $1.23M | 0.77% | 0.00% | +15.7% | Q4 2024 |
 PANW | $1.15M | 0.72% | 0.00% | -10.6% | Q4 2024 |
 FLR | $1.14M | 0.70% | 0.02% | -0.2% | Q4 2024 |
 CLH | $1.14M | 0.70% | 0.01% | -0.2% | Q4 2024 |
 UBER | $1.13M | 0.70% | 0.00% | +3.0% | Q4 2024 |
 TSM | $1.11M | 0.69% | 0.00% | Not reported | Q4 2024 |
 UNH | $902K | 0.56% | 0.00% | +2.4% | Q4 2024 |
 KLAC | $842K | 0.52% | 0.00% | Not reported | Q4 2024 |
 CRWD | $818K | 0.51% | 0.00% | -4.3% | Q4 2024 |
 COST | $751K | 0.47% | 0.00% | +3.2% | Q4 2024 |
 ISRG | $735K | 0.46% | 0.00% | -1.0% | Q4 2024 |
 WMT | $694K | 0.43% | 0.00% | +1.5% | Q4 2024 |
 WM | $694K | 0.43% | 0.00% | 0.0% | Q4 2024 |
 NFLX | $635K | 0.39% | 0.00% | +10.4% | Q4 2024 |
 HD | $569K | 0.35% | 0.00% | -0.1% | Q4 2024 |
 EME | $564K | 0.35% | 0.00% | Not reported | Q4 2024 |
 CSX | $559K | 0.35% | 0.00% | -0.1% | Q4 2024 |
 AMAT | $554K | 0.34% | 0.00% | -8.2% | Q4 2024 |
 ANET | $518K | 0.32% | 0.00% | +2.5% | Q4 2024 |
 VEEV | $513K | 0.32% | 0.00% | -2.4% | Q4 2024 |
 BMO | $483K | 0.30% | 0.00% | Not reported | Q4 2024 |
 DELL | $478K | 0.30% | 0.00% | -5.9% | Q4 2024 |
| GOOG | $472K | 0.29% | Not reported | -7.5% | Q4 2024 |
 MTZ | $466K | 0.29% | 0.00% | Not reported | Q4 2024 |
 MELI | $465K | 0.29% | 0.00% | -21.3% | Q4 2024 |
 AON | $465K | 0.29% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $5.33M | 3.95% | 0.00% | +0.1% | Q4 2024 |
| TSLA | $4.1M | 3.03% | 0.00% | +0.6% | Q4 2024 |
| AVGO | $3.7M | 2.73% | 0.00% | -13.9% | Q4 2024 |
| GOOGL | $2.89M | 2.14% | 0.00% | -5.9% | Q4 2024 |
| MSFT | $2.56M | 1.89% | 0.00% | -4.7% | Q4 2024 |
| SPY | $2.34M | 1.73% | Not reported | +0.3% | Q4 2024 |
| AAPL | $2.27M | 1.68% | 0.00% | +1.3% | Q4 2024 |
| ASML | $1.99M | 1.47% | 0.00% | -1.1% | Q4 2024 |
| AMZN | $1.98M | 1.47% | 0.00% | -0.7% | Q4 2024 |
| PLTR | $1.78M | 1.31% | 0.00% | -1.4% | Q4 2024 |
| GE | $1.53M | 1.13% | 0.00% | +0.1% | Q4 2024 |
| AMD | $1.47M | 1.09% | 0.00% | -1.7% | Q4 2024 |
| META | $1.44M | 1.07% | Not reported | +1.5% | Q4 2024 |
| VRTX | $1.41M | 1.04% | 0.00% | -1.2% | Q4 2024 |
| MRK | $1.36M | 1.01% | 0.00% | +25.6% | Q4 2024 |
| LLY | $1.29M | 0.96% | 0.00% | +0.3% | Q4 2024 |
| GEV | $1.2M | 0.89% | 0.00% | +1.0% | Q4 2024 |
| DE | $1.14M | 0.85% | 0.00% | -0.4% | Q4 2024 |
| JPM | $1.14M | 0.84% | 0.00% | +11.5% | Q4 2024 |
| UBER | $1.1M | 0.81% | 0.00% | -10.5% | Q4 2024 |
| CLH | $1.09M | 0.81% | 0.01% | -1.0% | Q4 2024 |
| AXON | $1.02M | 0.75% | 0.00% | -2.8% | Q4 2024 |
| FLR | $1.01M | 0.75% | 0.02% | -2.3% | Q4 2024 |
| MU | $894K | 0.66% | 0.00% | -12.7% | Q4 2024 |
| GS | $888K | 0.66% | 0.00% | +11.0% | Q4 2024 |
| ISRG | $860K | 0.64% | 0.00% | Not reported | Q4 2024 |
| TSM | $789K | 0.58% | 0.00% | -20.0% | Q4 2024 |
| NFLX | $779K | 0.58% | 0.00% | +5.3% | Q4 2024 |
| COST | $774K | 0.57% | 0.00% | +3.1% | Q4 2024 |
| LRCX | $754K | 0.56% | 0.00% | -0.8% | Q4 2024 |
| WMT | $750K | 0.55% | 0.00% | +3.4% | Q4 2024 |
| SMH | $731K | 0.54% | Not reported | +30.9% | Q4 2024 |
| DIA | $727K | 0.54% | Not reported | +47.5% | Q4 2024 |
| WM | $716K | 0.53% | 0.00% | +1.0% | Q4 2024 |
| PANW | $606K | 0.45% | 0.00% | +1.3% | Q4 2024 |
 NOW | $605K | 0.45% | 0.00% | +1.2% | Q4 2024 |
| MELI | $602K | 0.45% | 0.00% | -0.6% | Q4 2024 |
| UNH | $573K | 0.42% | 0.00% | -12.8% | Q4 2024 |
| HD | $531K | 0.39% | 0.00% | -0.9% | Q4 2024 |
| VEEV | $520K | 0.39% | 0.00% | -3.5% | Q4 2024 |
 PFE | $511K | 0.38% | 0.00% | +5.1% | Q4 2024 |
| EME | $502K | 0.37% | 0.00% | Not reported | Q4 2024 |
| CSX | $483K | 0.36% | 0.00% | 0.0% | Q4 2024 |
 AZO | $476K | 0.35% | 0.00% | -1.4% | Q4 2024 |
| AON | $453K | 0.33% | 0.00% | -2.1% | Q4 2024 |
 RSG | $438K | 0.32% | 0.00% | Not reported | Q4 2024 |
| CRWD | $437K | 0.32% | 0.00% | -1.2% | Q4 2024 |
 ABT | $429K | 0.32% | 0.00% | -14.3% | Q4 2024 |
 ICE | $420K | 0.31% | 0.00% | -2.1% | Q4 2024 |
| GOOG | $415K | 0.31% | Not reported | +0.4% | Q4 2024 |
| Q4 2025 | |||||
| NVDA | $5.7M | 4.11% | 0.00% | +0.2% | Q4 2024 |
| TSLA | $4.93M | 3.55% | 0.00% | +1.9% | Q4 2024 |
| AVGO | $4.8M | 3.46% | 0.00% | -0.5% | Q4 2024 |
| MSFT | $3.51M | 2.53% | 0.00% | +2.8% | Q4 2024 |
| GOOGL | $3.34M | 2.41% | 0.00% | +2.1% | Q4 2024 |
| SPY | $2.45M | 1.76% | Not reported | +0.3% | Q4 2024 |
| AAPL | $2.4M | 1.73% | 0.00% | +4.2% | Q4 2024 |
| AMZN | $2.21M | 1.60% | 0.00% | +7.2% | Q4 2024 |
| PLTR | $2.19M | 1.58% | 0.00% | -12.4% | Q4 2024 |
| GE | $1.66M | 1.19% | 0.00% | +0.9% | Q4 2024 |
| META | $1.64M | 1.18% | Not reported | +14.0% | Q4 2024 |
| ASML | $1.63M | 1.18% | 0.00% | +1.7% | Q4 2024 |
| AMD | $1.57M | 1.13% | 0.00% | -1.8% | Q4 2024 |
| LLY | $1.51M | 1.09% | 0.00% | -4.2% | Q4 2024 |
| VRTX | $1.44M | 1.04% | 0.00% | -1.2% | Q4 2024 |
| AXON | $1.4M | 1.01% | 0.00% | -3.8% | Q4 2024 |
| UBER | $1.39M | 1.00% | 0.00% | -0.8% | Q4 2024 |
| JPM | $1.12M | 0.81% | 0.00% | +17.3% | Q4 2024 |
| ISRG | $1.06M | 0.76% | 0.00% | -0.2% | Q4 2024 |
| DE | $949K | 0.68% | 0.00% | -0.7% | Q4 2024 |
| MRK | $949K | 0.68% | 0.00% | +2.7% | Q4 2024 |
| CLH | $902K | 0.65% | 0.01% | -1.7% | Q4 2024 |
| GEV | $890K | 0.64% | 0.00% | +0.4% | Q4 2024 |
| TSM | $887K | 0.64% | 0.00% | +4.8% | Q4 2024 |
| FLR | $881K | 0.64% | 0.01% | -4.2% | Q4 2024 |
| NOW | $876K | 0.63% | 0.00% | -2.3% | Q4 2024 |
| MU | $865K | 0.62% | 0.00% | -11.4% | Q4 2024 |
| GS | $831K | 0.60% | 0.00% | +25.0% | Q4 2024 |
| UNH | $802K | 0.58% | 0.00% | +18.7% | Q4 2024 |
 WDAY | $758K | 0.55% | 0.00% | -2.4% | Q4 2024 |
| NFLX | $721K | 0.52% | 0.00% | +35.6% | Q4 2024 |
| MELI | $705K | 0.51% | 0.00% | -0.6% | Q4 2024 |
| PANW | $688K | 0.50% | 0.00% | +1.8% | Q4 2024 |
| VEEV | $685K | 0.49% | 0.00% | -3.2% | Q4 2024 |
| WM | $678K | 0.49% | 0.00% | -2.6% | Q4 2024 |
| COST | $651K | 0.47% | 0.00% | +12.2% | Q4 2024 |
| WMT | $650K | 0.47% | 0.00% | -0.2% | Q4 2024 |
| ABT | $611K | 0.44% | 0.00% | -2.2% | Q4 2024 |
| LRCX | $609K | 0.44% | 0.00% | +10.9% | Q4 2024 |
| HD | $561K | 0.40% | 0.00% | -2.5% | Q4 2024 |
| CRWD | $532K | 0.38% | 0.00% | +1.7% | Q4 2024 |
| SMH | $524K | 0.38% | Not reported | +57.2% | Q4 2024 |
| DIA | $511K | 0.37% | Not reported | +2.9% | Q4 2024 |
| AON | $505K | 0.36% | 0.00% | Not reported | Q4 2024 |
| AZO | $485K | 0.35% | 0.00% | Not reported | Q4 2024 |
 HDB | $475K | 0.34% | 0.00% | -4.1% | Q4 2024 |
| GOOG | $452K | 0.33% | Not reported | +3.0% | Q4 2024 |
| ICE | $442K | 0.32% | 0.00% | -3.3% | Q4 2024 |
| PFE | $432K | 0.31% | 0.00% | +28.6% | Q4 2024 |
| CSX | $427K | 0.31% | 0.00% | -3.6% | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $5.84M | 4.33% | 0.00% | +3.5% | Q4 2024 |
| TSLA | $4.77M | 3.54% | 0.00% | +3.1% | Q4 2024 |
| AVGO | $4.66M | 3.46% | 0.00% | +0.6% | Q4 2024 |
| MSFT | $3.66M | 2.72% | 0.00% | +0.4% | Q4 2024 |
| PLTR | $2.63M | 1.95% | 0.00% | +1.6% | Q4 2024 |
| GOOGL | $2.55M | 1.89% | 0.00% | +2.0% | Q4 2024 |
| SPY | $2.4M | 1.78% | Not reported | +3.6% | Q4 2024 |
| AAPL | $2.22M | 1.65% | 0.00% | +2.7% | Q4 2024 |
| AMZN | $1.97M | 1.46% | 0.00% | +5.0% | Q4 2024 |
| AXON | $1.84M | 1.37% | 0.00% | +0.5% | Q4 2024 |
| UBER | $1.67M | 1.24% | 0.00% | +2.4% | Q4 2024 |
| GE | $1.6M | 1.19% | 0.00% | Not reported | Q4 2024 |
| META | $1.56M | 1.15% | Not reported | +7.8% | Q4 2024 |
| ASML | $1.45M | 1.08% | 0.00% | Not reported | Q4 2024 |
| AMD | $1.37M | 1.02% | 0.00% | +11.9% | Q4 2024 |
| VRTX | $1.26M | 0.94% | 0.00% | -0.9% | Q4 2024 |
| LLY | $1.13M | 0.84% | 0.00% | -3.3% | Q4 2024 |
| NOW | $1.08M | 0.80% | 0.00% | +0.2% | Q4 2024 |
| FLR | $976K | 0.72% | 0.01% | Not reported | Q4 2024 |
| VEEV | $944K | 0.70% | 0.00% | +0.2% | Q4 2024 |
| DE | $939K | 0.70% | 0.00% | Not reported | Q4 2024 |
| JPM | $929K | 0.69% | 0.00% | +3.3% | Q4 2024 |
| CLH | $909K | 0.67% | 0.01% | Not reported | Q4 2024 |
| WDAY | $870K | 0.65% | 0.00% | Not reported | Q4 2024 |
| ISRG | $836K | 0.62% | 0.00% | Not reported | Q4 2024 |
| GEV | $832K | 0.62% | 0.00% | Not reported | Q4 2024 |
| MELI | $823K | 0.61% | 0.00% | Not reported | Q4 2024 |
| TSM | $781K | 0.58% | 0.00% | +0.4% | Q4 2024 |
| PANW | $753K | 0.56% | 0.00% | +7.3% | Q4 2024 |
| MRK | $737K | 0.55% | 0.00% | +6.5% | Q4 2024 |
| UNH | $707K | 0.52% | 0.00% | +36.1% | Q4 2024 |
| WM | $699K | 0.52% | 0.00% | +0.8% | Q4 2024 |
| HD | $676K | 0.50% | 0.00% | +0.1% | Q4 2024 |
| MU | $675K | 0.50% | 0.00% | +8.0% | Q4 2024 |
| ABT | $667K | 0.50% | 0.00% | -3.0% | Q4 2024 |
| NFLX | $650K | 0.48% | 0.00% | +15.7% | Q4 2024 |
| COST | $622K | 0.46% | 0.00% | +3.9% | Q4 2024 |
| AZO | $614K | 0.46% | 0.00% | Not reported | Q4 2024 |
| WMT | $602K | 0.45% | 0.00% | +7.2% | Q4 2024 |
| GS | $601K | 0.45% | 0.00% | +29.0% | Q4 2024 |
| CRWD | $574K | 0.43% | 0.00% | +9.1% | Q4 2024 |
| AON | $511K | 0.38% | 0.00% | Not reported | Q4 2024 |
| DIA | $481K | 0.36% | Not reported | +10.2% | Q4 2024 |
| ICE | $475K | 0.35% | 0.00% | Not reported | Q4 2024 |
| HDB | $463K | 0.34% | 0.00% | Not reported | Q4 2024 |
| RSG | $459K | 0.34% | 0.00% | Not reported | Q4 2024 |
| ANET | $459K | 0.34% | 0.00% | +110.3% | Q4 2024 |
| EME | $442K | 0.33% | 0.00% | Not reported | Q4 2024 |
| LRCX | $438K | 0.32% | 0.00% | +3.7% | Q4 2024 |
 DIS | $436K | 0.32% | 0.00% | -5.1% | Q4 2024 |