MK
Mullaney, Keating & Wright, Inc.
13F filer · CIK 0002135840Reported Jul 14, 2026
Net buyer this quarter
13F portfolio value$207MU.S. long equity reported on 13F
Positions323 new · 1 closed
Net flow last quarter+$591KBuys minus sells
Top 10 positions weight39.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 14, 202632 positions | |||||
| $62.3M | 30.13% | 0.00% | -0.1% | Q2 2024 | |
| $6.55M | 3.17% | Not reported | -1.2% | Q2 2024 | |
| $5.33M | 2.58% | 0.01% | 0.0% | Q2 2024 | |
| $1.21M | 0.58% | 0.02% | +0.1% | Q2 2024 | |
| $1.15M | 0.56% | Not reported | +3.8% | Q2 2024 | |
| $1.07M | 0.52% | 0.00% | +17.3% | Q2 2024 | |
| $1.04M | 0.50% | 0.00% | Not reported | Q2 2024 | |
| $985K | 0.48% | 0.00% | Not reported | Q2 2024 | |
| $941K | 0.45% | 0.00% | Not reported | Q2 2024 | |
| $914K | 0.44% | Not reported | Not reported | Q2 2024 | |
| $676K | 0.33% | 0.00% | +0.4% | Q2 2024 | |
| $621K | 0.30% | 0.00% | +0.1% | Q2 2024 | |
| $486K | 0.24% | Not reported | Not reported | Q2 2024 | |
| $486K | 0.23% | 0.00% | Not reported | Q2 2024 | |
| $477K | 0.23% | 0.00% | -3.8% | Q2 2024 | |
| $455K | 0.22% | 0.01% | +23.6% | Q3 2025 | |
| $451K | 0.22% | 0.00% | Not reported | Q2 2024 | |
| $441K | 0.21% | 0.00% | Not reported | Q2 2024 | |
| $426K | 0.21% | 0.06% | -2.0% | Q4 2025 | |
| $345K | 0.17% | Not reported | +1.3% | Q2 2024 | |
| $338K | 0.16% | 0.00% | Not reported | Q2 2024 | |
| $289K | 0.14% | 0.00% | Not reported | Q4 2024 | |
| $280K | 0.14% | 0.00% | +8.1% | Q3 2025 | |
| $266K | 0.13% | 0.00% | Not reported | Q4 2025 | |
| $266K | 0.13% | Not reported | -1.8% | Q2 2024 | |
| $252K | 0.12% | 0.00% | Not reported | Q4 2024 | |
| $247K | 0.12% | 0.00% | 0.0% | Q2 2025 | |
| $214K | 0.10% | 0.00% | Not reported | Q2 2024 | |
| $207K | 0.10% | 0.00% | Not reported | Q2 2024 | |
| $204K | 0.10% | 0.00% | New | Q2 2026 | |
| $200K | 0.10% | 0.00% | Not reported | Q2 2024 | |
| $200K | 0.10% | 0.00% | New | Q2 2026 | |
| Q1 2026Reported May 29, 202630 positions | |||||
| $54.7M | 29.71% | 0.00% | +0.1% | Q2 2024 | |
| $5.88M | 3.19% | Not reported | -1.6% | Q2 2024 | |
| $4.96M | 2.70% | 0.01% | Not reported | Q2 2024 | |
| $1.17M | 0.63% | 0.00% | Not reported | Q2 2024 | |
| $1.13M | 0.61% | 0.02% | Not reported | Q2 2024 | |
| $988K | 0.54% | 0.00% | Not reported | Q2 2024 | |
| $966K | 0.53% | Not reported | +4.1% | Q2 2024 | |
| $928K | 0.50% | Not reported | +1.8% | Q2 2024 | |
| $905K | 0.49% | 0.00% | +1.2% | Q2 2024 | |
| $655K | 0.36% | 0.00% | Not reported | Q2 2024 | |
| $587K | 0.32% | 0.00% | +0.1% | Q2 2024 | |
| $578K | 0.31% | 0.00% | Not reported | Q2 2024 | |
| $528K | 0.29% | 0.00% | Not reported | Q2 2024 | |
| $473K | 0.26% | 0.00% | Not reported | Q2 2024 | |
| $466K | 0.25% | Not reported | +7.5% | Q2 2024 | |
| $445K | 0.24% | 0.00% | +6.0% | Q2 2024 | |
| $438K | 0.24% | 0.06% | +5.5% | Q4 2025 | |
| $420K | 0.23% | 0.00% | Not reported | Q2 2024 | |
| $325K | 0.18% | 0.00% | Not reported | Q2 2024 | |
| $325K | 0.18% | Not reported | -4.2% | Q2 2024 | |
| $318K | 0.17% | 0.00% | +25.8% | Q3 2025 | |
| $271K | 0.15% | 0.00% | Not reported | Q4 2025 | |
| $263K | 0.14% | 0.00% | Not reported | Q3 2025 | |
| $259K | 0.14% | 0.00% | Not reported | Q4 2024 | |
| $254K | 0.14% | Not reported | Not reported | Q2 2024 | |
| $246K | 0.13% | 0.00% | Not reported | Q2 2024 | |
| $237K | 0.13% | 0.00% | Not reported | Q2 2024 | |
| $223K | 0.12% | 0.00% | Not reported | Q4 2024 | |
| $212K | 0.11% | 0.00% | 0.0% | Q2 2025 | |
| $204K | 0.11% | 0.00% | New | Q1 2026 | |
| Q4 2025Reported May 29, 202631 positions | |||||
| $58.5M | 30.89% | 0.00% | -0.3% | Q2 2024 | |
| $5.78M | 3.05% | Not reported | -3.0% | Q2 2024 | |
| $5.02M | 2.65% | 0.01% | 0.0% | Q2 2024 | |
| $1.17M | 0.62% | 0.00% | -1.1% | Q2 2024 | |
| $1.05M | 0.56% | Not reported | +0.6% | Q2 2024 | |
| $1.04M | 0.55% | 0.02% | Not reported | Q2 2024 | |
| $974K | 0.51% | Not reported | +1.6% | Q2 2024 | |
| $828K | 0.44% | 0.00% | 0.0% | Q2 2024 | |
| $651K | 0.34% | 0.00% | Not reported | Q2 2024 | |
| $627K | 0.33% | 0.00% | Not reported | Q2 2024 | |
| $605K | 0.32% | 0.00% | Not reported | Q2 2024 | |
| $530K | 0.28% | 0.00% | Not reported | Q2 2024 | |
| $482K | 0.25% | 0.00% | Not reported | Q2 2024 | |
| $457K | 0.24% | 0.00% | Not reported | Q2 2024 | |
| $454K | 0.24% | Not reported | Not reported | Q2 2024 | |
| $441K | 0.23% | 0.00% | Not reported | Q2 2024 | |
| $417K | 0.22% | 0.06% | New | Q4 2025 | |
| $416K | 0.22% | 0.00% | Not reported | Q2 2024 | |
| $335K | 0.18% | Not reported | +1.7% | Q2 2024 | |
| $292K | 0.15% | 0.00% | Not reported | Q2 2024 | |
| $284K | 0.15% | 0.00% | Not reported | Q4 2024 | |
| $269K | 0.14% | 0.00% | Not reported | Q4 2024 | |
| $251K | 0.13% | 0.00% | +0.4% | Q3 2025 | |
| $250K | 0.13% | 0.00% | Not reported | Q3 2025 | |
| $250K | 0.13% | 0.00% | +0.1% | Q3 2024 | |
| $246K | 0.13% | Not reported | -0.9% | Q2 2024 | |
| $241K | 0.13% | 0.00% | Not reported | Q2 2024 | |
| $239K | 0.13% | 0.00% | Not reported | Q2 2025 | |
| $238K | 0.13% | 0.00% | Not reported | Q3 2024 | |
| $225K | 0.12% | 0.00% | New | Q4 2025 | |
| $200K | 0.11% | 0.00% | Not reported | Q2 2024 | |
| Q3 2025Reported May 29, 202629 positions | |||||
| $55M | 30.53% | 0.00% | +0.9% | Q2 2024 | |
| $5.9M | 3.27% | Not reported | -0.7% | Q2 2024 | |
| $5.36M | 2.98% | 0.01% | 0.0% | Q2 2024 | |
| $1.27M | 0.70% | 0.00% | -1.4% | Q2 2024 | |
| $1.16M | 0.65% | Not reported | +65.2% | Q2 2024 | |
| $983K | 0.55% | 0.02% | Not reported | Q2 2024 | |
| $937K | 0.52% | Not reported | +33.1% | Q2 2024 | |
| $776K | 0.43% | 0.00% | Not reported | Q2 2024 | |
| $712K | 0.40% | 0.00% | -0.9% | Q2 2024 | |
| $681K | 0.38% | 0.00% | Not reported | Q2 2024 | |
| $627K | 0.35% | 0.00% | -22.9% | Q2 2024 | |
| $503K | 0.28% | 0.00% | Not reported | Q2 2024 | |
| $491K | 0.27% | 0.00% | Not reported | Q2 2024 | |
| $454K | 0.25% | Not reported | Not reported | Q2 2024 | |
| $447K | 0.25% | 0.00% | Not reported | Q2 2024 | |
| $446K | 0.25% | 0.00% | Not reported | Q2 2024 | |
| $441K | 0.25% | 0.00% | +2.8% | Q2 2024 | |
| $326K | 0.18% | Not reported | Not reported | Q2 2024 | |
| $306K | 0.17% | 0.00% | Not reported | Q2 2024 | |
| $278K | 0.15% | 0.00% | Not reported | Q4 2024 | |
| $266K | 0.15% | 0.00% | Not reported | Q4 2024 | |
| $254K | 0.14% | 0.00% | Not reported | Q3 2024 | |
| $254K | 0.14% | 0.00% | +0.2% | Q3 2024 | |
| $251K | 0.14% | 0.00% | New | Q3 2025 | |
| $244K | 0.14% | Not reported | Not reported | Q2 2024 | |
| $240K | 0.13% | 0.00% | Not reported | Q2 2024 | |
| $228K | 0.13% | 0.00% | New | Q3 2025 | |
| $224K | 0.12% | 0.00% | 0.0% | Q2 2025 | |
| $210K | 0.12% | 0.00% | Not reported | Q2 2024 | |
Premium opens every quarter this fund has filed