Mullaney, Keating & Wright, Inc.

Q2 2025 13F-HR Holdings

Location
Middletown, CT
Holdings as of
6/30/2025
Date filed
5/29/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$152,706
Net value change ($000)
+4,287 (2.9%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWB 1,677 10.2%
JPST 1,284 98.6%
EFA 825 21.0%
IWR 629 8.0%
VEA 343 12.2%
ICSH 330 8.5%
VTEB 301 NEW
MSFT 295 31.4%
MINT 287 8.0%
IWN 278 6.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,658 -7.7%
SHW -298 -5.3%
IGV -261 -100.0%
PEP -209 -100.0%
XOM -77 -9.4%
CHD -49 -12.8%
ABBV -46 -11.4%
BRK-B -42 -8.7%
PG -32 -6.5%
COKE -25 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type