Mullaney, Keating & Wright, Inc.

Q3 2025 13F-HR Holdings

Location
Middletown, CT
Holdings as of
9/30/2025
Date filed
5/29/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$180,129
Net value change ($000)
+27,423 (18.0%)
New positions
10
Sold out positions
0
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 11,072 25.2%
ACWI 8,411 NEW
IWB 1,574 8.7%
IWR 826 9.7%
IWN 595 13.0%
VOO 481 28.5%
META 455 64.3%
IWD 309 4.1%
JPST 300 11.6%
VEA 299 9.5%
Top Reduces (Value $000, Stocks/ETFs)
IVE -2,537 -53.8%
COKE -66 -6.3%
NVDA -62 -9.0%
COST -34 -6.5%
CI -30 -12.5%
CHD -29 -8.7%
PG -17 -3.7%
KKR -6 -2.3%
ABT -4 -1.6%
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