Mullaney, Keating & Wright, Inc.

Q4 2025 13F-HR Holdings

Location
Middletown, CT
Holdings as of
12/31/2025
Date filed
5/29/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$189,413
Net value change ($000)
+9,284 (5.2%)
New positions
3
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 3,527 6.4%
IVV 1,709 108.6%
BIV 988 416.9%
EFA 539 10.7%
EMGF 429 20.5%
IWB 299 1.5%
IWC 299 NEW
VCIT 241 118.7%
IWD 237 3.0%
ROST 225 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHW -344 -6.4%
IVE -339 -15.6%
ITB -215 -100.0%
IWS -121 -2.1%
META -111 -9.5%
HD -107 -15.0%
MSFT -97 -7.7%
VTIP -69 -1.1%
ICSH -57 -1.3%
IEFA -46 -10.0%
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