Mullaney, Keating & Wright, Inc.

Q2 2026 13F-HR Holdings

Location
Middletown, CT
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$206,791
Net value change ($000)
+22,725 (12.3%)
New positions
7
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,608 13.9%
IWB 2,783 15.0%
IWR 1,264 13.6%
ACWI 1,152 13.5%
IWN 925 16.5%
IWS 679 11.6%
VGUS 653 NEW
EMGF 558 21.4%
IJR 550 18.8%
IVV 549 17.5%
Top Reduces (Value $000, Stocks/ETFs)
VTIP -361 -5.9%
XOM -226 -19.4%
CVX -204 -100.0%
COST -51 -9.7%
LOW -32 -6.8%
MCD -32 -13.0%
PEP -30 -12.7%
BIV -24 -1.8%
META -14 -1.5%
ROST -5 -1.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type