Mullaney, Keating & Wright, Inc.

Q3 2026 13F-HR Holdings

Location
Middletown, CT
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$216,055
Net value change ($000)
+9,264 (4.5%)
New positions
4
Sold out positions
8
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 9,368 15.0%
VGUS 2,182 334.2%
EXXONMOBIL HOLDINGS CORP 1,120 NEW
SPACE EXPLORATION TECHN CORP 796 NEW
VLO 508 48.8%
MSFT 428 40.0%
VOO 323 11.6%
META 262 28.7%
MINT 242 5.4%
PSX 236 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -941 -100.0%
DFSV -937 -100.0%
ACWI -507 -5.2%
IWS -461 -7.0%
IWN -459 -7.0%
IWR -433 -4.1%
SHW -326 -6.1%
VEA -276 -6.7%
IGV -275 -100.0%
IJR -236 -6.8%
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.
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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