Mullooly Asset Management, Inc.

All 13F Filings

Location
Wall Township, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
324,911
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/5/2026 60 324,911 13F-HR Mullooly Asset Management, Inc.
Q1 2026 5/7/2026 51 270,965 13F-HR Mullooly Asset Management, Inc.
Q4 2025 2/6/2026 51 273,361 13F-HR Mullooly Asset Management, Inc.
Q3 2025 11/10/2025 51 260,695 13F-HR Mullooly Asset Management, Inc.
Q2 2025 7/23/2025 47 238,231 13F-HR Mullooly Asset Management, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 15.99 K 4.9% 2.475 K 0 2.475 K
ETFs 308.9 K 95.1% 52.22 K 0 52.22 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
324,911
Holdings
60
QoQ value change ($000)
53,946 (19.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.