Mullooly Asset Management, Inc.
All 13F Filings
- Location
- Wall Township, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 270,965
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.51 K | 5.0% | 0 | 188.3 K | -188.3 K |
| ETFs | 256.7 K | 95.0% | 186.8 K | 0 | 186.8 K |
| Other | 0 | 0.0% | 0 | 854 | -854 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
270,965
Holdings
51
QoQ value change ($000)
-2,396
(-0.9%)
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.