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MULLOOLY ASSET MANAGEMENT, INC.
MULLOOLY ASSET MANAGEMENT, INC.
Latest filing: 2026-06-30
MULLOOLY ASSET MANAGEMENT, INC. runs MULLOOLY ASSET MANAGEMENT, INC. and currently holds 60 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $324.91M. Their top holdings are VLUE, MTUM, VEU, IJH, VTI. The top five represent 58.0% of reported portfolio weight. MULLOOLY ASSET MANAGEMENT, INC. ranks #742 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MULLOOLY ASSET MANAGEMENT, INC. initiated 7 new positions. They added to 36 existing positions. They trimmed 10 positions. Their current best-performing preview position is SOXX with returns of +94.96%.
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60 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VLUE ISHARES TR | 14.26% | $107.71 | $202.54 | +88.04% | Trimmed -4.83% |
 MTUM ISHARES TR | 14.15% | $203.67 | $305.24 | +49.87% | Trimmed -2.55% |
 VEU VANGUARD INTL EQUITY INDEX F | 11.06% | $61.32 | $85.70 | +39.76% | Trimmed -0.42% |
 IJH ISHARES TR | 9.91% | $58.86 | $76.75 | +30.39% | Added +0.27% |
 VTI VANGUARD INDEX FDS | 8.60% | $283.56 | $378.25 | +33.39% | Added +1.86% |
 SHV ISHARES TR | 8.45% | $110.43 | $110.31 | -0.11% | Added +8.45% |
 IJR ISHARES TR | 6.79% | $104.72 | $147.28 | +40.64% | Trimmed -1.55% |
 AGG ISHARES TR | 4.90% | $99.08 | $97.36 | -1.74% | Added +9.69% |
 BOND PIMCO ETF TR | 4.75% | $92.53 | $90.51 | -2.19% | Added +9.90% |
 QQQ INVESCO QQQ TR | 4.37% | $468.92 | $713.44 | +52.15% | Trimmed -2.85% |
Showing 1-10 of 60