Mullaney, Keating & Wright, Inc. holds a concentrated book of 42 stocks worth $184.1M as of Q1 2026 (disclosed May 29, 2026, a ~45-day 13F lag). This quarter they opened PEPSICO INC and trimmed ISHARES S&P MID-CAP 400 VALU. Their largest long position is ISHARES S&P MID-CAP 400 VALU at 35% of the equity book.
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Use Arkolith to show Mullaney, Keating & Wright, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $54.7M | 215.5K | 29.7% | ▲+0.1% Added · +256 sh | |
| 2 | Ishares TR RUS 1000 ETF | $18.5M | 52.0K | 10.1% | ▼−3.1% Reduced · −2K sh | |
| 3 | Ishares TR RUS MID CAP ETF | $9.3M | 95.7K | 5.1% | ▼−0.7% Reduced · −632 sh | |
| 4 | Ishares TR MSCI ACWI ETF | $8.5M | 61.6K | 4.6% | ▲+1.2% Added · +733 sh | |
| 5 | Ishares TR RUS 1000 VAL ETF | $7.9M | 36.9K | 4.3% | ▼−3.3% Reduced · −1K sh | |
| 6 | Vanguard Malvern FDS STRM INFPROIDX | $6.1M | 122.7K | 3.3% | ▼−3.4% Reduced · −4K sh | |
| 7 | Ishares TR RUS MDCP VAL ETF | $5.9M | 40.3K | 3.2% | ▼−1.6% Reduced · −643 sh | |
| 8 | Ishares TR MSCI EAFE ETF | $5.7M | 58.4K | 3.1% | ▲+0.6% Added · +341 sh | |
| 9 | Ishares TR RUS 2000 VAL ETF | $5.6M | 29.5K | 3.0% | ▼−0.8% Reduced · −224 sh | |
| 10 | Sherwin Williams Co COM | $5.0M | 15.5K | 2.7% | —Held | |
| 11 | Ishares TR ULTRA SHORT DUR | $4.7M | 93.6K | 2.6% | ▲+8.7% Added · +8K sh | |
| 12 | Pimco ETF TR ENHAN SHRT MA AC | $4.3M | 42.7K | 2.3% | ▲+6.0% Added · +2K sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $3.7M | 57.9K | 2.0% | ▲+0.2% Added · +111 sh | |
| 14 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.3M | 64.7K | 1.8% | ▲+8.2% Added · +5K sh | |
| 15 | Ishares TR CORE S&P500 ETF | $3.1M | 4.8K | 1.7% | ▲+0.3% Added · +17 sh | |
| 16 | Ishares TR CORE S&P SCP ETF | $2.9M | 23.6K | 1.6% | ▼−10% Reduced · −3K sh | |
| 17 | Ishares Inc EMNG MKTS EQT | $2.6M | 45.9K | 1.4% | ▼−0.5% Reduced · −251 sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $2.3M | 3.8K | 1.2% | ▲+1.6% Added · +60 sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $1.9M | 27.6K | 1.0% | ▼−26% Reduced · −10K sh | |
| 20 | Ishares TR S&P 500 VAL ETF | $1.7M | 8.3K | 1.0% | ▼−4.4% Reduced · −383 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 5.4K | 0.9% | ▲~0% Added · +1 sh | |
| 22 | Vanguard BD Index FDS INTERMED TERM | $1.3M | 17.0K | 0.7% | ▲+8.1% Added · +1K sh | |
| 23 | Exxon Mobil Corp COM | $1.2M | 6.9K | 0.6% | —Held | |
| 24 | Coca Cola Cons Inc COM | $1.1M | 14.8K | 0.6% | —Held | |
| 25 | Valero Energy Corp COM | $988K | 4.0K | 0.5% | —Held | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $966K | 1.5K | 0.5% | ▲+4.1% Added · +58 sh | |
| 27 | Meta Platforms Inc CL A | $928K | 1.6K | 0.5% | ▲+1.8% Added · +29 sh | |
| 28 | Dimensional ETF Trust INTERNATNAL VAL | $915K | 17.3K | 0.5% | ▲+0.1% Added · +20 sh | |
| 29 | Microsoft Corp COM | $905K | 2.4K | 0.5% | ▲+1.2% Added · +29 sh | |
| 30 | Dimensional ETF Trust US SMALL CAP VAL | $844K | 24.1K | 0.5% | ▲+0.2% Added · +54 sh | |
| 31 | SPDR Index SHS FDS STATE STREET SPD | $822K | 17.5K | 0.4% | ▲+2.4% Added · +403 sh | |
| 32 | Dimensional ETF Trust INTL SMALL CAP V | $688K | 17.4K | 0.4% | ▲~0% Added · +4 sh | |
| 33 | Caterpillar Inc COM | $655K | 925 | 0.4% | —Held | |
| 34 | Ishares TR RUSSELL 3000 ETF | $645K | 1.7K | 0.4% | ▲+5.5% Added · +90 sh | |
| 35 | Dimensional ETF Trust US SMALL CAP ETF | $631K | 8.9K | 0.3% | —Held | |
| 36 | Nvidia Corporation COM | $587K | 3.4K | 0.3% | ▲+0.1% Added · +4 sh | |
| 37 | Dimensional ETF Trust US TARGETED VLU | $584K | 9.4K | 0.3% | ▼−7.5% Reduced · −760 sh | |
| 38 | Home Depot Inc COM | $578K | 1.8K | 0.3% | —Held | |
| 39 | Vanguard Scottsdale FDS INT-TERM CORP | $530K | 6.4K | 0.3% | ▲+21% Added · +1K sh | |
| 40 | Costco Wholesale Corporation COM | $528K | 530 | 0.3% | —Held | |
| 41 | Lowes Cos Inc COM | $473K | 2.0K | 0.3% | —Held | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $466K | 972 | 0.3% | ▲+7.5% Added · +68 sh | |
| 43 | Dimensional ETF Trust US MKTWIDE VALUE | $446K | 9.2K | 0.2% | —Held | |
| 44 | Procter & Gamble Co COM | $445K | 3.1K | 0.2% | ▲+6.0% Added · +174 sh | |
| 45 | Vanguard BD Index FDS SHORT TRM BOND | $438K | 5.6K | 0.2% | ▲+5.5% Added · +293 sh | |
| 46 | Ishares TR MICRO-CAP ETF | $432K | 2.7K | 0.2% | ▲+43% Added · +810 sh | |
| 47 | Abbvie Inc COM | $420K | 1.9K | 0.2% | —Held | |
| 48 | Ishares TR CORE MSCI EAFE | $419K | 4.6K | 0.2% | —Held | |
| 49 | SPDR Series Trust STATE STREET SPD | $394K | 7.0K | 0.2% | ▼−10% Reduced · −806 sh | |
| 50 | Vanguard Scottsdale FDS VNG RUS1000VAL | $357K | 3.8K | 0.2% | ▼−3.2% Reduced · −128 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 29, 2026 | 68 | $184.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 29, 2026 | 72 | $189.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | May 29, 2026 | 69 | $180.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | May 29, 2026 | 59 | $152.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 29, 2026 | 59 | $148.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 29, 2026 | 60 | $148.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | May 29, 2026 | 56 | $144.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | May 29, 2026 | 53 | $129.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.