Mullaney, Keating & Wright, Inc. holds a focused book of 74 stocks worth $206.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ultra SHRT Treasury and trimmed Apple Inc. Their largest long position is Apple Inc at 30% of the equity book. Cloning the disclosed picks since 2026 would be +3%. That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Mullaney, Keating & Wright, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +42.0%, a 39.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Mullaney, Keating & Wright, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% 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
Other tracked managers holding the same core names as Mullaney, Keating & Wright, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 75 / 74 | $436.3B |
| BANK OF AMERICA CORP /DE/ | 75 / 74 | $385.0B |
| WELLS FARGO & COMPANY/MN | 75 / 74 | $153.2B |
| ROYAL BANK OF CANADA | 75 / 74 | $139.2B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 74 | $94.6B |
| RAYMOND JAMES FINANCIAL INC | 75 / 74 | $90.9B |
| LPL Financial LLC | 75 / 74 | $85.8B |
| Mariner, LLC | 75 / 74 | $32.0B |
Ranked by how many of Mullaney, Keating & Wright, Inc.'s top 74 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $62.3M | 215.3K | 30.1% | ▼−0.1% Reduced · −197 sh | |
| 2 | Ishares TR RUS 1000 ETF | $21.3M | 52.0K | 10.3% | ▲+0.1% Added · +80 sh | |
| 3 | Ishares TR RUS MID CAP ETF | $10.6M | 95.8K | 5.1% | ▲+0.1% Added · +92 sh | |
| 4 | Ishares TR MSCI ACWI ETF | $9.7M | 61.7K | 4.7% | ▲+0.1% Added · +34 sh | |
| 5 | Ishares TR RUS 1000 VAL ETF | $8.3M | 34.3K | 4.0% | ▼−7.0% Reduced · −3K sh | |
| 6 | Ishares TR RUS MDCP VAL ETF | $6.6M | 39.8K | 3.2% | ▼−1.2% Reduced · −495 sh | |
| 7 | Ishares TR RUS 2000 VAL ETF | $6.5M | 29.5K | 3.2% | ▼−0.1% Reduced · −35 sh | |
| 8 | Ishares TR MSCI EAFE ETF | $6.1M | 58.7K | 2.9% | ▲+0.4% Added · +238 sh | |
| 9 | Vanguard Malvern FDS STRM INFPROIDX | $5.8M | 114.8K | 2.8% | ▼−6.4% Reduced · −8K sh | |
| 10 | Sherwin Williams Co COM | $5.3M | 15.5K | 2.6% | ▲~0% Added · +1 sh | |
| 11 | Ishares TR ULTRA SHORT DUR | $4.8M | 95.0K | 2.3% | ▲+1.5% Added · +1K sh | |
| 12 | Pimco ETF TR ENHAN SHRT MA AC | $4.4M | 44.1K | 2.2% | ▲+3.3% Added · +1K sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.1M | 57.9K | 2.0% | ▲~0% Added · +13 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $3.7M | 4.9K | 1.8% | ▲+2.5% Added · +120 sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $3.5M | 23.5K | 1.7% | ▼−0.4% Reduced · −102 sh | |
| 16 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.4M | 66.9K | 1.6% | ▲+3.5% Added · +2K sh | |
| 17 | Ishares Inc EMNG MKTS EQT | $3.2M | 46.2K | 1.5% | ▲+0.8% Added · +376 sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $2.8M | 4.1K | 1.4% | ▲+7.1% Added · +269 sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $2.2M | 28.6K | 1.1% | ▲+3.6% Added · +986 sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $2.0M | 5.3K | 1.0% | ▼−0.6% Reduced · −32 sh | |
| 21 | Ishares TR S&P 500 VAL ETF | $1.8M | 8.1K | 0.9% | ▼−1.8% Reduced · −152 sh | |
| 22 | Vanguard BD Index FDS INTERMED TERM | $1.3M | 16.8K | 0.6% | ▼−1.1% Reduced · −197 sh | |
| 23 | Coca Cola Cons Inc COM | $1.2M | 14.8K | 0.6% | ▲+0.1% Added · +10 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.5K | 0.6% | ▲+3.8% Added · +57 sh | |
| 25 | Microsoft Corp COM | $1.1M | 2.9K | 0.5% | ▲+17% Added · +422 sh | |
| 26 | SPDR Index SHS FDS ST PORT MARK ETF | $1.1M | 20.4K | 0.5% | ▲+17% Added · +3K sh | |
| 27 | Valero Energy Corp COM | $1.0M | 4.0K | 0.5% | —Held | |
| 28 | Caterpillar Inc COM | $985K | 925 | 0.5% | —Held | |
| 29 | Dimensional ETF Trust INTERNATNAL VAL | $944K | 17.5K | 0.5% | ▲+0.9% Added · +154 sh | |
| 30 | Exxon Mobil Corp COM | $941K | 6.9K | 0.5% | —Held | |
| 31 | Dimensional ETF Trust US SMALL CAP ETF | $937K | 24.2K | 0.5% | ▲+0.2% Added · +57 sh | |
| 32 | Meta Platforms Inc CL A | $914K | 1.6K | 0.4% | —Held | |
| 33 | Ishares TR RUSSELL 3000 ETF | $733K | 1.7K | 0.4% | ▼−1.2% Reduced · −21 sh | |
| 34 | Dimensional ETF Trust US SMALL CAP ETF | $711K | 8.6K | 0.3% | ▼−2.7% Reduced · −243 sh | |
| 35 | Dimensional ETF Trust INTL SMALL CAP V | $705K | 17.6K | 0.3% | ▲+0.6% Added · +113 sh | |
| 36 | Nvidia Corporation COM | $676K | 3.4K | 0.3% | ▲+0.4% Added · +13 sh | |
| 37 | Dimensional ETF Trust US TARGETED VLU | $654K | 9.4K | 0.3% | —Held | |
| 38 | Vanguard Instl Index FD ULTR SHOR TR ETF | $653K | 8.6K | 0.3% | ▲New New position | |
| 39 | Home Depot Inc COM | $621K | 1.8K | 0.3% | ▲+0.1% Added · +2 sh | |
| 40 | Ishares TR MICRO-CAP ETF | $581K | 2.9K | 0.3% | ▲+7.3% Added · +198 sh | |
| 41 | Vanguard Scottsdale FDS INT-TERM CORP | $532K | 6.4K | 0.3% | ▲+0.6% Added · +37 sh | |
| 42 | Dimensional ETF Trust US MKTWIDE VALUE | $507K | 9.2K | 0.2% | —Held | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $486K | 972 | 0.2% | —Held | |
| 44 | Abbvie Inc COM | $486K | 1.9K | 0.2% | —Held | |
| 45 | SPDR Series Trust ST STR P500VAL | $483K | 7.9K | 0.2% | ▲+14% Added · +993 sh | |
| 46 | Costco Wholesale Corporation COM | $477K | 510 | 0.2% | ▼−3.8% Reduced · −20 sh | |
| 47 | Ishares TR MRGSTR MD CP ETF | $455K | 4.7K | 0.2% | ▲+24% Added · +899 sh | |
| 48 | Procter & Gamble Co COM | $451K | 3.1K | 0.2% | —Held | |
| 49 | Ishares TR CORE MSCI EAFE | $446K | 4.6K | 0.2% | ▼−0.4% Reduced · −18 sh | |
| 50 | Lowes Cos Inc COM | $441K | 2.0K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 74 | $206.8M | 13F-HR |
| 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.