Mullaney, Keating & Wright, Inc. Top Holdings and 13F Report (2026)

About Mullaney, Keating & Wright, Inc.

Investment Activity

Mullaney, Keating & Wright, Inc. has $206.79 million in total holdings as of June 30, 2026.
Mullaney, Keating & Wright, Inc. owns shares of 74 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 1.62% of the portfolio was purchased this quarter.
About 0.73% of the portfolio was sold this quarter.
This quarter, Mullaney, Keating & Wright, Inc. has purchased 68 new stocks and bought additional shares in 35 stocks.
Mullaney, Keating & Wright, Inc. sold shares of 16 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple: $62,296,871
iShares Russell 1000 ETF: $21,306,694
iShares Russell Mid-Cap ETF: $10,572,831
iShares MSCI ACWI ETF: $9,678,537
iShares Russell 1000 Value ETF: $8,314,411

Largest New Holdings this Quarter

922040852 - VANGUARD INSTL INDEX FD: $653,391 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $274,815 Holding
921932505 - Vanguard S&P 500 Growth ETF: $224,228 Holding
464288752 - iShares U.S. Home Construction ETF: $208,960 Holding
17275R102 - Cisco Systems: $203,794 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD: 8,636 shares (about $653.39K)
iShares Expanded Tech-Software Sector ETF: 1,680 shares (about $274.82K)
Vanguard S&P 500 Growth ETF: 2,714 shares (about $224.23K)
iShares U.S. Home Construction ETF: 2,000 shares (about $208.96K)
Cisco Systems: 1,735 shares (about $203.79K)

Largest Sales this Quarter

iShares Russell 1000 Value ETF: 2,579 shares (about $625.23K)
Vanguard Short-Term Inflation-Protected Securities ETF: 7,874 shares (about $395.51K)
iShares Russell Mid-Cap Value ETF: 495 shares (about $81.48K)
Apple: 197 shares (about $57.00K)
iShares S&P 500 Value ETF: 152 shares (about $34.51K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$62,296,871	$57,004 â–¼	-0.1%	215,292	30.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$21,306,694	$32,760 â–²	0.2%	52,031	10.3%	ETF
IWR iShares Russell Mid-Cap ETF	$10,572,831	$10,149 â–²	0.1%	95,838	5.1%	ETF
ACWI iShares MSCI ACWI ETF	$9,678,537	$5,337 â–²	0.1%	61,659	4.7%	Manufacturing
IWD iShares Russell 1000 Value ETF	$8,314,411	$625,229 â–¼	-7.0%	34,296	4.0%	ETF
IWS iShares Russell Mid-Cap Value ETF	$6,554,883	$81,477 â–¼	-1.2%	39,823	3.2%	ETF
IWN iShares Russell 2000 Value ETF	$6,521,330	$7,742 â–¼	-0.1%	29,482	3.2%	ETF
EFA iShares MSCI EAFE ETF	$6,095,811	$24,724 â–²	0.4%	58,681	2.9%	Finance
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$5,768,792	$395,509 â–¼	-6.4%	114,848	2.8%	Manufacturing
SHW Sherwin-Williams	$5,331,904	$344 â–²	0.0%	15,485	2.6%	Basic Materials
ICSH iShares Ultra Short-Term Bond Active ETF	$4,807,247	$72,178 â–²	1.5%	95,042	2.3%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$4,446,218	$140,932 â–²	3.3%	44,105	2.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$4,126,018	$926 â–²	0.0%	57,909	2.0%	ETF
IVV iShares Core S&P 500 ETF	$3,690,472	$89,865 â–²	2.5%	4,928	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,479,276	$15,128 â–¼	-0.4%	23,459	1.7%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,384,849	$115,097 â–²	3.5%	66,934	1.6%	ETF
EMGF iShares Emerging Markets Equity Factor ETF	$3,162,365	$25,722 â–²	0.8%	46,227	1.5%	ETF
VOO Vanguard S&P 500 ETF	$2,795,628	$184,772 â–²	7.1%	4,070	1.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,207,296	$76,031 â–²	3.6%	28,625	1.1%	ETF
VTI Vanguard Total Stock Market ETF	$1,979,061	$11,842 â–¼	-0.6%	5,348	1.0%	ETF
IVE iShares S&P 500 Value ETF	$1,846,488	$34,514 â–¼	-1.8%	8,132	0.9%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$1,288,472	$15,110 â–¼	-1.2%	16,799	0.6%	ETF
COKE Coca-Cola Consolidated	$1,205,316	$813 â–²	0.1%	14,831	0.6%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$1,152,064	$42,558 â–²	3.8%	1,543	0.6%	Finance
MSFT Microsoft	$1,069,279	$157,390 â–²	17.3%	2,867	0.5%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$1,057,492	$150,160 â–²	16.5%	20,423	0.5%	ETF
VLO Valero Energy	$1,041,760		0.0%	4,000	0.5%	Energy
CAT Caterpillar	$985,033		0.0%	925	0.5%	Industrials
DFIV Dimensional International Value ETF	$944,357	$8,319 â–²	0.9%	17,482	0.5%	ETF
XOM ExxonMobil	$940,546		0.0%	6,879	0.5%	Energy
DFSV Dimensional US Small Cap Value ETF	$936,834	$2,211 â–²	0.2%	24,151	0.5%	ETF
META Meta Platforms	$913,702		0.0%	1,622	0.4%	Computer and Technology
IWV iShares Russell 3000 ETF	$732,505	$8,954 â–¼	-1.2%	1,718	0.4%	ETF
DFAS Dimensional U.S. Small Cap ETF	$710,924	$20,009 â–¼	-2.7%	8,634	0.3%	ETF
DISV Dimensional International Small Cap Value ETF	$704,512	$4,535 â–²	0.6%	17,556	0.3%	ETF
NVDA NVIDIA	$676,106	$2,601 â–²	0.4%	3,379	0.3%	Computer and Technology
DFAT Dimensional U.S. Targeted Value ETF	$654,125		0.0%	9,358	0.3%	ETF
VANGUARD INSTL INDEX FD	$653,391	$653,391 â–²	New Holding	8,636	0.3%	ULTR SHOR TR ETF
HD Home Depot	$620,717	$705 â–²	0.1%	1,760	0.3%	Retail/Wholesale
IWC iShares Micro-Cap ETF	$580,940	$39,610 â–²	7.3%	2,904	0.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$532,219	$3,058 â–²	0.6%	6,439	0.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$506,643		0.0%	9,210	0.2%	ETF
BRK.B Berkshire Hathaway	$486,380		0.0%	972	0.2%	Finance
ABBV AbbVie	$485,666		0.0%	1,930	0.2%	Medical
SPYV SPDR Portfolio S&P 500 Value ETF	$483,218	$60,364 â–²	14.3%	7,949	0.2%	ETF
COST Costco Wholesale	$477,090	$18,709 â–¼	-3.8%	510	0.2%	Retail/Wholesale
IMCB iShares Morningstar Mid-Cap ETF	$454,711	$86,809 â–²	23.6%	4,709	0.2%	ETF
PG Procter & Gamble	$451,355		0.0%	3,078	0.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$445,751	$1,739 â–¼	-0.4%	4,615	0.2%	ETF
LOW Lowe's Companies	$440,980		0.0%	2,000	0.2%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$426,485	$8,648 â–¼	-2.0%	5,474	0.2%	ETF
VONV Vanguard Russell 1000 Value ETF	$406,455	$957 â–²	0.2%	3,823	0.2%	ETF
IWM iShares Russell 2000 ETF	$384,959	$13,523 â–²	3.6%	1,281	0.2%	Finance
DFLV Dimensional US Large Cap Value ETF	$360,164	$237 â–²	0.1%	9,109	0.2%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$344,838	$4,360 â–²	1.3%	4,192	0.2%	ETF
CHD Church & Dwight	$337,821		0.0%	3,487	0.2%	Consumer Staples
IUSV iShares Core S&P U.S. Value ETF	$324,044	$991 â–²	0.3%	2,942	0.2%	Manufacturing
IJS iShares S&P Small-Cap 600 Value ETF	$303,208	$9,296 â–¼	-3.0%	2,218	0.1%	ETF
JPM JPMorgan Chase & Co.	$288,706		0.0%	882	0.1%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$286,954	$2,687 â–²	0.9%	3,631	0.1%	ETF
VANGUARD MUN BD FDS	$284,692	$2,221 â–²	0.8%	2,820	0.1%	INTERMEDIATE TRM
RTX RTX	$279,852	$20,870 â–²	8.1%	1,475	0.1%	Aerospace
IGV iShares Expanded Tech-Software Sector ETF	$274,815	$274,815 â–²	New Holding	1,680	0.1%	ETF
ROST Ross Stores	$266,063		0.0%	1,250	0.1%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$266,017	$4,900 â–¼	-1.8%	1,683	0.1%	Financial Services
TSLA Tesla	$251,940		0.0%	599	0.1%	Auto/Tires/Trucks
BAC Bank of America	$247,269	$57 â–²	0.0%	4,340	0.1%	Finance
VOOG Vanguard S&P 500 Growth ETF	$224,228	$224,228 â–²	New Holding	2,714	0.1%	ETF
MCD McDonald's	$213,545		0.0%	790	0.1%	Retail/Wholesale
ITB iShares U.S. Home Construction ETF	$208,960	$208,960 â–²	New Holding	2,000	0.1%	ETF
PEP PepsiCo	$206,621		0.0%	1,526	0.1%	Consumer Staples
CSCO Cisco Systems	$203,794	$203,794 â–²	New Holding	1,735	0.1%	Computer and Technology
CI Cigna Group	$200,420	$200,420 â–²	New Holding	727	0.1%	Medical
GOOGL Alphabet	$200,128	$200,128 â–²	New Holding	560	0.1%	Computer and Technology
CVX Chevron	$0	$203,590 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Mullaney, Keating & Wright, Inc. Top Holdings and 13F Report (2026)

About Mullaney, Keating & Wright, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Mullaney, Keating & Wright, Inc. Top Holdings and 13F Report (2026)

About Mullaney, Keating & Wright, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMullaney, Keating & Wright, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools