Mullooly Asset Management, Inc.

CIK 0001950591 · WALL TOWNSHIP, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Mullooly Asset Management, Inc. reported 60 positions worth $324.9M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: VLUE (14.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$324.9M
2026 Q2
Positions
60
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.2%
Est. Net Flow (Q)
2026 Q2
10 / 60 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VLUEISHARES TRSH$46.3M14.26%231,953
2MTUMISHARES TRSH$46.0M14.15%134,087
3VEUVANGUARD INTL EQUITY INDEX FSH$35.9M11.06%428,963
4IJHISHARES TRSH$32.2M9.91%417,673
5VTIVANGUARD INDEX FDSSH$27.9M8.60%75,484
6SHVISHARES TRSH$27.5M8.45%248,775
7IJRISHARES TRSH$22.1M6.79%148,841
8AGGISHARES TRSH$15.9M4.90%160,987
9BONDPIMCO ETF TRSH$15.4M4.75%167,343
10QQQINVESCO QQQ TRSH$14.2M4.37%19,274

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mullooly Asset Management, Inc. hold as of Q2 2026?

Mullooly Asset Management, Inc. reported 60 positions worth $324.9M in its Q2 2026 13F filing. Largest positions: VLUE (14.3%), MTUM (14.1%), VEU (11.1%), IJH (9.9%) and VTI (8.6%).

What did Mullooly Asset Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mullooly Asset Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.