Institutional Fund
Mullaney, Keating & Wright, Inc.
Middletown, CTCIK 21358408 filings on record
Portfolio Value
$184.07M
Q1 2026
Holdings
68
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.8%
from $189.41M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc29.7%
- Ishares Tr10.1%
- Ishares Tr5.1%
- Ishares Tr4.6%
- Ishares Tr4.3%
- Vanguard Malvern Fds3.3%
- Other42.9%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 215.5K | $54.69M | 29.7% | +256 | Added |
| 2 | Ishares Tr | 52.0K | $18.52M | 10.1% | −1.7K | Reduced |
| 3 | Ishares Tr | 95.7K | $9.31M | 5.1% | −632 | Reduced |
| 4 | Ishares Tr | 61.6K | $8.53M | 4.6% | +733 | Added |
| 5 | Ishares Tr | 36.9K | $7.88M | 4.3% | −1.3K | Reduced |
| 6 | Vanguard Malvern Fds | 122.7K | $6.13M | 3.3% | −4.3K | Reduced |
| 7 | Ishares Tr | 40.3K | $5.88M | 3.2% | −643 | Reduced |
| 8 | Ishares Tr | 58.4K | $5.68M | 3.1% | +341 | Added |
| 9 | Ishares Tr | 29.5K | $5.60M | 3.0% | −224 | Reduced |
| 10 | Sherwin Williams Co | 15.5K | $4.96M | 2.7% | 0 | Held |
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