Mullooly Asset Management, Inc.

Est. AUM

$271.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	MSCI USA VALUE	$34.7M	243736	12.79%	SOLE
2	ISHARES TR	MSCI USA MMENTM	$33.0M	137593	12.19%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$32.4M	430756	11.94%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$28.1M	416548	10.38%	SOLE
5	ISHARES TR	TRUST ISHARE 0-1	$25.3M	229384	9.35%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$23.8M	74108	8.77%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$18.8M	151182	6.94%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$14.6M	146767	5.38%	SOLE
9	PIMCO ETF TR	ACTIVE BD ETF	$14.1M	152271	5.19%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$11.5M	19839	4.23%	SOLE
11	ISHARES TR	SHRT NAT MUN ETF	$4.1M	38807	1.53%	SOLE
12	ISHARES TR	MSCI USA MIN VOL	$3.6M	38931	1.33%	SOLE
13	ISHARES TR	U.S. TECH ETF	$2.9M	15861	1.06%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.3M	45199	0.83%	SOLE
15	OREILLY AUTOMOTIVE INC	COM	$1.8M	19510	0.66%	SOLE
16	HOME DEPOT INC	COM	$1.3M	4100	0.50%	SOLE
17	ISHARES TR	1 3 YR TREAS BD	$1.2M	14995	0.46%	SOLE
18	ALPHABET INC	CAP STK CL A	$1.1M	3669	0.39%	SOLE
19	APPLE INC	COM	$1.0M	4018	0.38%	SOLE
20	SHERWIN WILLIAMS CO	COM	$1.0M	3159	0.37%	SOLE
21	JPMORGAN CHASE & CO	COM	$988K	3357	0.36%	SOLE
22	ISHARES TR	U.S. UTILITS ETF	$796K	6856	0.29%	SOLE
23	ISHARES TR	BROAD USD HIGH	$790K	21451	0.29%	SOLE
24	ALPHABET INC	CAP STK CL C	$764K	2663	0.28%	SOLE
25	ISHARES TR	CORE 80/20 AGGRE	$752K	8494	0.28%	SOLE
26	INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$747K	6189	0.28%	SOLE
27	LOCKHEED MARTIN CORP	COM	$745K	1233	0.27%	SOLE
28	ISHARES TR	US AER DEF ETF	$640K	2926	0.24%	SOLE
29	GILEAD SCIENCES INC	COM	$625K	4483	0.23%	SOLE
30	SNAP ON INC	COM	$592K	1630	0.22%	SOLE
31	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$591K	8086	0.22%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$521K	2225	0.19%	SOLE
33	ISHARES TR	ISHARES SEMICDTR	$493K	1501	0.18%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$475K	2421	0.18%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET CON	$432K	3966	0.16%	SOLE
36	JOHNSON & JOHNSON	COM	$429K	1755	0.16%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$391K	2644	0.14%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$390K	652	0.14%	SOLE
39	WISDOMTREE TR	US HIGH DIVIDEND	$362K	3311	0.13%	SOLE
40	AMAZON COM INC	COM	$302K	1451	0.11%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$295K	296	0.11%	SOLE
42	MICROSOFT CORP	COM	$291K	785	0.11%	SOLE
43	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$283K	2233	0.10%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$280K	431	0.10%	SOLE
45	NVIDIA CORPORATION	COM	$231K	1325	0.09%	SOLE
46	LUMENTUM HLDGS INC	COM	$219K	312	0.08%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$219K	457	0.08%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$215K	4498	0.08%	SOLE
49	ISHARES TR	CORE 60/40 BALAN	$213K	3307	0.08%	SOLE
50	ORACLE CORP	COM	$208K	1417	0.08%	SOLE

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.