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The Analysis of Mullaney, Keating & Wright, Inc.'s Holdings & P&L

Currently, Mullaney, Keating & Wright, Inc. holds 68 types of securities in its portfolio with a total value $184.1M. In the most recent quarter, they have increased their positions in ICSH (+7.5K shares, valued at $380.9K), VTEI (+2.8K shares, valued at $279.6K), JPST (+4.9K shares, valued at $247.6K); decreased their positions in IJH (-9.9K shares, valued at $670.3K), IWB (-1.7K shares, valued at $592.2K), IJR (-2.7K shares, valued at $339.7K); initiated new positions in VTEI (+2.8K shares, valued at $279.6K), PEP (+1.5K shares, valued at $237.0K), CVX (+984 shares, valued at $203.6K).

1M P&L

+8.2M+4.00%

3M P&L

+17.9M+9.18%

HY P&L

+25.8M+13.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A110.6M

61.0%

2Consumer Electronics54.7M

30.2%

3Specialty Chemicals5.0M

2.7%

Top Industries by Stock Count

1N/A43 stocks

65.2%

2Banks - Diversified2 stocks

3.0%

3Oil & Gas Integrated2 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC215.5K shares0.12%2026-03-312026-05-29

IWB ISHARES TR52.0K shares-3.10%2026-03-312026-05-29

IWR ISHARES TR95.7K shares-0.66%2026-03-312026-05-29

ACWI ISHARES TR61.6K shares1.20%2026-03-312026-05-29

IWD ISHARES TR36.9K shares-3.29%2026-03-312026-05-29

VTIP VANGUARD MALVERN FDS122.7K shares-3.35%2026-03-312026-05-29

IWS ISHARES TR40.3K shares-1.57%2026-03-312026-05-29

EFA ISHARES TR58.4K shares0.59%2026-03-312026-05-29

Sponsored

IWN ISHARES TR29.5K shares-0.75%2026-03-312026-05-29

SHW SHERWIN WILLIAMS CO15.5K shares0.00%2026-03-312026-05-29

ICSH ISHARES TR93.6K shares8.74%2026-03-312026-05-29

MINT PIMCO ETF TR42.7K shares6.04%2026-03-312026-05-29

VEA VANGUARD TAX-MANAGED FDS57.9K shares0.19%2026-03-312026-05-29

JPST J P MORGAN EXCHANGE TRADED F64.7K shares8.19%2026-03-312026-05-29

IVV ISHARES TR4.8K shares0.35%2026-03-312026-05-29

IJR ISHARES TR23.6K shares-10.39%2026-03-312026-05-29

Sponsored

EMGF ISHARES INC45.9K shares-0.54%2026-03-312026-05-29

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares1.60%2026-03-312026-05-29

IJH ISHARES TR27.6K shares-26.42%2026-03-312026-05-29

IVE ISHARES TR8.3K shares-4.42%2026-03-312026-05-29

VTI VANGUARD INDEX FDS5.4K shares0.02%2026-03-312026-05-29

BIV VANGUARD BD INDEX FDS17.0K shares8.06%2026-03-312026-05-29

XOM EXXON MOBIL CORP6.9K shares0.00%2026-03-312026-05-29

COKE COCA COLA CONS INC14.8K shares0.00%2026-03-312026-05-29

Sponsored

VLO VALERO ENERGY CORP4.0K shares0.00%2026-03-312026-05-29

SPY STATE STR SPDR S&P 500 ETF T1.5K shares4.06%2026-03-312026-05-29

META META PLATFORMS INC1.6K shares1.82%2026-03-312026-05-29

DFIV DIMENSIONAL ETF TRUST17.3K shares0.12%2026-03-312026-05-29

MSFT MICROSOFT CORP2.4K shares1.20%2026-03-312026-05-29

DFSV DIMENSIONAL ETF TRUST24.1K shares0.22%2026-03-312026-05-29

SPEM SPDR INDEX SHS FDS17.5K shares2.35%2026-03-312026-05-29

DISV DIMENSIONAL ETF TRUST17.4K shares0.02%2026-03-312026-05-29

Sponsored

CAT CATERPILLAR INC925 shares0.00%2026-03-312026-05-29

IWV ISHARES TR1.7K shares5.46%2026-03-312026-05-29

DFAS DIMENSIONAL ETF TRUST8.9K shares0.00%2026-03-312026-05-29

NVDA NVIDIA CORPORATION3.4K shares0.12%2026-03-312026-05-29

DFAT DIMENSIONAL ETF TRUST9.4K shares-7.51%2026-03-312026-05-29

HD HOME DEPOT INC1.8K shares0.00%2026-03-312026-05-29

VCIT VANGUARD SCOTTSDALE FDS6.4K shares20.66%2026-03-312026-05-29

COST COSTCO WHOLESALE CORPORATION530 shares0.00%2026-03-312026-05-29

Sponsored

LOW LOWES COS INC2.0K shares0.00%2026-03-312026-05-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL972 shares7.52%2026-03-312026-05-29

DFUV DIMENSIONAL ETF TRUST9.2K shares0.00%2026-03-312026-05-29

PG PROCTER & GAMBLE CO3.1K shares5.99%2026-03-312026-05-29

BSV VANGUARD BD INDEX FDS5.6K shares5.54%2026-03-312026-05-29

IWC ISHARES TR2.7K shares42.72%2026-03-312026-05-29

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-05-29

IEFA ISHARES TR4.6K shares0.00%2026-03-312026-05-29

Sponsored

SPYV SPDR SERIES TRUST7.0K shares-10.38%2026-03-312026-05-29

VONV VANGUARD SCOTTSDALE FDS3.8K shares-3.25%2026-03-312026-05-29

CHD CHURCH & DWIGHT CO INC3.5K shares0.00%2026-03-312026-05-29

DFLV DIMENSIONAL ETF TRUST9.1K shares0.08%2026-03-312026-05-29

SCZ ISHARES TR4.1K shares-4.23%2026-03-312026-05-29

IMCB ISHARES TR3.8K shares25.78%2026-03-312026-05-29

IWM ISHARES TR1.2K shares22.01%2026-03-312026-05-29

IUSV ISHARES TR2.9K shares0.27%2026-03-312026-05-29

Sponsored

VCSH VANGUARD SCOTTSDALE FDS3.6K shares21.93%2026-03-312026-05-29

VTEI VANGUARD MUN BD FDS2.8K sharesnew addition2026-03-312026-05-29

ROST ROSS STORES INC1.3K shares0.00%2026-03-312026-05-29

IJS ISHARES TR2.3K shares-1.93%2026-03-312026-05-29

RTX RTX CORPORATION1.4K shares0.00%2026-03-312026-05-29

JPM JPMORGAN CHASE & CO882 shares0.00%2026-03-312026-05-29

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-03-312026-05-29

MCD MCDONALDS CORP790 shares0.00%2026-03-312026-05-29

Sponsored

PEP PEPSICO INC1.5K sharesnew addition2026-03-312026-05-29

TSLA TESLA INC599 shares0.00%2026-03-312026-05-29

BAC BANK AMERICA CORP4.3K shares0.02%2026-03-312026-05-29

CVX CHEVRON CORPORATION984 sharesnew addition2026-03-312026-05-29

AAPL

APPLE INC

0.12%

Shares215.5K

Event2026-03-31

Filed2026-05-29

IWB

ISHARES TR

-3.10%

Shares52.0K

Event2026-03-31

Filed2026-05-29

IWR

ISHARES TR

-0.66%

Shares95.7K

Event2026-03-31

Filed2026-05-29

ACWI

ISHARES TR

1.20%

Shares61.6K

Event2026-03-31

Filed2026-05-29

IWD

ISHARES TR

-3.29%

Shares36.9K

Event2026-03-31

Filed2026-05-29

VTIP

VANGUARD MALVERN FDS

-3.35%

Shares122.7K

Event2026-03-31

Filed2026-05-29

IWS

ISHARES TR

-1.57%

Shares40.3K

Event2026-03-31

Filed2026-05-29

EFA

ISHARES TR

0.59%

Shares58.4K

Event2026-03-31

Filed2026-05-29

IWN

ISHARES TR

-0.75%

Shares29.5K

Event2026-03-31

Filed2026-05-29

SHW

SHERWIN WILLIAMS CO

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-29

ICSH

ISHARES TR

8.74%

Shares93.6K

Event2026-03-31

Filed2026-05-29

MINT

PIMCO ETF TR

6.04%

Shares42.7K

Event2026-03-31

Filed2026-05-29

VEA

VANGUARD TAX-MANAGED FDS

0.19%

Shares57.9K

Event2026-03-31

Filed2026-05-29

JPST

J P MORGAN EXCHANGE TRADED F

8.19%

Shares64.7K

Event2026-03-31

Filed2026-05-29

IVV

ISHARES TR

0.35%

Shares4.8K

Event2026-03-31

Filed2026-05-29

IJR

ISHARES TR

-10.39%

Shares23.6K

Event2026-03-31

Filed2026-05-29

EMGF

ISHARES INC

-0.54%

Shares45.9K

Event2026-03-31

Filed2026-05-29

VANGUARD INDEX FDS

1.60%

Shares3.8K

Event2026-03-31

Filed2026-05-29

IJH

ISHARES TR

-26.42%

Shares27.6K

Event2026-03-31

Filed2026-05-29

IVE

ISHARES TR

-4.42%

Shares8.3K

Event2026-03-31

Filed2026-05-29

VTI

VANGUARD INDEX FDS

0.02%

Shares5.4K

Event2026-03-31

Filed2026-05-29

BIV

VANGUARD BD INDEX FDS

8.06%

Shares17.0K

Event2026-03-31

Filed2026-05-29

XOM

EXXON MOBIL CORP

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-29

COKE

COCA COLA CONS INC

0.00%

Shares14.8K

Event2026-03-31

Filed2026-05-29

VLO

VALERO ENERGY CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-29

SPY

STATE STR SPDR S&P 500 ETF T

4.06%

Shares1.5K

Event2026-03-31

Filed2026-05-29