Mullaney, Keating & Wright, Inc.
SEC Form 13F institutional filer · CIK 0002135840
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
93.1%
Mullaney, Keating & Wright, Inc. — $142M AUM allocation strategy
Mullaney, Keating & Wright, Inc. files SEC Form 13F and reports $142M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 39.6%, followed by Materials 3.5% and Financials 1.6%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Mullaney, Keating & Wright, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$142M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +256 sh · −$3.82M+$PG +174 sh · +$28.4K+$BRK.B +68 sh · +$11.4K
Biggest trims (shares)
−$IVV −12.6K sh · −$980K−$VOO −4K sh · −$376K−$IWM −3.29K sh · −$1.11M
Exited to nil (held last quarter, gone now)
$KKR ($250K last qtr)$ABT ($238K last qtr)$CI ($200K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals38.5%—
- Specialty Chemicals3.5%—
- Financial Exchanges & Data1.3%—
- Integrated Oil & Gas0.8%—
- Soft Drinks & Non-alcoholic Beverages0.8%—
- Home Improvement Retail0.8%—
- Oil & Gas Refining & Marketing0.7%—
- Interactive Media & Services0.7%—
- Other holdings53.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 215K | $54.7M | +256 | 38.5% |
| $SHW | Sherwin-Williams Company | 15.5K | $4.96M | +0 | 3.5% |
| $SPGI | S&P Global Inc | 8.28K | $1.75M | -2.77K | 1.2% |
| $XOM | ExxonMobil Holdings Corporation | 6.88K | $1.17M | +0 | 0.8% |
| $KO | Coca-Cola Company | 14.8K | $1.13M | +0 | 0.8% |
| $VLO | Valero Energy Corporation | 4K | $988K | +0 | 0.7% |
…and 26 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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