§ 13F · FUND PROFILE
Mullooly Asset Management, Inc..
AUM · $325M (13F)Positions · 60Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | 232K | $46M | 14.3% | −5% |
| 2 | MTUM | ISHARES TR | 134K | $46M | 14.1% | −3% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 429K | $36M | 11.1% | ±0% |
| 4 | IJH | ISHARES TR | 418K | $32M | 9.9% | ±0% |
| 5 | VTI | VANGUARD INDEX FDS | 75K | $28M | 8.6% | +2% |
| 6 | SHV | ISHARES TR | 249K | $27M | 8.4% | +8% |
| 7 | IJR | ISHARES TR | 149K | $22M | 6.8% | −2% |
| 8 | AGG | ISHARES TR | 161K | $16M | 4.9% | +10% |
| 9 | BOND | PIMCO ETF TR | 167K | $15M | 4.7% | +10% |
| 10 | QQQ | INVESCO QQQ TR | 19K | $14M | 4.4% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MULLOOLY SIGNAL
AC read
Mullooly Asset Management, Inc. is a Other fund managing $325 million in assets. The fund runs a portfolio of 60 positions.
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