§ 13F · FUND PROFILE
Mullooly Asset Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261M (13F)Positions · 51Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | 244K | $35M | 12.8% | −2% |
| 2 | MTUM | ISHARES TR | 138K | $33M | 12.2% | −2% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 431K | $32M | 11.9% | −1% |
| 4 | IJH | ISHARES TR | 417K | $28M | 10.4% | −1% |
| 5 | SHV | ISHARES TR | 229K | $25M | 9.3% | +3% |
| 6 | VTI | VANGUARD INDEX FDS | 74K | $24M | 8.8% | ±0% |
| 7 | IJR | ISHARES TR | 151K | $19M | 6.9% | −2% |
| 8 | AGG | ISHARES TR | 147K | $15M | 5.4% | +2% |
| 9 | BOND | PIMCO ETF TR | 152K | $14M | 5.2% | +2% |
| 10 | QQQ | INVESCO QQQ TR | 20K | $11M | 4.2% | −4% |
§ 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 $261 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed