Mullooly Asset Management, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The report lists a total of 57 holdings held by the firm.
The largest position disclosed in the filing is a position in the iShares Core S&P Mid-Cap ETF (Ticker: IJH), where the firm holds 42,831,313 shares. This is followed by the iShares Core S&P Small-Cap ETF (Ticker: IJR), with 14,992,600 shares held. The firm also holds significant positions in the iShares Core U.S. Aggregate Bond ETF (Ticker: AGG), with 183,238 shares, and the iShares Core S&P 500 ETF (Ticker: IVV), with 83,238 shares.
Among individual equities, the firm holds the largest stake in Apple Inc., with 5,104 shares. Other notable individual equity positions include Home Depot Inc. (4,139 shares), Sherwin-Williams Co. (3,169 shares), and O'Reilly Automotive Inc. (17,660 shares). The filing also lists positions in various exchange-traded funds, including the Invesco QQQ Trust (19,182 shares), the Vanguard Total Stock Market ETF (77,803 shares), and the Vanguard International Equity Index Fund (438,357 shares).
