Mullooly-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "GILD",
  "HD",
  null,
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "ORLY",
  "IJR",
  "ORCL",
  null,
  null,
  "AAPL",
  "SPY",
  null,
  "SHW",
  "SNA",
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "VEU",
  "VTEB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  "BRK-B",
  "COST",
  "USMV",
  "NKE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 47
Total Value: 220371845
Accession Number: 0001085146-25-003225
Form Type: 13F-HR/A
CIK: mullooly-asset-management
Manager Name: Mullooly-Asset-Management

Data Enrichment

60% identified

28 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $220.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:296

Value:$280.0K

% of Portfolio:0.1% ($280.0K/$220.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:485

Value:$271.6K

% of Portfolio:0.1% ($271.6K/$220.4M)

AMAZON COM INC

AMZN|023135106

Shares:1.4K

Value:$266.4K

% of Portfolio:0.1% ($266.4K/$220.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:457

Value:$243.4K

% of Portfolio:0.1% ($243.4K/$220.4M)

NIKE, Inc.

NKE|654106103

Shares:3.4K

Value:$213.3K

% of Portfolio:0.1% ($213.3K/$220.4M)

78468R739

Shares:4.4K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$220.4M)

ORACLE CORP

ORCL|68389X105

Shares:1.5K

Value:$203.5K

% of Portfolio:0.1% ($203.5K/$220.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	296	QoQ- YoY-	All Managers (Combined)	$280.0K	0.1% ($280.0K/$220.4M)	QoQ- YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	485	QoQ- YoY-	All Managers (Combined)	$271.6K	0.1% ($271.6K/$220.4M)	QoQ- YoY-
AMAZON COM INC(AMZNcusip023135106)	1.4K	QoQ- YoY-	All Managers (Combined)	$266.4K	0.1% ($266.4K/$220.4M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	457	QoQ- YoY-	All Managers (Combined)	$243.4K	0.1% ($243.4K/$220.4M)	QoQ- YoY-
NIKE, Inc.(NKEcusip654106103)	3.4K	QoQ- YoY-	All Managers (Combined)	$213.3K	0.1% ($213.3K/$220.4M)	QoQ- YoY-
(cusip78468R739)✕	4.4K	QoQ- YoY-	All Managers (Combined)	$208.6K	0.1% ($208.6K/$220.4M)	QoQ- YoY-
ORACLE CORP(ORCLcusip68389X105)	1.5K	QoQ- YoY-	All Managers (Combined)	$203.5K	0.1% ($203.5K/$220.4M)	QoQ- YoY-