Mullooly Asset Management, Inc.
โขCIK: 1950591โขFiling: Q4 2025
**Mullooly Asset Management, Inc.** manages $273M across a diversified portfolio of 51 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including MTUM ($35.1M), VLUE ($34.2M), and VEU ($32.0M). Significant allocations are also maintained in sector-specific and fixed-income instruments, with VTI ($24.8M) and SHV ($24.5M) rounding out the core equity exposure. This positioning suggests a systematic approach balancing growth potential with defensive asset allocation.
Total AUM
$273.4M
QoQ Performance
+4.9%
Positions
33
Top 10 Concentration
87.1%
Latest Filing
Q4 2025
Top Holdings Allocation
MTUM
VLUE
VEU
IJH
VTI
SHV
IJR
AGG
MTUM12.9%
VLUE12.5%
VEU11.7%
IJH10.2%
VTI9.1%
SHV9.0%
IJR6.8%
AGG5.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.0%
Technology1.5%
Consumer0.8%
Financial0.5%
Materials0.4%
Healthcare0.3%
ETF0.3%
Industrial0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ30 increased
โ9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025