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Thomas P. Mullooly

Mullooly Asset Management, Inc.

Assets Managed
$270.965M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-0.87%(2Q avg: 2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mullooly Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Mullooly Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 270.965M in assets, with a quarterly growth rate of -0.87% and a 2-quarter average growth rate of 2%. The portfolio is managed by Thomas P. Mullooly, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VLUE
Ishares Msci Usa Value Facto
Recent Activity
Decreased -2.46%
12.8%
$34.657M
243,736 shares@ $142.2 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -2.01%
12.19%
$33.024M
137,593 shares@ $240.02 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.92%
11.94%
$32.35M
430,756 shares@ $75.1 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.39%
10.39%
$28.129M
416,548 shares@ $67.53 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 3.11%
9.35%
$25.322M
229,384 shares@ $110.4 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.34%
8.78%
$23.777M
74,108 shares@ $320.85 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.23%
6.94%
$18.793M
151,182 shares@ $124.31 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.59%
5.38%
$14.569M
146,767 shares@ $99.27 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 2.11%
5.19%
$14.052M
152,271 shares@ $92.29 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.05%
4.23%
$11.458M
19,839 shares@ $577.54 avg price

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