Murphy & Mullick Capital Management Corp PGHY — INVESCO GLOBAL EX US

Ownership history in Murphy & Mullick Capital Management Corp  ·  6 quarters on record

AI Ownership Summary

Murphy & Mullick Capital Management Corp reported INVESCO GLOBAL EX US (PGHY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2024 Q4. The latest visible filing shows PGHY at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PGHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Murphy & Mullick Capital Management Corp's position in INVESCO GLOBAL EX US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PGHY was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PGHY stock page Murphy & Mullick Capital Management Corp fund profile Murphy & Mullick Capital Management Corp full holdings
How Murphy & Mullick Capital Management Corp held PGHY — position size vs. price
% of Fund (quarterly)    PGHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,928 — 0% 0.13% $173K 2026-04-17 $19.72
2025 Q4 REDUCED 33.5% -0.8% ✅ 8,928 -4,491 -33.5% 0.13% $178K 2026-02-10 $19.50
2025 Q3 REDUCED 7.5% +1.5% ❌ 13,419 -1,085 -7.5% 0.20% $268K 2025-11-07 $19.13
2025 Q2 REDUCED 14.3% +2.3% ❌ 14,504 -2,417 -14.3% 0.23% $288K 2025-08-14 $18.90
2025 Q1 REDUCED 6.2% +2.1% ❌ 16,921 -1,115 -6.2% 0.32% $335K 2025-05-14 $18.24
2024 Q4 INITIATED — — — 18,036 — — 0.33% $354K 2025-02-12 $18.04

🏢 Other funds also holding PGHY

As of 2026 Q1 — sorted by position size

Whitcomb & Hess, Inc. 3Y 3.24% Insight Wealth Strategies, LLC 3Y 7Y 1.8% Philadelphia Investment Partners, LLC 1.37% Inspire Advisors, LLC 3Y 1.05% Sound Income Strategies, LLC 3Y 7Y 0.7% Sowell Financial Services LLC 3Y 7Y 0.63% Royal Fund Management, LLC 3Y 0.48% APS Management Group, Inc. 0.4% HORIZON FINANCIAL SERVICES, LLC 3Y 0.28% GREENBERG FINANCIAL GROUP 0.27%

FAQ About Murphy & Mullick Capital Management Corp and PGHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Murphy & Mullick Capital Management Corp reported owning PGHY?

Murphy & Mullick Capital Management Corp reported PGHY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PGHY position in Murphy & Mullick Capital Management Corp's portfolio?

The largest reported portfolio weight for PGHY was 0.33% in 2024 Q4.

What is the latest reported PGHY position on this page?

The most recent filing on this page is 2026 Q1, when Murphy & Mullick Capital Management Corp reported 8,928 shares, equal to 0.13% of portfolio, with an estimated market value of $173K.

What does the chart on this PGHY ownership page compare?

The chart compares Murphy & Mullick Capital Management Corp's quarterly PGHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Murphy & Mullick Capital Management Corp time their PGHY position?

Based on 13F filing dates vs. subsequent PGHY price moves, Murphy & Mullick Capital Management Corp correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on PGHY relative to SPY over the holding period was -7.2%.

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