Murphy Capital Management Inc 13F annual report

Murphy Capital Management Inc is an investment fund managing more than $720 million ran by Peter Lewis. There are currently 217 companies in Mr. Lewis’s portfolio. The largest investments include Apple Computer and Spdr S&p 500 Etf Trust, together worth $88.4 million.

Limited to 30 biggest holdings

$720 million Assets Under Management (AUM)

As of 6th July 2022, Murphy Capital Management Inc’s top holding is 407,018 shares of Apple Computer currently worth over $55.6 million and making up 7.7% of the portfolio value. In addition, the fund holds 86,693 shares of Spdr S&p 500 Etf Trust worth $32.7 million. The third-largest holding is Microsoft worth $26.1 million and the next is Invesco Qqq Tr Ser 1 worth $24 million, with 85,476 shares owned.

Currently, Murphy Capital Management Inc's portfolio is worth at least $720 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Murphy Capital Management Inc

The Murphy Capital Management Inc office and employees reside in Bedminster, New Jersey. According to the last 13-F report filed with the SEC, Peter Lewis serves as the President at Murphy Capital Management Inc.

Recent trades

In the most recent 13F filing, Murphy Capital Management Inc revealed that it had opened a new position in Spdr S&p 500 Etf Trust and bought 86,693 shares worth $32.7 million.

The investment fund also strengthened its position in Spdr Health Care by buying 619 additional shares. This makes their stake in Spdr Health Care total 164,273 shares worth $21.1 million.

On the other hand, there are companies that Murphy Capital Management Inc is getting rid of from its portfolio. Murphy Capital Management Inc closed its position in Spdr Sp500 Trust Sr 1 on 13th July 2022. It sold the previously owned 86,140 shares for $38.9 million. Peter Lewis also disclosed a decreased stake in Apple Computer by approximately 0.1%. This leaves the value of the investment at $55.6 million and 407,018 shares.

One of the average hedge funds

The two most similar investment funds to Murphy Capital Management Inc are Linden Capital L.P. and Woodstock Corp. They manage $720 million and $720 million respectively.


Peter Lewis investment strategy

Murphy Capital Management Inc’s portfolio is diversified across 12 sectors. Currently, their heaviest sector is Industrials — making up 6.9% of the total portfolio value. The fund focuses on investments in the United States as 38.2% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 37% of the total holdings value. On the other hand, small-cap stocks make up only 0.9% of the portfolio. The average market cap of the portfolio companies is close to $132 billion.

The complete list of Murphy Capital Management Inc trades based on 13F SEC filings

These positions were updated on July 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Apple Computer
2.61%
407,018
$55,647,000 7.73%
Spdr Sp500 Trust Sr 1
Closed
86,140
$38,904,000
Spdr S&p 500 Etf Trust
Opened
86,693
$32,705,000 4.54%
Invesco Qqq Tr Unit Ser 1
Closed
88,020
$31,910,000
Select Sector Spdr Tr Sbi Cons
Closed
303,422
$41,115,000
Vanguard World Fds Inf Tech Et
Closed
68,812
$28,659,000
Microsoft Corporation
0.83%
101,592
$26,091,000 3.62%
Invesco Qqq Tr Ser 1
Opened
85,476
$23,957,000 3.33%
Consumer Discretionary Spdr
Opened
164,917
$22,672,000 3.15%
Select Sector Spdr Tr Sbi Int-
Closed
565,754
$21,679,000
Vanguard Information Tech E
Opened
66,367
$21,672,000 3.01%
Spdr Health Care
0.38%
164,273
$21,066,000 2.93%
Spdr Industrial Sector
Closed
190,012
$19,567,000
Spdr Us Financial Sectoretf
Opened
563,280
$17,715,000 2.46%
Amazon
1,885.24%
162,234
$17,230,000 2.39%
Sector Spdr Industrial
Opened
188,633
$16,475,000 2.29%
Johnson & Johnson
0.40%
90,121
$15,997,000 2.22%
Technology Select Sect Spdr Et
Closed
86,786
$13,792,000
Home Depot, Inc.
2.09%
46,667
$12,799,000 1.78%
Visa Inc
2.41%
64,170
$12,634,000 1.75%
Berkshire Hathaway Inc Cl B Ne
1.40%
43,491
$11,874,000 1.65%
Select Sector Spdr Tr
Opened
88,487
$11,248,000 1.56%
Alphabet Inc Cap Stk Cl C
1.66%
5,097
$11,149,000 1.55%
Jp Morgan Chase
1.24%
96,206
$10,833,000 1.50%
Procter & Gamble Co.
0.33%
72,611
$10,440,000 1.45%
Sector Spdr Consmrs Stpl
Opened
143,230
$10,338,000 1.44%
Verizon Communications Inc
0.37%
183,985
$9,337,000 1.30%
Mcdonalds
1.97%
37,556
$9,272,000 1.29%
Select Sector Spdr Tr Communic
2.75%
165,216
$8,966,000 1.24%
Meta Platforms Inc
2.14%
54,075
$8,719,000 1.21%
Ishares U.s. Healthcare
1.33%
30,276
$8,142,000 1.13%
Unitedhealth Group Inc
1.93%
15,786
$8,108,000 1.13%
Spdr Energy
9.33%
112,132
$8,018,000 1.11%
Pepsico
1.43%
46,547
$7,757,000 1.08%
First Tr Exch Trd Fd Dj Intern
4.97%
59,743
$7,589,000 1.05%
Chevron Corp.
0.65%
50,756
$7,348,000 1.02%
Raytheon Technologies Com
Closed
72,289
$7,161,000
Exxon Mobil Corp Com
Opened
83,244
$7,129,000 0.99%
Honeywell International Inc
1.45%
39,566
$6,877,000 0.95%
Exxon Mobil Corp.
Closed
83,198
$6,871,000
Raytheon Technologies Corporation
Opened
70,967
$6,820,000 0.95%
Alphabet Inc Cap Stk Cl A
2.21%
3,100
$6,755,000 0.94%
Disney (walt) Co Com Stk
1.00%
69,337
$6,545,000 0.91%
Coca Cola Com
1.52%
100,125
$6,298,000 0.87%
United Parcel Service, Inc.
0.39%
33,593
$6,132,000 0.85%
Spdr Dow Jones Indl Av Ut Ser
1.24%
18,713
$5,760,000 0.80%
Union Pacific Corp.
1.78%
26,757
$5,706,000 0.79%
Spdr Utilities Select
0.53%
78,980
$5,538,000 0.77%
Spdr Materials Sector
0.12%
73,448
$5,405,000 0.75%
Merck & Co Inc New Com
0.13%
56,733
$5,172,000 0.72%
Eli Lilly
3.08%
15,432
$5,003,000 0.69%
Dj Us Healthcare Providers
1.19%
17,218
$4,398,000 0.61%
Vaneck Vectors Etf Tr Biotech
2.21%
30,072
$4,384,000 0.61%
Nestle S A Sponsored Adr
1.27%
37,038
$4,310,000 0.60%
Bank of America Corporation
0.22%
137,305
$4,274,000 0.59%
Vanguard Intl Eqty Idx Allwrld
4.44%
84,222
$4,207,000 0.58%
Pfizer Inc.
0.94%
78,029
$4,091,000 0.57%
Wal-mart Stores
1.80%
32,730
$3,979,000 0.55%
Mmm (3m Company)
2.66%
30,220
$3,910,000 0.54%
Boeing Co.
1.49%
25,740
$3,519,000 0.49%
Trane Technologies Plc Shs
1.42%
26,254
$3,409,000 0.47%
Ishares Tr Dj Pharma Indx
1.01%
17,447
$3,343,000 0.46%
CSX Corp.
2.39%
111,699
$3,246,000 0.45%
Mastercard Incorporated
2.08%
9,816
$3,097,000 0.43%
Lowes Companies
0.34%
17,469
$3,051,000 0.42%
Bristol-Myers Squibb Co.
2.24%
38,715
$2,981,000 0.41%
Vanguard Index Fds S&p 500 Etf
298.30%
8,448
$2,930,000 0.41%
Cisco Systems, Inc.
0.28%
65,678
$2,800,000 0.39%
Hershey Company
3.34%
12,556
$2,701,000 0.38%
Intuitive Surgical Inc
13.74%
13,022
$2,613,000 0.36%
Vanguard Telecom Services Vipe
6.28%
27,626
$2,597,000 0.36%
Ishares Tr Nasdaq Biotech
1.02%
21,744
$2,557,000 0.36%
General Dynamics Corp.
3.07%
11,204
$2,479,000 0.34%
Public Service Enterprise Grou
0.06%
39,148
$2,477,000 0.34%
Ibm
0.42%
17,446
$2,463,000 0.34%
Salesforce Com Inc Com
18.53%
14,905
$2,459,000 0.34%
Dj Us Medical Devices
0.81%
48,706
$2,456,000 0.34%
Lockheed Martin Corp.
18.14%
5,654
$2,430,000 0.34%
American Express Co.
2.83%
16,491
$2,285,000 0.32%
Canadian Pacific Railway Ltd
4.99%
32,221
$2,250,000 0.31%
Comcast Corp Cl A
0.64%
56,847
$2,230,000 0.31%
Fedex Corp
3.37%
9,738
$2,207,000 0.31%
AMGEN Inc.
2.75%
8,857
$2,154,000 0.30%
Stryker Corp.
2.63%
10,530
$2,094,000 0.29%
Air Products & Chemicals Inc.
0.66%
8,594
$2,066,000 0.29%
Abbott Laboratories
1.69%
18,924
$2,056,000 0.29%
Duke Energy Corp.
0.40%
18,993
$2,036,000 0.28%
Cigna Corp.
2.20%
7,501
$1,976,000 0.27%
Dj Us Technology
4.60%
24,564
$1,963,000 0.27%
Aflac Inc.
0.29%
34,600
$1,914,000 0.27%
Altria Group Inc.
33.36%
44,474
$1,857,000 0.26%
Tesla Mtrs Inc Com
No change
2,728
$1,837,000 0.26%
Caterpillar Inc.
3.60%
10,222
$1,827,000 0.25%
Blackrock Inc.
24.32%
2,699
$1,643,000 0.23%
Streettracks Gold Shares
2.40%
9,392
$1,582,000 0.22%
NextEra Energy Inc
1.97%
20,004
$1,549,000 0.22%
Norfolk Southern Corp.
1.15%
6,731
$1,529,000 0.21%
American Wtr Wks Co In Com
1.72%
10,282
$1,529,000 0.21%
Ishares Tr Dj Us Finl Sec
0.09%
21,045
$1,472,000 0.20%
Consolidated Edison, Inc.
4.36%
14,696
$1,397,000 0.19%
Citigroup Inc
2.29%
29,634
$1,362,000 0.19%
AT&T, Inc.
0.38%
64,107
$1,343,000 0.19%
Vanguard World Fds Health Car
11.51%
5,537
$1,303,000 0.18%
Goldman Sachs Group, Inc.
No change
4,366
$1,296,000 0.18%
Dominion Resources
1.53%
16,081
$1,283,000 0.18%
Applied Materials Inc.
12.38%
13,615
$1,238,000 0.17%
Ishares Tr S&p 500 Index
0.54%
3,192
$1,210,000 0.17%
Ishares Inc Core Msci Emkt
3.60%
24,563
$1,205,000 0.17%
Philip Morris Intl Inc Com
0.31%
12,160
$1,200,000 0.17%
Colgate-Palmolive Co.
0.58%
14,830
$1,188,000 0.16%
Kimberly-Clark Corp.
7.25%
8,396
$1,134,000 0.16%
Spdr Series Trust Nyse Tech Et
3.10%
10,944
$1,128,000 0.16%
American Electric Power Company Inc.
1.43%
11,669
$1,119,000 0.16%
Costco Wholesale Corp
3.16%
2,255
$1,080,000 0.15%
Becton Dickinson
0.02%
4,286
$1,056,000 0.15%
Edwards Lifesciences Corp
11.48%
11,053
$1,051,000 0.15%
Msci Eafe
9.41%
16,515
$1,032,000 0.14%
Northrop Grumman Corp.
5.14%
2,031
$971,000 0.13%
Spdr Series Trust S&p Biotech
2.17%
13,050
$969,000 0.13%
Baxter International Inc.
2.33%
14,971
$961,000 0.13%
Mckesson Corporation
No change
2,825
$921,000 0.13%
Russell Midcap Growth
1.75%
11,579
$917,000 0.13%
Abbvie Inc. Com
1.49%
5,847
$895,000 0.12%
General Mills, Inc.
0.86%
11,502
$867,000 0.12%
Intel Corp.
0.28%
22,938
$858,000 0.12%
Vanguard Emerging Markets Vipe
17.81%
18,622
$775,000 0.11%
Ishares Tr Msci Acwi Ex
307.00%
16,280
$732,000 0.10%
Ingersoll-Rand Inc
2.37%
17,134
$721,000 0.10%
L3harris Technologies Com
4.21%
2,955
$714,000 0.10%
Lam Research Corp.
No change
1,650
$703,000 0.10%
American Intl Group Com New
2.83%
13,730
$702,000 0.10%
International Paper Co.
2.96%
16,388
$685,000 0.10%
Dow Inc
1.19%
13,012
$671,000 0.09%
Blackstone Group Inc Com Cl A
3.00%
7,124
$649,000 0.09%
Goldman Sachs Software
4.43%
2,375
$640,000 0.09%
Enterprise Products Partners L
3.56%
25,888
$630,000 0.09%
Southern Company
1.37%
8,787
$626,000 0.09%
T Rowe Price Capital Appreciat
No change
19,649
$622,000 0.09%
Cummins Inc.
3.81%
3,153
$610,000 0.08%
Chubb Corp
0.96%
3,092
$607,000 0.08%
Vaneck Vectors Etf Tr Agribusi
1.09%
6,975
$603,000 0.08%
DuPont de Nemours Inc
0.44%
10,413
$578,000 0.08%
Emerson Electric Co.
5.90%
7,180
$571,000 0.08%
Invesco Exchange Trade Dwa Sta
2.25%
7,265
$570,000 0.08%
Clorox Co.
2.44%
4,000
$563,000 0.08%
Rockwell Automation Inc
0.71%
2,800
$558,000 0.08%
Ishares Tr Core Msci Eafe
17.24%
9,387
$552,000 0.08%
Dj Us Utilities Sector
No change
6,266
$536,000 0.07%
Conocophillips
0.62%
5,928
$532,000 0.07%
Vaneck Vectors Etf Tr Semicond
0.19%
2,580
$525,000 0.07%
Exchange Traded Concep Robo Gl
No change
11,640
$523,000 0.07%
Allegion Pub Ltd Co Ord Shs
2.96%
4,892
$478,000 0.07%
Vanguard Index Fds Mid Cap Etf
95.58%
2,388
$470,000 0.07%
Oracle Corp.
0.57%
6,712
$468,000 0.06%
Spdr Series Trust Portfolio Tl
11.68%
9,560
$444,000 0.06%
Sp 500 Growth
1.18%
7,356
$443,000 0.06%
Sp 400 Midcap
0.21%
1,947
$440,000 0.06%
NVIDIA Corp
21.80%
2,888
$437,000 0.06%
Automatic Data Processing Inc.
4.61%
2,070
$434,000 0.06%
Canadian National Railway Co.
2.53%
3,850
$433,000 0.06%
Dj Us Energy
5.35%
11,314
$431,000 0.06%
Thermo Electron
11.21%
792
$430,000 0.06%
Goldman Sachs Technology
6.43%
1,455
$428,000 0.06%
Unilever Plc Adr
4.20%
9,317
$427,000 0.06%
Vanguard Index Fds Small Cp Et
Opened
2,340
$412,000 0.06%
Russell 2000
45.57%
2,431
$411,000 0.06%
Mondelez International Inc.
0.25%
6,431
$399,000 0.06%
Paypal Hldgs Inc Com
27.00%
5,690
$397,000 0.06%
Eastman Chemical Co
1.67%
4,405
$395,000 0.05%
Deere
15.03%
1,301
$389,000 0.05%
Starbucks Corp.
5.60%
5,074
$387,000 0.05%
Russell 2000 Growth
No change
1,869
$385,000 0.05%
Dimensional Invt Group Us Lgca
0.39%
14,259
$384,000 0.05%
American States Water Co.
2.08%
4,711
$384,000 0.05%
Goldman Sachs Tr Ii Gqg Prtnr
Closed
20,200
$381,000
Vanguard Index Fds Large Cap E
20.45%
2,202
$379,000 0.05%
Wisdomtree Tr Wisdomtree Us Va
0.72%
6,940
$367,000 0.05%
Ishares Tr Gl Clean Ene Etf
7.66%
19,060
$363,000 0.05%
Select Sector Spdr Tr Rl Est S
6.21%
8,707
$355,000 0.05%
Proshares Tr Ultrapro Qqq Etf
Closed
6,070
$353,000
Vanguard Specialized Div App E
0.42%
2,385
$342,000 0.05%
Diageo Adr
1.97%
1,861
$324,000 0.04%
Ishares Tr S&p Gl C Stapl
14.53%
5,500
$318,000 0.04%
Evergy Inc
0.06%
4,840
$315,000 0.04%
Spdr Series Trust S&p Semicndc
19.69%
2,040
$309,000 0.04%
Danaher Corp.
No change
1,210
$306,000 0.04%
Dj Us Basic Materials
No change
2,555
$300,000 0.04%
Vanguard Financial Etf
15.25%
3,862
$298,000 0.04%
Netflix Inc.
20.08%
1,672
$292,000 0.04%
Illinois Tool Works, Inc.
1.58%
1,605
$292,000 0.04%
Vanguard Index Fds Growth Etf
Closed
1,014
$291,000
Schwab Strategic Tr Us Lrg Cap
No change
6,442
$287,000 0.04%
Legg Mason Prtnrs Eqt Invs Val
No change
8,499
$287,000 0.04%
Cvs Corp
3.15%
3,079
$285,000 0.04%
Allstate Corp (The)
4.31%
2,220
$281,000 0.04%
Charles Schwab Corp.
0.34%
4,395
$277,000 0.04%
Magellan Midstream Partners Lp
5.99%
5,802
$277,000 0.04%
Constellation Brands, Inc.
10.69%
1,170
$272,000 0.04%
Eaton Corp Plc Shs
No change
2,150
$270,000 0.04%
American Tower Reit Com
9.61%
1,035
$264,000 0.04%
Middlesex Water Co.
No change
3,000
$263,000 0.04%
Novartis Ag Adr
2.14%
3,055
$258,000 0.04%
BCB Bancorp Inc (NJ)
No change
14,876
$253,000 0.04%
Spdr Series Trust S&p Retail E
2.32%
4,210
$244,000 0.03%
Duke Realty Investments
8.97%
4,415
$242,000 0.03%
Dj Us Transportation
0.09%
1,120
$238,000 0.03%
Sp 500 Value
No change
1,700
$233,000 0.03%
Medtronic
7.18%
2,586
$232,000 0.03%
PPG Industries, Inc.
5.40%
2,015
$230,000 0.03%
Stanley Black & Decker Com
Closed
1,650
$230,000
Mettler Toledo Intl
No change
200
$229,000 0.03%
Corning, Inc.
Closed
6,225
$229,000
Vanguard Value Etf
No change
1,724
$227,000 0.03%
Msci Emerging Market
20.19%
5,587
$224,000 0.03%
Institutional Equity F Largecp
Closed
3,503
$223,000
Vanguard Intl Eqty Idx Eurpean
No change
4,150
$219,000 0.03%
Palantir Technologies Inc.
No change
24,157
$219,000 0.03%
Anthem Inc
No change
450
$217,000 0.03%
Ishares Tr Resident Index
No change
2,705
$216,000 0.03%
Eaton Vance Spl Invt Divd Blrd
0.36%
12,693
$215,000 0.03%
Ishares Tr Hgh Div Eqt Fd
No change
2,133
$214,000 0.03%
Factset Research Systems Inc.
No change
550
$211,000 0.03%
Estee Lauder Cl A
No change
830
$211,000 0.03%
Ishares Tr Rus200 Grw Idx
1.12%
1,685
$211,000 0.03%
Invesco Exchange Trade Dwa Ene
6.61%
5,480
$209,000 0.03%
Ishares Tr Msci Usa Qlt Fct
Closed
1,555
$209,000
Essential Utils Inc Com
6.15%
4,577
$209,000 0.03%
Dj Us Consumer Services
Opened
3,620
$205,000 0.03%
Ishares Tr Core S&p Ttl Stk
Closed
2,011
$202,000
Mfs Ser Tr I Value Fd Cl I
Closed
3,816
$200,000
Prudential Financial, Inc.
No change
2,093
$200,000 0.03%
Powershs Db Multi Sect Db Oil
2.73%
10,700
$195,000 0.03%
Virtus Opportunities T Vontobe
Closed
18,403
$167,000
Fidelity Magellan Fund
No change
15,000
$162,000 0.02%
MiMedx Group, Inc
No change
22,700
$78,000 0.01%
Trillion Energy Intern Com
No change
35,000
$6,000 0.00%
No transactions found
Showing first 500 out of 236 holdings