Notify me when MUHLENKAMP & CO INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 28 | $371,820,349 | +$2,431,695 | -$7,415,713 | -$4,984,018 | NEM, AEM, EQT, MTZ, MCK | 13F-HR | 04 Feb 2026, 17:29 |
| Q3 2025 | 31 | $367,897,054 | +$32,768,363 | -$9,693,094 | +$23,075,269 | AEM, EQT, NEM, MTZ, MCK | 13F-HR | 07 Nov 2025, 16:45 |
| Q2 2025 | 26 | $320,484,105 | +$16,145,711 | -$21,554,588 | -$5,408,877 | EQT, MCK, NMIH, RUSHA, BRKB | 13F-HR | 24 Jul 2025, 11:17 |
| Q1 2025 | 26 | $305,649,678 | +$6,619,513 | -$44,440,365 | -$37,820,852 | MCK, EQT, BRKB, RUSHA, NMIH | 13F-HR | 13 May 2025, 16:52 |
| Q4 2024 | 30 | $329,469,156 | +$15,826,889 | $0 | +$15,826,889 | MCK, EQT, RUSHA, BRKB, NMIH | 13F-HR | 13 Feb 2025, 10:35 |
| Q3 2024 | 28 | $326,335,437 | +$434,101 | -$16,080,504 | -$15,646,403 | RUSHA, NMIH, MCK, BRKB, EQT | 13F-HR | 12 Nov 2024, 13:36 |
| Q2 2024 | 29 | $320,433,246 | +$715,812 | -$31,576,863 | -$30,861,051 | MCK, EQT, NMIH, RUSHA, BRKB | 13F-HR | 16 Jul 2024, 19:01 |
| Q1 2024 | 29 | $344,279,219 | +$13,267,036 | $0 | +$13,267,036 | AVGO, MCK, RUSHA, SLB, EQT | 13F-HR | 23 Apr 2024, 11:18 |
| Q4 2023 | 29 | $305,708,761 | +$11,734,665 | -$17,698,363 | -$5,963,698 | RUSHA, MCK, AVGO, EQT, SLB | 13F-HR | 08 Jan 2024, 13:24 |
| Q3 2023 | 31 | $289,753,469 | +$32,200,788 | -$14,998,949 | +$17,201,839 | SLB, EQT, MCK, OXY, RUSHA | 13F-HR | 06 Dec 2023, 11:56 |
| Q2 2023 | 31 | $282,191,357 | +$43,021,545 | -$21,730,938 | +$21,290,607 | EQT, MCK, SLB, MTZ, RUSHA | 13F-HR | 14 Jul 2023, 13:38 |
| Q4 2022 | 27 | $236,039,595 | +$13,625,076 | -$20,075,714 | -$6,450,638 | SLB, EQT, OXY, MCK, PSQ | 13F-HR | 31 Jan 2023, 12:32 |
| Q3 2022 | 27 | $223,961,000 | +$14,071,671 | -$3,428,949 | +$10,642,722 | EQT, OXY, MCK, UNH, SPDN | 13F-HR | 01 Nov 2022, 13:04 |
| Q2 2022 | 28 | $213,553,000 | +$154,806 | -$47,510,706 | -$47,355,900 | EQT, OXY, UNH, MCK, RUSHA | 13F-HR | 18 Jul 2022, 14:46 |
| Q1 2022 | 36 | $287,147,000 | +$14,506,037 | -$31,321,695 | -$16,815,658 | MCK, EQT, DOW, OXY, BRKB | 13F-HR | 01 Apr 2022, 12:44 |
| Q4 2021 | 35 | $286,940,000 | +$21,827,883 | -$15,292,719 | +$6,535,164 | WCC, MCK, MSFT, MCHP, AVGO | 13F-HR | 29 Mar 2022, 12:22 |
| Q3 2021 | 32 | $260,440,000 | +$2,934,000 | -$7,038,735 | -$4,104,735 | WCC, MCHP, RUSHA, MCK, BFH | 13F-HR | 10 Dec 2021, 12:01 |
| Q2 2021 | 33 | $272,608,000 | +$654,283 | -$1,012,000 | -$357,717 | MCHP, DOW, RUSHA, MTZ, WCC | 13F-HR | 18 Aug 2021, 15:12 |
| Q1 2021 | 33 | $209,570,000 | +$6,008,054 | -$29,146,737 | -$23,138,683 | RUSHA, MCHP, DOW, MCK, MTZ | 13F-HR | 18 Aug 2021, 15:05 |
| Q4 2020 | 37 | $248,448,000 | +$34,714,126 | -$4,087,485 | +$30,626,641 | RUSHA, MCHP, DOW, MCK, MTZ | 13F-HR | 11 Feb 2021, 15:40 |
| Q3 2020 | 33 | $193,112,000 | +$12,270,310 | -$8,439,261 | +$3,831,049 | MTH, GLD, DOW, MCK, MCHP | 13F-HR | 13 Nov 2020, 13:31 |
| Q2 2020 | 31 | $186,973,000 | +$27,514,990 | -$65,267,181 | -$37,752,191 | MSFT, AAPL, GLD, MCK, MCHP | 13F-HR | 20 Aug 2020, 14:52 |
| Q4 2019 | 37 | $228,820,000 | +$34,386,304 | -$26,347,895 | +$8,038,409 | AAPL, MSFT, GLD, RUSHA, MCHP | 13F-HR | 20 Feb 2020, 10:30 |
| Q3 2019 | 34 | $205,115,000 | +$24,390,472 | -$26,304,294 | -$1,913,822 | MSFT, AAPL, GLD, RUSHA, MCK | 13F-HR | 27 Nov 2019, 15:23 |
| Q2 2019 | 33 | $205,668,000 | +$11,878,561 | -$19,534,362 | -$7,655,801 | MSFT, AAPL, AZO, GLD, BFH | 13F-HR | 27 Aug 2019, 17:34 |
| Q1 2019 | 32 | $211,056,000 | +$24,083,891 | -$30,482,935 | -$6,399,044 | MSFT, UNH, BFH, AAPL, AZO | 13F-HR | 23 May 2019, 13:12 |
| Q3 2018 | 31 | $232,382,000 | +$6,897,000 | -$47,692,175 | -$40,795,175 | AAPL, MSFT, BFH, UNH, ESRX | 13F-HR | 13 Nov 2018, 12:07 |
| Q2 2018 | 35 | $260,711,000 | +$8,475,923 | -$23,323,270 | -$14,847,347 | AAPL, BFH, MSFT, UNH, TCEHY | 13F-HR | 13 Aug 2018, 09:28 |
| Q1 2018 | 35 | $274,212,000 | +$14,849,916 | -$51,378,602 | -$36,528,686 | ON, GILD, AAPL, BFH, MSFT | 13F-HR | 11 May 2018, 12:57 |
| Q4 2017 | 51 | $324,646,000 | +$18,710,383 | -$11,159,119 | +$7,551,264 | AAPL, ON, MSFT, BFH, GILD | 13F-HR | 14 Feb 2018, 15:18 |
| Q3 2017 | 50 | $301,187,000 | +$18,559,000 | -$37,233,763 | -$18,674,763 | AAPL, ON, GILD, MSFT, BFH | 13F-HR | 13 Nov 2017, 09:35 |
| Q2 2017 | 54 | $304,863,000 | +$8,460,212 | -$18,374,497 | -$9,914,285 | BFH, AAPL, ON, MSFT, GILD | 13F-HR | 11 Aug 2017, 11:09 |
| Q1 2017 | 53 | $308,568,000 | +$30,046,813 | -$34,741,587 | -$4,694,774 | BFH, AAPL, ON, GILD, MSFT | Restatement | 17 May 2017, 11:52 |
| Q4 2016 | 51 | $299,757,000 | +$35,381,707 | -$3,774,898 | +$31,606,809 | BFH, AAPL, ON, GILD, MSFT | 13F-HR | 09 Feb 2017, 14:14 |
| Q3 2016 | 49 | $261,383,000 | +$14,220,014 | -$17,342,794 | -$3,122,780 | BFH, GILD, AAPL, ON, MSFT | 13F-HR | 14 Nov 2016, 07:40 |
| Q2 2016 | 49 | $253,879,000 | +$27,439,338 | -$12,672,464 | +$14,766,874 | BFH, GILD, AAPL, BMY, MSFT | 13F-HR | 09 Aug 2016, 15:19 |
| Q1 2016 | 48 | $242,911,000 | +$30,685,144 | -$89,930,823 | -$59,245,679 | BFH, GILD, AAPL, BMY, MSFT | 13F-HR | 12 May 2016, 08:03 |
| Q4 2015 | 52 | $317,271,000 | +$31,381,764 | -$48,837,110 | -$17,455,346 | BFH, JPM, GILD, CE, MSFT | 13F-HR | 10 Feb 2016, 10:11 |
| Q3 2015 | 58 | $325,415,000 | +$7,265,050 | -$77,710,686 | -$70,445,636 | BFH, JPM, GILD, AAPL, CE | 13F-HR | 09 Nov 2015, 08:23 |
| Q2 2015 | 62 | $444,187,000 | +$29,945,372 | -$68,314,529 | -$38,369,157 | BFH, GILD, JPM, CE, AAPL | 13F-HR | 04 Aug 2015, 09:43 |
| Q1 2015 | 67 | $474,763,000 | +$61,949,350 | -$81,129,204 | -$19,179,854 | BFH, JPM, GILD, AXL, AAPL | 13F-HR | 14 May 2015, 11:55 |
| Q4 2014 | 71 | $498,699,000 | +$45,875,133 | -$124,399,058 | -$78,523,925 | BFH, JPM, GILD, AXL, F113PS | 13F-HR | 13 Feb 2015, 07:12 |
| Q3 2014 | 71 | $553,508,000 | +$35,659,548 | -$29,206,068 | +$6,453,480 | BFH, JPM, DAL, GILD, ORCL | 13F-HR | 14 Nov 2014, 10:08 |
| Q2 2014 | 61 | $566,810,000 | +$39,302,070 | -$55,693,023 | -$16,390,953 | BFH, DAL, JPM, STT, ORCL | 13F-HR | 14 Aug 2014, 16:35 |
| Q1 2014 | 67 | $568,625,000 | +$48,395,342 | -$55,186,428 | -$6,791,086 | BFH, JPM, DAL, STT, ORCL | 13F-HR | 14 May 2014, 15:36 |
| Q4 2013 | 70 | $574,158,000 | $0 | $0 | $0 | BFH, JPM, CELG, SAH, STT | 13F-HR | 14 Feb 2014, 14:02 |