Muhlenkamp
As of Q2 2026, Muhlenkamp reported 28 long-equity positions worth $345.25M in aggregate.
Copy-investor backtest
- Latest quarter
- -0.07%
- 1-year
- +30.28%
- 3-year
- +64.16%
- 5-year
- +104.58%
- 3-year vs S&P 500
- -6.86%
- 5-year vs S&P 500
- +29.63%
- 5-year top 5
- +111.89%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-12 from SEC 13F data.
Live quotes available for 28 of 36 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 8.19% | Reduce -0.6% | 125,743 | $16.85M | $133.96 | No quote |
| 2 | AAPL | APPLE INC | 6.05% | Reduce -0.4% | 62,914 | $12.45M | $197.92 | No quote |
| 3 | AZO | AUTOZONE INC | 5.64% | Reduce -0.1% | 10,556 | $11.61M | $1099.47 | No quote |
| 4 | GLD | SPDR GOLD TRUST | 5.37% | Add +0.3% | 82,960 | $11.05M | $133.20 | No quote |
| 5 | BFH | ALLIANCE DATA SYSTEMS CORP | 4.68% | Reduce -0.4% | 68,623 | $9.62M | $140.13 | No quote |
| 6 | MCK | MCKESSON CORP | 4.54% | Reduce -0.3% | 69,428 | $9.33M | $134.38 | No quote |
| 7 | RUSHA | RUSH ENTERPRISES INC | 4.44% | - | 249,899 | $9.13M | $36.52 | No quote |
| 8 | CCJ | CAMECO CORP | 4.41% | Reduce -0.3% | 844,896 | $9.07M | $10.73 | No quote |
| 9 | GILD | GILEAD SCIENCES INC | 4.35% | Reduce -0.3% | 132,551 | $8.96M | $67.56 | No quote |
| 10 | MCHP | MICROCHIP TECHNOLOGY INC | 4.01% | Reduce -0.4% | 95,109 | $8.25M | $86.70 | No quote |
| 11 | FHI | FEDERATED INVS INC PA | 3.91% | Reduce -0.2% | 247,158 | $8.03M | No quote | No quote |
| 12 | AMLP | ALPS ETF TR | 3.74% | Reduce -0.3% | 781,163 | $7.69M | $9.85 | No quote |
| 13 | AVGO | BROADCOM INC | 3.73% | Reduce -0.3% | 26,661 | $7.68M | $287.87 | No quote |
| 14 | UNH | UNITEDHEALTH GROUP INC | 3.55% | Reduce -40.8% | 29,884 | $7.29M | $244.01 | No quote |
| 15 | CELG | CELGENE CORP | 3.17% | Reduce -0.3% | 70,621 | $6.53M | No quote | No quote |
| 16 | DAL | DELTA AIR LINES INC DEL | 3.15% | Reduce -0.2% | 114,330 | $6.49M | $56.75 | No quote |
| 17 | MTH | MERITAGE HOMES CORP | 2.94% | New | 117,704 | $6.04M | $51.34 | No quote |
| 18 | AYI | ACUITY BRANDS INC | 2.88% | Reduce -0.3% | 42,960 | $5.93M | $137.92 | No quote |
| 19 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 2.84% | Reduce -0.3% | 92,163 | $5.84M | $63.39 | No quote |
| 20 | CE | CELANESE CORP DEL | 2.58% | Reduce -50.1% | 49,278 | $5.31M | $107.80 | No quote |
| 21 | JAZZ | JAZZ PHARMACEUTICALS PLC | 2.51% | Reduce -0.3% | 36,203 | $5.16M | $142.56 | No quote |
| 22 | CI | CIGNA CORP NEW | 2.34% | Reduce -0.3% | 30,522 | $4.81M | $157.56 | No quote |
| 23 | BIIB | BIOGEN INC | 2.02% | Reduce -0.3% | 17,780 | $4.16M | $233.86 | No quote |
| 24 | WAB | WABTEC CORP | 1.83% | Reduce -0.3% | 52,521 | $3.77M | $71.76 | No quote |
| 25 | DD | DUPONT DE NEMOURS INC | 1.37% | New | 37,648 | $2.83M | $75.06 | No quote |
| 26 | GMLP | GOLAR LNG PARTNERS LP | 1.31% | Reduce -0.3% | 237,750 | $2.69M | No quote | No quote |
| 27 | PKW | INVESCO EXCHANGE TRADED FD T | 0.96% | Reduce -1.9% | 31,585 | $1.98M | No quote | No quote |
| 28 | NLY | ANNALY CAP MGMT INC | 0.91% | Reduce -0.7% | 205,859 | $1.88M | No quote | No quote |
| 29 | DOW | DOW INC | 0.90% | New | 37,648 | $1.86M | $49.30 | No quote |
| 30 | PFE | PFIZER INC | 0.54% | Add +0.4% | 25,785 | $1.12M | $43.32 | No quote |
| 31 | CTVA | CORTEVA INC | 0.54% | New | 37,648 | $1.11M | $29.56 | No quote |
| 32 | EPD | ENTERPRISE PRODS PARTNERS L | 0.35% | Reduce -1.3% | 24,855 | $718K | $28.89 | No quote |
| 33 | MS | MORGAN STANLEY | 0.23% | - | 10,805 | $473K | $43.78 | No quote |
| 36 | RUSHB | Rush Enterprises CLB | - | Sold | 0 | $0 | No quote | No quote |
| 35 | GME | GAMESTOP CORP NEW CL A | - | Sold | 0 | $0 | No quote | No quote |
| 34 | DWDP | DOWDUPONT INC | - | Sold | 0 | $0 | No quote | No quote |