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 30 of 36 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 7.51% | Reduce -11.9% | 110,728 | $15.4M | $139.03 | No quote |
| 2 | AAPL | APPLE INC | 6.87% | Add +0.0% | 62,923 | $14.09M | $223.97 | No quote |
| 3 | GLD | SPDR GOLD TRUST | 5.62% | - | 82,960 | $11.52M | $138.87 | No quote |
| 4 | RUSHA | RUSH ENTERPRISES INC | 4.70% | - | 249,899 | $9.64M | $38.58 | No quote |
| 5 | MCK | MCKESSON CORP | 4.70% | Add +1.6% | 70,538 | $9.64M | $136.66 | No quote |
| 6 | MCHP | MICROCHIP TECHNOLOGY INC | 4.31% | Add +0.0% | 95,119 | $8.84M | $92.92 | No quote |
| 7 | BFH | ALLIANCE DATA SYSTEMS CORP | 4.29% | Add +0.0% | 68,640 | $8.8M | $128.13 | No quote |
| 8 | GILD | GILEAD SCIENCES INC | 4.10% | Add +0.0% | 132,609 | $8.41M | $63.38 | No quote |
| 9 | MTH | MERITAGE HOMES CORP | 4.04% | Add +0.1% | 117,765 | $8.29M | $70.35 | No quote |
| 10 | CCJ | CAMECO CORP | 3.91% | Add +0.0% | 844,996 | $8.03M | $9.50 | No quote |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.68% | New | 36,322 | $7.56M | $208.03 | No quote |
| 12 | LMT | LOCKHEED MARTIN CORP | 3.59% | New | 18,888 | $7.37M | $390.04 | No quote |
| 13 | AMLP | ALPS ETF TR | 3.48% | Add +0.1% | 781,601 | $7.14M | $9.14 | No quote |
| 14 | CELG | CELGENE CORP | 3.42% | Add +0.1% | 70,655 | $7.02M | No quote | No quote |
| 15 | NLY | ANNALY CAP MGMT INC | 3.26% | Add +268.6% | 758,735 | $6.68M | No quote | No quote |
| 16 | DAL | DELTA AIR LINES INC DEL | 3.21% | - | 114,330 | $6.59M | $57.60 | No quote |
| 17 | CE | CELANESE CORP DEL | 2.94% | Reduce -0.0% | 49,263 | $6.02M | $122.28 | No quote |
| 18 | AYI | ACUITY BRANDS INC | 2.82% | Add +0.0% | 42,970 | $5.79M | $134.79 | No quote |
| 19 | AVGO | BROADCOM INC | 2.72% | Reduce -24.3% | 20,173 | $5.57M | $276.06 | No quote |
| 20 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 2.71% | Add +0.1% | 92,225 | $5.56M | $60.27 | No quote |
| 21 | JAZZ | JAZZ PHARMACEUTICALS PLC | 2.26% | Add +0.1% | 36,242 | $4.64M | $128.14 | No quote |
| 22 | CI | CIGNA CORP NEW | 2.26% | - | 30,522 | $4.63M | $151.79 | No quote |
| 23 | CVS | CVS HEALTH CORP | 2.15% | New | 70,035 | $4.42M | $63.07 | No quote |
| 24 | AZO | AUTOZONE INC | 2.02% | Reduce -63.7% | 3,829 | $4.15M | $1084.62 | No quote |
| 25 | BIIB | BIOGEN INC | 2.02% | Reduce -0.0% | 17,774 | $4.14M | $232.81 | No quote |
| 26 | WAB | WABTEC CORP | 1.84% | Add +0.1% | 52,547 | $3.78M | $71.86 | No quote |
| 27 | GMLP | GOLAR LNG PARTNERS LP | 1.11% | Reduce -0.1% | 237,620 | $2.28M | No quote | No quote |
| 28 | UNH | UNITEDHEALTH GROUP INC | 1.09% | Reduce -65.5% | 10,322 | $2.24M | $217.30 | No quote |
| 29 | PKW | INVESCO EXCHANGE TRADED FD T | 0.96% | Reduce -0.6% | 31,400 | $1.97M | No quote | No quote |
| 30 | DOW | DOW INC | 0.87% | - | 37,648 | $1.79M | $47.65 | No quote |
| 31 | CTVA | CORTEVA INC | 0.51% | - | 37,648 | $1.05M | $28.00 | No quote |
| 32 | PFE | PFIZER INC | 0.45% | Reduce -0.4% | 25,689 | $923K | $35.93 | No quote |
| 33 | EPD | ENTERPRISE PRODS PARTNERS L | 0.35% | - | 24,855 | $710K | $28.57 | No quote |
| 34 | MS | MORGAN STANLEY | 0.22% | - | 10,805 | $461K | $42.67 | No quote |
| 36 | FHI | FEDERATED INVS INC PA | - | Sold | 0 | $0 | No quote | No quote |
| 35 | DD | DUPONT DE NEMOURS INC | - | Sold | 0 | $0 | No quote | No quote |