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 31 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 8.98% | - | 82,497 | $16.79M | $203.51 | |
| 2 | AAPL | APPLE INC | 7.63% | - | 39,103 | $14.27M | $364.81 | |
| 3 | GLD | SPDR GOLD TR | 6.23% | - | 69,589 | $11.65M | $167.37 | |
| 4 | MCK | MCKESSON CORP | 5.79% | - | 70,539 | $10.82M | $153.42 | |
| 5 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.35% | - | 94,993 | $10M | $105.31 | |
| 6 | DOW | DOW INC | 4.89% | - | 224,184 | $9.14M | $40.76 | |
| 7 | MTH | MERITAGE HOMES CORP | 4.81% | - | 118,187 | $9M | $76.12 | |
| 8 | RUSHA | RUSH ENTERPRISES INC | 4.25% | - | 191,608 | $7.94M | $41.46 | |
| 9 | AVGO | BROADCOM INC | 4.08% | - | 24,153 | $7.62M | $315.61 | |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | 3.88% | - | 123,273 | $7.25M | $58.80 | |
| 11 | UNH | UNITEDHEALTH GROUP INC | 3.79% | - | 24,047 | $7.09M | $294.96 | |
| 12 | CVS | CVS HEALTH CORP | 3.70% | - | 106,548 | $6.92M | $64.97 | |
| 13 | LMT | LOCKHEED MARTIN CORP | 3.69% | - | 18,884 | $6.89M | $364.91 | |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.48% | - | 36,404 | $6.5M | $178.50 | |
| 15 | AMLP | ALPS ETF TR | 3.33% | - | 252,487 | $6.23M | $24.68 | No quote |
| 16 | LEN | LENNAR CORP | 3.04% | - | 92,239 | $5.68M | $61.62 | |
| 17 | BFH | ALLIANCE DATA SYSTEMS CORP | 2.97% | - | 122,886 | $5.55M | $45.12 | |
| 18 | JAZZ | JAZZ PHARMACEUTICALS PLC | 2.94% | - | 49,763 | $5.49M | $110.34 | |
| 19 | NMIH | NMI HLDGS INC | 2.77% | - | 322,516 | $5.19M | $16.08 | |
| 20 | BIIB | BIOGEN INC | 2.55% | - | 17,831 | $4.77M | $267.57 | |
| 21 | TEN | TENNECO INC | 2.28% | - | 564,722 | $4.27M | No quote | No quote |
| 22 | MTZ | MASTEC INC | 2.22% | - | 92,351 | $4.14M | $44.87 | |
| 23 | CCJ | CAMECO CORP | 2.08% | - | 379,581 | $3.89M | $10.25 | |
| 24 | GILD | GILEAD SCIENCES INC | 2.03% | - | 49,415 | $3.8M | $76.94 | |
| 25 | WAB | WABTEC | 1.64% | - | 53,294 | $3.07M | $57.57 | |
| 26 | PFE | PFIZER INC | 0.42% | - | 23,922 | $782K | $32.69 | |
| 27 | GMLP | GOLAR LNG PARTNERS LP | 0.36% | - | 257,367 | $664K | No quote | No quote |
| 28 | MS | MORGAN STANLEY | 0.28% | - | 10,805 | $522K | $48.31 | |
| 29 | EPD | ENTERPRISE PRODS PARTNERS L | 0.24% | - | 24,855 | $452K | $18.19 | |
| 30 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 0.18% | - | 5,981 | $340K | $56.85 | |
| 31 | BMYRT | BRISTOL-MYERS SQUIBB CO | 0.13% | - | 70,121 | $251K | No quote | No quote |