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MUHLENKAMP & CO INC

AUM: $344.80 M

13-F Portfolio Value: $379.79 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 56.12%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
FRDM	EA SERIES TRUST	3.41%	236,825	$12,942,486	236,825	New	$54.65	13F
XOM	EXXON MOBIL CORP	0.07%	1,640	$278,242	1,640	New	$169.66	13F