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Portfolio (Quarterly) Guide ↗

Murphy, Middleton, Hinkle & Parker, Inc.

· CIK 0001730521
13F Portfolio $207M AUM 133 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 90 New 24 Added 19 Reduced 95 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 83,297.0 $8.0M 3.87% +79K +1665.5% $96.03
2 BK BANK NEW YORK MELLON CORP Financial Services 142,191.0 $6.1M 2.93% +140K +5829.6% $42.57 +226.5%
3 HD HOME DEPOT INC Consumer Cyclical 50,912.0 $5.7M 2.74% +36K +246.8% $111.41 +181.6%
4 PRU PRUDENTIAL FINL INC Financial Services 25,921.0 $5.4M 2.60% +23K +846.7% $206.95 -50.1%
5 DIA SPDR DOW JONES INDL AVERAGE Financial Services 8,518.0 $5.1M 2.49% +7K +399.3% $603.29 -16.6%
6 BLACKROCK MUNI INCOME TR II 31,466.0 $2.7M 1.33% +18K +138.3% $87.20
7 DD DUPONT DE NEMOURS INC Basic Materials 47,354.0 $2.5M 1.23% +42K +825.6% $53.76 -12.3%
8 QQQ INVESCO QQQ TR Financial Services 16,818.0 $2.4M 1.17% +15K +694.4% $143.31 +398.6%
9 MCK MCKESSON CORP Healthcare 115,852.0 $2.0M 0.98% +115K +10000.0% $17.50 +4280.0%
10 TFLO ISHARES TR 59,417.0 $1.8M 0.86% +53K +875.3% $30.07 +68.2%
11 IWN ISHARES TR 10,065.0 $1.7M 0.84% +283.0 +2.9% $173.49 +20.9%
12 ESGU ISHARES TR 11,228.0 $1.7M 0.83% +8K +252.6% $152.40 +6.2%
13 PEP PEPSICO INC Consumer Defensive 35,603.0 $1.6M 0.79% +31K +622.3% $45.88 +224.4%
14 HON HONEYWELL INTL INC Industrials 11,539.0 $1.4M 0.69% +5K +64.9% $123.26 +81.6%
15 CB CHUBB LIMITED Financial Services 3,219.0 $1.1M 0.52% +1K +51.0% $336.61 -1.9%
16 GOOGL ALPHABET INC Communication Services 5,021.0 $931K 0.45% +2K +52.9% $185.52 +109.0%
17 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,148.0 $880K 0.43% +2K +96.1% $212.04 -53.4%
18 EEM ISHARES TR 21,508.0 $876K 0.42% +14K +191.5% $40.73 +62.1%
19 SO SOUTHERN CO Utilities 32,716.0 $815K 0.39% +897.0 +2.8% $24.90 +276.0%
20 ESGD ISHARES TR 2,757.0 $679K 0.33% +181.0 +7.0% $246.13 -58.2%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.7%
Consumer Cyclical 16.3%
Basic Materials 11.0%
Industrials 11.0%
Healthcare 9.5%
Communication Services 8.5%
Consumer Defensive 7.7%
Technology 5.6%
Real Estate 2.2%
Energy 1.8%