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Portfolio (Quarterly) Guide ↗

Murphy, Middleton, Hinkle & Parker, Inc.

· CIK 0001730521
13F Portfolio $246M AUM 140 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 98 New 19 Added 22 Reduced 91 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 367,676.0 $12.4M 5.05% +360K +4585.0% $33.84 +5.0%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,495.0 $7.1M 2.88% +7K +369.1% $746.75 +3.1%
3 JNJ JOHNSON & JOHNSON Healthcare 25,918.0 $6.6M 2.67% +24K +1052.9% $253.97 +8.4%
4 PG PROCTER & GAMBLE CO Consumer Defensive 28,748.0 $4.2M 1.71% +14K +93.2% $146.64 -0.1%
5 KO COCA COLA CO Consumer Defensive 44,891.0 $3.6M 1.48% +40K +777.5% $81.27 +8.4%
6 BP BP PLC Energy 76,305.0 $2.8M 1.15% +51K +199.1% $36.95 +18.6%
7 IWN ISHARES TR 11,049.0 $2.4M 0.99% +984.0 +9.8% $221.20 +1.5%
8 INTC INTEL CORP Technology 16,959.0 $2.4M 0.96% +17K +10000.0% $139.63 -31.4%
9 AMZN AMAZON COM INC Consumer Cyclical 6,766.0 $1.6M 0.66% +281.0 +4.3% $238.34 +8.5%
10 SCHA SCHWAB STRATEGIC TR 43,133.0 $1.6M 0.63% +36K +498.2% $36.13 -4.4%
11 MRK MERCK & CO INC Healthcare 10,472.0 $1.3M 0.55% +6K +154.4% $128.50 +17.0%
12 WM WASTE MGMT INC DEL Industrials 5,538.0 $1.2M 0.50% +3K +115.0% $222.87 -1.7%
13 SCHF SCHWAB STRATEGIC TR 41,153.0 $1.1M 0.46% +30K +271.7% $27.70 +3.2%
14 VZ VERIZON COMMUNICATIONS INC Communication Services 22,009.0 $932K 0.38% +16K +289.1% $42.34 +18.4%
15 SCHE SCHWAB STRATEGIC TR 24,242.0 $879K 0.36% +4K +16.9% $36.26 +3.6%
16 TFC TRUIST FINL CORP Financial Services 14,179.0 $706K 0.29% +9K +202.1% $49.82 +3.7%
17 INGERSOLL RAND INC 5,534.0 $454K 0.18% +3K +84.3% $82.00
18 IJR ISHARES TR 2,847.0 $422K 0.17% +3K +1206.0% $148.31 -2.0%
19 TMFC RBB FD INC 2,986.0 $227K 0.09% +710.0 +31.2% $76.16 +4.3%

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 23.1%
Technology 16.0%
Industrials 14.6%
Healthcare 12.9%
Consumer Defensive 11.8%
Consumer Cyclical 6.8%
Utilities 5.7%
Energy 4.7%
Communication Services 3.0%
Real Estate 0.9%