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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EMR EMERSON ELEC CO Industrials 46,467.0 $506K 0.24% +32K +229.1% $10.88 +1139.9%
22 IYY ISHARES TR 10,743.0 $251K 0.12% +8K +258.1% $23.38 +670.8%
23 MDT MEDTRONIC PLC Healthcare 11,963.0 $213K 0.10% +7K +125.3% $17.82 +338.6%
24 PAYX PAYCHEX INC Industrials 3,003.0 $201K 0.10% +630.0 +26.6% $67.03 +40.6%
Page 2 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%