Portfolio (Quarterly)
Guide ↗
Murphy, Middleton, Hinkle & Parker, Inc.
· CIK 0001730521| # | 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% |
① 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%