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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
Page 1 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 PPG PPG INDS INC Basic Materials 333,378 $10.9M 5.26% SOLD
2 NFLX NETFLIX INC Communication Services 311,771 $9.2M 4.47% SOLD
3 PHO INVESCO EXCHANGE TRADED FD T 9,484 $6.5M 3.13% SOLD
4 CCL CARNIVAL CORP Consumer Cyclical 13,331 $6.4M 3.12% SOLD
5 BAX BAXTER INTL INC Healthcare 158,878 $6.3M 3.03% SOLD
6 SLV ISHARES SILVER TR Financial Services 3,734 $4.0M 1.94% SOLD
7 XLK SELECT SECTOR SPDR TR 44,745 $3.1M 1.51% SOLD
8 BLACKROCK MUNI INCOME TR II 31,466 $2.7M 1.33% SOLD
9 ATLANTA BRAVES HLDGS INC 76,530 $2.7M 1.29% SOLD
10 PLD PROLOGIS INC. Real Estate 22,023 $2.6M 1.25% SOLD
11 DD DUPONT DE NEMOURS INC Basic Materials 47,354 $2.5M 1.23% SOLD
12 HWC HANCOCK WHITNEY CORPORATION Financial Services 17,181 $2.1M 1.02% SOLD
13 VDE VANGUARD WORLD FD 13,939 $1.9M 0.90% SOLD
14 SCHB SCHWAB STRATEGIC TR 18,551 $1.8M 0.87% SOLD
15 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,005 $1.8M 0.86% SOLD
16 KTF DWS MUN INCOME TR NEW Financial Services 9,786 $1.8M 0.86% SOLD
17 IBDS ISHARES TR 25,992 $1.7M 0.83% SOLD
18 GAP GAP INC Consumer Cyclical 3,984 $1.6M 0.75% SOLD
19 CRI CARTERS INC Consumer Cyclical 13,571 $1.5M 0.75% SOLD
20 MAT MATTEL INC Consumer Cyclical 4,640 $1.5M 0.72% SOLD
Page 1 of 5  ·  91 positions
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%