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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 USFD US FOODS HLDG CORP Consumer Defensive 3,331 $267K 0.13% SOLD
82 SNAP SNAP INC Communication Services 10,376 $258K 0.12% SOLD
83 BLDP BALLARD PWR SYS INC NEW Industrials 4,756 $238K 0.12% SOLD
84 LH LABCORP HOLDINGS INC Healthcare 730 $233K 0.11% SOLD
85 EWC ISHARES INC 2,185 $217K 0.10% SOLD
86 RNP COHEN & STEERS REIT & PFD & Financial Services 2,986 $214K 0.10% SOLD
87 DEO DIAGEO PLC Consumer Defensive 1,540 $212K 0.10% SOLD
88 OHI OMEGA HEALTHCARE INVS INC Real Estate 431 $208K 0.10% SOLD
89 CLX CLOROX CO DEL Consumer Defensive 700 $202K 0.10% SOLD
90 SBUX STARBUCKS CORP Consumer Cyclical 13,205 $138K 0.07% SOLD
91 STLD STEEL DYNAMICS INC Basic Materials 10,000 $100K 0.05% SOLD
Page 5 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%