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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 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM SCHWAB STRATEGIC TR 59,779.0 $2.2M 0.90% NEW $36.87 -2.8%
22 IWO ISHARES TR 5,404.0 $2.1M 0.86% NEW $393.94 -4.2%
23 IJJ ISHARES TR 14,403.0 $2.1M 0.86% NEW $147.73 +0.3%
24 GPC GENUINE PARTS CO Consumer Cyclical 17,181.0 $2.0M 0.82% NEW $117.98 +17.0%
25 IJH ISHARES TR 25,616.0 $2.0M 0.80% NEW $77.11 -1.6%
26 CAH CARDINAL HEALTH INC Healthcare 7,849.0 $1.9M 0.76% NEW $237.55 +4.1%
27 CVX CHEVRON CORPORATION Energy 11,217.0 $1.9M 0.76% NEW $165.76 +25.8%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 6,033.0 $1.7M 0.69% NEW $281.20 -16.5%
29 VEA VANGUARD TAX-MANAGED FDS 23,230.0 $1.7M 0.67% NEW $71.25 +3.5%
30 IVW ISHARES TR 11,544.0 $1.6M 0.65% NEW $137.53 +2.2%
31 FTSL FIRST TR EXCHANGE-TRADED FD 34,707.0 $1.6M 0.63% NEW $44.75 +0.5%
32 BAC BANK OF AMER CORP Financial Services 25,444.0 $1.4M 0.59% NEW $56.98 +10.0%
33 FVD FIRST TR EXCHANGE-TRADED FD 29,739.0 $1.4M 0.58% NEW $48.18 +4.0%
34 CSCO CISCO SYS INC Technology 12,070.0 $1.4M 0.58% NEW $117.46 -7.0%
35 GOOG ALPHABET INC 3,885.0 $1.4M 0.56% NEW $353.33
36 XOM EXXON MOBIL CORP Energy 9,974.0 $1.4M 0.55% NEW $136.72 +16.6%
37 NNN NNN REIT INC Real Estate 28,796.0 $1.3M 0.54% NEW $46.53 -4.1%
38 AMGN AMGEN INC Healthcare 3,661.0 $1.3M 0.54% NEW $362.12 +20.7%
39 VYM VANGUARD WHITEHALL FDS 8,367.0 $1.3M 0.54% NEW $158.02 +3.9%
40 AFL AFLAC INC Financial Services 11,175.0 $1.3M 0.53% NEW $117.25 -0.0%
Page 2 of 5  ·  98 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 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%