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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UPS UNITED PARCEL SERVICE INC Industrials 24,701.0 $809K 0.39% NEW $32.75 +201.9%
42 BHP BHP GROUP LTD Basic Materials 8,115.0 $793K 0.38% NEW $97.75 -13.1%
43 PNW PINNACLE WEST CAP CORP Utilities 16,971.0 $782K 0.38% NEW $46.08 +121.2%
44 BLOCK INC 14,227.0 $700K 0.34% NEW $49.21
45 SMMD ISHARES TR 3,584.0 $699K 0.34% NEW $194.91 -55.7%
46 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,793.0 $688K 0.33% NEW $143.53 -65.5%
47 BLNK BLINK CHARGING CO Industrials 3,855.0 $685K 0.33% NEW $177.75 -99.5%
48 MA MASTERCARD INCORPORATED Financial Services 1,950.0 $684K 0.33% NEW $350.71 +42.5%
49 GS GOLDMAN SACHS GROUP INC Financial Services 2,132.0 $665K 0.32% NEW $312.12 +216.6%
50 SPMD SPDR SERIES TRUST 4,947.0 $626K 0.30% NEW $126.56 -49.5%
51 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 16,948.0 $625K 0.30% NEW $36.90 +956.4%
52 AON AON PLC Financial Services 12,200.0 $624K 0.30% NEW $51.13 +534.0%
53 EXC EXELON CORP Utilities 1,635.0 $611K 0.29% NEW $373.44 -87.9%
54 SJM SMUCKER J M CO Consumer Defensive 14,371.0 $602K 0.29% NEW $41.86 +140.0%
55 CRSP CRISPR THERAPEUTICS AG Healthcare 906.0 $598K 0.29% NEW $660.40 -92.4%
56 ANNALY CAPITAL MANAGEMENT IN 11,519.0 $551K 0.27% NEW $47.83
57 ITW ILLINOIS TOOL WKS INC Industrials 1,721.0 $520K 0.25% NEW $302.11 -17.3%
58 F FORD MTR CO Consumer Cyclical 2,234.0 $517K 0.25% NEW $231.32 -94.1%
59 DG DOLLAR GEN CORP NEW Consumer Defensive 5,310.0 $510K 0.25% NEW $96.06 +9.4%
60 EMF TEMPLETON EMERGING MKTS FD Financial Services 3,000.0 $497K 0.24% NEW $165.81 -86.8%
Page 3 of 5  ·  90 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%