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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO Communication Services 13,579.0 $1.3M 0.53% NEW $96.25 +9.4%
42 WFC WELLS FARGO & CO Financial Services 15,351.0 $1.3M 0.52% NEW $82.64 +8.9%
43 GD GENERAL DYNAMICS CORP Industrials 3,220.0 $1.1M 0.46% NEW $354.21 +1.5%
44 GE GE AEROSPACE Industrials 2,996.0 $1.1M 0.46% NEW $373.67 -9.8%
45 MMM 3M CO Industrials 6,462.0 $1.0M 0.42% NEW $161.92 +4.1%
46 QCOM QUALCOMM INC Technology 5,658.0 $1.0M 0.42% NEW $184.78 -8.7%
47 TGT TARGET CORP Consumer Defensive 7,945.0 $1.0M 0.42% NEW $130.61 +25.9%
48 JPM JPMORGAN CHASE & CO Financial Services 3,106.0 $1.0M 0.41% NEW $327.31 +9.6%
49 IVE ISHARES TR 4,118.0 $935K 0.38% NEW $227.05 +4.3%
50 GEV GE VERNOVA INC Utilities 714.0 $839K 0.34% NEW $1174.86 -19.8%
51 EMB ISHARES TR 8,682.0 $837K 0.34% NEW $96.44 -2.0%
52 MRSH MARSH & MCLENNAN COS INC Financial Services 5,021.0 $837K 0.34% NEW $166.67 +11.4%
53 IWM ISHARES TR 2,663.0 $800K 0.33% NEW $300.44 -1.5%
54 PFE PFIZER INC Healthcare 33,101.0 $797K 0.32% NEW $24.08 +18.1%
55 IDA IDACORP INC Utilities 4,947.0 $748K 0.30% NEW $151.30 -10.3%
56 V VISA INC Financial Services 2,004.0 $688K 0.28% NEW $343.09 +9.3%
57 IWB ISHARES TR 1,635.0 $670K 0.27% NEW $409.50 +2.9%
58 FLO FLOWERS FOODS INC Consumer Defensive 80,034.0 $632K 0.26% NEW $7.90 -20.6%
59 VBK VANGUARD INDEX FDS 1,721.0 $629K 0.26% NEW $365.70 -4.4%
60 FMB FIRST TR EXCH TRADED FD III 12,200.0 $627K 0.26% NEW $51.37 -3.3%
Page 3 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%