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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENB ENBRIDGE INC Energy 11,519.0 $624K 0.25% NEW $54.21 -7.6%
62 UNP UNION PAC CORP Industrials 2,234.0 $608K 0.25% NEW $272.00 +6.5%
63 HYLS FIRST TR EXCHANGE-TRADED FD 14,743.0 $599K 0.24% NEW $40.65 -0.4%
64 ORCL ORACLE CORP Technology 3,890.0 $570K 0.23% NEW $146.56 +8.4%
65 SDVY FIRST TR EXCHANGE TRADED FD 11,929.0 $515K 0.21% NEW $43.14 +0.7%
66 META META PLATFORMS INC Communication Services 907.0 $511K 0.21% NEW $563.18 +9.5%
67 NVDA NVIDIA CORPORATION Technology 2,491.0 $498K 0.20% NEW $200.11 +15.1%
68 VBR VANGUARD INDEX FDS 2,024.0 $492K 0.20% NEW $242.99 +1.7%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 3,994.0 $466K 0.19% NEW $116.67 +49.4%
70 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,007.0 $461K 0.19% NEW $57.62 +16.0%
71 AXP AMERICAN EXPRESS CO Financial Services 1,350.0 $457K 0.19% NEW $338.34 -3.6%
72 CMI CUMMINS INC Industrials 627.0 $447K 0.18% NEW $713.21 -21.4%
73 ED CONSOLIDATED EDISON INC Utilities 3,992.0 $442K 0.18% NEW $110.63 -3.0%
74 ABBV ABBVIE INC Healthcare 1,630.0 $410K 0.17% NEW $251.64 +1.9%
75 MCD MCDONALDS CORP Consumer Cyclical 1,453.0 $393K 0.16% NEW $270.32 -5.4%
76 VT VANGUARD INTL EQUITY INDEX F 2,276.0 $357K 0.14% NEW $156.98 +3.0%
77 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,000.0 $356K 0.14% NEW $178.24 +8.4%
78 SYY SYSCO CORP Consumer Defensive 4,122.0 $345K 0.14% NEW $83.58 -4.2%
79 CTVA CORTEVA INC Basic Materials 4,003.0 $339K 0.14% NEW $84.69 +3.7%
80 Q QNITY ELECTRONICS INC Technology 2,035.0 $332K 0.14% NEW $163.31 -26.2%
Page 4 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%