Portfolio (Quarterly)
Guide ↗
Murphy, Middleton, Hinkle & Parker, Inc.
· CIK 0001730521| # | 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% |
① 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%