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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNAP SNAP INC Communication Services 10,376.0 $258K 0.12% NEW $24.84 -77.4%
82 BLDP BALLARD PWR SYS INC NEW Industrials 4,756.0 $238K 0.12% NEW $50.05 -89.2%
83 LH LABCORP HOLDINGS INC Healthcare 730.0 $233K 0.11% NEW $318.51 -19.7%
84 EWC ISHARES INC 2,185.0 $217K 0.10% NEW $99.19 -40.9%
85 RNP COHEN & STEERS REIT & PFD & Financial Services 2,986.0 $214K 0.10% NEW $71.77 -71.1%
86 DEO DIAGEO PLC Consumer Defensive 1,540.0 $212K 0.10% NEW $137.87 -37.6%
87 OHI OMEGA HEALTHCARE INVS INC Real Estate 431.0 $208K 0.10% NEW $483.67 -90.0%
88 CLX CLOROX CO DEL Consumer Defensive 700.0 $202K 0.10% NEW $288.72 -67.0%
89 SBUX STARBUCKS CORP Consumer Cyclical 13,205.0 $138K 0.07% NEW $10.44 +920.1%
90 STLD STEEL DYNAMICS INC Basic Materials 10,000.0 $100K 0.05% NEW $10.03 +2176.2%
Page 5 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%