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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 730.0 $311K 0.13% NEW $426.12 -3.6%
82 COF CAPITAL ONE FINL CORP Financial Services 1,537.0 $308K 0.12% NEW $200.64 +9.5%
83 DOW DOW HLDGS INC Basic Materials 11,016.0 $301K 0.12% NEW $27.36 +7.6%
84 NEE NEXTERA ENERGY INC Utilities 3,415.0 $300K 0.12% NEW $87.77 -4.9%
85 IBDR ISHARES TR 12,263.0 $297K 0.12% NEW $24.23 -0.2%
86 T AT&T INC Communication Services 12,599.0 $261K 0.11% NEW $20.70 +24.0%
87 PINNACLE FINL PARTNERS INC 2,487.0 $251K 0.10% NEW $100.86
88 NVS NOVARTIS AG Healthcare 1,540.0 $241K 0.10% NEW $156.72 +2.1%
89 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 20,216.0 $241K 0.10% NEW $11.90 -5.7%
90 CBAN COLONY BANKCORP INC Financial Services 11,963.0 $240K 0.10% NEW $20.09 +8.3%
91 DUPONT DE NEMOURS INC 1,697.0 $230K 0.09% NEW $135.64
92 NSC NORFOLK SOUTHN CORP Industrials 700.0 $220K 0.09% NEW $314.59 +4.7%
93 LMT LOCKHEED MARTIN CORP Industrials 431.0 $220K 0.09% NEW $509.46 +3.1%
94 BLK BLACKROCK INC Financial Services 228.0 $219K 0.09% NEW $961.56 +16.7%
95 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 452.0 $216K 0.09% NEW $477.57 -10.2%
96 MO ALTRIA GROUP INC Consumer Defensive 2,912.0 $210K 0.09% NEW $71.95 -4.3%
97 IEFA ISHARES TR 2,119.0 $205K 0.08% NEW $96.58 +4.7%
98 VGT VANGUARD WORLD FD 1,680.0 $201K 0.08% NEW $119.52 +1.5%
Page 5 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%