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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | Consumer Cyclical | 14,958.0 | $5.3M | 2.14% | -36K | -70.6% | $352.68 | -9.0% |
| 2 | SO | SOUTHERN CO | Utilities | 31,624.0 | $3.0M | 1.23% | -1K | -3.3% | $95.71 | -7.9% |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 4,941.0 | $2.5M | 1.00% | -78K | -94.1% | $500.39 | — |
| 4 | OSK | OSHKOSH CORP | Industrials | 14,569.0 | $2.2M | 0.91% | -19K | -56.2% | $153.48 | +2.3% |
| 5 | EMR | EMERSON ELEC CO | Industrials | 13,945.0 | $2.0M | 0.81% | -33K | -70.0% | $143.15 | +6.8% |
| 6 | QQQ | INVESCO QQQ TR | Financial Services | 2,103.0 | $1.5M | 0.63% | -15K | -87.5% | $736.30 | -2.4% |
| 7 | GOOGL | ALPHABET INC | Communication Services | 3,458.0 | $1.2M | 0.50% | -2K | -31.1% | $357.38 | -5.3% |
| 8 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 1,706.0 | $891K | 0.36% | -7K | -80.0% | $522.39 | +2.2% |
| 9 | CB | CHUBB LIMITED | Financial Services | 2,132.0 | $726K | 0.29% | -1K | -33.8% | $340.74 | +0.2% |
| 10 | PEP | PEPSICO INC | Consumer Defensive | 4,821.0 | $653K | 0.27% | -31K | -86.5% | $135.39 | +1.7% |
| 11 | IYY | ISHARES TR | — | 3,000.0 | $547K | 0.22% | -8K | -72.1% | $182.28 | +2.9% |
| 12 | ESGU | ISHARES TR | — | 3,184.0 | $521K | 0.21% | -8K | -71.6% | $163.67 | +3.1% |
| 13 | EEM | ISHARES TR | — | 7,379.0 | $505K | 0.20% | -14K | -65.7% | $68.41 | +0.4% |
| 14 | MDT | MEDTRONIC PLC | Healthcare | 5,310.0 | $415K | 0.17% | -7K | -55.6% | $78.23 | +20.4% |
| 15 | BK | BANK OF NY MELLON CORP | Financial Services | 2,398.0 | $347K | 0.14% | -140K | -98.3% | $144.61 | -1.9% |
| 16 | TFLO | ISHARES TR | — | 6,092.0 | $308K | 0.12% | -53K | -89.8% | $50.63 | -0.2% |
| 17 | PRU | PRUDENTIAL FINL INC | Financial Services | 2,730.0 | $295K | 0.12% | -23K | -89.5% | $107.95 | +13.0% |
| 18 | MCK | MCKESSON CORP | Healthcare | 374.0 | $283K | 0.12% | -115K | -99.7% | $755.60 | +20.2% |
| 19 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,453.0 | $269K | 0.11% | -2K | -40.9% | $109.78 | -4.4% |
| 20 | ESGD | ISHARES TR | — | 2,576.0 | $265K | 0.11% | -181.0 | -6.6% | $102.81 | +4.4% |
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%