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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 1 of 2  ·  22 positions
# 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%
Page 1 of 2  ·  22 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%