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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 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TXN TEXAS INSTRS INC Technology 10,065.0 $3.0M 1.22% NEW $298.08 -13.3%
22 IVV ISHARES TR 3,966.0 $3.0M 1.21% NEW $748.81 +3.4%
23 VWO VANGUARD INTL EQUITY INDEX F 47,924.0 $2.9M 1.16% NEW $59.69 +2.9%
24 BP BP PLC Energy 76,305.0 $2.8M 1.15% +51K +199.1% $36.95 +18.6%
25 DUK DUKE ENERGY CORP NEW Utilities 22,035.0 $2.8M 1.13% NEW $126.58 -5.0%
26 HEDG SERIES PORTFOLIOS TR 92,945.0 $2.8M 1.13% NEW $30.00 +2.7%
27 IJK ISHARES TR 22,839.0 $2.7M 1.09% NEW $117.50 -3.4%
28 BERKSHIRE HATHAWAY INC DEL 4,941.0 $2.5M 1.00% -78K -94.1% $500.39
29 IWN ISHARES TR 11,049.0 $2.4M 0.99% +984.0 +9.8% $221.20 +1.5%
30 SCHD SCHWAB STRATEGIC TR 75,202.0 $2.4M 0.97% NEW $31.71 +9.7%
31 INTC INTEL CORP Technology 16,959.0 $2.4M 0.96% +17K +10000.0% $139.63 -31.4%
32 OSK OSHKOSH CORP Industrials 14,569.0 $2.2M 0.91% -19K -56.2% $153.48 +2.3%
33 SCHM SCHWAB STRATEGIC TR 59,779.0 $2.2M 0.90% NEW $36.87 -2.8%
34 IWO ISHARES TR 5,404.0 $2.1M 0.86% NEW $393.94 -4.2%
35 IJJ ISHARES TR 14,403.0 $2.1M 0.86% NEW $147.73 +0.3%
36 GPC GENUINE PARTS CO Consumer Cyclical 17,181.0 $2.0M 0.82% NEW $117.98 +17.0%
37 EMR EMERSON ELEC CO Industrials 13,945.0 $2.0M 0.81% -33K -70.0% $143.15 +6.8%
38 IJH ISHARES TR 25,616.0 $2.0M 0.80% NEW $77.11 -1.6%
39 TT TRANE TECHNOLOGIES PLC Industrials 3,984.0 $2.0M 0.80% $491.16 -8.8%
40 CAH CARDINAL HEALTH INC Healthcare 7,849.0 $1.9M 0.76% NEW $237.55 +4.1%
Page 2 of 7  ·  140 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%