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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 3,458.0 $1.2M 0.50% -2K -31.1% $357.38 -5.3%
62 WM WASTE MGMT INC DEL Industrials 5,538.0 $1.2M 0.50% +3K +115.0% $222.87 -1.7%
63 GD GENERAL DYNAMICS CORP Industrials 3,220.0 $1.1M 0.46% NEW $354.21 +1.5%
64 SCHF SCHWAB STRATEGIC TR 41,153.0 $1.1M 0.46% +30K +271.7% $27.70 +3.2%
65 GE GE AEROSPACE Industrials 2,996.0 $1.1M 0.46% NEW $373.67 -9.8%
66 MMM 3M CO Industrials 6,462.0 $1.0M 0.42% NEW $161.92 +4.1%
67 QCOM QUALCOMM INC Technology 5,658.0 $1.0M 0.42% NEW $184.78 -8.7%
68 TGT TARGET CORP Consumer Defensive 7,945.0 $1.0M 0.42% NEW $130.61 +25.9%
69 JPM JPMORGAN CHASE & CO Financial Services 3,106.0 $1.0M 0.41% NEW $327.31 +9.6%
70 IVE ISHARES TR 4,118.0 $935K 0.38% NEW $227.05 +4.3%
71 VZ VERIZON COMMUNICATIONS INC Communication Services 22,009.0 $932K 0.38% +16K +289.1% $42.34 +18.4%
72 DIA STATE STR SPDR DOW JONES IND Financial Services 1,706.0 $891K 0.36% -7K -80.0% $522.39 +2.2%
73 SCHE SCHWAB STRATEGIC TR 24,242.0 $879K 0.36% +4K +16.9% $36.26 +3.6%
74 GEV GE VERNOVA INC Utilities 714.0 $839K 0.34% NEW $1174.86 -19.8%
75 EMB ISHARES TR 8,682.0 $837K 0.34% NEW $96.44 -2.0%
76 MRSH MARSH & MCLENNAN COS INC Financial Services 5,021.0 $837K 0.34% NEW $166.67 +11.4%
77 IWM ISHARES TR 2,663.0 $800K 0.33% NEW $300.44 -1.5%
78 PFE PFIZER INC Healthcare 33,101.0 $797K 0.32% NEW $24.08 +18.1%
79 IDA IDACORP INC Utilities 4,947.0 $748K 0.30% NEW $151.30 -10.3%
80 CB CHUBB LIMITED Financial Services 2,132.0 $726K 0.29% -1K -33.8% $340.74 +0.2%
Page 4 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%