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Portfolio (Quarterly) Guide ↗

Murphy, Middleton, Hinkle & Parker, Inc.

· CIK 0001730521
13F Portfolio $207M AUM 133 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 90 New 24 Added 19 Reduced 95 Exited
Page 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS GOLDMAN SACHS GROUP INC Financial Services 2,132.0 $665K 0.32% NEW $312.12 +216.6%
82 SPMD SPDR SERIES TRUST 4,947.0 $626K 0.30% NEW $126.56 -49.5%
83 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 16,948.0 $625K 0.30% NEW $36.90 +956.4%
84 AON AON PLC Financial Services 12,200.0 $624K 0.30% NEW $51.13 +534.0%
85 EXC EXELON CORP Utilities 1,635.0 $611K 0.29% NEW $373.44 -87.9%
86 SJM SMUCKER J M CO Consumer Defensive 14,371.0 $602K 0.29% NEW $41.86 +140.0%
87 CRSP CRISPR THERAPEUTICS AG Healthcare 906.0 $598K 0.29% NEW $660.40 -92.4%
88 ANNALY CAPITAL MANAGEMENT IN 11,519.0 $551K 0.27% NEW $47.83
89 ITW ILLINOIS TOOL WKS INC Industrials 1,721.0 $520K 0.25% NEW $302.11 -17.3%
90 F FORD MTR CO Consumer Cyclical 2,234.0 $517K 0.25% NEW $231.32 -94.1%
91 DG DOLLAR GEN CORP NEW Consumer Defensive 5,310.0 $510K 0.25% NEW $96.06 +9.4%
92 EMR EMERSON ELEC CO Industrials 46,467.0 $506K 0.24% +32K +229.1% $10.88 +1139.9%
93 EMF TEMPLETON EMERGING MKTS FD Financial Services 3,000.0 $497K 0.24% NEW $165.81 -86.8%
94 RF REGIONS FINANCIAL CORP NEW Financial Services 1,306.0 $483K 0.23% NEW $370.04 -92.6%
95 MJ AMPLIFY ETF TR 3,184.0 $474K 0.23% NEW $148.98 -82.7%
96 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 714.0 $467K 0.23% NEW $653.57 -97.4%
97 PENN PENN ENTERTAINMENT INC Consumer Cyclical 1,453.0 $444K 0.21% NEW $305.64 -94.5%
98 PSKY PARAMOUNT SKYDANCE CORP Communication Services 8,207.0 $443K 0.21% NEW $53.94 -81.2%
99 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,534.0 $438K 0.21% NEW $79.22 +162.2%
100 SPY SPDR S&P 500 ETF TR Financial Services 2,024.0 $429K 0.21% -7K -78.7% $211.79 +250.7%
Page 5 of 7  ·  133 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 24.7%
Consumer Cyclical 16.3%
Basic Materials 11.0%
Industrials 11.0%
Healthcare 9.5%
Communication Services 8.5%
Consumer Defensive 7.7%
Technology 5.6%
Real Estate 2.2%
Energy 1.8%