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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TFC TRUIST FINL CORP Financial Services 14,179.0 $706K 0.29% +9K +202.1% $49.82 +3.7%
82 V VISA INC Financial Services 2,004.0 $688K 0.28% NEW $343.09 +9.3%
83 IWB ISHARES TR 1,635.0 $670K 0.27% NEW $409.50 +2.9%
84 PEP PEPSICO INC Consumer Defensive 4,821.0 $653K 0.27% -31K -86.5% $135.39 +1.7%
85 FLO FLOWERS FOODS INC Consumer Defensive 80,034.0 $632K 0.26% NEW $7.90 -20.6%
86 VBK VANGUARD INDEX FDS 1,721.0 $629K 0.26% NEW $365.70 -4.4%
87 FMB FIRST TR EXCH TRADED FD III 12,200.0 $627K 0.26% NEW $51.37 -3.3%
88 ENB ENBRIDGE INC Energy 11,519.0 $624K 0.25% NEW $54.21 -7.6%
89 UNP UNION PAC CORP Industrials 2,234.0 $608K 0.25% NEW $272.00 +6.5%
90 HYLS FIRST TR EXCHANGE-TRADED FD 14,743.0 $599K 0.24% NEW $40.65 -0.4%
91 ORCL ORACLE CORP Technology 3,890.0 $570K 0.23% NEW $146.56 +8.4%
92 IYY ISHARES TR 3,000.0 $547K 0.22% -8K -72.1% $182.28 +2.9%
93 ESGU ISHARES TR 3,184.0 $521K 0.21% -8K -71.6% $163.67 +3.1%
94 SDVY FIRST TR EXCHANGE TRADED FD 11,929.0 $515K 0.21% NEW $43.14 +0.7%
95 META META PLATFORMS INC Communication Services 907.0 $511K 0.21% NEW $563.18 +9.5%
96 EEM ISHARES TR 7,379.0 $505K 0.20% -14K -65.7% $68.41 +0.4%
97 NVDA NVIDIA CORPORATION Technology 2,491.0 $498K 0.20% NEW $200.11 +15.1%
98 VBR VANGUARD INDEX FDS 2,024.0 $492K 0.20% NEW $242.99 +1.7%
99 PLTR PALANTIR TECHNOLOGIES INC Technology 3,994.0 $466K 0.19% NEW $116.67 +49.4%
100 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,007.0 $461K 0.19% NEW $57.62 +16.0%
Page 5 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%