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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 6 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 1,350.0 $457K 0.19% NEW $338.34 -3.6%
102 INGERSOLL RAND INC 5,534.0 $454K 0.18% +3K +84.3% $82.00
103 CMI CUMMINS INC Industrials 627.0 $447K 0.18% NEW $713.21 -21.4%
104 ED CONSOLIDATED EDISON INC Utilities 3,992.0 $442K 0.18% NEW $110.63 -3.0%
105 IJR ISHARES TR 2,847.0 $422K 0.17% +3K +1206.0% $148.31 -2.0%
106 MDT MEDTRONIC PLC Healthcare 5,310.0 $415K 0.17% -7K -55.6% $78.23 +20.4%
107 ABBV ABBVIE INC Healthcare 1,630.0 $410K 0.17% NEW $251.64 +1.9%
108 MCD MCDONALDS CORP Consumer Cyclical 1,453.0 $393K 0.16% NEW $270.32 -5.4%
109 VT VANGUARD INTL EQUITY INDEX F 2,276.0 $357K 0.14% NEW $156.98 +3.0%
110 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,000.0 $356K 0.14% NEW $178.24 +8.4%
111 BK BANK OF NY MELLON CORP Financial Services 2,398.0 $347K 0.14% -140K -98.3% $144.61 -1.9%
112 SYY SYSCO CORP Consumer Defensive 4,122.0 $345K 0.14% NEW $83.58 -4.2%
113 CTVA CORTEVA INC Basic Materials 4,003.0 $339K 0.14% NEW $84.69 +3.7%
114 Q QNITY ELECTRONICS INC Technology 2,035.0 $332K 0.14% NEW $163.31 -26.2%
115 ETN EATON CORP PLC Industrials 730.0 $311K 0.13% NEW $426.12 -3.6%
116 TFLO ISHARES TR 6,092.0 $308K 0.12% -53K -89.8% $50.63 -0.2%
117 COF CAPITAL ONE FINL CORP Financial Services 1,537.0 $308K 0.12% NEW $200.64 +9.5%
118 DOW DOW HLDGS INC Basic Materials 11,016.0 $301K 0.12% NEW $27.36 +7.6%
119 NEE NEXTERA ENERGY INC Utilities 3,415.0 $300K 0.12% NEW $87.77 -4.9%
120 IBDR ISHARES TR 12,263.0 $297K 0.12% NEW $24.23 -0.2%
Page 6 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%