Portfolio (Quarterly)
Guide ↗
Murphy, Middleton, Hinkle & Parker, Inc.
· CIK 0001730521| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | — | 306,126 | $8.9M | 4.36% | SOLD |
| 2 | EFA | ISHARES TR | — | 82,526 | $7.7M | 3.77% | SOLD |
| 3 | MSFT | MICROSOFT CORP | Technology | 12,874 | $6.7M | 3.26% | SOLD |
| 4 | CCBG | CAPITAL CITY BK GROUP INC | Financial Services | 149,191 | $6.2M | 3.05% | SOLD |
| 5 | IDV | ISHARES TR | — | 155,730 | $5.7M | 2.78% | SOLD |
| 6 | AAPL | APPLE INC | Technology | 20,780 | $5.3M | 2.59% | SOLD |
| 7 | WMT | WALMART INC | Consumer Defensive | 50,729 | $5.2M | 2.56% | SOLD |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 8,518 | $5.1M | 2.48% | SOLD |
| 9 | DVY | ISHARES TR | — | 33,557 | $4.8M | 2.33% | SOLD |
| 10 | — | BERKSHIRE HATHAWAY INC DEL | — | 5 | $3.8M | 1.84% | SOLD |
| 11 | CAT | CATERPILLAR INC | Industrials | 7,310 | $3.5M | 1.71% | SOLD |
| 12 | LLY | ELI LILLY & CO | Healthcare | 3,886 | $3.0M | 1.45% | SOLD |
| 13 | DUK | DUKE ENERGY CORP NEW | Utilities | 22,281 | $2.8M | 1.35% | SOLD |
| 14 | IVV | ISHARES TR | — | 3,972 | $2.7M | 1.30% | SOLD |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | — | 47,881 | $2.6M | 1.27% | SOLD |
| 16 | GPC | GENUINE PARTS CO | Consumer Cyclical | 17,181 | $2.4M | 1.16% | SOLD |
| 17 | FDD | FIRST TR EXCHANGE-TRADED FD | — | 115,577 | $1.9M | 0.91% | SOLD |
| 18 | TXN | TEXAS INSTRS INC | Technology | 10,065 | $1.8M | 0.90% | SOLD |
| 19 | SCHM | SCHWAB STRATEGIC TR | — | 59,473 | $1.8M | 0.86% | SOLD |
| 20 | IJH | ISHARES TR | — | 26,883 | $1.8M | 0.86% | SOLD |
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%