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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 IWB ISHARES TR 1,635 $598K 0.29% SOLD
62 HYLS FIRST TR EXCHANGE-TRADED FD 14,198 $597K 0.29% SOLD
63 ENB ENBRIDGE INC Energy 11,519 $581K 0.28% SOLD
64 BKNG BOOKING HOLDINGS INC Consumer Cyclical 100 $540K 0.26% SOLD
65 UNP UNION PAC CORP Industrials 2,234 $528K 0.26% SOLD
66 VBK VANGUARD INDEX FDS 1,667 $496K 0.24% SOLD
67 MCD MCDONALDS CORP Consumer Cyclical 1,525 $463K 0.23% SOLD
68 GEV GE VERNOVA INC Utilities 714 $439K 0.21% SOLD
69 AXP AMERICAN EXPRESS CO Financial Services 1,306 $434K 0.21% SOLD
70 ED CONSOLIDATED EDISON INC Utilities 4,120 $414K 0.20% SOLD
71 VBR VANGUARD INDEX FDS 1,944 $406K 0.20% SOLD
72 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,207 $370K 0.18% SOLD
73 ABBV ABBVIE INC Healthcare 1,592 $369K 0.18% SOLD
74 CELH CELSIUS HLDGS INC Consumer Defensive 6,000 $345K 0.17% SOLD
75 NVDA NVIDIA CORPORATION Technology 1,816 $339K 0.17% SOLD
76 SYY SYSCO CORP Consumer Defensive 4,115 $339K 0.17% SOLD
77 KELLANOVA 4,103 $337K 0.17% SOLD
78 IBDR ISHARES TR 13,681 $332K 0.16% SOLD
79 COF CAPITAL ONE FINL CORP Financial Services 1,537 $327K 0.16% SOLD
80 VT VANGUARD INTL EQUITY INDEX F 2,275 $313K 0.15% SOLD
Page 4 of 5  ·  95 positions
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%