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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 1 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PPG PPG INDS INC Basic Materials 333,378.0 $10.9M 5.26% NEW $32.62 +220.0%
2 NFLX NETFLIX INC Communication Services 311,771.0 $9.2M 4.47% NEW $29.61 +201.6%
3 PHO INVESCO EXCHANGE TRADED FD T 9,484.0 $6.5M 3.13% NEW $681.93 -90.5%
4 CCL CARNIVAL CORP Consumer Cyclical 13,331.0 $6.4M 3.12% NEW $483.62 -94.6%
5 BAX BAXTER INTL INC Healthcare 158,878.0 $6.3M 3.03% NEW $39.45 -51.8%
6 OSK OSHKOSH CORP Industrials 33,293.0 $4.7M 2.27% NEW $141.14 -9.9%
7 SLV ISHARES SILVER TR Financial Services 3,734.0 $4.0M 1.94% NEW $1074.65 -93.5%
8 XLK SELECT SECTOR SPDR TR 44,745.0 $3.1M 1.51% NEW $69.91 +155.5%
9 ATLANTA BRAVES HLDGS INC 76,530.0 $2.7M 1.29% NEW $34.73
10 PLD PROLOGIS INC. Real Estate 22,023.0 $2.6M 1.25% NEW $117.21 +23.4%
11 HWC HANCOCK WHITNEY CORPORATION Financial Services 17,181.0 $2.1M 1.02% NEW $122.96 -45.8%
12 VDE VANGUARD WORLD FD 13,939.0 $1.9M 0.90% NEW $132.72 +26.0%
13 SCHB SCHWAB STRATEGIC TR 18,551.0 $1.8M 0.87% NEW $96.88 -70.5%
14 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,005.0 $1.8M 0.86% NEW $296.20 -25.7%
15 KTF DWS MUN INCOME TR NEW Financial Services 9,786.0 $1.8M 0.86% NEW $181.21 -95.1%
16 IBDS ISHARES TR 25,992.0 $1.7M 0.83% NEW $66.00 -63.3%
17 GAP GAP INC Consumer Cyclical 3,984.0 $1.6M 0.75% NEW $389.20 -94.0%
18 CRI CARTERS INC Consumer Cyclical 13,571.0 $1.5M 0.75% NEW $113.77 -67.0%
19 MAT MATTEL INC Consumer Cyclical 4,640.0 $1.5M 0.72% NEW $323.02 -95.4%
20 USB US BANCORP DEL Financial Services 23,408.0 $1.5M 0.71% NEW $62.47 -12.8%
Page 1 of 5  ·  90 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%