Portfolio (Quarterly)
Guide ↗
Murphy, Middleton, Hinkle & Parker, Inc.
· CIK 0001730521| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TXN | TEXAS INSTRS INC | Technology | 10,065.0 | $3.0M | 1.22% | NEW | — | $298.08 | -9.9% |
| 22 | IVV | ISHARES TR | — | 3,966.0 | $3.0M | 1.21% | NEW | — | $748.81 | +2.5% |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | — | 47,924.0 | $2.9M | 1.16% | NEW | — | $59.69 | +1.1% |
| 24 | BP | BP PLC | Energy | 76,305.0 | $2.8M | 1.15% | +51K | +199.1% | $36.95 | +24.8% |
| 25 | DUK | DUKE ENERGY CORP NEW | Utilities | 22,035.0 | $2.8M | 1.13% | NEW | — | $126.58 | -5.7% |
| 26 | HEDG | SERIES PORTFOLIOS TR | — | 92,945.0 | $2.8M | 1.13% | NEW | — | $30.00 | +2.7% |
| 27 | IJK | ISHARES TR | — | 22,839.0 | $2.7M | 1.09% | NEW | — | $117.50 | -5.1% |
| 28 | — | BERKSHIRE HATHAWAY INC DEL | — | 4,941.0 | $2.5M | 1.00% | -78K | -94.1% | $500.39 | — |
| 29 | IWN | ISHARES TR | — | 11,049.0 | $2.4M | 0.99% | +984.0 | +9.8% | $221.20 | -0.7% |
| 30 | SCHD | SCHWAB STRATEGIC TR | — | 75,202.0 | $2.4M | 0.97% | NEW | — | $31.71 | +7.6% |
| 31 | INTC | INTEL CORP | Technology | 16,959.0 | $2.4M | 0.96% | +17K | +10000.0% | $139.63 | -26.3% |
| 32 | OSK | OSHKOSH CORP | Industrials | 14,569.0 | $2.2M | 0.91% | -19K | -56.2% | $153.48 | -5.0% |
| 33 | SCHM | SCHWAB STRATEGIC TR | — | 59,779.0 | $2.2M | 0.90% | NEW | — | $36.87 | -4.7% |
| 34 | IWO | ISHARES TR | — | 5,404.0 | $2.1M | 0.86% | NEW | — | $393.94 | -6.7% |
| 35 | IJJ | ISHARES TR | — | 14,403.0 | $2.1M | 0.86% | NEW | — | $147.73 | -1.7% |
| 36 | GPC | GENUINE PARTS CO | Consumer Cyclical | 17,181.0 | $2.0M | 0.82% | NEW | — | $117.98 | +13.3% |
| 37 | EMR | EMERSON ELEC CO | Industrials | 13,945.0 | $2.0M | 0.81% | -33K | -70.0% | $143.15 | +6.3% |
| 38 | IJH | ISHARES TR | — | 25,616.0 | $2.0M | 0.80% | NEW | — | $77.11 | -3.5% |
| 39 | TT | TRANE TECHNOLOGIES PLC | Industrials | 3,984.0 | $2.0M | 0.80% | — | — | $491.16 | -9.9% |
| 40 | CAH | CARDINAL HEALTH INC | Healthcare | 7,849.0 | $1.9M | 0.76% | NEW | — | $237.55 | -1.3% |
① 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%