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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 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USB US BANCORP DEL Financial Services 23,408.0 $1.5M 0.71% NEW $62.47 -12.8%
42 SCHF SCHWAB STRATEGIC TR 11,071.0 $1.5M 0.70% -30K -72.8% $131.59 -79.2%
43 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 15,297.0 $1.4M 0.69% NEW $93.20 -48.0%
44 HON HONEYWELL INTL INC Industrials 11,539.0 $1.4M 0.69% +5K +64.9% $123.26 +81.6%
45 BP BP PLC Energy 25,512.0 $1.4M 0.68% -51K -66.7% $55.00 -18.4%
46 TM TOYOTA MOTOR CORP Consumer Cyclical 6,998.0 $1.4M 0.66% NEW $195.09 -2.6%
47 GPN GLOBAL PMTS INC Industrials 2,101.0 $1.3M 0.62% NEW $614.46 -88.2%
48 SNY SANOFI SA Healthcare 11,475.0 $1.3M 0.61% NEW $110.27 -59.5%
49 GIS GENERAL MLS INC Consumer Defensive 43,831.0 $1.2M 0.60% NEW $28.48 +17.5%
50 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,635.0 $1.2M 0.60% NEW $219.72 -84.5%
51 MDB MONGODB INC Technology 3,928.0 $1.2M 0.60% NEW $313.80 +1.2%
52 SE SEA LTD Consumer Cyclical 3,629.0 $1.2M 0.57% NEW $327.31 -73.3%
53 APLD APPLIED DIGITAL CORP Technology 9,849.0 $1.2M 0.57% NEW $120.34 -60.1%
54 SCHX SCHWAB STRATEGIC TR 29,221.0 $1.2M 0.56% NEW $39.63 -26.3%
55 GLD SPDR GOLD TR Financial Services 8,066.0 $1.2M 0.56% NEW $143.52 +190.5%
56 ASIX ADVANSIX INC Basic Materials 40,568.0 $1.1M 0.54% NEW $27.43 -20.4%
57 VTI VANGUARD INDEX FDS 10,453.0 $1.1M 0.53% NEW $105.26 +246.9%
58 CB CHUBB LIMITED Financial Services 3,219.0 $1.1M 0.52% +1K +51.0% $336.61 -1.9%
59 VNQ VANGUARD INDEX FDS 3,328.0 $1.0M 0.50% NEW $313.00 -69.1%
60 BDX BECTON DICKINSON & CO Healthcare 6,459.0 $1.0M 0.50% NEW $160.10 -8.7%
Page 3 of 7  ·  133 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%