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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EPD ENTERPRISE PRODS PARTNERS L Energy 41,027.0 $986K 0.48% NEW $24.04 +64.2%
62 VZ VERIZON COMMUNICATIONS INC Communication Services 5,657.0 $968K 0.47% -16K -74.2% $171.05 -72.0%
63 INGERSOLL RAND INC 3,002.0 $967K 0.47% -3K -45.8% $322.20
64 MRVL MARVELL TECHNOLOGY INC Technology 12,446.0 $959K 0.46% NEW $77.03 +147.6%
65 GOOGL ALPHABET INC Communication Services 5,021.0 $931K 0.45% +2K +52.9% $185.52 +109.0%
66 GORO GOLD RESOURCE CORP Basic Materials 2,996.0 $923K 0.45% NEW $307.98 -99.6%
67 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,148.0 $880K 0.43% +2K +96.1% $212.04 -53.4%
68 EEM ISHARES TR 21,508.0 $876K 0.42% +14K +191.5% $40.73 +62.1%
69 LUMN LUMEN TECHNOLOGIES INC Communication Services 8,747.0 $842K 0.41% NEW $96.28 -90.2%
70 VKTX VIKING THERAPEUTICS INC Healthcare 1,706.0 $820K 0.40% NEW $480.57 -93.9%
71 SO SOUTHERN CO Utilities 32,716.0 $815K 0.39% +897.0 +2.8% $24.90 +276.0%
72 UPS UNITED PARCEL SERVICE INC Industrials 24,701.0 $809K 0.39% NEW $32.75 +201.9%
73 BHP BHP GROUP LTD Basic Materials 8,115.0 $793K 0.38% NEW $97.75 -13.1%
74 PNW PINNACLE WEST CAP CORP Utilities 16,971.0 $782K 0.38% NEW $46.08 +121.2%
75 BLOCK INC 14,227.0 $700K 0.34% NEW $49.21
76 SMMD ISHARES TR 3,584.0 $699K 0.34% NEW $194.91 -55.7%
77 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4,793.0 $688K 0.33% NEW $143.53 -65.5%
78 BLNK BLINK CHARGING CO Industrials 3,855.0 $685K 0.33% NEW $177.75 -99.5%
79 MA MASTERCARD INCORPORATED Financial Services 1,950.0 $684K 0.33% NEW $350.71 +42.5%
80 ESGD ISHARES TR 2,757.0 $679K 0.33% +181.0 +7.0% $246.13 -58.2%
Page 4 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%