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Portfolio (Quarterly) Guide ↗

Murphy, Middleton, Hinkle & Parker, Inc.

· CIK 0001730521
13F Portfolio $205M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 138 New
Page 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES TR 2,754.0 $666K 0.33% NEW $241.98 +16.7%
82 IDA IDACORP INC Utilities 4,947.0 $654K 0.32% NEW $132.15 +7.2%
83 TFC TRUIST FINL CORP Financial Services 14,252.0 $652K 0.32% NEW $45.72 +5.0%
84 ISHARES TR 25,022.0 $630K 0.31% NEW $25.19
85 FMB FIRST TR EXCH TRADED FD III 12,200.0 $619K 0.30% NEW $50.70 -0.1%
86 CB CHUBB LIMITED Financial Services 2,132.0 $602K 0.29% NEW $282.25 +17.0%
87 IWB ISHARES TR 1,635.0 $598K 0.29% NEW $365.48 +10.8%
88 HYLS FIRST TR EXCHANGE-TRADED FD 14,198.0 $597K 0.29% NEW $42.05 -3.2%
89 ENB ENBRIDGE INC Energy 11,519.0 $581K 0.28% NEW $50.46 +14.5%
90 INTC INTEL CORP Technology 16,948.0 $569K 0.28% NEW $33.55 +253.2%
91 BKNG BOOKING HOLDINGS INC Consumer Cyclical 100.0 $540K 0.26% NEW $5399.27 -97.0%
92 UNP UNION PAC CORP Industrials 2,234.0 $528K 0.26% NEW $236.37 +12.5%
93 MDT MEDTRONIC PLC Healthcare 5,310.0 $506K 0.25% NEW $95.24 -17.9%
94 VBK VANGUARD INDEX FDS 1,667.0 $496K 0.24% NEW $297.62 +15.4%
95 IYY ISHARES TR 3,000.0 $487K 0.24% NEW $162.48 +10.9%
96 ESGU ISHARES TR 3,184.0 $464K 0.23% NEW $145.60 +11.2%
97 MCD MCDONALDS CORP Consumer Cyclical 1,525.0 $463K 0.23% NEW $303.90 -6.5%
98 INGERSOLL RAND INC 5,534.0 $457K 0.22% NEW $82.62
99 GEV GE VERNOVA INC Utilities 714.0 $439K 0.21% NEW $614.90 +69.8%
100 AXP AMERICAN EXPRESS CO Financial Services 1,306.0 $434K 0.21% NEW $332.24 -6.8%
Page 5 of 7  ·  138 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 23.6%
Technology 16.2%
Industrials 11.8%
Consumer Defensive 11.6%
Healthcare 10.8%
Consumer Cyclical 8.7%
Utilities 6.1%
Energy 4.9%
Communication Services 4.4%
Real Estate 1.3%