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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ED CONSOLIDATED EDISON INC Utilities 4,120.0 $414K 0.20% NEW $100.51 +6.9%
102 VBR VANGUARD INDEX FDS 1,944.0 $406K 0.20% NEW $208.71 +10.6%
103 DD DUPONT DE NEMOURS INC Basic Materials 5,116.0 $399K 0.20% NEW $77.90 -39.5%
104 EEM ISHARES TR 7,379.0 $394K 0.19% NEW $53.40 +23.7%
105 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,207.0 $370K 0.18% NEW $45.10 +32.0%
106 ABBV ABBVIE INC Healthcare 1,592.0 $369K 0.18% NEW $231.54 -7.3%
107 CELH CELSIUS HLDGS INC Consumer Defensive 6,000.0 $345K 0.17% NEW $57.49 -48.3%
108 NVDA NVIDIA CORPORATION Technology 1,816.0 $339K 0.17% NEW $186.58 +17.6%
109 SYY SYSCO CORP Consumer Defensive 4,115.0 $339K 0.17% NEW $82.33 -8.3%
110 IJR ISHARES TR 2,847.0 $338K 0.17% NEW $118.83 +14.7%
111 KELLANOVA 4,103.0 $337K 0.17% NEW $82.02
112 IBDR ISHARES TR 13,681.0 $332K 0.16% NEW $24.30 -0.3%
113 COF CAPITAL ONE FINL CORP Financial Services 1,537.0 $327K 0.16% NEW $212.59 -12.2%
114 VT VANGUARD INTL EQUITY INDEX F 2,275.0 $313K 0.15% NEW $137.79 +12.6%
115 TFLO ISHARES TR 6,092.0 $308K 0.15% NEW $50.59 +0.0%
116 PAYX PAYCHEX INC Industrials 2,373.0 $301K 0.15% NEW $126.77 -25.7%
117 T AT&T INC Communication Services 10,375.0 $293K 0.14% NEW $28.24 -11.7%
118 MCK MCKESSON CORP Healthcare 372.0 $287K 0.14% NEW $772.54 -0.8%
119 PRU PRUDENTIAL FINL INC Financial Services 2,738.0 $284K 0.14% NEW $103.75 -0.5%
120 ETN EATON CORP PLC Industrials 730.0 $273K 0.13% NEW $374.25 +1.9%
Page 6 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%