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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 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMI CUMMINS INC Industrials 627.0 $265K 0.13% NEW $422.37 +51.2%
122 DOW DOW INC Basic Materials 11,517.0 $264K 0.13% NEW $22.93 +56.6%
123 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,115.0 $263K 0.13% NEW $124.36 -20.6%
124 BK BANK NEW YORK MELLON CORP Financial Services 2,398.0 $261K 0.13% NEW $108.96 +27.6%
125 BLK BLACKROCK INC Financial Services 218.0 $254K 0.12% NEW $1165.87 -8.8%
126 NEE NEXTERA ENERGY INC Utilities 3,331.0 $251K 0.12% NEW $75.49 +18.8%
127 MAA MID-AMER APT CMNTYS INC Real Estate 1,780.0 $249K 0.12% NEW $139.73 -7.0%
128 ESGD ISHARES TR 2,576.0 $240K 0.12% NEW $92.98 +10.6%
129 SYNOVUS FINL CORP 4,755.0 $233K 0.11% NEW $49.08
130 MO ALTRIA GROUP INC Consumer Defensive 3,339.0 $221K 0.11% NEW $66.06 +11.6%
131 LMT LOCKHEED MARTIN CORP Industrials 431.0 $215K 0.10% NEW $499.21 +4.7%
132 MDLZ MONDELEZ INTL INC Consumer Defensive 3,422.0 $214K 0.10% NEW $62.47 -1.6%
133 TMFC RBB FD INC 2,986.0 $211K 0.10% NEW $70.53 +9.7%
134 NSC NORFOLK SOUTHN CORP Industrials 700.0 $210K 0.10% NEW $300.41 +3.7%
135 CTVA CORTEVA INC Basic Materials 3,003.0 $203K 0.10% NEW $67.63 +16.9%
136 BLACKROCK MUNI INCOME TR II 13,205.0 $138K 0.07% NEW $10.45
137 BLACKROCK MUN INCOME TR 10,000.0 $100K 0.05% NEW $10.05
138 PML PIMCO MUN INCOME FD II Financial Services 10,439.0 $83K 0.04% NEW $7.91 -6.7%
Page 7 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%