MM
Murphy, Middleton, Hinkle & Parker, Inc. — 13F Filing & Top Stock Positions (Q2 2026)
Murphy, Middleton, Hinkle & Parker, Inc.CIK: 0001730521
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$246.1M
Reporting period: 2026-06-30 · Number of holdings: 140
Murphy, Middleton, Hinkle & Parker, Inc. disclosed 140 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $246.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 7.36
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 39.5
- Diversification
- 100
- Sizing Uniformity
- 87.4
Murphy, Middleton, Hinkle & Parker, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 54 equally-sized positions, well below its 140 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.26), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy OSK
Add CAT
0.0% $2.6M
Sold out HON
Add INTC
0.0% $1.6M
Trim WMT
-0.1% -$566.3K
Add PG
+70.4% $1.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.06% | +0.38% | +6.04% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.94% | +0.31% | +6.69% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.78% | -0.10% | +3.92% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 3.12% | +0.75% | — | |
| 5 | IDV | Ishares International Select | ETF-Other | 3.10% | -0.29% | +7.18% | |
| 6 | CCBG | Capital City Bank Group Inc | Stock-Other | 2.93% | +0.02% | +1.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.88% | +0.02% | -0.06% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.67% | -0.27% | +0.01% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.44% | — | -0.15% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.41% | — | -0.09% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.34% | -0.60% | -0.07% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.22% | -0.17% | +2.58% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.14% | -0.13% | +0.30% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.27% | +0.30% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.83% | +0.23% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | +0.58% | +70.41% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.52% | -0.14% | — | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.48% | -0.10% | -0.05% | |
| 19 | FDD | First Trust Stoxx Europe | ETF-Other | 1.28% | +0.14% | +22.36% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 1.23% | -0.18% | +0.47% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | +0.31% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.01% | -0.15% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | -0.02% | +1.61% | |
| 24 | BP | Bp Plc-spons Adr | Stock-Energy | 1.15% | -0.51% | -0.14% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.13% | -0.21% | +0.03% | |
| 26 | HEDG | Equable Shares Hdg Eqty ETF | ETF-Other | 1.13% | -0.12% | — | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.09% | +0.17% | +15.40% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.05% | +4.44% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.99% | +0.06% | +4.49% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.97% | +0.09% | +22.21% | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.96% | +0.61% | — | |
| 32 | OSK | Oshkosh CORP | Stock-Industrials | 0.91% | +0.91% | NEW | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.90% | +0.04% | -0.14% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.86% | +0.11% | +5.34% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.86% | +0.12% | +19.93% | |
| 36 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.82% | -0.02% | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.81% | -0.04% | +0.02% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.01% | -1.20% | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.80% | +0.03% | — | |
| 40 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.76% | -0.01% | +0.01% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.32% | -0.11% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | +0.02% | +0.47% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.02% | -0.46% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.02% | +2.16% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | +0.01% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | +0.05% | +0.19% | |
| 47 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.63% | -0.11% | -3.09% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.07% | — | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.01% | -0.33% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.58% | +0.08% | +29.08% |
1–50 of 140
Portfolio Performance
Performance for Q3 2026
+3.5%
Performance Last 4 Quarters
+6.2%
- Stdev
- +11.2%
- Beta
- +0.67
- Alpha
- -1.1%
- Max Drawdown
- -8.7%
- Annualized Perf
- +12.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +1.71
- Stutzer
- +0.31
- Treynor
- +0.18
- Sterling
- +0.78
- Calmar
- +1.41
- Information Ratio
- -0.94
- Tracking Error
- +8.3%
- Stdev Down
- +7.2%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +27.4%
- Worst 12 Months
- +6.2%
- Efficiency Ratio
- +0.41
- Sharpe
- +1.1
- Stdev Sectors
- +6.1%
- Skewness
- -0.89
- Kurtosis
- +0.86
- Upside Potential
- +3.2
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 140 | $246.1M | 0 | ||
| 2026 Q1 | 133 | $215.8M | 100 | ||
| 2025 Q4 | 133 | $196.2M | 100 | ||
| 2025 Q3 | 138 | $204.5M | 19 | ||
| 2025 Q2 | 132 | $178.7M | 0 | ||
| 2025 Q1 | 132 | $178.7M | 100 | ||
| 2024 Q4 | 134 | $177.0M | 0 | ||
| 2024 Q3 | 136 | $185.6M | 0 | ||
| 2024 Q2 | 135 | $171.8M | 0 | ||
| 2024 Q1 | 136 | $171.7M | 0 | ||
| 2023 Q4 | 133 | $162.0M | 0 | ||
| 2023 Q3 | 135 | $155.6M | 0 | ||
| 2023 Q2 | 135 | $160.1M | 0 | ||
| 2023 Q1 | 134 | $161.0M | 0 | ||
| 2022 Q4 | 133 | $159.4M | 0 | ||
| 2022 Q3 | 127 | $143.8M | 0 | ||
| 2022 Q2 | 135 | $154.4M | 0 | ||
| 2022 Q1 | 144 | $186.2M | 0 | ||
| 2021 Q4 | 145 | $187.7M | 0 | ||
| 2021 Q3 | 138 | $172.8M | 0 | ||
| 2021 Q2 | 142 | $179.1M | 98 | ||
| 2021 Q1 | 144 | $171.7M | 17 | ||
| 2020 Q4 | 136 | $150.1M | 13 | ||
| 2020 Q3 | 134 | $136.7M | 14 | ||
| 2020 Q2 | 124 | $135.6M | 19 | ||
| 2020 Q1 | 117 | $113.2M | 29 | ||
| 2019 Q4 | 132 | $150.3M | 11 | ||
| 2019 Q3 | 126 | $141.1M | 8 | ||
| 2019 Q2 | 128 | $140.5M | 14 | ||
| 2019 Q1 | 128 | $145.5M | 12 | ||
| 2018 Q4 | 119 | $131.0M | 18 | ||
| 2018 Q3 | 125 | $141.6M | 8 | ||
| 2018 Q2 | 122 | $133.9M | 9 | ||
| 2018 Q1 | 120 | $128.8M | 7 | ||
| 2017 Q4 | 120 | $134.5M | 0 |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Murphy, Middleton, Hinkle & Parker, Inc.'s most significant position changes for 2026-06-30: New buy: Oshkosh CORP (OSK); Sold out: Honeywell International Inc (HON); New buy: First Trust Smid Cap Rising (SDVY); New buy: Kimberly-clark CORP (KMB); Sold out: Dupont De Nemours Inc (6D8).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OSK | Oshkosh CORP | +0.9% | NEW | New buy |
| 2 | CAT | Caterpillar Inc | +0.8% | — | Unchanged |
| 3 | INTC | Intel CORP | +0.6% | — | Unchanged |
| 4 | PG | Procter & Gamble Co/the | +0.6% | +70.41% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.4% | +6.04% | Add |
| 6 | SCHV | Schwab US Large-cap Value | +0.3% | +6.69% | Add |
| 7 | TXN | Texas Instruments Inc | +0.3% | — | Unchanged |
| 8 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 9 | SDVY | First Trust Smid Cap Rising | +0.2% | NEW | New buy |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +15.40% | Add |
| 11 | FDD | First Trust Stoxx Europe | +0.1% | +22.36% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -3.02% | Trim |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +19.93% | Add |
| 14 | IWO | Ishares Russell 2000 Growth | +0.1% | +5.34% | Add |
| 15 | KMB | Kimberly-clark CORP | +0.1% | NEW | New buy |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +22.21% | Add |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | TMFC | Motley Fool 100 Index ETF | +0.1% | NEW | New buy |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 20 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 21 | FVD | First Trust Value Line Dvd | +0.1% | +29.08% | Add |
| 22 | QCOM | Qualcomm Inc | +0.1% | +0.02% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | New buy |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 26 | IWN | Ishares Russell 2000 Value E | +0.1% | +4.49% | Add |
| 27 | GE | General Electric | +0.1% | — | Unchanged |
| 28 | SCHA | Schwab US Small-cap ETF | +0.1% | +0.19% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 30 | SCHM | Schwab US Mid Cap ETF | 0% | -0.14% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -0.92% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 33 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.01% | Add |
| 35 | Q | Qnity Electronics Inc | 0% | — | Unchanged |
| 36 | CCBG | Capital City Bank Group Inc | 0% | +1.15% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.06% | Trim |
| 38 | IBM | Intl Business Machines CORP | 0% | +0.47% | Add |
| 39 | AMZN | Amazon.com Inc | 0% | +2.16% | Add |
| 40 | CMI | Cummins Inc | 0% | — | Unchanged |
| 41 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | Unchanged |
| 42 | CTVA | Corteva Inc | 0% | +33.30% | Add |
| 43 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | -0.15% | Trim |
| 45 | BAC | Bank Of America CORP | 0% | -0.33% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | -2.95% | Trim |
| 47 | NVDA | Nvidia CORP | 0% | +4.71% | Add |
| 48 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 49 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 50 | ABBV | Abbvie Inc | 0% | — | Unchanged |
1–50 of 142
Filing History
FAQ
What is Murphy, Middleton, Hinkle & Parker, Inc. and what type of investor is it?
Murphy, Middleton, Hinkle & Parker, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $246.1M, spread across 140 disclosed positions.
What are Murphy, Middleton, Hinkle & Parker, Inc.'s largest equity positions?
Based on the latest 13F filing, Murphy, Middleton, Hinkle & Parker, Inc.'s top holdings by market value are:
1. Schwab US Large-cap Growth (SCHG) — $12.4M (5.1%)
2. Schwab US Large-cap Value (SCHV) — $12.2M (4.9%)
3. Ishares Msci Eafe ETF (EFA) — $9.3M (3.8%)
4. Caterpillar Inc (CAT) — $7.7M (3.1%)
5. Ishares International Select (IDV) — $7.6M (3.1%)
What changes did Murphy, Middleton, Hinkle & Parker, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Murphy, Middleton, Hinkle & Parker, Inc. made 81 notable position adjustments: 9 new positions were initiated, 44 existing holdings were added to, 26 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Oshkosh CORP (OSK); Sold out: Honeywell International Inc (HON); New buy: First Trust Smid Cap Rising (SDVY); New buy: Kimberly-clark CORP (KMB); Sold out: Dupont De Nemours Inc (6D8)
What sectors does Murphy, Middleton, Hinkle & Parker, Inc. focus on?
Murphy, Middleton, Hinkle & Parker, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 18.9%
• Industrials: 18.0%
• Health Care: 15.1%
• Consumer Staples: 13.0%
• Consumer Discretionary: 8.9%
• Financials: 8.2%
Investment Profile
Murphy, Middleton, Hinkle & Parker, Inc. returned an annualized 12.3% over the trailing 36 months — underperforming the S&P 500 by 1.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.67 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its SCHG position over the past two quarters (+$10.8M, now $12.4M), while trimming MCK over the same stretch (-$1.7M, still holding $282.6K).
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Developer Access
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