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CIK: 0001730521
Total reported value
$246.1M
$246.1M
135 檔
11.3%
As reported in its official Q2 2024 Form 13F filing, Murphy, Middleton, Hinkle & Parker, Inc.'s tracked investment portfolio stood at $246.1M with 135 total positions.
During Q2 2024, Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.56% | -0.10% | +1.98% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.40% | +0.38% | +7.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.27% | -1.08% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.01% | +0.31% | +7.61% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.98% | -0.13% | +0.02% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.95% | +0.02% | -0.06% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.59% | — | +2.13% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.56% | — | -0.74% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.32% | -0.27% | +0.01% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.27% | -0.17% | +1.85% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.25% | +0.23% | -0.65% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.14% | -0.14% | — | |
| 13 | IDV | Ishares International Select | ETF-Other | 1.99% | -0.29% | +1.96% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.98% | -0.60% | +0.01% | |
| 15 | CCBG | Capital City Bank Group Inc | Stock-Other | 1.93% | +0.02% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.74% | +0.58% | -0.48% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.70% | -0.10% | -0.36% | |
| 18 | BP | Bp Plc-spons Adr | Stock-Energy | 1.62% | -0.51% | -0.13% | |
| 19 | SO | Southern Co/the | Stock-Utilities | 1.59% | -0.18% | +0.03% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.55% | +0.75% | -3.95% | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.43% | -0.21% | +0.58% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.38% | -0.02% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | -0.02% | -2.28% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.01% | — | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 1.25% | +0.31% | — | |
| 26 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.11% | -0.11% | +0.61% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.05% | -1.70% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.32% | -1.24% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.02% | +0.04% | -0.18% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 1.00% | -0.04% | +0.02% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -0.73% | EXIT | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | -0.01% | +0.56% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.08% | — | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.86% | +0.03% | -5.25% | |
| 35 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.85% | -0.03% | +0.22% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | -0.03% | -1.26% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.10% | +0.02% | |
| 38 | FDD | First Trust Stoxx Europe | ETF-Other | 0.75% | +0.14% | -0.12% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.24% | +0.06% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.73% | -0.02% | +0.02% | |
| 41 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.72% | — | -1.17% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.02% | -5.31% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.68% | -0.01% | -3.68% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.02% | -0.05% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | +0.08% | +0.02% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.06% | -2.93% | |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.66% | — | -0.65% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.65% | -0.11% | -2.00% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.05% | -0.59% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.05% | — |
According to official SEC Form 13F filings, Murphy, Middleton, Hinkle & Parker, Inc. reported a total U.S. public equity portfolio value of $246.1M across 135 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EFA, SCHG, MSFT) accounted for 11.3% of total reported equity market value during Q2 2024.
During Q2 2024, Murphy, Middleton, Hinkle & Parker, Inc.'s top holdings by market value included EFA (3.6%)、SCHG (3.4%)、MSFT (3.3%). The largest single position, EFA, represented 3.6% of total portfolio value.
In Q2 2024, Murphy, Middleton, Hinkle & Parker, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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