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CIK: 0001730521
Total reported value
$246.1M
$246.1M
136 檔
12.2%
At the close of Q3 2024, Murphy, Middleton, Hinkle & Parker, Inc. disclosed equity holdings valued at approximately $246.1M, spread across 136 reported holdings.
Murphy, Middleton, Hinkle & Parker, Inc. executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.38% | -0.10% | -4.10% | |
| 2 | HD | Home Depot Inc | Stock-Consumer Disc | 3.33% | -0.13% | +2.63% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.31% | +0.38% | +1.74% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.10% | +0.31% | +2.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.27% | +4.58% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.88% | +0.02% | +0.06% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.78% | +0.58% | +64.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.56% | — | -2.59% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.52% | — | -0.98% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.37% | -0.17% | +0.76% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.36% | -0.27% | -1.15% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.23% | -0.14% | — | |
| 13 | CCBG | Capital City Bank Group Inc | Stock-Other | 2.23% | +0.02% | +0.62% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.22% | -0.60% | +1.22% | |
| 15 | IDV | Ishares International Select | ETF-Other | 2.04% | -0.29% | +1.14% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.98% | +0.23% | -2.88% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.77% | -0.10% | -0.58% | |
| 18 | SO | Southern Co/the | Stock-Utilities | 1.67% | -0.18% | -2.51% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.64% | +0.75% | -2.96% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.47% | -0.21% | -3.50% | |
| 21 | BP | Bp Plc-spons Adr | Stock-Energy | 1.30% | -0.51% | -0.45% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.29% | -0.02% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | -0.02% | -3.68% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.05% | +6.76% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.01% | -1.11% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 1.20% | +0.31% | -2.29% | |
| 27 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.04% | -0.11% | +0.62% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.98% | +0.04% | -2.11% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.32% | -2.82% | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | 0.91% | +0.03% | -4.21% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.90% | -0.04% | -2.25% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | -0.01% | -3.98% | |
| 33 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.90% | -0.03% | +0.01% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.73% | EXIT | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.81% | -0.08% | -1.25% | |
| 36 | OSK | Oshkosh CORP | Stock-Industrials | 0.79% | +0.91% | NEW | |
| 37 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.75% | — | +8.44% | |
| 38 | FDD | First Trust Stoxx Europe | ETF-Other | 0.73% | +0.14% | -0.69% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 0.73% | -0.02% | +2.26% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | +0.02% | -2.83% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | -0.02% | -2.00% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.68% | -0.10% | -0.26% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | +0.09% | +3.91% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.03% | -3.04% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.24% | -5.16% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.02% | +7.75% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.64% | -0.01% | -7.83% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | +0.05% | -3.39% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.06% | -0.08% | |
| 50 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.61% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1% | +64.80% | Add |
| 2 | OSK | Oshkosh CORP | +0.8% | NEW | New buy |
| 3 | HD | Home Depot Inc | +0.4% | +2.63% | Add |
| 4 | CCBG | Capital City Bank Group Inc | +0.3% | +0.62% | Add |
| 5 | WMT | Walmart Inc | +0.2% | +1.22% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.76% | Add |
| 7 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 8 | SYU1 | Synovus Financial CORP | +0.1% | NEW | New buy |
| 9 | BLKCHF | Blackrock Inc | +0.1% | NEW | New buy |
| 10 | DVY | Ishares Select Dividend ETF | +0.1% | +0.76% | Add |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 12 | SCHV | Schwab US Large-cap Value | +0.1% | +2.60% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.96% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -2.83% | Trim |
| 15 | SO | Southern Co/the | +0.1% | -2.51% | Trim |
| 16 | MMM | 3m Co | +0.1% | -4.85% | Trim |
| 17 | KO | Coca-cola Co/the | +0.1% | -0.58% | Trim |
| 18 | ORCL | Oracle CORP | +0.1% | +7.36% | Add |
| 19 | IDV | Ishares International Select | +0.1% | +1.14% | Add |
| 20 | NNN | Nnn Reit Inc | +0.1% | +0.01% | Add |
| 21 | TT | Trane Technologies plc | +0.1% | -4.21% | Trim |
| 22 | AFL | Aflac Inc | +0.1% | -5.80% | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | -1.15% | Trim |
| 24 | DUK | Duke Energy CORP | 0% | -3.50% | Trim |
| 25 | KEL | Kellanova | 0% | -1.87% | Trim |
| 26 | MDT | Medtronic plc | 0% | +7.53% | Add |
| 27 | FLO | Flowers Foods Inc | 0% | +8.44% | Add |
| 28 | SCHD | Schwab US Dvd Equity ETF | 0% | +3.91% | Add |
| 29 | IWN | Ishares Russell 2000 Value E | 0% | +2.27% | Add |
| 30 | CAH | Cardinal Health Inc | 0% | +0.01% | Add |
| 31 | AAPL | Apple Inc | — | -2.59% | Trim |
| 32 | TGT | Target CORP | — | +2.26% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | -3.68% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | -1.11% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.06% | Add |
| 36 | MDY | State Street Spdr S&p Midcap | -0.1% | -0.98% | Trim |
| 37 | IBDR | Ishares Ibonds Dec 2026 Term | -0.1% | -26.49% | Trim |
| 38 | SCHG | Schwab US Large-cap Growth | -0.1% | +1.74% | Add |
| 39 | WFC | Wells Fargo & Co | -0.1% | -4.58% | Trim |
| 40 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | -8.62% | Trim |
| 41 | INTC | Intel CORP | -0.1% | -1.01% | Trim |
| 42 | MCK | Mckesson CORP | -0.1% | EXIT | Sold out |
| 43 | QCOM | Qualcomm Inc | -0.1% | -0.03% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -3.04% | Trim |
| 45 | CVX | Chevron CORP | -0.2% | -2.82% | Trim |
| 46 | VNQ | Vanguard Real Estate ETF | -0.2% | EXIT | Sold out |
| 47 | EFA | Ishares Msci Eafe ETF | -0.2% | -4.10% | Trim |
| 48 | CELH | Celsius Holdings Inc | -0.2% | EXIT | Sold out |
| 49 | LLY | Eli Lilly & Co | -0.3% | -2.88% | Trim |
| 50 | BP | Bp Plc-spons Adr | -0.3% | -0.45% | Trim |
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 136 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFA, HD, SCHG) accounted for 12.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
OSK
市值: $1.5M
Top Position Liquidated / Trimmed
CELH
前期市值: $342.5K
During Q3 2024, Murphy, Middleton, Hinkle & Parker, Inc.'s top holdings by market value included EFA (3.4%)、HD (3.3%)、SCHG (3.3%). The largest single position, EFA, represented 3.4% of total portfolio value.
In Q3 2024, Murphy, Middleton, Hinkle & Parker, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 24 holdings, and fully liquidating 3 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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