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CIK: 0001730521
Total reported value
$246.1M
$246.1M
134 檔
12.6%
As reported in its official Q4 2024 Form 13F filing, Murphy, Middleton, Hinkle & Parker, Inc.'s tracked investment portfolio stood at $246.1M with 134 total positions.
In Q4 2024, Murphy, Middleton, Hinkle & Parker, Inc. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.28% | +0.38% | +360.96% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.74% | +0.31% | +255.25% | |
| 3 | HD | Home Depot Inc | Stock-Consumer Disc | 3.24% | -0.13% | -3.27% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.21% | -0.10% | +0.45% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.09% | +0.02% | +0.06% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.27% | -4.19% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.01% | — | +4.60% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.72% | — | +2.63% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.59% | -0.60% | -0.47% | |
| 10 | CCBG | Capital City Bank Group Inc | Stock-Other | 2.39% | +0.02% | -1.36% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.38% | -0.17% | -1.33% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.31% | -0.14% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.27% | -3.81% | |
| 14 | IDV | Ishares International Select | ETF-Other | 1.96% | -0.29% | +1.10% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.69% | +0.23% | -6.51% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | +0.58% | -42.80% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.55% | -0.10% | -3.31% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.50% | +0.75% | -5.86% | |
| 19 | SO | Southern Co/the | Stock-Utilities | 1.49% | -0.18% | -6.63% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.37% | -0.21% | -4.86% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.01% | +1.22% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 1.27% | -0.51% | -0.63% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.24% | -0.02% | +0.57% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.05% | -4.26% | |
| 25 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.13% | -0.02% | — | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 1.07% | +0.31% | -6.42% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.01% | +0.04% | +194.58% | |
| 28 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.99% | -0.11% | -9.71% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.99% | -0.04% | -7.51% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.98% | -0.08% | — | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | -0.01% | -0.39% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.73% | EXIT | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.32% | -5.19% | |
| 34 | TT | Trane Technologies plc | Stock-Industrials | 0.85% | +0.03% | -5.43% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.02% | +0.90% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.76% | +0.06% | +39.55% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | +0.02% | -0.41% | |
| 38 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.74% | -0.03% | -6.37% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.73% | +0.17% | +64.17% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | +0.09% | +210.18% | |
| 41 | FDD | First Trust Stoxx Europe | ETF-Other | 0.69% | +0.14% | -0.32% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.68% | -0.10% | -1.63% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.66% | +0.05% | +99.21% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | +0.04% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.02% | -0.38% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.01% | +0.02% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.63% | -0.02% | -5.22% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.05% | -10.71% | |
| 49 | FLO | Flowers Foods Inc | Stock-Consumer Staples | 0.63% | — | -11.13% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.63% | +0.11% | +51.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1% | +360.96% | Add |
| 2 | SCHV | Schwab US Large-cap Value | +0.6% | +255.25% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +4.60% | Add |
| 4 | WMT | Walmart Inc | +0.4% | -0.47% | Trim |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.3% | +108.32% | Add |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | +0.3% | +64.17% | Add |
| 7 | IWO | Ishares Russell 2000 Growth | +0.2% | +51.94% | Add |
| 8 | IWN | Ishares Russell 2000 Value E | +0.2% | +39.55% | Add |
| 9 | DIS | Walt Disney Co/the | +0.2% | — | Unchanged |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.2% | +0.90% | Add |
| 12 | TFLO | Ishares Treasury Floating Ra | +0.1% | NEW | New buy |
| 13 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 14 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 15 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | +0.1% | +15.52% | Add |
| 17 | DVY | Ishares Select Dividend ETF | 0% | -1.33% | Trim |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.57% | Add |
| 19 | BP | Bp Plc-spons Adr | 0% | -0.63% | Trim |
| 20 | MSFT | Microsoft CORP | -0.1% | -4.19% | Trim |
| 21 | FTSL | First Trust Senior Loan ETF | -0.1% | -9.71% | Trim |
| 22 | TT | Trane Technologies plc | -0.1% | -5.43% | Trim |
| 23 | MRK | Merck & Co. Inc. | -0.1% | -3.29% | Trim |
| 24 | KMB | Kimberly-clark CORP | -0.1% | -27.00% | Trim |
| 25 | IDV | Ishares International Select | -0.1% | +1.10% | Add |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -7.64% | Trim |
| 27 | HD | Home Depot Inc | -0.1% | -3.27% | Trim |
| 28 | AMGN | Amgen Inc | -0.1% | -0.08% | Trim |
| 29 | VZ | Verizon Communications Inc | -0.1% | -9.47% | Trim |
| 30 | DUK | Duke Energy CORP | -0.1% | -4.86% | Trim |
| 31 | TGT | Target CORP | -0.1% | -5.22% | Trim |
| 32 | DOW | Dow Inc | -0.1% | -4.17% | Trim |
| 33 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 34 | FLO | Flowers Foods Inc | -0.1% | -11.13% | Trim |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | EXIT | Sold out |
| 37 | NVS | Novartis Ag-sponsored Adr | -0.1% | EXIT | Sold out |
| 38 | TXN | Texas Instruments Inc | -0.1% | -6.42% | Trim |
| 39 | CAT | Caterpillar Inc | -0.1% | -5.86% | Trim |
| 40 | CTVA | Corteva Inc | -0.1% | EXIT | Sold out |
| 41 | GPC | Genuine Parts Co | -0.2% | — | Unchanged |
| 42 | NNN | Nnn Reit Inc | -0.2% | -6.37% | Trim |
| 43 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.45% | Add |
| 44 | SO | Southern Co/the | -0.2% | -6.63% | Trim |
| 45 | KO | Coca-cola Co/the | -0.2% | -3.31% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -3.81% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.3% | -6.51% | Trim |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | -0.6% | EXIT | Sold out |
| 49 | OSK | Oshkosh CORP | -0.8% | EXIT | Sold out |
| 50 | PG | Procter & Gamble Co/the | -1.2% | -42.80% | 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 134 disclosed positions in Q4 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 SCHG, SCHV, HD) accounted for 12.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $279.1K
Top Position Liquidated / Trimmed
OSK
前期市值: $1.5M
During Q4 2024, Murphy, Middleton, Hinkle & Parker, Inc.'s top holdings by market value included SCHG (4.3%)、SCHV (3.7%)、HD (3.2%). The largest single position, SCHG, represented 4.3% of total portfolio value.
In Q4 2024, Murphy, Middleton, Hinkle & Parker, Inc. made 48 total portfolio adjustments, initiating 5 new buys, adding to 12 positions, trimming 24 holdings, and fully liquidating 7 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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