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MMHP

Murphy Middleton Hinkle & Parker Portfolio holdings

AUM $246M
1-Year Est. Return 23.94%
This Fund
S&P 500
This Quarter Est. Return
+12.68%
1 Year Est. Return
+23.94%
3 Year Est. Return
+61.66%
5 Year Est. Return
+71.52%
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$30.4M
Cap. Flow
+$8.92M
Cap. Flow %
3.62%
Top 10 Hldgs %
33.33%
Holding
141
New
8
Increased
43
Reduced
27
Closed
1

Top Buys

Rank Stock Value
1
OSK icon
Oshkosh
OSK
+$2.05M
2
PG icon
Procter & Gamble
PG
+$1.73M
3
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$721K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$694K
5
FDD icon
First Trust STOXX European Select Dividend Income Fund
FDD
+$594K

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$1.58M
2
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$49.8K
3
CSCO icon
Cisco
CSCO
+$39.3K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$22.8K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$22.7K

Sector Composition

Rank Sector Weight
1 Financials 9.57%
2 Technology 9.29%
3 Industrials 8.83%
4 Healthcare 7.4%
5 Consumer Staples 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEDG
26
Equable Shares Hedged Equity ETF
HEDG
$444M
$2.79M 1.13%
92,945
– –
IJK icon
27
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$2.68M 1.09%
22,839
+3,047
+15% +$338K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.47M 1%
4,941
+210
+4% +$101K
IWN icon
29
iShares Russell 2000 Value ETF
IWN
$14.4B
$2.44M 0.99%
11,049
+475
+4% +$99.4K
SCHD icon
30
Schwab US Dividend Equity ETF
SCHD
$100B
$2.38M 0.97%
75,202
+13,668
+22% +$434K
INTC icon
31
Intel
INTC
$496B
$2.37M 0.96%
16,959
– –
OSK icon
32
Oshkosh
OSK
$8.96B
$2.24M 0.91%
+14,569
New +$2.05M
SCHM icon
33
Schwab US Mid-Cap ETF
SCHM
$14.6B
$2.2M 0.9%
59,779
-83
-0.1% -$2.86K
IWO icon
34
iShares Russell 2000 Growth ETF
IWO
$14.7B
$2.13M 0.87%
5,404
+274
+5% +$100K
IJJ icon
35
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.81B
$2.13M 0.86%
14,403
+2,394
+20% +$339K
GPC icon
36
Genuine Parts
GPC
$16.9B
$2.03M 0.82%
17,181
– –
EMR icon
37
Emerson Electric
EMR
$76.9B
$2M 0.81%
13,945
+3
+0% +$422
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.98M 0.8%
25,616
-310
-1% -$22.7K
TT icon
39
Trane Technologies
TT
$103B
$1.96M 0.8%
3,984
– –
CAH icon
40
Cardinal Health
CAH
$53.1B
$1.86M 0.76%
7,849
+1
+0% +$208
CVX icon
41
Chevron
CVX
$378B
$1.86M 0.76%
11,217
-12
-0.1% -$2.23K
IBM icon
42
IBM
IBM
$202B
$1.7M 0.69%
6,033
+28
+0.5% +$7.05K
VEA icon
43
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.66M 0.67%
23,230
-107
-0.5% -$7.45K
AMZN icon
44
Amazon
AMZN
$2.71T
$1.61M 0.66%
6,766
+143
+2% +$35.9K
IVW icon
45
iShares S&P 500 Growth ETF
IVW
$74.1B
$1.59M 0.65%
11,544
+1
+0% +$132
SCHA icon
46
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$1.56M 0.63%
43,133
+83
+0.2% +$2.74K
FTSL icon
47
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$1.55M 0.63%
34,707
-1,107
-3% -$49.8K
QQQ icon
48
Invesco QQQ Trust
QQQ
$467B
$1.55M 0.63%
2,103
– –
BAC icon
49
Bank of America
BAC
$426B
$1.45M 0.59%
25,444
-83
-0.3% -$4.41K
FVD icon
50
First Trust Value Line Dividend Fund
FVD
$8.21B
$1.43M 0.58%
29,739
+6,700
+29% +$319K
1
2
3 4 5

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HA
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VPA
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CSC
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FPW
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RPCONE
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ZEP
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Murphy Middleton Hinkle & Parker's Q2 2026 Portfolio in Review

As of Q2 2026, Murphy Middleton Hinkle & Parker held 141 positions worth $246M, up 14% from $216M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Murphy Middleton Hinkle & Parker deployed $8.92M of net new capital in Q2 2026, opening 8 new positions and adding to 43 existing holdings. Its largest new stake was Oshkosh: 14,569 shares worth $2.24M.

By sector, the portfolio is most concentrated in Financials at 9.6% of assets, down from 10% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Senior Loan Fund ETF, an estimated $49.8K trimmed.

  • Murphy Middleton Hinkle & Parker's largest Q2 2026 buy was Oshkosh: 14,569 shares worth $2.24M.
  • Murphy Middleton Hinkle & Parker added most to Procter & Gamble in Q2 2026, an estimated $1.73M increase.
  • Murphy Middleton Hinkle & Parker's biggest Q2 2026 reduction was First Trust Senior Loan Fund ETF, cutting an estimated $49.8K.
  • Murphy Middleton Hinkle & Parker fully exited Honeywell in Q2 2026, selling an estimated $1.58M.
  • Murphy Middleton Hinkle & Parker's ten largest holdings make up 33% of its $246M portfolio in Q2 2026.
  • Murphy Middleton Hinkle & Parker opened 8 new positions and closed 1 in Q2 2026.
  • Murphy Middleton Hinkle & Parker's portfolio value rose 14% quarter-over-quarter to $246M.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.