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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
CSCO icon
51
Cisco
CSCO
$441B
$1.42M 0.58%
12,070
-376
-3% -$39.3K
GOOG icon
52
Alphabet (Google) Class C
GOOG
$4.33T
$1.37M 0.56%
3,885
-36
-0.9% -$12.9K
XOM icon
53
ExxonMobil
XOM
$616B
$1.36M 0.55%
9,974
-27
-0.3% -$4.04K
MRK icon
54
Merck
MRK
$310B
$1.35M 0.55%
10,472
+9
+0.1% +$1.05K
NNN icon
55
NNN REIT
NNN
$9.29B
$1.34M 0.54%
28,796
-457
-2% -$20.4K
AMGN icon
56
Amgen
AMGN
$197B
$1.33M 0.54%
3,661
– –
VYM icon
57
Vanguard High Dividend Yield ETF
VYM
$80B
$1.32M 0.54%
8,367
+1
+0% +$156
AFL icon
58
Aflac
AFL
$63.3B
$1.31M 0.53%
11,175
-44
-0.4% -$5.07K
DIS icon
59
Walt Disney
DIS
$168B
$1.31M 0.53%
13,579
– –
WFC icon
60
Wells Fargo
WFC
$263B
$1.27M 0.52%
15,351
– –
GOOGL icon
61
Alphabet (Google) Class A
GOOGL
$4.34T
$1.24M 0.5%
3,458
– –
WM icon
62
Waste Management
WM
$95.7B
$1.23M 0.5%
5,538
-99
-2% -$22K
GD icon
63
General Dynamics
GD
$101B
$1.14M 0.46%
3,220
+1
+0% +$343
SCHF icon
64
Schwab International Equity ETF
SCHF
$65.5B
$1.14M 0.46%
41,153
-162
-0.4% -$4.37K
GE icon
65
GE Aerospace
GE
$357B
$1.12M 0.45%
2,996
– –
MMM icon
66
3M
MMM
$83.9B
$1.05M 0.43%
6,462
+1
+0% +$152
QCOM icon
67
Qualcomm
QCOM
$182B
$1.05M 0.42%
5,658
+1
+0% +$187
TGT icon
68
Target
TGT
$63.7B
$1.04M 0.42%
7,945
+130
+2% +$16.5K
JPM icon
69
JPMorgan Chase
JPM
$905B
$1.02M 0.41%
3,106
– –
IVE icon
70
iShares S&P 500 Value ETF
IVE
$48.8B
$935K 0.38%
4,118
– –
VZ icon
71
Verizon
VZ
$181B
$932K 0.38%
22,009
+27
+0.1% +$1.27K
DIA icon
72
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$891K 0.36%
1,706
– –
SCHE icon
73
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$879K 0.36%
24,242
– –
GEV icon
74
GE Vernova
GEV
$287B
$839K 0.34%
714
– –
EMB icon
75
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$837K 0.34%
8,682
– –
1 2
3
4 5

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HA
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VPA
Vernal Point Advisors San Francisco, California $246M AUM 12.97% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
FPW
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RPCONE
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ZEP
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MAMHA
MY.Alpha Management HK Advisors Hong Kong $246M AUM 73.75% 1-Year Est. Return

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.