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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
+0.73%
1 Year Est. Return
+23.94%
3 Year Est. Return
+61.66%
5 Year Est. Return
+71.52%
10 Year Est. Return
–
AUM
$207M
AUM Growth
+$2.12M
Cap. Flow
+$185M
Cap. Flow %
89.68%
Top 10 Hldgs %
33.88%
Holding
228
New
90
Increased
24
Reduced
19
Closed
95

Top Buys

Rank Stock Value
1
MCK icon
McKesson
MCK
+$94.2M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$39.1M
3
NFLX icon
Netflix
NFLX
+$33.6M
4
PPG icon
PPG Industries
PPG
+$33.5M
5
BNY
Bank of New York Mellon
BNY
+$15.5M

Top Sells

Rank Stock Value
1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$10.4M
2
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$8.91M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.71M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
CCBG icon
Capital City Bank Group
CCBG
+$6.23M

Sector Composition

Rank Sector Weight
1 Financials 13.98%
2 Consumer Discretionary 11.97%
3 Materials 7.91%
4 Communication Services 7.42%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
51
MongoDB
MDB
$27.1B
$1.23M 0.6%
+3,928
New +$1.43M
SE icon
52
Sea Limited
SE
$65.4B
$1.19M 0.57%
+3,629
New +$537K
APLD icon
53
Applied Digital
APLD
$7.89B
$1.19M 0.57%
+9,849
New +$284K
SCHX icon
54
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.16M 0.56%
+29,221
New +$780K
GLD icon
55
SPDR Gold Trust
GLD
$131B
$1.16M 0.56%
+8,066
New +$3.08M
ASIX icon
56
AdvanSix
ASIX
$541M
$1.11M 0.54%
+40,568
New +$709K
VTI icon
57
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$1.1M 0.53%
+10,453
New +$3.48M
CB icon
58
Chubb
CB
$135B
$1.08M 0.52%
3,219
+1,087
+51% +$318K
VNQ icon
59
Vanguard Real Estate ETF
VNQ
$39.2B
$1.04M 0.5%
+3,328
New +$299K
BDX icon
60
Becton Dickinson
BDX
$45.6B
$1.03M 0.5%
+6,459
New +$1.23M
EPD icon
61
Enterprise Products Partners
EPD
$82.3B
$986K 0.48%
+41,027
New +$1.3M
VZ icon
62
Verizon
VZ
$195B
$968K 0.47%
5,657
-16,250
-74% -$659K
IR icon
63
Ingersoll Rand
IR
$32.6B
$967K 0.47%
3,002
-2,532
-46% -$200K
MRVL icon
64
Marvell Technology
MRVL
$168B
$959K 0.46%
+12,446
New +$1.09M
GOOGL icon
65
Alphabet (Google) Class A
GOOGL
$4.36T
$931K 0.45%
5,021
+1,737
+53% +$496K
GORO icon
66
Goldgroup Mining Inc.
GORO
$157M
$923K 0.45%
+2,996
New +$2.39K
KMB icon
67
Kimberly-Clark
KMB
$36.3B
$880K 0.43%
4,148
+2,033
+96% +$222K
EEM icon
68
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$876K 0.42%
21,508
+14,129
+191% +$768K
LUMN icon
69
Lumen
LUMN
$6.57B
$842K 0.41%
+8,747
New +$72K
VKTX icon
70
Viking Therapeutics
VKTX
$3.7B
$820K 0.4%
+1,706
New +$60.4K
SO icon
71
Southern Company
SO
$109B
$815K 0.39%
32,716
+897
+3% +$81.9K
UPS icon
72
United Parcel Service
UPS
$88.6B
$809K 0.39%
+24,701
New +$2.31M
BHP icon
73
BHP
BHP
$215B
$793K 0.38%
+8,115
New +$461K
PNW icon
74
Pinnacle West Capital
PNW
$12.2B
$782K 0.38%
+16,971
New +$1.52M
XYZ
75
Block Inc
XYZ
$48.4B
$700K 0.34%
+14,227
New +$981K
1 2
3
4 5

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DB
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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
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FPW
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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
IRP
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Murphy Middleton Hinkle & Parker's Q4 2025 Portfolio in Review

As of Q4 2025, Murphy Middleton Hinkle & Parker held 228 positions worth $207M, up 1% from $205M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Murphy Middleton Hinkle & Parker deployed $185M of net new capital in Q4 2025, opening 90 new positions and adding to 24 existing holdings. Its largest new stake was Netflix: 311,771 shares worth $9.23M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Materials.

On the sell side, the largest reduction was Schwab US Large-Cap Growth ETF, an estimated $10.4M trimmed.

  • Murphy Middleton Hinkle & Parker's largest Q4 2025 buy was Netflix: 311,771 shares worth $9.23M.
  • Murphy Middleton Hinkle & Parker added most to McKesson in Q4 2025, an estimated $94.2M increase.
  • Murphy Middleton Hinkle & Parker's biggest Q4 2025 reduction was Schwab US Large-Cap Growth ETF, cutting an estimated $10.4M.
  • Murphy Middleton Hinkle & Parker fully exited Schwab US Large-Cap Value ETF in Q4 2025, selling an estimated $8.91M.
  • Murphy Middleton Hinkle & Parker's ten largest holdings make up 34% of its $207M portfolio in Q4 2025.
  • Murphy Middleton Hinkle & Parker opened 90 new positions and closed 95 in Q4 2025.
  • Murphy Middleton Hinkle & Parker's portfolio value rose 1% quarter-over-quarter to $207M.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q4 2025, filed 9 Jan 2026.