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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
MRSH
76
Marsh
MRSH
$87.1B
$837K 0.34%
5,021
– –
IWM icon
77
iShares Russell 2000 ETF
IWM
$81.7B
$800K 0.33%
2,663
-81
-3% -$22.8K
PFE icon
78
Pfizer
PFE
$142B
$797K 0.32%
33,101
-89
-0.3% -$2.33K
IDA icon
79
Idacorp
IDA
$8.18B
$748K 0.3%
4,947
– –
CB icon
80
Chubb
CB
$137B
$726K 0.3%
2,132
– –
TFC icon
81
Truist Financial
TFC
$62.5B
$706K 0.29%
14,179
-48
-0.3% -$2.36K
V icon
82
Visa
V
$688B
$688K 0.28%
2,004
– –
IWB icon
83
iShares Russell 1000 ETF
IWB
$48.2B
$670K 0.27%
1,635
– –
PEP icon
84
PepsiCo
PEP
$184B
$653K 0.27%
4,821
+7
+0.1% +$1.05K
FLO icon
85
Flowers Foods
FLO
$1.79B
$632K 0.26%
80,034
+12,219
+18% +$97.8K
VBK icon
86
Vanguard Small-Cap Growth ETF
VBK
$23.5B
$629K 0.26%
1,721
– –
FMB icon
87
First Trust Managed Municipal ETF
FMB
$2.06B
$627K 0.25%
12,200
– –
ENB icon
88
Enbridge
ENB
$123B
$624K 0.25%
11,519
– –
UNP icon
89
Union Pacific
UNP
$178B
$608K 0.25%
2,234
– –
HYLS icon
90
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$599K 0.24%
14,743
+188
+1% +$7.69K
ORCL icon
91
Oracle
ORCL
$353B
$570K 0.23%
3,890
+300
+8% +$54.4K
IYY icon
92
iShares Dow Jones US ETF
IYY
$2.95B
$547K 0.22%
3,000
– –
ESGU icon
93
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$521K 0.21%
3,184
– –
SDVY icon
94
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$515K 0.21%
+11,929
New +$498K
META icon
95
Meta Platforms (Facebook)
META
$1.66T
$511K 0.21%
907
– –
EEM icon
96
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$505K 0.21%
7,379
– –
NVDA icon
97
NVIDIA
NVDA
$4.97T
$498K 0.2%
2,491
+112
+5% +$23K
VBR icon
98
Vanguard Small-Cap Value ETF
VBR
$37B
$492K 0.2%
2,024
– –
PLTR icon
99
Palantir
PLTR
$325B
$466K 0.19%
3,994
-125
-3% -$17.1K
BMY icon
100
Bristol-Myers Squibb
BMY
$124B
$461K 0.19%
8,007
– –
2 3
4
5 6

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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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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.