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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
AXP icon
101
American Express
AXP
$241B
$457K 0.19%
1,350
– –
IR icon
102
Ingersoll Rand
IR
$31.6B
$454K 0.18%
5,534
– –
CMI icon
103
Cummins
CMI
$89.4B
$447K 0.18%
627
– –
ED icon
104
Consolidated Edison
ED
$40.9B
$442K 0.18%
3,992
– –
IJR icon
105
iShares Core S&P Small-Cap ETF
IJR
$110B
$422K 0.17%
2,847
– –
MDT icon
106
Medtronic
MDT
$107B
$415K 0.17%
5,310
– –
ABBV icon
107
AbbVie
ABBV
$448B
$410K 0.17%
1,630
– –
MCD icon
108
McDonald's
MCD
$190B
$393K 0.16%
1,453
– –
VT icon
109
Vanguard Total World Stock ETF
VT
$76.8B
$357K 0.15%
2,276
– –
BKNG icon
110
Booking.com
BKNG
$140B
$356K 0.14%
2,000
– –
BNY
111
Bank of New York Mellon
BNY
$108B
$347K 0.14%
2,398
– –
SYY icon
112
Sysco
SYY
$38.8B
$345K 0.14%
4,122
+2
+0% +$151
CTVA icon
113
Corteva
CTVA
$58.4B
$339K 0.14%
4,003
+1,000
+33% +$80.3K
Q
114
Qnity Electronics Inc
Q
$28.6B
$332K 0.14%
2,035
– –
ETN icon
115
Eaton
ETN
$157B
$311K 0.13%
730
– –
TFLO icon
116
iShares Treasury Floating Rate Bond ETF
TFLO
$6.55B
$308K 0.13%
6,092
– –
COF icon
117
Capital One
COF
$128B
$308K 0.13%
1,537
– –
DOW icon
118
Dow Inc
DOW
$21.9B
$301K 0.12%
11,016
– –
NEE icon
119
NextEra Energy
NEE
$184B
$300K 0.12%
3,415
– –
IBDR icon
120
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$297K 0.12%
12,263
– –
PRU icon
121
Prudential Financial
PRU
$41B
$295K 0.12%
2,730
– –
MCK icon
122
McKesson
MCK
$97.6B
$283K 0.11%
374
– –
KMB icon
123
Kimberly-Clark
KMB
$36B
$269K 0.11%
+2,453
New +$243K
ESGD icon
124
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$265K 0.11%
2,576
– –
T icon
125
AT&T
T
$152B
$261K 0.11%
12,599
-149
-1% -$3.7K
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
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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.