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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
+5.21%
1 Year Est. Return
+23.94%
3 Year Est. Return
+61.66%
5 Year Est. Return
+71.52%
10 Year Est. Return
–
AUM
$179M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
31%
Holding
132
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 12.29%
2 Technology 9.05%
3 Consumer Staples 8.1%
4 Healthcare 7.36%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
101
Intel
INTC
$413B
$385K 0.22%
16,939
– –
DD icon
102
DuPont de Nemours
DD
$18.6B
$382K 0.21%
4,076
– –
K
103
DELISTED
Kellanova
K
$376K 0.21%
4,553
– –
VBR icon
104
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.2B
$357K 0.2%
1,920
– –
AXP icon
105
American Express
AXP
$224B
$351K 0.2%
1,306
– –
ABBV icon
106
AbbVie
ABBV
$465B
$334K 0.19%
1,592
– –
IBDR icon
107
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$331K 0.19%
13,681
– –
PLTR icon
108
Palantir
PLTR
$295B
$330K 0.18%
3,905
– –
EEM icon
109
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$322K 0.18%
7,379
– –
SYY icon
110
Sysco
SYY
$40.8B
$308K 0.17%
4,109
– –
KMB icon
111
Kimberly-Clark
KMB
$37.6B
$308K 0.17%
2,163
– –
PRU icon
112
Prudential Financial
PRU
$42.6B
$306K 0.17%
2,738
– –
MAA icon
113
Mid-America Apartment Communities
MAA
$16B
$298K 0.17%
1,780
– –
IJR icon
114
iShares Core S&P Small-Cap ETF
IJR
$109B
$298K 0.17%
2,847
– –
T icon
115
AT&T
T
$164B
$289K 0.16%
10,205
– –
COF icon
116
Capital One
COF
$128B
$274K 0.15%
1,530
– –
VT icon
117
Vanguard Total World Stock ETF
VT
$75.3B
$263K 0.15%
2,273
– –
UPS icon
118
United Parcel Service
UPS
$88.9B
$253K 0.14%
2,303
– –
MCK icon
119
McKesson
MCK
$104B
$250K 0.14%
372
– –
TFLO icon
120
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$248K 0.14%
4,896
– –
NEE icon
121
NextEra Energy
NEE
$185B
$245K 0.14%
3,452
– –
MA icon
122
Mastercard
MA
$498B
$235K 0.13%
428
– –
MDLZ icon
123
Mondelez International
MDLZ
$82.9B
$232K 0.13%
3,422
– –
SNV
124
DELISTED
Synovus
SNV
$222K 0.12%
4,753
– –
GEV icon
125
GE Vernova
GEV
$240B
$218K 0.12%
714
– –
2 3 4
5
6

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VPA
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CSC
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FPW
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Murphy Middleton Hinkle & Parker's Q2 2025 Portfolio in Review

As of Q2 2025, Murphy Middleton Hinkle & Parker held 132 positions worth $179M, unchanged from the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Murphy Middleton Hinkle & Parker opened no new positions and made no exits, leaving the 132-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 12% of assets, unchanged from a quarter earlier, followed by Technology and Consumer Staples.

  • Murphy Middleton Hinkle & Parker's ten largest holdings make up 31% of its $179M portfolio in Q2 2025.
  • Murphy Middleton Hinkle & Parker opened 0 new positions and closed 0 in Q2 2025.
  • Murphy Middleton Hinkle & Parker's portfolio value was unchanged quarter-over-quarter at $179M.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2025, filed 9 Jul 2025.