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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
(+14%)
Cap. Flow
+$8.92M
Cap. Flow
% of AUM
3.62%
Top 10 Holdings %
Top 10 Hldgs %
33.33%
Holding
141
New
8
Increased
43
Reduced
27
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oshkosh
OSK
|
+$2.05M |
| 2 |
Procter & Gamble
PG
|
+$1.73M |
| 3 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$721K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$694K |
| 5 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$594K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$1.58M |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
+$49.8K |
| 3 |
Cisco
CSCO
|
+$39.3K |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$22.8K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Pinnacle Financial Partners Inc
PNFP
$15.1B
| $251K | 0.1% |
2,487
+1
| +0% | +$96 |
|
127
Novartis
NVS
$288B
| $241K | 0.1% |
1,540
| – | – |
|
128
BlackRock MuniHoldings Fund
MHD
$613M
| $241K | 0.1% |
20,216
| – | – |
|
129
Colony Bankcorp
CBAN
$441M
| $240K | 0.1% |
11,963
| – | – |
|
130
United Parcel Service
UPS
$96.8B
| $232K | 0.09% |
2,158
-17
| -0.8% | -$1.77K |
|
131
DuPont de Nemours
DD
$18.6B
| $230K | 0.09% |
1,697
-8
| -0.5% | -$1.14K |
|
132
Motley Fool 100 Index ETF
TMFC
$2.05B
| $227K | 0.09% |
+2,986
| New | +$223K |
|
133
Paychex
PAYX
$40.9B
| $221K | 0.09% |
2,249
+1
| +0% | +$95 |
|
134
Norfolk Southern
NSC
$76.2B
| $220K | 0.09% |
700
| – | – |
|
135
Lockheed Martin
LMT
$118B
| $220K | 0.09% |
431
| – | – |
|
136
Blackrock
BLK
$165B
| $219K | 0.09% |
228
| – | – |
|
137
TSMC
TSM
$2.11T
| $216K | 0.09% |
+452
| New | +$183K |
|
138
Altria Group
MO
$124B
| $210K | 0.09% |
+2,912
| New | +$203K |
|
139
iShares Core MSCI EAFE ETF
IEFA
$185B
| $205K | 0.08% |
+2,119
| New | +$204K |
|
140
Vanguard Information Technology ETF
VGT
$140B
| $201K | 0.08% |
+1,680
| New | +$184K |
|
|
141
Honeywell
HON
$71.8B
| – | – |
-6,998
| Closed | -$1.58M |
|
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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.