Murphy, Middleton, Hinkle & Parker, Inc.
Long book
$215.8M
Q1 2026
Positions
133
Top-10 weight
33%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
82%
of book per quarter
Strategy in plain words
auto-generated from filingsMurphy, Middleton, Hinkle & Parker, Inc. is an institutional manager, running a $215.8M US long book across 133 positions.
The portfolio is moderately concentrated (top 10 ≈ 33% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: SCHWAB US LARGE-CAP GROWTH, SCHWAB US LARGE-CAP VALUE, ISHARES MSCI EAFE ETF, ISHARES INTERNATIONAL SELECT, WALMART INC.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+7.7%
Q3 2024
-1.9%
Q4 2024
+0.9%
Q1 2025
+5.9%
Q2 2025
+6.4%
Q3 2025
+2.8%
Q4 2025
+0.3%
Q1 2026
+10.9%
Sector allocation
Technology 19%
Financials 18%
Consumer discretionary 16%
Healthcare 13%
Industrials 12%
Utilities 8%
Consumer staples 4%
Energy 4%
Long book by quarter
What does Murphy, Middleton, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| WMT WALMART INC | Consumer discretionary | 51.0K | $6.3M | 2.9% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 25.9K | $6.3M | 2.9% | +1052.8% |
| CCBG CAPITAL CITY BANK GROUP INC | Financials | 144.3K | $6.3M | 2.9% | New |
| AAPL APPLE INC | Technology | 20.8K | $5.3M | 2.4% | New |
| CAT CATERPILLAR INC | Industrials | 7.2K | $5.1M | 2.4% | New |
| MSFT MICROSOFT CORP | Technology | 13.4K | $5.0M | 2.3% | New |
| HD HOME DEPOT INC | Consumer discretionary | 14.9K | $4.9M | 2.3% | -70.7% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 5 | $3.6M | 1.7% | New |
| LLY ELI LILLY & CO | Healthcare | 3.8K | $3.4M | 1.6% | New |
| KO COCA-COLA CO/THE | Consumer staples | 44.9K | $3.4M | 1.6% | +777.9% |
| SO SOUTHERN CO/THE | Utilities | 31.5K | $3.0M | 1.4% | -3.8% |
| DUK DUKE ENERGY CORP | Utilities | 22.0K | $2.9M | 1.3% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 16.9K | $2.4M | 1.1% | +13.4% |
| CVX CHEVRON CORP | Energy | 11.2K | $2.3M | 1.1% | New |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.7K | $2.3M | 1.1% | -94.3% |
| TXN TEXAS INSTRUMENTS INC | Technology | 10.1K | $2.0M | 0.9% | New |
| EMR EMERSON ELECTRIC CO | Industrials | 13.9K | $1.8M | 0.8% | -70.0% |
| GPC GENUINE PARTS CO | Consumer discretionary | 17.2K | $1.8M | 0.8% | New |
| XOM EXXON MOBIL CORP | Energy | 10.0K | $1.7M | 0.8% | New |
| TT TRANE TECHNOLOGIES PLC | Technology | 4.0K | $1.7M | 0.8% | +0.3% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 7.8K | $1.7M | 0.8% | New |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 7.0K | $1.6M | 0.7% | -39.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 6.0K | $1.5M | 0.7% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.6K | $1.4M | 0.6% | +2.1% |
| DIS WALT DISNEY CO/THE | Services media | 13.6K | $1.3M | 0.6% | New |
| WM WASTE MANAGEMENT INC | Utilities | 5.6K | $1.3M | 0.6% | +118.8% |
| AMGN AMGEN INC | Healthcare | 3.7K | $1.3M | 0.6% | New |
| MRK MERCK & CO. INC. | Healthcare | 10.5K | $1.3M | 0.6% | +154.1% |
| BAC BANK OF AMERICA CORP | Financials | 25.5K | $1.2M | 0.6% | New |
| AFL AFLAC INC | Financials | 11.2K | $1.2M | 0.6% | New |
| WFC WELLS FARGO & CO | Financials | 15.4K | $1.2M | 0.6% | New |
| GOOG ALPHABET INC-CL C | Technology | 3.9K | $1.1M | 0.5% | New |
| GD GENERAL DYNAMICS CORP | Industrials | 3.2K | $1.1M | 0.5% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 22.0K | $1.1M | 0.5% | +288.6% |
| GOOGL ALPHABET INC-CL A | Technology | 3.5K | $994K | 0.5% | -31.1% |
| CSCO CISCO SYSTEMS INC | Technology | 12.4K | $966K | 0.4% | New |
| TGT TARGET CORP | Consumer discretionary | 7.8K | $947K | 0.4% | New |
| MMM 3M CO | Healthcare | 6.5K | $938K | 0.4% | New |
| PFE PFIZER INC | Healthcare | 33.2K | $932K | 0.4% | New |
| JPM JPMORGAN CHASE & CO | Financials | 3.1K | $914K | 0.4% | New |
| MRSH MARSH & MCLENNAN COS | Financials | 5.0K | $871K | 0.4% | New |
| GE GENERAL ELECTRIC | Industrials | 3.0K | $850K | 0.4% | New |
| INTC INTEL CORP | Technology | 17.0K | $748K | 0.3% | +339080.0% |
| PEP PEPSICO INC | Consumer staples | 4.8K | $748K | 0.3% | -86.5% |
| QCOM QUALCOMM INC | Technology | 5.7K | $729K | 0.3% | New |
| IDA IDACORP INC | Utilities | 4.9K | $707K | 0.3% | New |
| CB CHUBB LTD | Financials | 2.1K | $695K | 0.3% | -33.8% |
| TFC TRUIST FINANCIAL CORP | Financials | 14.2K | $654K | 0.3% | +203.1% |
| ENB ENBRIDGE INC | Energy | 11.5K | $624K | 0.3% | New |
| GEV GE VERNOVA INC | Industrials | 714 | $623K | 0.3% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 133 | $215.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 9, 2026 | 133 | $206.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 138 | $204.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 132 | $178.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 15, 2025 | 132 | $178.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 134 | $177.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 136 | $185.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 135 | $171.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 11, 2024 | 136 | $171.7M | canonical | SEC ↗ |
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