Latest Murphy, Middleton, Hinkle & Parker, Inc. Stock Portfolio

Murphy, Middleton, Hinkle & Parker, Inc. Performance:

2025 Q3: 7.93%YTD: 7.74%2024: 9.02%

Performance for 2025 Q3 is 7.93%, and YTD is 7.74%, and 2024 is 9.02%.

About Murphy, Middleton, Hinkle & Parker, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Murphy, Middleton, Hinkle & Parker, Inc. reported an equity portfolio of $204.5 Millions as of 30 Sep, 2025.

The top stock holdings of Murphy, Middleton, Hinkle & Parker, Inc. are FNDA, FNDA, IJR. The fund has invested 5.1% of it's portfolio in SCHWAB STRATEGIC TR and 4.4% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off UNITED PARCEL SERVICE INC (UPS) and MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in FIRST TR EXCH TRADED FD III (FMB), BLACKROCK MUN INCOME TR and FIRST TR EXCHANGE-TRADED FD (ECLN). Murphy, Middleton, Hinkle & Parker, Inc. opened new stock positions in NVIDIA CORPORATION (NVDA), EATON CORP PLC (ETN) and CUMMINS INC (CMI). The fund showed a lot of confidence in some stocks as they added substantially to AFLAC INC (AFL), ISHARES TR (IJR) and ISHARES TR (ACWF).

Murphy, Middleton, Hinkle & Parker, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Murphy, Middleton, Hinkle & Parker, Inc. made a return of 7.93% in the last quarter. In trailing 12 months, it's portfolio return was 5.7%.

New Buys

Ticker	$ Bought
nvidia corporation	338,831
eaton corp plc	273,203
cummins inc	264,826
altria group inc	220,574
lockheed martin corp	215,160
rbb fd inc	210,603
norfolk southn corp	210,287
corteva inc	203,093

New stocks bought by Murphy, Middleton, Hinkle & Parker, Inc.

Additions

Ticker	% Inc.
aflac inc	29.15
ishares tr	27.94
ishares tr	24.43
ishares tr	21.75
ishares tr	20.59
ishares tr	19.94
ishares tr	19.51
spdr dow jones indl average	18.06

Additions to existing portfolio by Murphy, Middleton, Hinkle & Parker, Inc.

Reductions

Ticker	% Reduced
first tr exch traded fd iii	-25.61
blackrock mun income tr	-23.08
first tr exchange-traded fd	-20.28
berkshire hathaway inc del	-16.67
schwab strategic tr	-11.8
schwab strategic tr	-9.99
kellanova	-9.88
disney walt co	-8.4

Murphy, Middleton, Hinkle & Parker, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
united parcel service inc	-253,334
mastercard incorporated	-234,595

Murphy, Middleton, Hinkle & Parker, Inc. got rid off the above stocks

Sector Distribution

Murphy, Middleton, Hinkle & Parker, Inc. has about 47.2% of it's holdings in Others sector.

Sector	%
Others	47.2
Technology	9.8
Financial Services	7.6
Industrials	7.4
Consumer Defensive	7.2
Healthcare	6.5
Consumer Cyclical	5.3
Utilities	3.5
Communication Services	2.6
Energy	1.7

Market Cap. Distribution

Murphy, Middleton, Hinkle & Parker, Inc. has about 48.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.2
MEGA-CAP	24.3
LARGE-CAP	23.8
SMALL-CAP	3.1
MID-CAP	1.6

Stocks belong to which Index?

About 50.6% of the stocks held by Murphy, Middleton, Hinkle & Parker, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	49.4
S&P 500	47.5
RUSSELL 2000	3.1

Top 5 Winners (%)		%
PLTR	palantir technologies inc	115.8 %
ORCL	oracle corp	100.2 %
CELH	celsius hldgs inc	61.4 %
GOOG	alphabet inc	57.0 %
GOOG	alphabet inc	55.6 %

Top 5 Winners ($)		$
MSFT	microsoft corp	1.8 M
CAT	caterpillar inc	1.1 M
SPY	spdr s&p 500 etf tr	1.0 M
CCBG	capital city bk group inc	0.9 M
IJR	ishares tr	0.9 M

Top 5 Losers (%)		%
DOW	dow inc	-34.2 %
FLO	flowers foods inc	-29.9 %
BMY	bristol-myers squibb co	-25.9 %
MMC	marsh & mclennan cos inc	-17.4 %
PAYX	paychex inc	-17.4 %

Top 5 Losers ($)		$
FLO	flowers foods inc	-0.3 M
PG	procter and gamble co	-0.3 M
LLY	eli lilly & co	-0.2 M
KO	coca cola co	-0.2 M
MMC	marsh & mclennan cos inc	-0.2 M

Murphy, Middleton, Hinkle & Parker, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Murphy, Middleton, Hinkle & Parker, Inc.

Murphy, Middleton, Hinkle & Parker, Inc. has 136 stocks in it's portfolio. About 33.5% of the portfolio is in top 10 stocks. FLO proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Murphy, Middleton, Hinkle & Parker, Inc. last quarter.

Last Reported on: 04 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.59	20,780	5,291,130	reduced	-2.96

AAXJ	ishares tr	2.78	155,730	5,691,920	added	19.94

AAXJ	ishares tr	0.42	8,935	850,523	reduced	-5.15

ABBV	abbvie inc	0.18	1,592	368,612	unchanged	0.00

ACWF	ishares tr	0.31	25,022	630,304	reduced	-7.67

ACWF	ishares tr	0.15	6,092	308,194	added	24.43

AFL	aflac inc	0.63	11,523	1,287,140	added	29.15

AGT	ishares tr	0.23	3,184	463,590	unchanged	0.00

AGT	ishares tr	0.16	13,681	332,448	unchanged	0.00

AGT	ishares tr	0.12	2,576	239,516	unchanged	0.00

AMGN	amgen inc	0.50	3,629	1,024,100	reduced	-0.11

AMZN	amazon com inc	0.70	6,518	1,431,160	added	0.74

AXP	american express co	0.21	1,306	433,903	unchanged	0.00

BAC	bank america corp	0.64	25,287	1,304,550	added	1.25

BK	bank new york mellon corp	0.13	2,398	261,286	unchanged	0.00

BKNG	booking holdings inc	0.26	100	539,927	unchanged	0.00

BMY	bristol-myers squibb co	0.18	8,207	370,136	added	0.76

CAH	cardinal health inc	0.60	7,848	1,231,810	added	0.01

CAT	caterpillar inc	1.71	7,310	3,487,970	reduced	-0.19

CB	chubb limited	0.29	2,132	601,757	unchanged	0.00