Murphy, Middleton, Hinkle & Parker, Inc.
SEC Form 13F institutional filer · CIK 0001730521
13F-HR · 87 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
50.5%
Murphy, Middleton, Hinkle & Parker, Inc. — $176M AUM allocation strategy
Murphy, Middleton, Hinkle & Parker, Inc. files SEC Form 13F and reports $176M of long US equity value across 87 reported holdings for 2026-03-31.
Its largest sector bet is Financials 22.1%, followed by Consumer Staples 6.9% and Information Technology 5.8%.
The top 10 holdings account for 50% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Murphy, Middleton, Hinkle & Parker, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$176M
total across 87 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +809K sh · +$11.1M+$IYY +198K sh · +$12.7M+$KO +39.8K sh · +$3.21M
Biggest trims (shares)
−$BNY −140K sh · −$5.77M−$MCK −115K sh · −$1.7M−$BRK.B −78.6K sh · −$5.73M
Exited to nil (held last quarter, gone now)
$PPG ($10.9M last qtr)$NFLX ($9.23M last qtr)$IVZ ($6.47M last qtr)$CCL ($6.45M last qtr)$BAX ($6.27M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage15.3%—
- Pharmaceuticals5.5%—
- Financial Exchanges & Data5.5%—
- Consumer Staples Merchandise Retail3.6%—
- Electric Utilities3.4%—
- Technology Hardware, Storage & Peripherals3.0%—
- Construction Machinery & Heavy Transportation Equipment2.9%—
- Systems Software2.8%—
- Other holdings58.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 904K | $26.9M | +809K | 15.3% |
| $SPGI | S&P Global Inc | 44.4K | $9.66M | — | 5.5% |
| $WMT | Walmart Inc | 51K | $6.34M | — | 3.6% |
| $JNJ | Johnson & Johnson | 25.9K | $6.33M | +23.7K | 3.6% |
| $AAPL | Apple Inc | 20.8K | $5.27M | — | 3.0% |
| $CAT | Caterpillar Inc | 7.21K | $5.11M | — | 2.9% |
| $MSFT | Microsoft Corporation | 13.4K | $4.98M | — | 2.8% |
| $HD | Home Depot Inc | 14.9K | $4.9M | -36K | 2.8% |
…and 79 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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