David J. Middleton
@Murphy, Middleton, Hinkle & Parker, Inc.
Latest period2024 - Q4ReportedManaged Assets$177.002MTotal holdings134
Assets growth rate-4.6%Assets growth rate (2-Q avg)1.7%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Murphy, Middleton, Hinkle & Parker, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.
Assets under management
The assets under management (AUM) of Murphy, Middleton, Hinkle & Parker, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 177.002M in assets, with a quarterly growth rate of -4.6% and a 2-quarter average growth rate of 1.7%. The portfolio is managed by David J. Middleton, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PLTRPalantir Technologies Inc
| 0.16% | $279,075 3,690 shares@ $75.64 avg price | New Position |
TFLOIshares Tr
| 0.14% | $247,101 4,896 shares@ $50.47 avg price | New Position |
GEVGe Vernova Inc
| 0.14% | $234,856 714 shares@ $328.93 avg price | New Position |
BLKBlackrock Inc
| 0.13% | $223,474 218 shares@ $1025.12 avg price | New Position |
MCKMckesson Corp
| 0.12% | $212,007 372 shares@ $569.92 avg price | New Position |