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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OSKOshkosh Corp
Recent Activity
Exited
0%
$1.47M
14,667 shares@ $100.22 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$1.04M
41,262 shares@ $25.21 avg price
CTVACorteva Inc
Recent Activity
Exited
0%
$259,146
4,408 shares@ $58.79 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$220,086
5,269 shares@ $41.77 avg price
ESGDIshares Tr
Recent Activity
Exited
0%
$216,822
2,576 shares@ $84.18 avg price
NVSNovartis Ag
Recent Activity
Exited
0%
$216,468
1,882 shares@ $115.03 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$206,993
218 shares@ $949.51 avg price