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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 360.97%
4.28%
$7.571M
271,640 shares@ $27.87 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 255.25%
3.75%
$6.627M
254,217 shares@ $26.07 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.26%
3.25%
$5.744M
14,766 shares@ $388.98 avg price
EFAIshares Tr
Recent Activity
Increased 0.46%
3.22%
$5.689M
75,240 shares@ $75.61 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.07%
3.09%
$5.466M
9,327 shares@ $586.09 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.19%
3.04%
$5.373M
12,748 shares@ $421.52 avg price
AAPLApple Inc
Recent Activity
Increased 4.61%
3.02%
$5.334M
21,302 shares@ $250.42 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 2.63%
2.72%
$4.807M
8,439 shares@ $569.6 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.46%
2.59%
$4.583M
50,725 shares@ $90.36 avg price
CCBGCapital City Bk Group Inc
Recent Activity
Decreased -1.36%
2.4%
$4.237M
115,619 shares@ $36.65 avg price