David J. Middleton
Murphy, Middleton, Hinkle & Parker, Inc.
Assets Managed
$246.121M
Holdings
140
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.07%(2Q avg: 9.24%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Murphy, Middleton, Hinkle & Parker, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 140 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 246.121M in assets, with a quarterly growth rate of 14.07% and a 2-quarter average growth rate of 9.24%. The portfolio is managed by David J. Middleton, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SCHG Schwab Us Large-cap Growth
| 5.06% | $12.442M 367,676 shares@ $33.85 avg price | Increased 6.04% |
SCHV Schwab Us Large-cap Value
| 4.94% | $12.154M 349,164 shares@ $34.81 avg price | Increased 6.7% |
EFA Ishares Msci Eafe Etf
| 3.78% | $9.295M 89,481 shares@ $103.89 avg price | Increased 3.92% |
CAT Caterpillar Inc
| 3.13% | $7.679M 7,211 shares@ $1064.91 avg price | |
IDV Ishares International Select
| 3.11% | $7.634M 184,252 shares@ $41.44 avg price | Increased 7.19% |
CCBG Capital City Bank Group Inc
| 2.94% | $7.213M 145,945 shares@ $49.43 avg price | Increased 1.16% |
SPY Spdr S&p 500 Etf Trust
| 2.89% | $7.09M 9,495 shares@ $746.75 avg price | Decreased -0.06% |
JNJ Johnson & Johnson
| 2.68% | $6.582M 25,918 shares@ $253.97 avg price | Increased 0.02% |
AAPL Apple Inc
| 2.44% | $6.005M 20,751 shares@ $289.37 avg price | Decreased -0.14% |
MDY Spdr S&p Midcap 400 Etf Trst
| 2.41% | $5.931M 8,433 shares@ $703.32 avg price | Decreased -0.09% |
1-10 of 140