Q3 2026 13F · SEC CIK 1730521
Murphy, Middleton, Hinkle & Parker, Inc.
Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $245.6M
- Reported positions
- 143
- Top holdings a year, 3 yrs
- +17.4%
- Assets under management
- $435.3M
Murphy, Middleton, Hinkle & Parker, Inc. is a wealth manager that reported 143 positions worth $245.6M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Schwab Strategic Tr (SCHG, 5.6%), Schwab Strategic Tr (SCHV, 4.9%), Ishares Tr (EFA, 4.0%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 22.3% for the S&P 500.
Murphy, Middleton, Hinkle & Parker, Inc. holdings largest 50 of 143 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Murphy, Middleton, Hinkle & Parker, Inc. bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- IJJ Ishares Tr+24.6% shares
- VWO Vanguard Intl Equity Index F+21.3% shares
- IJK Ishares S&p Mid Cap 400 Growth+20.1% shares
- SCHA Schwab Strategic Tr+17.4% shares
- FTSL First Tr Exchange-Traded Fd+9.4% shares
- FDD First Tr Exchange-Traded Fd+9.2% shares
- EFA Ishares Tr+5.7% shares
Reduced
- PG Procter & Gamble Co-42.0% shares
Left the top 50
- OSK Oshkosh Corpwas 0.9%
- IBM International Business Machswas 0.7%
- BAC Bank of Amer Corpwas 0.6%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +14.0% /yr
- S&P 500 +11.7%
- 3 years
- +17.4% /yr
- S&P 500 +22.3%
- 5 years
- +8.5% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $245.6M | 143 |
| Q2 2026 | $246.1M | 140 |
| Q1 2026 | $215.8M | 133 |
| Q4 2025 | $206.7M | 133 |
| Q3 2025 | $204.5M | 138 |
| Q2 2025 | $178.7M | 132 |
| Q1 2025 | $178.7M | 132 |
| Q4 2024 | $177.0M | 134 |
| Q3 2024 | $185.6M | 136 |
| Q2 2024 | $171.8M | 135 |
| Q1 2024 | $171.7M | 136 |
| Q4 2023 | $162.0M | 133 |
Questions about Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio
What stocks does Murphy, Middleton, Hinkle & Parker, Inc. own?
Murphy, Middleton, Hinkle & Parker, Inc.'s latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 143 positions worth $245.6M. The largest are Schwab Strategic Tr (SCHG) at 5.6%, Schwab Strategic Tr (SCHV) at 4.9%, Ishares Tr (EFA) at 4.0%, Ishares Tr (IDV) at 3.3% and State Str Spdr S&p 500 ETF T (SPY) at 3.0%.
What did Murphy, Middleton, Hinkle & Parker, Inc. buy last quarter?
In Q3 2026, Murphy, Middleton, Hinkle & Parker, Inc. added Ishares Tr (IJJ) (+24.6% shares), Vanguard Intl Equity Index F (VWO) (+21.3% shares) and Ishares S&p Mid Cap 400 Growth (IJK) (+20.1% shares), compared with its Q2 2026 filing.
What did Murphy, Middleton, Hinkle & Parker, Inc. sell last quarter?
In Q3 2026, Murphy, Middleton, Hinkle & Parker, Inc. cut from its top 50 Oshkosh Corp (OSK), cut from its top 50 International Business Machs (IBM), cut from its top 50 Bank of Amer Corp (BAC) and Procter & Gamble Co (PG) (-42.0% shares), compared with its Q2 2026 filing.
How has Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio performed?
A portfolio copying Murphy, Middleton, Hinkle & Parker, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +14.0% against +11.7%. Over 5 years: +8.5% a year against +10.6%.
When is Murphy, Middleton, Hinkle & Parker, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Murphy, Middleton, Hinkle & Parker, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Murphy, Middleton, Hinkle & Parker, Inc. manage?
Murphy, Middleton, Hinkle & Parker, Inc. reported $435.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $245.6M.