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MURPHY, MIDDLETON, HINKLE & PARKER, INC.

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THOMASVILLE GA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Murphy, Middleton, Hinkle & Parker is based out of Thomasville. Murphy, Middleton, Hinkle & Parker is a large advisory firm with 374 clients and discretionary assets under management (AUM) of $348,828,628 (Form ADV from 2023-03-13). Their last reported 13F filing for Q4 2023 included $162,010,015 in managed 13F securities and a top 10 holdings concentration of 28.05%. Murphy, Middleton, Hinkle & Parker's largest holding is iShares MSCI EAFE ETF-iShares MSCI EAFE ETF with shares held of 77,136. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
EFA iShares MSCI EAFE ET 3.59%
HD Home Depot, Inc. (Th 3.3%
MSFT Microsoft Corp. 3.12%
AAPL Apple Inc 2.77%
PG Procter & Gamble Co. 2.76%

2023-12-31

13F Activity

Market Value $162m, Prior: $156m
New Purchases 4 stocks
Added To 25 stocks
Sold out of 6 stocks
Reduced holdings in 68 stocks
Top 10 Holdings % 28.05%
Turnover %[1] 7.52%
Turnover Alt %[2] 0.72%
Time Held Top 20 15.65 quarters
Time Held Top 10 12.3 quarters
Time Held All 20.2 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance