MURPHY, MIDDLETON, HINKLE & PARKER, INC.

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Murphy, Middleton, Hinkle & Parker is based out of Thomasville. Murphy, Middleton, Hinkle & Parker is a large advisory firm with 208 clients and discretionary assets under management (AUM) of $357,941,796 (Form ADV from 2021-03-03). Their last reported 13F filing for Q1 2021 included $171,655,000 in managed 13F securities and a top 10 holdings concentration of 25.93%. Murphy, Middleton, Hinkle & Parker's largest holding is Berkshire Hathaway Inc Class A with shares held of 17. Whalewisdom has at least 14 13F filings

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03/31/2021

13F Activity

  • Market Value $171.655 Million
  • Prior Market Value $150.105 Million
  • New Purchases8 stocks
  • Additional Purchases50 stocks
  • Sold out of0 stocks
  • Reduced holdings in51 stocks
  • Top 10 Holdings % 25.93 %
  • Turnover % [1]:5.56%
  • Turnover Alt % [2]: 1.59 %
  • Time Held Top20:9.70 quarters
  • Time Held Top10:7.40 quarters
  • Time Held All:10.35 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.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 6.23%
Performance Last 4 Quarters: 2.93%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MMHP INVESTMENT ADVISORS
240 SOUTH HANSELL STREET
THOMASVILLE GA    31792
Country: United States

Business Phone: 229-228-1822
Fax: 229-228-0825
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: GA
Number of employees: 5
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 208
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2021-03-03
Name Title Start Date Direct/Indirect % Ownership
MURPHY, FRED, ELBERT MANAGING DIRECTOR 02/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 1992-02-01
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT direct 1992-02-01 2005-03-14
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2008-02-22
MIDDLETON, DAVID, JAMES MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 04/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1994-04-01
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 2000-04-01 2003-06-02
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 1994-04-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR direct 1994-04-01 2008-02-22
PARKER, JOHN, MARK MANAGING DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOSEPH PARKER & COMPANY INC CHIEF INVESTMENT OFFICER direct 2004-01-01
PARKWAY WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
PARKWAY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-07-01
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 2008-01-01
JOSEPH PARKER & COMPANY INC DIRECTOR, PRESIDENT, CEO, TREASURER direct 1996-11-01 2003-03-31
PARKWAY WEALTH MANAGEMENT, LLC PRESIDENT direct 2007-07-01 2007-07-17

MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
MURPHY, FRED, ELBERT MANAGING DIRECTOR 02/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 1992-02-01
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT direct 1992-02-01 2005-03-14
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2008-02-22
MIDDLETON, DAVID, JAMES MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 04/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1994-04-01
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 2000-04-01 2003-06-02
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 1994-04-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR direct 1994-04-01 2008-02-22
PARKER, JOHN, MARK MANAGING DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOSEPH PARKER & COMPANY INC CHIEF INVESTMENT OFFICER direct 2004-01-01
PARKWAY WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
PARKWAY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-07-01
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 2008-01-01
JOSEPH PARKER & COMPANY INC DIRECTOR, PRESIDENT, CEO, TREASURER direct 1996-11-01 2003-03-31
PARKWAY WEALTH MANAGEMENT, LLC PRESIDENT direct 2007-07-01 2007-07-17

MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2020-02-25
Name Title Start Date Direct/Indirect % Ownership

MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2019-02-27
Name Title Start Date Direct/Indirect % Ownership
MURPHY, FRED, ELBERT MANAGING DIRECTOR 02/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 1992-02-01
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT direct 1992-02-01 2005-03-14
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2008-02-22
MIDDLETON, DAVID, JAMES MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 04/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1994-04-01
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 2000-04-01 2003-06-02
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 1994-04-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR direct 1994-04-01 2008-02-22
PARKER, JOHN, MARK MANAGING DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOSEPH PARKER & COMPANY INC CHIEF INVESTMENT OFFICER direct 2004-01-01
PARKWAY WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
PARKWAY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-07-01
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 2008-01-01
JOSEPH PARKER & COMPANY INC DIRECTOR, PRESIDENT, CEO, TREASURER direct 1996-11-01 2003-03-31
PARKWAY WEALTH MANAGEMENT, LLC PRESIDENT direct 2007-07-01 2007-07-17

MURPHY MIDDLETON HINKLE & PARKER, INC.

ownership team - last updated 2017-02-27
Name Title Start Date Direct/Indirect % Ownership
MURPHY, FRED, ELBERT MANAGING DIRECTOR 02/01/1992 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 1992-02-01
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT direct 1992-02-01 2005-03-14
MURPHY INVESTMENT MANAGEMENT CO PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1992-02-01 2008-02-22
MIDDLETON, DAVID, JAMES MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER 04/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER direct 1994-04-01
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 2000-04-01 2003-06-02
MURPHY INVESTMENT MANAGEMENT CO VICE PRESIDENT direct 1994-04-01 2007-02-12
MURPHY INVESTMENT MANAGEMENT CO MANAGING DIRECTOR direct 1994-04-01 2008-02-22
PARKER, JOHN, MARK MANAGING DIRECTOR 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
JOSEPH PARKER & COMPANY INC CHIEF INVESTMENT OFFICER direct 2004-01-01
PARKWAY WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-07-01
PARKWAY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-07-01
MURPHY MIDDLETON HINKLE & PARKER, INC. MANAGING DIRECTOR direct 2008-01-01
JOSEPH PARKER & COMPANY INC DIRECTOR, PRESIDENT, CEO, TREASURER direct 1996-11-01 2003-03-31
PARKWAY WEALTH MANAGEMENT, LLC PRESIDENT direct 2007-07-01 2007-07-17

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