Murphy, Middleton, Hinkle & Parker, Inc.
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$215.8M
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 7.8k shares)
4.7%
02
$SCHV
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 306.1k shares)
4.6%
03
$EFA
ISHARES TR
Q4 2025: Exited (was 82.5k shares)
3.9%
04
$IDV
ISHARES TR
Q4 2025: Exited (was 155.7k shares)
3.4%
05
$WMT
WALMART INC
Q4 2025: Exited (was 50.7k shares)
2.9%
06
$JNJ
JOHNSON & JOHNSON
Q1 2026: Exited (was 2.2k shares)
2.9%
07
$CCBG
CAPITAL CITY BANK
Q4 2025: Exited (was 149.2k shares)
2.9%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 2.0k shares)
2.9%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 20.8k shares)
2.4%
10
$MDY
STATE STR SPDR S&P MIDCAP 40
Q4 2025: Exited (was 8.5k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.