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Livermore
Livermore
ZHEN

Murphy, Middleton, Hinkle & Parker, Inc.

SEC CIK
0001730521
Latest filing
Jul 14, 2026

The latest 13F from Murphy, Middleton, Hinkle & Parker, Inc. covers Q2 2026 (filed Jul 14, 2026): 140 long positions worth $246.1M. The top 10 holdings make up 33.3% of the portfolio, and the largest is Schwab U.S. Large-Cap Growth ETF at 5.1%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$4.08M
Added
43
Est. +$7.07M
Reduced
26
Est. −$286.5K
Sold out
1
Est. −$1.58M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab U.S. Large-Cap Growth ETF808524300
    5.1%$12.4M
  2. Schwab U.S. Large-Cap Value ETF808524409
    4.9%$12.2M
  3. iShares MSCI Eafe ETF464287465
    3.8%$9.30M
  4. CATCaterpillar Inc
    3.1%$7.68MHistory
  5. iShares Tr464288448
    3.1%$7.63M

Share of portfolio

Top 5 holdings and the other 135 positions, by share of portfolio value

  1. Schwab U.S. Large-Cap Growth ETF5.1%
  2. Schwab U.S. Large-Cap Value ETF4.9%
  3. iShares MSCI Eafe ETF3.8%
  4. CAT3.1%
  5. iShares Tr3.1%
  6. Other 135 positions80.0%

Biggest buys

New and added positions, by estimated amount bought

  1. OSKOshkosh Corp
    +$2.24MNewHistory
  2. PGProcter & Gamble Co
    +$1.74MAddedHistory
  3. Schwab U.S. Large-Cap Value ETF808524409
    +$762.3KAdded
  4. Schwab U.S. Large-Cap Growth ETF808524300
    +$708.4KAdded
  5. First Tr Exchange-Traded FD33735T109
    +$574.2KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. OSKOshkosh Corp
    +0.91 pp0.0% → 0.9%History
  2. PGProcter & Gamble Co
    +0.58 pp1.1% → 1.7%History
  3. Schwab U.S. Large-Cap Growth ETF808524300
    +0.37 pp4.7% → 5.1%
  4. Schwab U.S. Large-Cap Value ETF808524409
    +0.31 pp4.6% → 4.9%
  5. First Tr Exchange Traded FD33741X102
    +0.21 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$1.58MSold outHistory
  2. First Tr Exchange-Traded FD33738D309
    −$49.5KReduced
  3. CSCOCisco Systems, Inc.
    −$44.2KReducedHistory
  4. iShares Russell 2000 ETF464287655
    −$24.3KReduced
  5. iShares Core S&P Mid-Cap ETF464287507
    −$23.9KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −0.73 pp0.7% → 0.0%History
  2. WMTWalmart Inc.
    −0.59 pp2.9% → 2.3%History
  3. BPBP PLC
    −0.52 pp1.7% → 1.1%History
  4. CVXChevron Corp
    −0.32 pp1.1% → 0.8%History
  5. XOMExxonMobil Holdings Corp
    −0.23 pp0.8% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$246.1M
+$30.4M (+14.1%) vs. prior quarter
Positions
140
+7 vs. prior quarter
Top 10 concentration
33.3%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
8.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $246.1M (Q2 2026)

Q1 2021: $171.7MQ2 2021: $179.1MQ3 2021: $172.8MQ4 2021: $187.7MQ1 2022: $186.2MQ2 2022: $154.4MQ3 2022: $143.8MQ4 2022: $159.4MQ1 2023: $161.0MQ2 2023: $160.1MQ3 2023: $155.6MQ4 2023: $162.0MQ1 2024: $171.7MQ2 2024: $171.8MQ3 2024: $185.6MQ4 2024: $177.0MQ1 2025: $178.7MQ2 2025: $178.7MQ3 2025: $204.5MQ4 2025: $145.7MQ1 2026: $215.8MQ2 2026: $246.1M
Q1 2021Q2 2026
13F filings of Murphy, Middleton, Hinkle & Parker, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 14, 2026140$246.1MSchwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Value ETFiShares MSCI Eafe ETFvs. Q1 2026SEC
Q1 2026Apr 15, 2026133$215.8MSchwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Value ETFiShares MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Jan 9, 2026133$145.7MPPGNFLXBRK.Bvs. Q3 2025SEC
Q3 2025Nov 4, 2025138$204.5MSchwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Value ETFiShares MSCI Eafe ETFvs. Q2 2025SEC
Q2 2025Jul 9, 2025132$178.7MSchwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Value ETFiShares MSCI Eafe ETFvs. Q1 2025SEC
Q1 2025Apr 15, 2025132$178.7MSchwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Value ETFiShares MSCI Eafe ETFvs. Q4 2024SEC
Q4 2024Jan 16, 2025134$177.0MSchwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Value ETFHDvs. Q3 2024SEC
Q3 2024Oct 15, 2024136$185.6MiShares MSCI Eafe ETFHDSchwab U.S. Large-Cap Growth ETFvs. Q2 2024SEC
Q2 2024Jul 16, 2024135$171.8MiShares MSCI Eafe ETFSchwab U.S. Large-Cap Growth ETFMSFTvs. Q1 2024SEC
Q1 2024Apr 11, 2024136$171.7MiShares MSCI Eafe ETFHDMSFTvs. Q4 2023SEC
Q4 2023Jan 24, 2024133$162.0MiShares MSCI Eafe ETFHDMSFTvs. Q3 2023SEC
Q3 2023Oct 3, 2023135$155.6MiShares MSCI Eafe ETFHDPGvs. Q2 2023SEC
Q2 2023Jul 5, 2023135$160.1MiShares MSCI Eafe ETFAAPLHDvs. Q1 2023SEC
Q1 2023Apr 5, 2023134$161.0MiShares MSCI Eafe ETFHDPGvs. Q4 2022SEC
Q4 2022Feb 15, 2023Amended133$159.4MiShares MSCI Eafe ETFHDJNJvs. Q3 2022SEC
Q3 2022Oct 7, 2022127$143.8MiShares MSCI Eafe ETFJNJHDvs. Q2 2022SEC
Q2 2022Jul 29, 2022135$154.4MiShares MSCI Eafe ETFJNJHDvs. Q1 2022SEC
Q1 2022Apr 14, 2022144$186.2MBRK.AiShares MSCI Eafe ETFAAPLvs. Q4 2021SEC
Q4 2021Jan 13, 2022145$187.7MBRK.AHDiShares MSCI Eafe ETFvs. Q3 2021SEC
Q3 2021Oct 7, 2021138$172.8MBRK.AiShares MSCI Eafe ETFHDvs. Q2 2021SEC
Q2 2021Jul 13, 2021142$179.1MBRK.AiShares MSCI Eafe ETFHDvs. Q1 2021SEC
Q1 2021Apr 8, 2021144$171.7MBRK.AiShares MSCI Eafe ETFHD–SEC