Murphy, Middleton, Hinkle & Parker, Inc.

RIA/Wealth

Murphy, Middleton, Hinkle & Parker, Inc. is a RIA/Wealth based in Goodyear, AZ led by Taylor Colby Anderson, managing $204.5M across 138 long positions as of Q3 2025 with 43% ETF concentration.

PresidentTaylor Colby Anderson

Portfolio Value: $204.5M
Positions: 138
Top Holding: SCHG at 5.13%
Last Reported: Q3 2025

Address1616 N. Litchfield Road, Suite 155, Goodyear, AZ, 85395, United States

Top Holdings

Largest long holdings in Murphy, Middleton, Hinkle & Parker, Inc.'s portfolio (33.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$10.5M	5.13%	+$1.5M Bought	— 328.7K shares	Q2 2019 Held for 6y 5m
2 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$8.9M	4.36%	+$1.2M Bought	— 306.1K shares	Q4 2017 Held for 7y 11m
3 iShares MSCI EAFE EFA	ETF ETF	$7.7M	3.77%	+$787.8K Bought	— 82.5K shares	Q4 2017 Held for 7y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$6.7M	3.26%	+$38.8K Bought	0.00% 12.9K shares	Q4 2017 Held for 7y 11m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.3M	3.09%	+$97.3K Bought	— 9.5K shares	Q4 2017 Held for 7y 11m
6 Capital City Bank Group CCBG	Banks - Regional Financial Services	$6.2M	3.05%	-$459.7K Sold	0.87% 149.2K shares	Q4 2017 Held for 7y 11m
7 Home Depot HD	Home Improvement Consumer Cyclical	$5.9M	2.91%	-$36.1K Sold	0.00% 14.7K shares	Q4 2017 Held for 7y 11m
8 iShares International Select Dividend IDV	ETF ETF	$5.7M	2.78%	+$946.4K Bought	— 155.7K shares	Q4 2017 Held for 7y 11m
9 Apple AAPL	Consumer Electronics Technology	$5.3M	2.59%	-$161.2K Sold	0.00% 20.8K shares	Q4 2017 Held for 7y 11m
10 Walmart WMT	Discount Stores Consumer Defensive	$5.2M	2.56%	+$206.1 Bought	0.00% 50.7K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Murphy, Middleton, Hinkle & Parker, Inc.'s latest filing

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Market Value

$204.5M

Prior: $178.7M

Q/Q Change

+14.47%

+$25.9M

Net Flows % of MV

+2.01%

Turnover Ratio

3.08%

New Purchases

2 stocks

$549.4K

Added To

52 stocks

+$7.1M

Sold Out Of

2 stocks

$487.9K

Reduced Holdings

45 stocks

-$3.1M

Increased Positions

Position	Shares Δ	Change
1 Nvidia NVDA	New	0 → 1.8K +$338.8K
2 Motley Fool 100 Index TMFC	New	0 → 3.0K +$210.6K
3 Aflac AFL	+29.15%	8.9K → 11.5K +$290.5K
4 IJJ iShares S&P Mid-Cap 400 Value ETF IJJ	+27.94%	8.5K → 10.8K +$306.8K
5 iShares Treasury Floating Rate Bond TFLO	+24.43%	4.9K → 6.1K +$60.5K

Decreased Positions

Position	Shares Δ	Change
1 United Parcel Service, Inc. UPS	Sold	2.3K → 0 −$253.3K
2 Mastercard MA	Sold	428.0 → 0 −$234.6K
3 First Trust Managed Municipal FMB	-25.61%	16.4K → 12.2K −$212.9K
4 BFK BlackRock Municipal Income Trust BFK	-23.08%	13.0K → 10.0K −$30.2K
5 First Trust Tactical High Yield HYLS	-20.28%	17.8K → 14.2K −$151.8K

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Analytics

Portfolio insights and performance metrics for Murphy, Middleton, Hinkle & Parker, Inc.

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Sector Allocation

ETF

42.70%

Financial Services

10.70%

Technology

9.70%

Industrials

7.30%

Consumer Defensive

7.10%

Healthcare

6.50%

Consumer Cyclical

5.30%

Utilities

3.70%

Communication Services

2.60%

Energy

1.70%

Real Estate

0.80%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

32.59%

Large Cap ($10B - $200B)

18.61%

Mid Cap ($2B - $10B)

1.40%

Small Cap ($300M - $2B)

3.05%

Nano Cap (< $50M)

0.22%

N/A (ETF or Unknown)

44.14%

Portfolio Concentration

Top 10 Holdings %

33.48%

Top 20 Holdings %

51.19%

Top 50 Holdings %

76.13%

Top 100 Holdings %

94.8%