Murphy, Middleton, Hinkle & Parker, Inc. — 13F Holdings & Portfolio
CIK 1730521 · latest 13F-HR filed 2026-04-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$215.8M
Long-equity book
Holdings
133
Distinct positions
Period
2026-03-31
Filed 2026-04-15
Q/Q Activity
+92 / −92 / ↑16 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$8.5M +526.3%
- JOHNSON & JOHNSON$6.1M +2411.7%
- STATE STR SPDR S&P 500 ETF T$5.8M +1341.4%
- COCA COLA CO$3.2M +1560.9%
- SOUTHERN CO$2.2M +272.9%
Top Trims
- BANK NEW YORK MELLON CORP-$5.8M -95.3%
- BERKSHIRE HATHAWAY INC DEL-$5.7M -71.7%
- PRUDENTIAL FINL INC-$5.1M -95.0%
- SCHWAB STRATEGIC TR-$4.8M -85.8%
- STATE STR SPDR DOW JONES IND-$4.3M -84.6%
New Positions
- SCHWAB STRATEGIC TR$10.0M
- ISHARES TR$8.4M
- ISHARES TR$7.3M
- WALMART INC$6.3M
- CAPITAL CITY BANK$6.3M
Exited Positions
- PPG INDS INC$10.9M
- NETFLIX INC$9.2M
- INVESCO EXCHANGE TRADED FD T$6.5M
- CARNIVAL CORP$6.4M
- BAXTER INTL INC$6.3M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $10.1M | 4.68% | 346,743 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $10.0M | 4.63% | 327,265 | SH |
| 3 | ISHARES TR | EFA | 464287465 | $8.4M | 3.88% | 86,108 | SH |
| 4 | ISHARES TR | IDV | 464288448 | $7.3M | 3.39% | 171,901 | SH |
| 5 | WALMART INC | WMT | 931142103 | $6.3M | 2.94% | 50,989 | SH |
| 6 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.3M | 2.94% | 25,915 | SH |
| 7 | CAPITAL CITY BANK | CCBG | 139674105 | $6.3M | 2.91% | 144,279 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.2M | 2.86% | 9,501 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $5.3M | 2.44% | 20,782 | SH |
| 10 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $5.2M | 2.41% | 8,441 | SH |
| 11 | ISHARES TR | DVY | 464287168 | $5.2M | 2.39% | 34,126 | SH |
| 12 | CATERPILLAR INC | CAT | 149123101 | $5.1M | 2.37% | 7,211 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 2.31% | 13,445 | SH |
| 14 | HOME DEPOT INC | HD | 437076102 | $4.9M | 2.27% | 14,913 | SH |
| 15 | BP PLC | BP | 055622104 | $3.6M | 1.66% | 76,412 | SH |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $3.6M | 1.66% | 5 | SH |
| 17 | ELI LILLY & CO | LLY | 532457108 | $3.4M | 1.60% | 3,750 | SH |
| 18 | COCA COLA CO | KO | 191216100 | $3.4M | 1.58% | 44,915 | SH |
| 19 | SOUTHERN CO | SO | 842587107 | $3.0M | 1.41% | 31,475 | SH |
| 20 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $2.9M | 1.34% | 22,029 | SH |
| 21 | SERIES PORTFOLIOS TR | HEDG | 81752T411 | $2.7M | 1.25% | 92,945 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $2.6M | 1.20% | 3,972 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.5M | 1.18% | 47,166 | SH |
| 24 | FIRST TR EXCHANGE-TRADED FD | FDD | 33735T109 | $2.5M | 1.14% | 138,460 | SH |
| 25 | PROCTER & GAMBLE CO | PG | 742718109 | $2.4M | 1.13% | 16,870 | SH |
| 26 | CHEVRON CORPORATION | CVX | 166764100 | $2.3M | 1.08% | 11,229 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.3M | 1.05% | 4,731 | SH |
| 28 | ISHARES TR | IWN | 464287630 | $2.0M | 0.93% | 10,574 | SH |
| 29 | ISHARES TR | IJK | 464287606 | $2.0M | 0.92% | 19,792 | SH |
| 30 | TEXAS INSTRS INC | TXN | 882508104 | $2.0M | 0.91% | 10,065 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $1.9M | 0.87% | 61,534 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $1.9M | 0.86% | 59,862 | SH |
| 33 | EMERSON ELEC CO | EMR | 291011104 | $1.8M | 0.85% | 13,942 | SH |
| 34 | GENUINE PARTS CO | GPC | 372460105 | $1.8M | 0.84% | 17,181 | SH |
| 35 | ISHARES TR | IJH | 464287507 | $1.8M | 0.81% | 25,926 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $1.7M | 0.79% | 10,001 | SH |
| 37 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $1.7M | 0.77% | 3,984 | SH |
| 38 | CARDINAL HEALTH INC | CAH | 14149Y108 | $1.7M | 0.77% | 7,848 | SH |
| 39 | ISHARES TR | IWO | 464287648 | $1.6M | 0.75% | 5,130 | SH |
| 40 | FIRST TR EXCHANGE-TRADED FD | FTSL | 33738D309 | $1.6M | 0.74% | 35,814 | SH |
| 41 | ISHARES TR | IJJ | 464287705 | $1.6M | 0.74% | 12,009 | SH |
| 42 | HONEYWELL INTL INC | HON | 438516106 | $1.6M | 0.73% | 6,998 | SH |
| 43 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.5M | 0.69% | 23,337 | SH |
| 44 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.5M | 0.67% | 6,005 | SH |
| 45 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.64% | 6,623 | SH |
| 46 | DISNEY WALT CO | DIS | 254687106 | $1.3M | 0.61% | 13,579 | SH |
| 47 | ISHARES TR | IVW | 464287309 | $1.3M | 0.61% | 11,543 | SH |
| 48 | WASTE MGMT INC DEL | WM | 94106L109 | $1.3M | 0.60% | 5,637 | SH |
| 49 | AMGEN INC | AMGN | 031162100 | $1.3M | 0.60% | 3,661 | SH |
| 50 | MERCK & CO INC | MRK | 58933Y105 | $1.3M | 0.58% | 10,463 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $215.8M | 133 | 0001705819-26-000025 |
| 2025-12-31 | 2026-01-09 | $206.7M | 133 | 0001705819-26-000008 |