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Murphy, Middleton, Hinkle & Parker, Inc. — 13F Holdings & Portfolio

CIK 1730521 · latest 13F-HR filed 2026-10-15

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Murphy, Middleton, Hinkle & Parker, Inc. manages $245.6M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SCHG (5.64%), SCHV (4.95%), EFA (4.00%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 7 new positions and exited 4; 34 existing positions rose in reported value and 50 fell.

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
$245.6M

Long-equity book

Holdings
143

Distinct positions

Period
2026-09-30

Filed 2026-10-15

Q/Q Activity
+7 / −4 / ↑34 / ↓50

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SCHG5.6% · +5%SCHV4.9% · +4%EFA4.0% · +6%IDV3.3% · +3%SPY3.0% · +0%CCBG2.9% · +2%MSFT2.8% · 0%AAPL2.8% · -0%JNJ2.8% · -1%CAT2.4% · -0%MDY2.2% · -2%DVY2.2% · 0%WMT2.1% · -2%LLY1.8% · -0%HD1.7% · -2%KO1.6% · -1%BRK.A1.5% · 0%FDD1.4% · +9%VWO1.4% · +21%BP1.3% · -5%IJK1.2% · +20%IVV1.2% · -2%HEDG1.2% · 0%TXN1.1% · 0%SO1.1% · -0%DUK1.0% · -1%IJJ1.0% · +25%SCHD1.0% · 0%PG1.0% · -42%BRK.B1.0% · -4%IWN0.9% · 0%CVX0.9% · +0%EMR0.9% · 0%GPC0.9% · 0%SCHM0.8% · 0%INTC0.8% · -1%IWO0.8% · 0%IJH0.8% · +0%TT0.7% · 0%CAH0.7% · 0%FTSL0.7% · +9%AMZN0.7% · -0%SCHA0.7% · +17%IVW0.7% · 0%VEA0.7% · 0%XOM0.7% · +0%AMGN0.6% · +1%QQQ0.6% · -1%MRK0.6% · -7%FVD0.6% · +0%DIS0.6% · -3%GOOG0.5% · +1%IBM0.5% · -0%BAC0.5% · -6%CSCO0.5% · 0%VYM0.5% · 0%AFL0.5% · 0%WFC0.5% · -3%GOOGL0.5% · 0%TGT0.5% · -5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 10, 2026.

Assets Under Management
$435.3M
Discretionary
$435.3M
Employees
4
Accounts
1,290
Address
240 SOUTH HANSELL STREET
THOMASVILLE, GA 31792
Phone
(229) 228-1822
Website
Mailing Address
P.O. BOX 1374, THOMASVILLE, GA, 31799
Name Title / Status Ownership Type
MIDDLETON, DAVID, JAMES ControlMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER
since Jan 2024
50–75%Individual
PARKER, JOHN, MARK ControlMANAGING DIRECTOR
since Jan 2024
25–50%Individual
Ownership & leadership changes · 1 filing with changes since Mar 8, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 22, 2024 filing
  • No longer listedMURPHY, FRED, ELBERT · MANAGING DIRECTOR · 50–75% · control person · listed since Feb 1992
  • ChangedMIDDLETON, DAVID, JAMES · ownership 25–50% → 50–75%
  • ChangedPARKER, JOHN, MARK · ownership Less than 5% → 25–50%
Mar 8, 2012 filing (earliest on record)
  • ListedMIDDLETON, DAVID, JAMES · MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedMURPHY, FRED, ELBERT · MANAGING DIRECTOR · 50–75% · control person
  • ListedPARKER, JOHN, MARK · MANAGING DIRECTOR · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 34 →

Top Trims

Show all 50 →

New Positions

Show all 7 →

Exited Positions

Show all 4 →

Murphy, Middleton, Hinkle & Parker, Inc. Holdings (2026-09-30)

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 $13.9M 5.64% 385,597 SH
2 SCHWAB STRATEGIC TR SCHV 808524409 $12.2M 4.95% 364,839 SH
3 ISHARES TR EFA 464287465 $9.8M 4.00% 94,570 SH
4 ISHARES TR IDV 464288448 $8.0M 3.27% 190,179 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $7.2M 2.95% 9,500 SH
6 CAPITAL CITY BANK CCBG 139674105 $7.2M 2.93% 148,688 SH
7 MICROSOFT CORP MSFT 594918104 $6.9M 2.82% 13,486 SH
8 APPLE INC AAPL 037833100 $6.9M 2.81% 20,726 SH
9 JOHNSON & JOHNSON JNJ 478160104 $6.8M 2.75% 25,547 SH
10 CATERPILLAR INC CAT 149123101 $5.8M 2.37% 7,175 SH
11 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $5.5M 2.22% 8,309 SH
12 ISHARES TR DVY 464287168 $5.3M 2.17% 35,010 SH
13 WALMART INC WMT 931142103 $5.2M 2.11% 49,924 SH
14 ELI LILLY & CO LLY 532457108 $4.3M 1.77% 3,749 SH
15 HOME DEPOT INC HD 437076102 $4.2M 1.70% 14,636 SH
16 COCA COLA CO KO 191216100 $3.8M 1.55% 44,258 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.7M 1.52% 5 SH
18 FIRST TR EXCHANGE-TRADED FD FDD 33735T109 $3.6M 1.45% 184,974 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $3.4M 1.40% 58,152 SH
20 BP PLC BP 055622104 $3.2M 1.30% 72,660 SH
21 ISHARES TR IJK 464287606 $3.0M 1.22% 27,419 SH
22 ISHARES TR IVV 464287200 $3.0M 1.21% 3,882 SH
23 SERIES PORTFOLIOS TR HEDG 81752T411 $2.9M 1.16% 92,945 SH
24 TEXAS INSTRS INC TXN 882508104 $2.8M 1.15% 10,065 SH
25 SOUTHERN CO SO 842587107 $2.6M 1.06% 31,526 SH
26 DUKE ENERGY CORP NEW DUK 26441C204 $2.5M 1.01% 21,825 SH
27 ISHARES TR IJJ 464287705 $2.5M 1.01% 17,945 SH
28 SCHWAB STRATEGIC TR SCHD 808524797 $2.4M 1.00% 75,236 SH
29 PROCTER & GAMBLE CO PG 742718109 $2.4M 0.99% 16,686 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.4M 0.96% 4,731 SH
31 ISHARES TR IWN 464287630 $2.3M 0.94% 11,052 SH
32 CHEVRON CORPORATION CVX 166764100 $2.3M 0.93% 11,238 SH
33 EMERSON ELEC CO EMR 291011104 $2.2M 0.88% 13,948 SH
34 GENUINE PARTS CO GPC 372460105 $2.2M 0.88% 17,181 SH
35 SCHWAB STRATEGIC TR SCHM 808524508 $2.0M 0.83% 59,788 SH
36 INTEL CORP INTC 458140100 $2.0M 0.82% 16,775 SH
37 ISHARES TR IWO 464287648 $1.9M 0.79% 5,404 SH
38 ISHARES TR IJH 464287507 $1.8M 0.75% 25,634 SH
39 TRANE TECHNOLOGIES PLC TT G8994E103 $1.8M 0.73% 3,984 SH
40 CARDINAL HEALTH INC CAH 14149Y108 $1.7M 0.71% 7,849 SH
41 FIRST TR EXCHANGE-TRADED FD FTSL 33738D309 $1.7M 0.69% 37,955 SH
42 AMAZON COM INC AMZN 023135106 $1.7M 0.68% 6,749 SH
43 SCHWAB STRATEGIC TR SCHA 808524607 $1.7M 0.67% 50,635 SH
44 ISHARES TR IVW 464287309 $1.6M 0.67% 11,548 SH
45 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.6M 0.67% 23,235 SH
46 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $1.6M 0.66% 10,002 SH
47 AMGEN INC AMGN 031162100 $1.6M 0.64% 3,711 SH
48 INVESCO QQQ TR QQQ 46090E103 $1.5M 0.63% 2,081 SH
49 MERCK & CO INC MRK 58933Y105 $1.4M 0.58% 9,730 SH
50 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $1.4M 0.57% 29,763 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-15 $245.6M 143 0001705819-26-000073
2026-06-30 2026-07-14 $246.1M 140 0001705819-26-000041
2026-03-31 2026-04-15 $215.8M 133 0001705819-26-000025
2025-12-31 2026-01-09 $206.7M 133 0001705819-26-000008
Filer Information
Address
240 SOUTH HANSELL ST.
THOMASVILLE, GA 31792
Phone
(229) 228-1822
Filing Manager
Murphy, Middleton, Hinkle & Parker, Inc.
Thomasville, GA
Signatory
David J. Middleton
Managing Director