Murphy, Middleton, Hinkle & Parker, Inc. — 13F Holdings & Portfolio
CIK 1730521 · latest 13F-HR filed 2026-07-14
Murphy, Middleton, Hinkle & Parker, Inc. manages $246.1M in 13F-reported U.S. long-equity assets across 140 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHG (5.06%), SCHV (4.94%), EFA (3.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 2, added to 88, and trimmed 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.
THOMASVILLE, GA 31792
$246.1M
Long-equity book
140
Distinct positions
2026-06-30
Filed 2026-07-14
+9 / −2 / ↑88 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CATERPILLAR INC$2.6M +50.3%
- SCHWAB STRATEGIC TR$2.3M +23.2%
- SCHWAB STRATEGIC TR$2.2M +21.8%
- PROCTER & GAMBLE CO$1.8M +73.0%
- INTEL CORP$1.6M +216.4%
Top Trims
- BP PLC-$771.9K -21.5%
- WALMART INC-$566.3K -8.9%
- CHEVRON CORPORATION-$464.0K -20.0%
- EXXON MOBIL CORP-$333.2K -19.6%
- VERIZON COMMUNICATIONS INC-$171.6K -15.6%
New Positions
- OSHKOSH CORP$2.2M
- FIRST TR EXCHANGE TRADED FD$514.6K
- KIMBERLY-CLARK CORP$269.3K
- DUPONT DE NEMOURS INC$230.2K
- RBB FD INC$227.4K
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 | $12.4M | 5.06% | 367,676 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $12.2M | 4.94% | 349,164 | SH |
| 3 | ISHARES TR | EFA | 464287465 | $9.3M | 3.78% | 89,481 | SH |
| 4 | CATERPILLAR INC | CAT | 149123101 | $7.7M | 3.12% | 7,211 | SH |
| 5 | ISHARES TR | IDV | 464288448 | $7.6M | 3.10% | 184,252 | SH |
| 6 | CAPITAL CITY BANK | CCBG | 139674105 | $7.2M | 2.93% | 145,945 | SH |
| 7 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.1M | 2.88% | 9,495 | SH |
| 8 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.6M | 2.67% | 25,918 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $6.0M | 2.44% | 20,751 | SH |
| 10 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $5.9M | 2.41% | 8,433 | SH |
| 11 | WALMART INC | WMT | 931142103 | $5.8M | 2.34% | 50,951 | SH |
| 12 | ISHARES TR | DVY | 464287168 | $5.5M | 2.22% | 35,005 | SH |
| 13 | HOME DEPOT INC | HD | 437076102 | $5.3M | 2.14% | 14,958 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $5.0M | 2.04% | 13,485 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $4.5M | 1.83% | 3,750 | SH |
| 16 | PROCTER & GAMBLE CO | PG | 742718109 | $4.2M | 1.71% | 28,748 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $3.7M | 1.52% | 5 | SH |
| 18 | COCA COLA CO | KO | 191216100 | $3.6M | 1.48% | 44,891 | SH |
| 19 | FIRST TR EXCHANGE-TRADED FD | FDD | 33735T109 | $3.1M | 1.28% | 169,415 | SH |
| 20 | SOUTHERN CO | SO | 842587107 | $3.0M | 1.23% | 31,624 | SH |
| 21 | TEXAS INSTRS INC | TXN | 882508104 | $3.0M | 1.22% | 10,065 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $3.0M | 1.21% | 3,966 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.9M | 1.16% | 47,924 | SH |
| 24 | BP PLC | BP | 055622104 | $2.8M | 1.15% | 76,305 | SH |
| 25 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $2.8M | 1.13% | 22,035 | SH |
| 26 | SERIES PORTFOLIOS TR | HEDG | 81752T411 | $2.8M | 1.13% | 92,945 | SH |
| 27 | ISHARES TR | IJK | 464287606 | $2.7M | 1.09% | 22,839 | SH |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.5M | 1.00% | 4,941 | SH |
| 29 | ISHARES TR | IWN | 464287630 | $2.4M | 0.99% | 11,049 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.4M | 0.97% | 75,202 | SH |
| 31 | INTEL CORP | INTC | 458140100 | $2.4M | 0.96% | 16,959 | SH |
| 32 | OSHKOSH CORP | OSK | 688239201 | $2.2M | 0.91% | 14,569 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $2.2M | 0.90% | 59,779 | SH |
| 34 | ISHARES TR | IWO | 464287648 | $2.1M | 0.86% | 5,404 | SH |
| 35 | ISHARES TR | IJJ | 464287705 | $2.1M | 0.86% | 14,403 | SH |
| 36 | GENUINE PARTS CO | GPC | 372460105 | $2.0M | 0.82% | 17,181 | SH |
| 37 | EMERSON ELEC CO | EMR | 291011104 | $2.0M | 0.81% | 13,945 | SH |
| 38 | ISHARES TR | IJH | 464287507 | $2.0M | 0.80% | 25,616 | SH |
| 39 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $2.0M | 0.80% | 3,984 | SH |
| 40 | CARDINAL HEALTH INC | CAH | 14149Y108 | $1.9M | 0.76% | 7,849 | SH |
| 41 | CHEVRON CORPORATION | CVX | 166764100 | $1.9M | 0.76% | 11,217 | SH |
| 42 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.7M | 0.69% | 6,033 | SH |
| 43 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.7M | 0.67% | 23,230 | SH |
| 44 | AMAZON COM INC | AMZN | 023135106 | $1.6M | 0.66% | 6,766 | SH |
| 45 | ISHARES TR | IVW | 464287309 | $1.6M | 0.65% | 11,544 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.6M | 0.63% | 43,133 | SH |
| 47 | FIRST TR EXCHANGE-TRADED FD | FTSL | 33738D309 | $1.6M | 0.63% | 34,707 | SH |
| 48 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.63% | 2,103 | SH |
| 49 | BANK OF AMER CORP | BAC | 060505104 | $1.4M | 0.59% | 25,444 | SH |
| 50 | FIRST TR EXCHANGE-TRADED FD | FVD | 33734H106 | $1.4M | 0.58% | 29,739 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |