Filed: 7/9/2025ACC: 0001705819-25-000042
📋 What this filing means
MURPHY, MIDDLETON, HINKLE & PARKER, INC. filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $178.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$178.70M
Total AUM (reported)
2.53M
Total Shares
Allocation by class
COM$88.56M49.6%
US LCAP GR ETF$7.07M4.0%
US LCAP VA ETF$7.02M3.9%
CL A$6.12M3.4%
MSCI EAFE ETF$6.06M3.4%
TR UNIT$5.22M2.9%
UTSER1 S&PDCRP$4.50M2.5%
Portfolio Concentration
Top 3$20.15M11.3%
4–10$35.25M19.7%
11–25$46.11M25.8%
Rest$77.19M43.2%
Top 3 weight
11.3%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.53M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings132
Rows:
SCHWAB STRATEGIC TR
SOLEShares282.25K
TypeSH
Market value$7.07M
3.96%
Sole
0.00
Shared
0.00
None
282.25K
SCHWAB STRATEGIC TR
SOLEShares264.22K
TypeSH
Market value$7.02M
3.93%
Sole
0.00
Shared
0.00
None
264.22K
ISHARES TR
SOLEShares74.09K
TypeSH
Market value$6.06M
3.39%
Sole
0.00
Shared
0.00
None
74.09K
CAPITAL CITY BK GROUP INC
SOLEShares160.19K
TypeSH
Market value$5.76M
3.22%
Sole
0.00
Shared
0.00
None
160.19K
HOME DEPOT INC
SOLEShares14.77K
TypeSH
Market value$5.41M
3.03%
Sole
0.00
Shared
0.00
None
14.77K
SPDR S&P 500 ETF TR
SOLEShares9.33K
TypeSH
Market value$5.22M
2.92%
Sole
0.00
Shared
0.00
None
9.33K
MICROSOFT CORP
SOLEShares12.80K
TypeSH
Market value$4.81M
2.69%
Sole
0.00
Shared
0.00
None
12.80K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.00
TypeSH
Market value$4.79M
2.68%
Sole
0.00
Shared
0.00
None
6.00
APPLE INC
SOLEShares21.41K
TypeSH
Market value$4.76M
2.66%
Sole
0.00
Shared
0.00
None
21.41K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares8.44K
TypeSH
Market value$4.50M
2.52%
Sole
0.00
Shared
0.00
None
8.44K
WALMART INC
SOLEShares50.73K
TypeSH
Market value$4.45M
2.49%
Sole
0.00
Shared
0.00
None
50.73K
ISHARES TR
SOLEShares32.18K
TypeSH
Market value$4.32M
2.42%
Sole
0.00
Shared
0.00
None
32.18K
JOHNSON & JOHNSON
SOLEShares25.96K
TypeSH
Market value$4.30M
2.41%
Sole
0.00
Shared
0.00
None
25.96K
ISHARES TR
SOLEShares129.84K
TypeSH
Market value$4.03M
2.25%
Sole
0.00
Shared
0.00
None
129.84K
ELI LILLY & CO
SOLEShares3.93K
TypeSH
Market value$3.25M
1.82%
Sole
0.00
Shared
0.00
None
3.93K
COCA COLA CO
SOLEShares44.13K
TypeSH
Market value$3.16M
1.77%
Sole
0.00
Shared
0.00
None
44.13K
SOUTHERN CO
SOLEShares32.05K
TypeSH
Market value$2.95M
1.65%
Sole
0.00
Shared
0.00
None
32.05K
PROCTER AND GAMBLE CO
SOLEShares17.05K
TypeSH
Market value$2.91M
1.63%
Sole
0.00
Shared
0.00
None
17.05K
DUKE ENERGY CORP NEW
SOLEShares22.53K
TypeSH
Market value$2.75M
1.54%
Sole
0.00
Shared
0.00
None
22.53K
BP PLC
SOLEShares76.08K
TypeSH
Market value$2.57M
1.44%
Sole
0.00
Shared
0.00
None
76.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.72K
TypeSH
Market value$2.51M
1.41%
Sole
0.00
Shared
0.00
None
4.72K
CATERPILLAR INC
SOLEShares7.32K
TypeSH
Market value$2.42M
1.35%
Sole
0.00
Shared
0.00
None
7.32K
ISHARES TR
SOLEShares3.97K
TypeSH
Market value$2.23M
1.25%
Sole
0.00
Shared
0.00
None
3.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares49.14K
TypeSH
Market value$2.22M
1.24%
Sole
0.00
Shared
0.00
None
49.14K
GENUINE PARTS CO
SOLEShares17.18K
TypeSH
Market value$2.05M
1.15%
Sole
0.00
Shared
0.00
None
17.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 282.25K | SH | $7.07M 3.96% | 0.00 | 0.00 | 282.25K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 264.22K | SH | $7.02M 3.93% | 0.00 | 0.00 | 264.22K |
ISHARES TRSOLE | MSCI EAFE ETF | 74.09K | SH | $6.06M 3.39% | 0.00 | 0.00 | 74.09K |
CAPITAL CITY BK GROUP INCSOLE | COM | 160.19K | SH | $5.76M 3.22% | 0.00 | 0.00 | 160.19K |
HOME DEPOT INCSOLE | COM | 14.77K | SH | $5.41M 3.03% | 0.00 | 0.00 | 14.77K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.33K | SH | $5.22M 2.92% | 0.00 | 0.00 | 9.33K |
MICROSOFT CORPSOLE | COM | 12.80K | SH | $4.81M 2.69% | 0.00 | 0.00 | 12.80K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.79M 2.68% | 0.00 | 0.00 | 6.00 |
APPLE INCSOLE | COM | 21.41K | SH | $4.76M 2.66% | 0.00 | 0.00 | 21.41K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 8.44K | SH | $4.50M 2.52% | 0.00 | 0.00 | 8.44K |
WALMART INCSOLE | COM | 50.73K | SH | $4.45M 2.49% | 0.00 | 0.00 | 50.73K |
ISHARES TRSOLE | SELECT DIVID ETF | 32.18K | SH | $4.32M 2.42% | 0.00 | 0.00 | 32.18K |
JOHNSON & JOHNSONSOLE | COM | 25.96K | SH | $4.30M 2.41% | 0.00 | 0.00 | 25.96K |
ISHARES TRSOLE | INTL SEL DIV ETF | 129.84K | SH | $4.03M 2.25% | 0.00 | 0.00 | 129.84K |
ELI LILLY & COSOLE | COM | 3.93K | SH | $3.25M 1.82% | 0.00 | 0.00 | 3.93K |
COCA COLA COSOLE | COM | 44.13K | SH | $3.16M 1.77% | 0.00 | 0.00 | 44.13K |
SOUTHERN COSOLE | COM | 32.05K | SH | $2.95M 1.65% | 0.00 | 0.00 | 32.05K |
PROCTER AND GAMBLE COSOLE | COM | 17.05K | SH | $2.91M 1.63% | 0.00 | 0.00 | 17.05K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 22.53K | SH | $2.75M 1.54% | 0.00 | 0.00 | 22.53K |
BP PLCSOLE | SPONSORED ADR | 76.08K | SH | $2.57M 1.44% | 0.00 | 0.00 | 76.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.72K | SH | $2.51M 1.41% | 0.00 | 0.00 | 4.72K |
CATERPILLAR INCSOLE | COM | 7.32K | SH | $2.42M 1.35% | 0.00 | 0.00 | 7.32K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.97K | SH | $2.23M 1.25% | 0.00 | 0.00 | 3.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.14K | SH | $2.22M 1.24% | 0.00 | 0.00 | 49.14K |
GENUINE PARTS COSOLE | COM | 17.18K | SH | $2.05M 1.15% | 0.00 | 0.00 | 17.18K |
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