Filed: 11/4/2025ACC: 0001705819-25-000077
📋 What this filing means
MURPHY, MIDDLETON, HINKLE & PARKER, INC. filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $204.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$204.55M
Total AUM (reported)
2.65M
Total Shares
Allocation by class
COM$97.52M47.7%
US LCAP GR ETF$10.49M5.1%
US LCAP VA ETF$8.91M4.4%
MSCI EAFE ETF$7.71M3.8%
TR UNIT$6.31M3.1%
INTL SEL DIV ETF$5.69M2.8%
CL A$5.38M2.6%
Portfolio Concentration
Top 3$27.10M13.3%
4–10$41.38M20.2%
11–25$48.83M23.9%
Rest$87.24M42.6%
Top 3 weight
13.3%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 2.65M
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
2.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings138
Rows:
SCHWAB STRATEGIC TR
SOLEShares328.66K
TypeSH
Market value$10.49M
5.13%
Sole
0.00
Shared
0.00
None
328.66K
SCHWAB STRATEGIC TR
SOLEShares306.13K
TypeSH
Market value$8.91M
4.36%
Sole
0.00
Shared
0.00
None
306.13K
ISHARES TR
SOLEShares82.53K
TypeSH
Market value$7.71M
3.77%
Sole
0.00
Shared
0.00
None
82.53K
MICROSOFT CORP
SOLEShares12.87K
TypeSH
Market value$6.67M
3.26%
Sole
0.00
Shared
0.00
None
12.87K
SPDR S&P 500 ETF TR
SOLEShares9.48K
TypeSH
Market value$6.31M
3.09%
Sole
0.00
Shared
0.00
None
9.48K
CAPITAL CITY BK GROUP INC
SOLEShares149.19K
TypeSH
Market value$6.23M
3.05%
Sole
0.00
Shared
0.00
None
149.19K
HOME DEPOT INC
SOLEShares14.68K
TypeSH
Market value$5.95M
2.91%
Sole
0.00
Shared
0.00
None
14.68K
ISHARES TR
SOLEShares155.73K
TypeSH
Market value$5.69M
2.78%
Sole
0.00
Shared
0.00
None
155.73K
APPLE INC
SOLEShares20.78K
TypeSH
Market value$5.29M
2.59%
Sole
0.00
Shared
0.00
None
20.78K
WALMART INC
SOLEShares50.73K
TypeSH
Market value$5.23M
2.56%
Sole
0.00
Shared
0.00
None
50.73K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares8.52K
TypeSH
Market value$5.08M
2.48%
Sole
0.00
Shared
0.00
None
8.52K
JOHNSON & JOHNSON
SOLEShares25.85K
TypeSH
Market value$4.79M
2.34%
Sole
0.00
Shared
0.00
None
25.85K
ISHARES TR
SOLEShares33.56K
TypeSH
Market value$4.77M
2.33%
Sole
0.00
Shared
0.00
None
33.56K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.00
TypeSH
Market value$3.77M
1.84%
Sole
0.00
Shared
0.00
None
5.00
CATERPILLAR INC
SOLEShares7.31K
TypeSH
Market value$3.49M
1.71%
Sole
0.00
Shared
0.00
None
7.31K
SOUTHERN CO
SOLEShares31.82K
TypeSH
Market value$3.02M
1.47%
Sole
0.00
Shared
0.00
None
31.82K
ELI LILLY & CO
SOLEShares3.89K
TypeSH
Market value$2.97M
1.45%
Sole
0.00
Shared
0.00
None
3.89K
COCA COLA CO
SOLEShares44.22K
TypeSH
Market value$2.93M
1.43%
Sole
0.00
Shared
0.00
None
44.22K
DUKE ENERGY CORP NEW
SOLEShares22.28K
TypeSH
Market value$2.76M
1.35%
Sole
0.00
Shared
0.00
None
22.28K
ISHARES TR
SOLEShares3.97K
TypeSH
Market value$2.66M
1.30%
Sole
0.00
Shared
0.00
None
3.97K
BP PLC
SOLEShares76.53K
TypeSH
Market value$2.64M
1.29%
Sole
0.00
Shared
0.00
None
76.53K
PROCTER AND GAMBLE CO
SOLEShares17.05K
TypeSH
Market value$2.62M
1.28%
Sole
0.00
Shared
0.00
None
17.05K
VANGUARD INTL EQUITY INDEX F
SOLEShares47.88K
TypeSH
Market value$2.59M
1.27%
Sole
0.00
Shared
0.00
None
47.88K
GENUINE PARTS CO
SOLEShares17.18K
TypeSH
Market value$2.38M
1.16%
Sole
0.00
Shared
0.00
None
17.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.72K
TypeSH
Market value$2.37M
1.16%
Sole
0.00
Shared
0.00
None
4.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 328.66K | SH | $10.49M 5.13% | 0.00 | 0.00 | 328.66K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 306.13K | SH | $8.91M 4.36% | 0.00 | 0.00 | 306.13K |
ISHARES TRSOLE | MSCI EAFE ETF | 82.53K | SH | $7.71M 3.77% | 0.00 | 0.00 | 82.53K |
MICROSOFT CORPSOLE | COM | 12.87K | SH | $6.67M 3.26% | 0.00 | 0.00 | 12.87K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.48K | SH | $6.31M 3.09% | 0.00 | 0.00 | 9.48K |
CAPITAL CITY BK GROUP INCSOLE | COM | 149.19K | SH | $6.23M 3.05% | 0.00 | 0.00 | 149.19K |
HOME DEPOT INCSOLE | COM | 14.68K | SH | $5.95M 2.91% | 0.00 | 0.00 | 14.68K |
ISHARES TRSOLE | INTL SEL DIV ETF | 155.73K | SH | $5.69M 2.78% | 0.00 | 0.00 | 155.73K |
APPLE INCSOLE | COM | 20.78K | SH | $5.29M 2.59% | 0.00 | 0.00 | 20.78K |
WALMART INCSOLE | COM | 50.73K | SH | $5.23M 2.56% | 0.00 | 0.00 | 50.73K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 8.52K | SH | $5.08M 2.48% | 0.00 | 0.00 | 8.52K |
JOHNSON & JOHNSONSOLE | COM | 25.85K | SH | $4.79M 2.34% | 0.00 | 0.00 | 25.85K |
ISHARES TRSOLE | SELECT DIVID ETF | 33.56K | SH | $4.77M 2.33% | 0.00 | 0.00 | 33.56K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.77M 1.84% | 0.00 | 0.00 | 5.00 |
CATERPILLAR INCSOLE | COM | 7.31K | SH | $3.49M 1.71% | 0.00 | 0.00 | 7.31K |
SOUTHERN COSOLE | COM | 31.82K | SH | $3.02M 1.47% | 0.00 | 0.00 | 31.82K |
ELI LILLY & COSOLE | COM | 3.89K | SH | $2.97M 1.45% | 0.00 | 0.00 | 3.89K |
COCA COLA COSOLE | COM | 44.22K | SH | $2.93M 1.43% | 0.00 | 0.00 | 44.22K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 22.28K | SH | $2.76M 1.35% | 0.00 | 0.00 | 22.28K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.97K | SH | $2.66M 1.30% | 0.00 | 0.00 | 3.97K |
BP PLCSOLE | SPONSORED ADR | 76.53K | SH | $2.64M 1.29% | 0.00 | 0.00 | 76.53K |
PROCTER AND GAMBLE COSOLE | COM | 17.05K | SH | $2.62M 1.28% | 0.00 | 0.00 | 17.05K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 47.88K | SH | $2.59M 1.27% | 0.00 | 0.00 | 47.88K |
GENUINE PARTS COSOLE | COM | 17.18K | SH | $2.38M 1.16% | 0.00 | 0.00 | 17.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.72K | SH | $2.37M 1.16% | 0.00 | 0.00 | 4.72K |
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