Filed: 4/15/2026ACC: 0001705819-26-000025
📋 What this filing means
MURPHY, MIDDLETON, HINKLE & PARKER, INC. filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $215.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$215.77M
Total AUM (reported)
2.82M
Total Shares
Allocation by class
COM$100.58M46.6%
US LCAP GR ETF$10.10M4.7%
US LCAP VA ETF$9.98M4.6%
MSCI EAFE ETF$8.36M3.9%
INTL SEL DIV ETF$7.32M3.4%
TR UNIT$6.18M2.9%
UTSER1 S&PDCRP$5.21M2.4%
Portfolio Concentration
Top 3$28.45M13.2%
4–10$42.92M19.9%
11–25$52.87M24.5%
Rest$91.54M42.4%
Top 3 weight
13.2%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 2.82M
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
2.82M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole133
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings133
Rows:
SCHWAB STRATEGIC TR
SOLEShares346.74K
TypeSH
Market value$10.10M
4.68%
Sole
0.00
Shared
0.00
None
346.74K
SCHWAB STRATEGIC TR
SOLEShares327.26K
TypeSH
Market value$9.98M
4.63%
Sole
0.00
Shared
0.00
None
327.26K
ISHARES TR
SOLEShares86.11K
TypeSH
Market value$8.36M
3.88%
Sole
0.00
Shared
0.00
None
86.11K
ISHARES TR
SOLEShares171.90K
TypeSH
Market value$7.32M
3.39%
Sole
0.00
Shared
0.00
None
171.90K
WALMART INC
SOLEShares50.99K
TypeSH
Market value$6.34M
2.94%
Sole
0.00
Shared
0.00
None
50.99K
JOHNSON & JOHNSON
SOLEShares25.91K
TypeSH
Market value$6.33M
2.94%
Sole
0.00
Shared
0.00
None
25.91K
CAPITAL CITY BANK
SOLEShares144.28K
TypeSH
Market value$6.27M
2.91%
Sole
0.00
Shared
0.00
None
144.28K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.50K
TypeSH
Market value$6.18M
2.86%
Sole
0.00
Shared
0.00
None
9.50K
APPLE INC
SOLEShares20.78K
TypeSH
Market value$5.27M
2.44%
Sole
0.00
Shared
0.00
None
20.78K
STATE STR SPDR S&P MIDCAP 40
SOLEShares8.44K
TypeSH
Market value$5.21M
2.41%
Sole
0.00
Shared
0.00
None
8.44K
ISHARES TR
SOLEShares34.13K
TypeSH
Market value$5.17M
2.39%
Sole
0.00
Shared
0.00
None
34.13K
CATERPILLAR INC
SOLEShares7.21K
TypeSH
Market value$5.11M
2.37%
Sole
0.00
Shared
0.00
None
7.21K
MICROSOFT CORP
SOLEShares13.45K
TypeSH
Market value$4.98M
2.31%
Sole
0.00
Shared
0.00
None
13.45K
HOME DEPOT INC
SOLEShares14.91K
TypeSH
Market value$4.90M
2.27%
Sole
0.00
Shared
0.00
None
14.91K
BP PLC
SOLEShares76.41K
TypeSH
Market value$3.59M
1.66%
Sole
0.00
Shared
0.00
None
76.41K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.00
TypeSH
Market value$3.59M
1.66%
Sole
0.00
Shared
0.00
None
5.00
ELI LILLY & CO
SOLEShares3.75K
TypeSH
Market value$3.45M
1.60%
Sole
0.00
Shared
0.00
None
3.75K
COCA COLA CO
SOLEShares44.91K
TypeSH
Market value$3.42M
1.58%
Sole
0.00
Shared
0.00
None
44.91K
SOUTHERN CO
SOLEShares31.48K
TypeSH
Market value$3.04M
1.41%
Sole
0.00
Shared
0.00
None
31.48K
DUKE ENERGY CORP NEW
SOLEShares22.03K
TypeSH
Market value$2.88M
1.34%
Sole
0.00
Shared
0.00
None
22.03K
SERIES PORTFOLIOS TR
SOLEShares92.94K
TypeSH
Market value$2.69M
1.25%
Sole
0.00
Shared
0.00
None
92.94K
ISHARES TR
SOLEShares3.97K
TypeSH
Market value$2.59M
1.20%
Sole
0.00
Shared
0.00
None
3.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares47.17K
TypeSH
Market value$2.55M
1.18%
Sole
0.00
Shared
0.00
None
47.17K
FIRST TR EXCHANGE-TRADED FD
SOLEShares138.46K
TypeSH
Market value$2.47M
1.14%
Sole
0.00
Shared
0.00
None
138.46K
PROCTER & GAMBLE CO
SOLEShares16.87K
TypeSH
Market value$2.44M
1.13%
Sole
0.00
Shared
0.00
None
16.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 346.74K | SH | $10.10M 4.68% | 0.00 | 0.00 | 346.74K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 327.26K | SH | $9.98M 4.63% | 0.00 | 0.00 | 327.26K |
ISHARES TRSOLE | MSCI EAFE ETF | 86.11K | SH | $8.36M 3.88% | 0.00 | 0.00 | 86.11K |
ISHARES TRSOLE | INTL SEL DIV ETF | 171.90K | SH | $7.32M 3.39% | 0.00 | 0.00 | 171.90K |
WALMART INCSOLE | COM | 50.99K | SH | $6.34M 2.94% | 0.00 | 0.00 | 50.99K |
JOHNSON & JOHNSONSOLE | COM | 25.91K | SH | $6.33M 2.94% | 0.00 | 0.00 | 25.91K |
CAPITAL CITY BANKSOLE | COM | 144.28K | SH | $6.27M 2.91% | 0.00 | 0.00 | 144.28K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.50K | SH | $6.18M 2.86% | 0.00 | 0.00 | 9.50K |
APPLE INCSOLE | COM | 20.78K | SH | $5.27M 2.44% | 0.00 | 0.00 | 20.78K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 8.44K | SH | $5.21M 2.41% | 0.00 | 0.00 | 8.44K |
ISHARES TRSOLE | SELECT DIVID ETF | 34.13K | SH | $5.17M 2.39% | 0.00 | 0.00 | 34.13K |
CATERPILLAR INCSOLE | COM | 7.21K | SH | $5.11M 2.37% | 0.00 | 0.00 | 7.21K |
MICROSOFT CORPSOLE | COM | 13.45K | SH | $4.98M 2.31% | 0.00 | 0.00 | 13.45K |
HOME DEPOT INCSOLE | COM | 14.91K | SH | $4.90M 2.27% | 0.00 | 0.00 | 14.91K |
BP PLCSOLE | SPONSORED ADR | 76.41K | SH | $3.59M 1.66% | 0.00 | 0.00 | 76.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.59M 1.66% | 0.00 | 0.00 | 5.00 |
ELI LILLY & COSOLE | COM | 3.75K | SH | $3.45M 1.60% | 0.00 | 0.00 | 3.75K |
COCA COLA COSOLE | COM | 44.91K | SH | $3.42M 1.58% | 0.00 | 0.00 | 44.91K |
SOUTHERN COSOLE | COM | 31.48K | SH | $3.04M 1.41% | 0.00 | 0.00 | 31.48K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 22.03K | SH | $2.88M 1.34% | 0.00 | 0.00 | 22.03K |
SERIES PORTFOLIOS TRSOLE | EQUABLE SHARES H | 92.94K | SH | $2.69M 1.25% | 0.00 | 0.00 | 92.94K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.97K | SH | $2.59M 1.20% | 0.00 | 0.00 | 3.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 47.17K | SH | $2.55M 1.18% | 0.00 | 0.00 | 47.17K |
FIRST TR EXCHANGE-TRADED FDSOLE | COMMON SHS | 138.46K | SH | $2.47M 1.14% | 0.00 | 0.00 | 138.46K |
PROCTER & GAMBLE COSOLE | COM | 16.87K | SH | $2.44M 1.13% | 0.00 | 0.00 | 16.87K |
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