Filed: 7/14/2026ACC: 0001705819-26-000041
📋 What this filing means
MURPHY, MIDDLETON, HINKLE & PARKER, INC. filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $246.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$246.12M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$113.71M46.2%
US LCAP GR ETF$12.44M5.1%
US LCAP VA ETF$12.15M4.9%
MSCI EAFE ETF$9.30M3.8%
INTL SEL DIV ETF$7.63M3.1%
TR UNIT$7.09M2.9%
UTSER1 S&PDCRP$5.93M2.4%
Portfolio Concentration
Top 3$33.89M13.8%
4–10$48.13M19.6%
11–25$58.26M23.7%
Rest$105.83M43.0%
Top 3 weight
13.8%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 2.99M
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
2.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole140
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings140
Rows:
SCHWAB STRATEGIC TR
SOLEShares367.68K
TypeSH
Market value$12.44M
5.06%
Sole
0.00
Shared
0.00
None
367.68K
SCHWAB STRATEGIC TR
SOLEShares349.16K
TypeSH
Market value$12.15M
4.94%
Sole
0.00
Shared
0.00
None
349.16K
ISHARES TR
SOLEShares89.48K
TypeSH
Market value$9.30M
3.78%
Sole
0.00
Shared
0.00
None
89.48K
CATERPILLAR INC
SOLEShares7.21K
TypeSH
Market value$7.68M
3.12%
Sole
0.00
Shared
0.00
None
7.21K
ISHARES TR
SOLEShares184.25K
TypeSH
Market value$7.63M
3.10%
Sole
0.00
Shared
0.00
None
184.25K
CAPITAL CITY BANK
SOLEShares145.94K
TypeSH
Market value$7.21M
2.93%
Sole
0.00
Shared
0.00
None
145.94K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.49K
TypeSH
Market value$7.09M
2.88%
Sole
0.00
Shared
0.00
None
9.49K
JOHNSON & JOHNSON
SOLEShares25.92K
TypeSH
Market value$6.58M
2.67%
Sole
0.00
Shared
0.00
None
25.92K
APPLE INC
SOLEShares20.75K
TypeSH
Market value$6.00M
2.44%
Sole
0.00
Shared
0.00
None
20.75K
STATE STR SPDR S&P MIDCAP 40
SOLEShares8.43K
TypeSH
Market value$5.93M
2.41%
Sole
0.00
Shared
0.00
None
8.43K
WALMART INC
SOLEShares50.95K
TypeSH
Market value$5.77M
2.34%
Sole
0.00
Shared
0.00
None
50.95K
ISHARES TR
SOLEShares35.01K
TypeSH
Market value$5.47M
2.22%
Sole
0.00
Shared
0.00
None
35.01K
HOME DEPOT INC
SOLEShares14.96K
TypeSH
Market value$5.28M
2.14%
Sole
0.00
Shared
0.00
None
14.96K
MICROSOFT CORP
SOLEShares13.48K
TypeSH
Market value$5.03M
2.04%
Sole
0.00
Shared
0.00
None
13.48K
ELI LILLY & CO
SOLEShares3.75K
TypeSH
Market value$4.50M
1.83%
Sole
0.00
Shared
0.00
None
3.75K
PROCTER & GAMBLE CO
SOLEShares28.75K
TypeSH
Market value$4.22M
1.71%
Sole
0.00
Shared
0.00
None
28.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.00
TypeSH
Market value$3.74M
1.52%
Sole
0.00
Shared
0.00
None
5.00
COCA COLA CO
SOLEShares44.89K
TypeSH
Market value$3.65M
1.48%
Sole
0.00
Shared
0.00
None
44.89K
FIRST TR EXCHANGE-TRADED FD
SOLEShares169.41K
TypeSH
Market value$3.14M
1.28%
Sole
0.00
Shared
0.00
None
169.41K
SOUTHERN CO
SOLEShares31.62K
TypeSH
Market value$3.03M
1.23%
Sole
0.00
Shared
0.00
None
31.62K
TEXAS INSTRS INC
SOLEShares10.06K
TypeSH
Market value$3.00M
1.22%
Sole
0.00
Shared
0.00
None
10.06K
ISHARES TR
SOLEShares3.97K
TypeSH
Market value$2.97M
1.21%
Sole
0.00
Shared
0.00
None
3.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares47.92K
TypeSH
Market value$2.86M
1.16%
Sole
0.00
Shared
0.00
None
47.92K
BP PLC
SOLEShares76.31K
TypeSH
Market value$2.82M
1.15%
Sole
0.00
Shared
0.00
None
76.31K
DUKE ENERGY CORP NEW
SOLEShares22.04K
TypeSH
Market value$2.79M
1.13%
Sole
0.00
Shared
0.00
None
22.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 367.68K | SH | $12.44M 5.06% | 0.00 | 0.00 | 367.68K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 349.16K | SH | $12.15M 4.94% | 0.00 | 0.00 | 349.16K |
ISHARES TRSOLE | MSCI EAFE ETF | 89.48K | SH | $9.30M 3.78% | 0.00 | 0.00 | 89.48K |
CATERPILLAR INCSOLE | COM | 7.21K | SH | $7.68M 3.12% | 0.00 | 0.00 | 7.21K |
ISHARES TRSOLE | INTL SEL DIV ETF | 184.25K | SH | $7.63M 3.10% | 0.00 | 0.00 | 184.25K |
CAPITAL CITY BANKSOLE | COM | 145.94K | SH | $7.21M 2.93% | 0.00 | 0.00 | 145.94K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.49K | SH | $7.09M 2.88% | 0.00 | 0.00 | 9.49K |
JOHNSON & JOHNSONSOLE | COM | 25.92K | SH | $6.58M 2.67% | 0.00 | 0.00 | 25.92K |
APPLE INCSOLE | COM | 20.75K | SH | $6.00M 2.44% | 0.00 | 0.00 | 20.75K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 8.43K | SH | $5.93M 2.41% | 0.00 | 0.00 | 8.43K |
WALMART INCSOLE | COM | 50.95K | SH | $5.77M 2.34% | 0.00 | 0.00 | 50.95K |
ISHARES TRSOLE | SELECT DIVID ETF | 35.01K | SH | $5.47M 2.22% | 0.00 | 0.00 | 35.01K |
HOME DEPOT INCSOLE | COM | 14.96K | SH | $5.28M 2.14% | 0.00 | 0.00 | 14.96K |
MICROSOFT CORPSOLE | COM | 13.48K | SH | $5.03M 2.04% | 0.00 | 0.00 | 13.48K |
ELI LILLY & COSOLE | COM | 3.75K | SH | $4.50M 1.83% | 0.00 | 0.00 | 3.75K |
PROCTER & GAMBLE COSOLE | COM | 28.75K | SH | $4.22M 1.71% | 0.00 | 0.00 | 28.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.74M 1.52% | 0.00 | 0.00 | 5.00 |
COCA COLA COSOLE | COM | 44.89K | SH | $3.65M 1.48% | 0.00 | 0.00 | 44.89K |
FIRST TR EXCHANGE-TRADED FDSOLE | COMMON SHS | 169.41K | SH | $3.14M 1.28% | 0.00 | 0.00 | 169.41K |
SOUTHERN COSOLE | COM | 31.62K | SH | $3.03M 1.23% | 0.00 | 0.00 | 31.62K |
TEXAS INSTRS INCSOLE | COM | 10.06K | SH | $3.00M 1.22% | 0.00 | 0.00 | 10.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.97K | SH | $2.97M 1.21% | 0.00 | 0.00 | 3.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 47.92K | SH | $2.86M 1.16% | 0.00 | 0.00 | 47.92K |
BP PLCSOLE | SPONSORED ADR | 76.31K | SH | $2.82M 1.15% | 0.00 | 0.00 | 76.31K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 22.04K | SH | $2.79M 1.13% | 0.00 | 0.00 | 22.04K |
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