Filed: 10/15/2026ACC: 0001705819-26-000073
📋 What this filing means
MURPHY, MIDDLETON, HINKLE & PARKER, INC. filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $245.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$245.57M
Total AUM (reported)
3.09M
Total Shares
Allocation by class
COM$107.24M43.7%
US LCAP GR ETF$13.85M5.6%
US LCAP VA ETF$12.15M4.9%
MSCI EAFE ETF$9.82M4.0%
INTL SEL DIV ETF$8.02M3.3%
TR UNIT$7.24M3.0%
UTSER1 S&PDCRP$5.46M2.2%
Portfolio Concentration
Top 3$35.83M14.6%
4–10$48.85M19.9%
11–25$56.48M23.0%
Rest$104.40M42.5%
Top 3 weight
14.6%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 3.09M
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
3.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole143
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings143
Rows:
SCHWAB STRATEGIC TR
SOLEShares385.60K
TypeSH
Market value$13.85M
5.64%
Sole
0.00
Shared
0.00
None
385.60K
SCHWAB STRATEGIC TR
SOLEShares364.84K
TypeSH
Market value$12.15M
4.95%
Sole
0.00
Shared
0.00
None
364.84K
ISHARES TR
SOLEShares94.57K
TypeSH
Market value$9.82M
4.00%
Sole
0.00
Shared
0.00
None
94.57K
ISHARES TR
SOLEShares190.18K
TypeSH
Market value$8.02M
3.27%
Sole
0.00
Shared
0.00
None
190.18K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.50K
TypeSH
Market value$7.24M
2.95%
Sole
0.00
Shared
0.00
None
9.50K
CAPITAL CITY BANK
SOLEShares148.69K
TypeSH
Market value$7.19M
2.93%
Sole
0.00
Shared
0.00
None
148.69K
MICROSOFT CORP
SOLEShares13.49K
TypeSH
Market value$6.92M
2.82%
Sole
0.00
Shared
0.00
None
13.49K
APPLE INC
SOLEShares20.73K
TypeSH
Market value$6.90M
2.81%
Sole
0.00
Shared
0.00
None
20.73K
JOHNSON & JOHNSON
SOLEShares25.55K
TypeSH
Market value$6.76M
2.75%
Sole
0.00
Shared
0.00
None
25.55K
CATERPILLAR INC
SOLEShares7.17K
TypeSH
Market value$5.82M
2.37%
Sole
0.00
Shared
0.00
None
7.17K
STATE STR SPDR S&P MIDCAP 40
SOLEShares8.31K
TypeSH
Market value$5.46M
2.22%
Sole
0.00
Shared
0.00
None
8.31K
ISHARES TR
SOLEShares35.01K
TypeSH
Market value$5.32M
2.17%
Sole
0.00
Shared
0.00
None
35.01K
WALMART INC
SOLEShares49.92K
TypeSH
Market value$5.19M
2.11%
Sole
0.00
Shared
0.00
None
49.92K
ELI LILLY & CO
SOLEShares3.75K
TypeSH
Market value$4.34M
1.77%
Sole
0.00
Shared
0.00
None
3.75K
HOME DEPOT INC
SOLEShares14.64K
TypeSH
Market value$4.16M
1.70%
Sole
0.00
Shared
0.00
None
14.64K
COCA COLA CO
SOLEShares44.26K
TypeSH
Market value$3.81M
1.55%
Sole
0.00
Shared
0.00
None
44.26K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.00
TypeSH
Market value$3.74M
1.52%
Sole
0.00
Shared
0.00
None
5.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares184.97K
TypeSH
Market value$3.56M
1.45%
Sole
0.00
Shared
0.00
None
184.97K
VANGUARD INTL EQUITY INDEX F
SOLEShares58.15K
TypeSH
Market value$3.45M
1.40%
Sole
0.00
Shared
0.00
None
58.15K
BP PLC
SOLEShares72.66K
TypeSH
Market value$3.20M
1.30%
Sole
0.00
Shared
0.00
None
72.66K
ISHARES TR
SOLEShares27.42K
TypeSH
Market value$3.01M
1.22%
Sole
0.00
Shared
0.00
None
27.42K
ISHARES TR
SOLEShares3.88K
TypeSH
Market value$2.97M
1.21%
Sole
0.00
Shared
0.00
None
3.88K
SERIES PORTFOLIOS TR
SOLEShares92.94K
TypeSH
Market value$2.86M
1.16%
Sole
0.00
Shared
0.00
None
92.94K
TEXAS INSTRS INC
SOLEShares10.06K
TypeSH
Market value$2.82M
1.15%
Sole
0.00
Shared
0.00
None
10.06K
SOUTHERN CO
SOLEShares31.53K
TypeSH
Market value$2.61M
1.06%
Sole
0.00
Shared
0.00
None
31.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 385.60K | SH | $13.85M 5.64% | 0.00 | 0.00 | 385.60K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 364.84K | SH | $12.15M 4.95% | 0.00 | 0.00 | 364.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 94.57K | SH | $9.82M 4.00% | 0.00 | 0.00 | 94.57K |
ISHARES TRSOLE | INTL SEL DIV ETF | 190.18K | SH | $8.02M 3.27% | 0.00 | 0.00 | 190.18K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.50K | SH | $7.24M 2.95% | 0.00 | 0.00 | 9.50K |
CAPITAL CITY BANKSOLE | COM | 148.69K | SH | $7.19M 2.93% | 0.00 | 0.00 | 148.69K |
MICROSOFT CORPSOLE | COM | 13.49K | SH | $6.92M 2.82% | 0.00 | 0.00 | 13.49K |
APPLE INCSOLE | COM | 20.73K | SH | $6.90M 2.81% | 0.00 | 0.00 | 20.73K |
JOHNSON & JOHNSONSOLE | COM | 25.55K | SH | $6.76M 2.75% | 0.00 | 0.00 | 25.55K |
CATERPILLAR INCSOLE | COM | 7.17K | SH | $5.82M 2.37% | 0.00 | 0.00 | 7.17K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 8.31K | SH | $5.46M 2.22% | 0.00 | 0.00 | 8.31K |
ISHARES TRSOLE | SELECT DIVID ETF | 35.01K | SH | $5.32M 2.17% | 0.00 | 0.00 | 35.01K |
WALMART INCSOLE | COM | 49.92K | SH | $5.19M 2.11% | 0.00 | 0.00 | 49.92K |
ELI LILLY & COSOLE | COM | 3.75K | SH | $4.34M 1.77% | 0.00 | 0.00 | 3.75K |
HOME DEPOT INCSOLE | COM | 14.64K | SH | $4.16M 1.70% | 0.00 | 0.00 | 14.64K |
COCA COLA COSOLE | COM | 44.26K | SH | $3.81M 1.55% | 0.00 | 0.00 | 44.26K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 5.00 | SH | $3.74M 1.52% | 0.00 | 0.00 | 5.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | COMMON SHS | 184.97K | SH | $3.56M 1.45% | 0.00 | 0.00 | 184.97K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 58.15K | SH | $3.45M 1.40% | 0.00 | 0.00 | 58.15K |
BP PLCSOLE | SPONSORED ADR | 72.66K | SH | $3.20M 1.30% | 0.00 | 0.00 | 72.66K |
ISHARES TRSOLE | S&P MC 400GR ETF | 27.42K | SH | $3.01M 1.22% | 0.00 | 0.00 | 27.42K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.88K | SH | $2.97M 1.21% | 0.00 | 0.00 | 3.88K |
SERIES PORTFOLIOS TRSOLE | EQUAB EQUIT ETF | 92.94K | SH | $2.86M 1.16% | 0.00 | 0.00 | 92.94K |
TEXAS INSTRS INCSOLE | COM | 10.06K | SH | $2.82M 1.15% | 0.00 | 0.00 | 10.06K |
SOUTHERN COSOLE | COM | 31.53K | SH | $2.61M 1.06% | 0.00 | 0.00 | 31.53K |
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