# Murphy, Middleton, Hinkle & Parker, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1730521. Source: https://holderbook.com/funds/1730521-murphy-middleton-hinkle-parker-inc/

- Reported value: $246.1M
- Positions: 140
- Weight of the ten largest: 33.3%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $12.4M | 367,676 | 5.1% | 29 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $12.2M | 349,164 | 4.9% | 2 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $9.3M | 89,481 | 3.8% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.7M | 7,211 | 3.1% | 2 |
| ISHARES TR | [IDV](https://holderbook.com/stocks/IDV/) | $7.6M | 184,252 | 3.1% | 2 |
| CAPITAL CITY BANK | [CCBG](https://holderbook.com/stocks/CCBG/) | $7.2M | 145,945 | 2.9% | 2 |
| STATE STR SPDR S&amp;P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $7.1M | 9,495 | 2.9% | 31 |
| JOHNSON &amp; JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.6M | 25,918 | 2.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.0M | 20,751 | 2.4% | 2 |
| STATE STR SPDR S&amp;P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $5.9M | 8,433 | 2.4% | 2 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $5.8M | 50,951 | 2.3% | 2 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $5.5M | 35,005 | 2.2% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.3M | 14,958 | 2.1% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.0M | 13,485 | 2.0% | 2 |
| ELI LILLY &amp; CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.5M | 3,750 | 1.8% | 2 |
| PROCTER &amp; GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $4.2M | 28,748 | 1.7% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.7M | 5 | 1.5% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.6M | 44,891 | 1.5% | 31 |
| FIRST TR EXCHANGE-TRADED FD | [FDD](https://holderbook.com/stocks/FDD/) | $3.1M | 169,415 | 1.3% | 2 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $3.0M | 31,624 | 1.2% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $3.0M | 10,065 | 1.2% | 2 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.0M | 3,966 | 1.2% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.9M | 47,924 | 1.2% | 2 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $2.8M | 76,305 | 1.1% | 31 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $2.8M | 22,035 | 1.1% | 2 |
| SERIES PORTFOLIOS TR | [HEDG](https://holderbook.com/stocks/HEDG/) | $2.8M | 92,945 | 1.1% | 2 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $2.7M | 22,839 | 1.1% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.5M | 4,941 | 1.0% | 31 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $2.4M | 11,049 | 1.0% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.4M | 75,202 | 1.0% | 2 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.4M | 16,959 | 1.0% | 31 |
| OSHKOSH CORP | [OSK](https://holderbook.com/stocks/OSK/) | $2.2M | 14,569 | 0.9% | 1 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $2.2M | 59,779 | 0.9% | 2 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $2.1M | 5,404 | 0.9% | 2 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $2.1M | 14,403 | 0.9% | 2 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $2.0M | 17,181 | 0.8% | 2 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $2.0M | 13,945 | 0.8% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.0M | 25,616 | 0.8% | 2 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $2.0M | 3,984 | 0.8% | 26 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $1.9M | 7,849 | 0.8% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.9M | 11,217 | 0.8% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.7M | 6,033 | 0.7% | 2 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.7M | 23,230 | 0.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6M | 6,766 | 0.7% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.6M | 11,544 | 0.6% | 2 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $1.6M | 43,133 | 0.6% | 30 |
| FIRST TR EXCHANGE-TRADED FD | [FTSL](https://holderbook.com/stocks/FTSL/) | $1.6M | 34,707 | 0.6% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.5M | 2,103 | 0.6% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.4M | 25,444 | 0.6% | 2 |
| FIRST TR EXCHANGE-TRADED FD | [FVD](https://holderbook.com/stocks/FVD/) | $1.4M | 29,739 | 0.6% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.4M | 12,070 | 0.6% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.4M | 3,885 | 0.6% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 9,974 | 0.6% | 2 |
| MERCK &amp; CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.3M | 10,472 | 0.5% | 31 |
| NNN REIT INC | [NNN](https://holderbook.com/stocks/NNN/) | $1.3M | 28,796 | 0.5% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.3M | 3,661 | 0.5% | 2 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.3M | 8,367 | 0.5% | 2 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $1.3M | 11,175 | 0.5% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.3M | 13,579 | 0.5% | 2 |
| WELLS FARGO &amp; CO | [WFC](https://holderbook.com/stocks/WFC/) | $1.3M | 15,351 | 0.5% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,458 | 0.5% | 25 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.2M | 5,538 | 0.5% | 31 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $1.1M | 3,220 | 0.5% | 2 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $1.1M | 41,153 | 0.5% | 30 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.1M | 2,996 | 0.5% | 2 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.0M | 6,462 | 0.4% | 2 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.0M | 5,658 | 0.4% | 2 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $1.0M | 7,945 | 0.4% | 2 |
| JPMORGAN CHASE &amp; CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.0M | 3,106 | 0.4% | 2 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $935.0K | 4,118 | 0.4% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $931.9K | 22,009 | 0.4% | 31 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $891.2K | 1,706 | 0.4% | 31 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $879.0K | 24,242 | 0.4% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $838.9K | 714 | 0.3% | 2 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $837.3K | 8,682 | 0.3% | 2 |
| MARSH &amp; MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $836.9K | 5,021 | 0.3% | 2 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $800.1K | 2,663 | 0.3% | 2 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $797.1K | 33,101 | 0.3% | 2 |
| IDACORP INC | [IDA](https://holderbook.com/stocks/IDA/) | $748.5K | 4,947 | 0.3% | 2 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $726.5K | 2,132 | 0.3% | 31 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $706.4K | 14,179 | 0.3% | 27 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $687.6K | 2,004 | 0.3% | 2 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $669.5K | 1,635 | 0.3% | 2 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $652.7K | 4,821 | 0.3% | 31 |
| FLOWERS FOODS INC | [FLO](https://holderbook.com/stocks/FLO/) | $632.3K | 80,034 | 0.3% | 2 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $629.4K | 1,721 | 0.3% | 2 |
| FIRST TR EXCH TRADED FD III | [FMB](https://holderbook.com/stocks/FMB/) | $626.7K | 12,200 | 0.3% | 2 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $624.4K | 11,519 | 0.3% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $607.6K | 2,234 | 0.2% | 2 |
| FIRST TR EXCHANGE-TRADED FD | [HYLS](https://holderbook.com/stocks/HYLS/) | $599.3K | 14,743 | 0.2% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $570.1K | 3,890 | 0.2% | 2 |
| ISHARES TR | [IYY](https://holderbook.com/stocks/IYY/) | $546.8K | 3,000 | 0.2% | 31 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $521.1K | 3,184 | 0.2% | 14 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $514.6K | 11,929 | 0.2% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $510.8K | 907 | 0.2% | 2 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $504.8K | 7,379 | 0.2% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $498.5K | 2,491 | 0.2% | 2 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $491.8K | 2,024 | 0.2% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $466.0K | 3,994 | 0.2% | 2 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $461.4K | 8,007 | 0.2% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.0% | +14.8% | -4.8% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +5.9% | +7.8% | -1.9% | 105% |
| Q2 2025 | +5.2% | +10.5% | -5.2% | 99% |
| Q1 2025 | +0.4% | -4.6% | +5.0% | 99% |
| Q4 2024 | -2.6% | +2.1% | -4.7% | 99% |
| Q3 2024 | +7.2% | +5.4% | +1.8% | 99% |
| Q2 2024 | -0.1% | +4.0% | -4.1% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $246.1M | 140 |
| Q1 2026 | $215.8M | 133 |
| Q4 2025 | $206.7M | 133 |
| Q3 2025 | $204.5M | 138 |
| Q2 2025 | $178.7M | 132 |
| Q1 2025 | $178.7M | 132 |
| Q4 2024 | $177.0M | 134 |
| Q3 2024 | $185.6M | 136 |
| Q2 2024 | $171.8M | 135 |
| Q1 2024 | $171.7M | 136 |
| Q4 2023 | $162.0M | 133 |
| Q3 2023 | $155.6M | 135 |

