CIK: 0001730521
Total reported value
$215.8M
Reporting period: 2026-03-31 · Number of holdings: 133
Murphy, Middleton, Hinkle & Parker, Inc. disclosed 133 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $215.8M and a quarterly turnover rate of 166.4%.
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Murphy, Middleton, Hinkle & Parker, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 55 equally-sized positions, well below its 133 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.20), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 51% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add SCHG
+4318.2% $8.5M
Add JNJ
+1052.8% $6.1M
Trim BRK-B
-94.3% -$5.7M
Trim BNY
-98.3% -$5.8M
Add SPY
+369.4% $5.8M
Trim PRU
-89.5% -$5.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.68% | +3.90% | +4318.23% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.63% | +4.63% | NEW | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.88% | +3.88% | NEW | |
| 4 | IDV | Ishares International Select | ETF-Other | 3.39% | +3.39% | NEW | |
| 5 | WMT | Walmart INC | Stock-Consumer Staples | 2.94% | +2.94% | NEW | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.94% | +2.82% | +1052.80% | |
| 7 | CCBG | Capital City Bank Group INC | Stock-Other | 2.91% | +2.91% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | +2.65% | +369.42% | |
| 9 | AAPL | Apple INC | Stock-Tech | 2.44% | +2.44% | NEW | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.41% | +2.41% | NEW | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.39% | +2.39% | NEW | |
| 12 | CAT | Caterpillar INC | Stock-Industrials | 2.37% | +2.37% | NEW | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | +2.31% | NEW | |
| 14 | HD | Home Depot INC | Stock-Consumer Disc | 2.27% | — | -70.71% | |
| 15 | BP | Bp Plc-spons Adr | Stock-Energy | 1.66% | +0.98% | +199.51% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.66% | +1.66% | NEW | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | +1.60% | NEW | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.58% | +1.48% | +777.93% | |
| 19 | SO | Southern Co/the | Stock-Utilities | 1.41% | +1.02% | -3.79% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.34% | +1.34% | NEW | |
| 21 | HEDG | Equable Shares Hdg Eqty ETF | ETF-Other | 1.25% | +1.25% | NEW | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +1.20% | NEW | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | +1.18% | NEW | |
| 24 | FDD | First Trust Stoxx Europe | ETF-Other | 1.14% | +1.14% | NEW | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -1.35% | +13.36% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.08% | +1.08% | NEW | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -2.82% | -94.32% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.93% | — | +5.06% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.92% | +0.92% | NEW | |
| 30 | TXN | Texas Instruments INC | Stock-Tech | 0.91% | +0.91% | NEW | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | +0.88% | NEW | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.86% | +0.86% | NEW | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.85% | — | -70.00% | |
| 34 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.84% | — | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | — | — | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | — | +0.30% | |
| 38 | CAH | Cardinal Health INC | Stock-Healthcare | 0.77% | — | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.75% | — | — | |
| 40 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.74% | — | — | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.74% | — | — | |
| 42 | HON | Honeywell International INC | Stock-Industrials | 0.73% | — | -39.35% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | — | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | — | — | |
| 45 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.64% | — | +2.13% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | — | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | — | — | |
| 48 | WM | Waste Management INC | Stock-Industrials | 0.60% | — | +118.83% | |
| 49 | AMGN | Amgen INC | Stock-Healthcare | 0.60% | — | — | |
| 50 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.58% | — | +154.14% |
Performance for Q3 2026
+1.5%
Performance Last 4 Quarters
+13.9%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 133 | $215.8M | 100 | |
| 2025-12-31 | 133 | $206.7M | 100 | |
| 2025-09-30 | 138 | $204.5M | 19 | |
| 2025-06-30 | 132 | $178.7M | 0 | |
| 2025-03-31 | 132 | $178.7M | 100 | |
| 2024-12-31 | 134 | $177.0M | 0 | |
| 2024-09-30 | 136 | $185.6M | 0 | |
| 2024-06-30 | 135 | $171.8M | 0 | |
| 2024-03-31 | 136 | $171.7M | 0 | |
| 2023-12-31 | 133 | $162.0M | 0 | |
| 2023-09-30 | 135 | $155.6M | 0 | |
| 2023-06-30 | 135 | $160.1M | 0 | |
| 2023-03-31 | 134 | $161.0M | 0 | |
| 2022-12-31 | 133 | $159.4M | 0 | |
| 2022-09-30 | 127 | $143.8M | 0 | |
| 2022-06-30 | 135 | $154.4M | 0 | |
| 2022-03-31 | 144 | $186.2M | 0 | |
| 2021-12-31 | 145 | $187.7M | 0 | |
| 2021-09-30 | 138 | $172.8M | 0 | |
| 2021-06-30 | 142 | $179.1M | 98 | |
| 2021-03-31 | 144 | $171.7M | 17 | |
| 2020-12-31 | 136 | $150.1M | 13 | |
| 2020-09-30 | 134 | $136.7M | 14 | |
| 2020-06-30 | 124 | $135.6M | 19 | |
| 2020-03-31 | 117 | $113.2M | 29 | |
| 2019-12-31 | 132 | $150.3M | 11 | |
| 2019-09-30 | 126 | $141.1M | 8 | |
| 2019-06-30 | 128 | $140.5M | 14 | |
| 2019-03-31 | 128 | $145.5M | 12 | |
| 2018-12-31 | 119 | $131.0M | 18 | |
| 2018-09-30 | 125 | $141.6M | 8 | |
| 2018-06-30 | 122 | $133.9M | 9 | |
| 2018-03-31 | 120 | $128.8M | 7 | |
| 2017-12-31 | 120 | $134.5M | 0 |
Murphy, Middleton, Hinkle & Parker, Inc.'s most significant position changes for 2026-03-31: Sold out: Ppg Industries INC (PPG); New buy: Schwab US Large-cap Value (SCHV); Sold out: Netflix INC (NFLX); New buy: Ishares Msci Eafe ETF (EFA); New buy: Ishares International Select (IDV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +3.9% | +4318.23% | Add |
| 2 | JNJ | Johnson & Johnson | +2.8% | +1052.80% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.7% | +369.42% | Add |
| 4 | KO | Coca-cola Co/the | +1.5% | +777.93% | Add |
| 5 | SO | Southern Co/the | +1% | -3.79% | Trim |
| 6 | BP | Bp Plc-spons Adr | +1% | +199.51% | Add |
| 7 | 6D8 | Dupont De Nemours INC | -1.1% | -89.20% | Trim |
| 8 | PG | Procter & Gamble Co/the | -1.4% | +13.36% | Add |
| 9 | SCHA | Schwab US Small-cap ETF | -1.4% | +497.00% | Add |
| 10 | INTC | Intel CORP | -1.5% | +339080.00% | Add |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | -2.1% | -79.97% | Trim |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | -2.4% | +16.94% | Add |
| 13 | PRU | Prudential Financial INC | -2.5% | -89.47% | Trim |
| 14 | BNY | Bank Of New York Mellon CORP | -2.8% | -98.31% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | -2.8% | -94.32% | Trim |
| 16 | PPG | Ppg Industries INC | — | EXIT | Sold out |
| 17 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 18 | NFLX | Netflix INC | — | EXIT | Sold out |
| 19 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 20 | IDV | Ishares International Select | — | NEW | New buy |
| 21 | PHO | Invesco Water Resources ETF | — | EXIT | Sold out |
| 22 | CCL1EUR | Carnival CORP LTD | — | EXIT | Sold out |
| 23 | WMT | Walmart INC | — | NEW | New buy |
| 24 | CCBG | Capital City Bank Group INC | — | NEW | New buy |
| 25 | BAX | Baxter International INC | — | EXIT | Sold out |
| 26 | AAPL | Apple INC | — | NEW | New buy |
| 27 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 28 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 29 | CAT | Caterpillar INC | — | NEW | New buy |
| 30 | MSFT | Microsoft CORP | — | NEW | New buy |
| 31 | OSK | Oshkosh CORP | — | EXIT | Sold out |
| 32 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 34 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 35 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 36 | DUK | Duke Energy CORP | — | NEW | New buy |
| 37 | BLE | Blackrock Muni INC Tr Ii | — | EXIT | Sold out |
| 38 | HEDG | Equable Shares Hdg Eqty ETF | — | NEW | New buy |
| 39 | BATRA | Atlanta Braves Holdings In-a | — | EXIT | Sold out |
| 40 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 41 | PLD | Prologis INC | — | EXIT | Sold out |
| 42 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 43 | FDD | First Trust Stoxx Europe | — | NEW | New buy |
| 44 | CVX | Chevron CORP | — | NEW | New buy |
| 45 | HWC | Hancock Whitney CORP | — | EXIT | Sold out |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | New buy |
| 47 | TXN | Texas Instruments INC | — | NEW | New buy |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 49 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 50 | VDE | Vanguard Energy ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-04 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-09 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-16 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-11 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-05 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-05 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-15 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-01-17 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-14 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-13 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-07 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-08 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-08 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-09 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-08 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-16 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-17 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-24 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-12 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-18 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
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