Murphy, Middleton, Hinkle & Parker

Thomasville, GAfiles as Murphy, Middleton, Hinkle & Parker, Inc.

$246m in 140 US stocks at the end of 30 June 2026. The top 10 are 33.3% of the money. It changed about 6.6% of the portfolio this quarter.

Value

$246m

Stocks

140

Top 10 share

33.3%

Turnover

6.6%

What changed this quarter

New

Bought for the first time this quarter.

OshkoshOSK
0.9% of the fund
First TR Exchange Traded FDSDVY
0.2% of the fund
Kimberly-ClarkKMB
0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
RBB FDTMFC
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Altria GroupMO
<0.1% of the fund
Ishares TRIEFA
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHG
5.1% of the fund
+6%
Schwab Strategic TRSCHV
4.9% of the fund
+7%
Ishares TREFA
3.8% of the fund
+4%
Ishares TRIDV
3.1% of the fund
+7%
Ishares TRDVY
2.2% of the fund
+3%
Procter & GamblePG
1.7% of the fund
+70%
First TR Exchange-Traded FDFDD
1.3% of the fund
+22%
Ishares TRIJK
1.1% of the fund
+15%
Berkshire HathawayBRK-B
1.0% of the fund
+4%
Ishares TRIWN
1.0% of the fund
+4%
Schwab Strategic TRSCHD
1.0% of the fund
+22%
Ishares TRIWO
0.9% of the fund
+5%
Ishares TRIJJ
0.9% of the fund
+20%
Amazon.comAMZN
0.7% of the fund
+2%
First TR Exchange-Traded FDFVD
0.6% of the fund
+29%
Flowers FoodsFLO
0.3% of the fund
+18%
OracleORCL
0.2% of the fund
+8%
NvidiaNVDA
0.2% of the fund
+5%
CortevaCTVA
0.1% of the fund
+33%

Cut

Sold some of their stake.

First TR Exchange-Traded FDFTSL
0.6% of the fund
-3%
Cisco SystemsCSCO
0.6% of the fund
-3%
Ishares TRIWM
0.3% of the fund
-3%
Palantir TechnologiesPLTR
0.2% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
DuPont de NemoursDD
-100%

Holdings

Schwab Strategic TRSCHG
Share
5.1%
Value
$12m
Shares
367,676
+6%
Schwab Strategic TRSCHV
Share
4.9%
Value
$12m
Shares
349,164
+7%
Ishares TREFA
Share
3.8%
Value
$9m
Shares
89,481
+4%
CaterpillarCAT
Share
3.1%
Value
$8m
Shares
7,211
Held
Ishares TRIDV
Share
3.1%
Value
$8m
Shares
184,252
+7%
Capital City Bank GroupCCBG
Share
2.9%
Value
$7m
Shares
145,945
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.9%
Value
$7m
Shares
9,495
Held
Johnson & JohnsonJNJ
Share
2.7%
Value
$7m
Shares
25,918
Held
AppleAAPL
Share
2.4%
Value
$6m
Shares
20,751
Held
State STR Spdr S&P Midcap 40MDY
Share
2.4%
Value
$6m
Shares
8,433
Held
WalmartWMT
Share
2.3%
Value
$6m
Shares
50,951
Held
Ishares TRDVY
Share
2.2%
Value
$5m
Shares
35,005
+3%
Home DepotHD
Share
2.1%
Value
$5m
Shares
14,958
Held
MicrosoftMSFT
Share
2.0%
Value
$5m
Shares
13,485
Held
Eli LillyLLY
Share
1.8%
Value
$4m
Shares
3,750
Held
Procter & GamblePG
Share
1.7%
Value
$4m
Shares
28,748
+70%
Berkshire Hathaway INC DELBRK-A
Share
1.5%
Value
$4m
Shares
5
Held
Coca-ColaKO
Share
1.5%
Value
$4m
Shares
44,891
Held
First TR Exchange-Traded FDFDD
Share
1.3%
Value
$3m
Shares
169,415
+22%
Southern CompanySO
Share
1.2%
Value
$3m
Shares
31,624
Held
Texas InstrumentsTXN
Share
1.2%
Value
$3m
Shares
10,065
Held
Ishares TRIVV
Share
1.2%
Value
$3m
Shares
3,966
Held
Vanguard Intl Equity Index FVWO
Share
1.2%
Value
$3m
Shares
47,924
Held
BPBP
Share
1.1%
Value
$3m
Shares
76,305
Held
Duke EnergyDUK
Share
1.1%
Value
$3m
Shares
22,035
Held
Series Portfolios TRHEDG
Share
1.1%
Value
$3m
Shares
92,945
Held
Ishares TRIJK
Share
1.1%
Value
$3m
Shares
22,839
+15%
Berkshire HathawayBRK-B
Share
1.0%
Value
$2m
Shares
4,941
+4%
Ishares TRIWN
Share
1.0%
Value
$2m
Shares
11,049
+4%
Schwab Strategic TRSCHD
Share
1.0%
Value
$2m
Shares
75,202
+22%
IntelINTC
Share
1.0%
Value
$2m
Shares
16,959
Held
OshkoshOSK
Share
0.9%
Value
$2m
Shares
14,569
New
Schwab Strategic TRSCHM
Share
0.9%
Value
$2m
Shares
59,779
Held
Ishares TRIWO
Share
0.9%
Value
$2m
Shares
5,404
+5%
Ishares TRIJJ
Share
0.9%
Value
$2m
Shares
14,403
+20%
Genuine PartsGPC
Share
0.8%
Value
$2m
Shares
17,181
Held
Emerson ElectricEMR
Share
0.8%
Value
$2m
Shares
13,945
Held
Ishares TRIJH
Share
0.8%
Value
$2m
Shares
25,616
Held
Trane TechnologiesTT
Share
0.8%
Value
$2m
Shares
3,984
Held
Cardinal HealthCAH
Share
0.8%
Value
$2m
Shares
7,849
Held
ChevronCVX
Share
0.8%
Value
$2m
Shares
11,217
Held
International Business MachinesIBM
Share
0.7%
Value
$2m
Shares
6,033
Held
Vanguard Tax-Managed FDSVEA
Share
0.7%
Value
$2m
Shares
23,230
Held
Amazon.comAMZN
Share
0.7%
Value
$2m
Shares
6,766
+2%
Ishares TRIVW
Share
0.6%
Value
$2m
Shares
11,544
Held
Schwab Strategic TRSCHA
Share
0.6%
Value
$2m
Shares
43,133
Held
First TR Exchange-Traded FDFTSL
Share
0.6%
Value
$2m
Shares
34,707
-3%
Invesco QQQ TRQQQ
Share
0.6%
Value
$2m
Shares
2,103
Held
Bank of AmericaBAC
Share
0.6%
Value
$1m
Shares
25,444
Held
First TR Exchange-Traded FDFVD
Share
0.6%
Value
$1m
Shares
29,739
+29%
Cisco SystemsCSCO
Share
0.6%
Value
$1m
Shares
12,070
-3%
AlphabetGOOG
Share
0.6%
Value
$1m
Shares
3,885
Held
ExxonMobil HoldingsXOM
Share
0.6%
Value
$1m
Shares
9,974
Held
MerckMRK
Share
0.5%
Value
$1m
Shares
10,472
Held
NNN ReitNNN
Share
0.5%
Value
$1m
Shares
28,796
Held
AmgenAMGN
Share
0.5%
Value
$1m
Shares
3,661
Held
Vanguard Whitehall FDSVYM
Share
0.5%
Value
$1m
Shares
8,367
Held
AflacAFL
Share
0.5%
Value
$1m
Shares
11,175
Held
Walt DisneyDIS
Share
0.5%
Value
$1m
Shares
13,579
Held
Wells Fargo & CompanyWFC
Share
0.5%
Value
$1m
Shares
15,351
Held
AlphabetGOOGL
Share
0.5%
Value
$1m
Shares
3,458
Held
Waste ManagementWM
Share
0.5%
Value
$1m
Shares
5,538
Held
General DynamicsGD
Share
0.5%
Value
$1m
Shares
3,220
Held
Schwab Strategic TRSCHF
Share
0.5%
Value
$1m
Shares
41,153
Held
General ElectricGE
Share
0.5%
Value
$1m
Shares
2,996
Held
3MMMM
Share
0.4%
Value
$1m
Shares
6,462
Held
QualcommQCOM
Share
0.4%
Value
$1m
Shares
5,658
Held
TargetTGT
Share
0.4%
Value
$1m
Shares
7,945
Held
JPMorgan ChaseJPM
Share
0.4%
Value
$1m
Shares
3,106
Held
Ishares TRIVE
Share
0.4%
Value
$934,991
Shares
4,118
Held
Verizon CommunicationsVZ
Share
0.4%
Value
$931,860
Shares
22,009
Held
State STR Spdr DOW Jones INDDIA
Share
0.4%
Value
$891,197
Shares
1,706
Held
Schwab Strategic TRSCHE
Share
0.4%
Value
$879,033
Shares
24,242
Held
GE VernovaGEV
Share
0.3%
Value
$838,850
Shares
714
Held
Ishares TREMB
Share
0.3%
Value
$837,292
Shares
8,682
Held
Marsh & McLennan CompaniesMRSH
Share
0.3%
Value
$836,850
Shares
5,021
Held
Ishares TRIWM
Share
0.3%
Value
$800,084
Shares
2,663
-3%
PfizerPFE
Share
0.3%
Value
$797,071
Shares
33,101
Held
IdacorpIDA
Share
0.3%
Value
$748,481
Shares
4,947
Held
ChubbCB
Share
0.3%
Value
$726,458
Shares
2,132
Held
Truist FinancialTFC
Share
0.3%
Value
$706,398
Shares
14,179
Held
VisaV
Share
0.3%
Value
$687,552
Shares
2,004
Held
Ishares TRIWB
Share
0.3%
Value
$669,533
Shares
1,635
Held
PepsiCoPEP
Share
0.3%
Value
$652,724
Shares
4,821
Held
Flowers FoodsFLO
Share
0.3%
Value
$632,271
Shares
80,034
+18%
Vanguard Index FDSVBK
Share
0.3%
Value
$629,370
Shares
1,721
Held
First TR Exch Traded FD IIIFMB
Share
0.3%
Value
$626,680
Shares
12,200
Held
EnbridgeENB
Share
0.3%
Value
$624,445
Shares
11,519
Held
Union PacificUNP
Share
0.2%
Value
$607,648
Shares
2,234
Held
First TR Exchange-Traded FDHYLS
Share
0.2%
Value
$599,321
Shares
14,743
Held
OracleORCL
Share
0.2%
Value
$570,102
Shares
3,890
+8%
Ishares TRIYY
Share
0.2%
Value
$546,840
Shares
3,000
Held
Ishares TRESGU
Share
0.2%
Value
$521,125
Shares
3,184
Held
First TR Exchange Traded FDSDVY
Share
0.2%
Value
$514,617
Shares
11,929
New
Meta PlatformsMETA
Share
0.2%
Value
$510,806
Shares
907
Held
Ishares TREEM
Share
0.2%
Value
$504,797
Shares
7,379
Held
NvidiaNVDA
Share
0.2%
Value
$498,471
Shares
2,491
+5%
Vanguard Index FDSVBR
Share
0.2%
Value
$491,812
Shares
2,024
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$465,980
Shares
3,994
-3%
Bristol-Myers SquibbBMY
Share
0.2%
Value
$461,363
Shares
8,007
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHG	5.1%	$12m	367,676	+6%
Schwab Strategic TRSCHV	4.9%	$12m	349,164	+7%
Ishares TREFA	3.8%	$9m	89,481	+4%
CaterpillarCAT	3.1%	$8m	7,211	Held
Ishares TRIDV	3.1%	$8m	184,252	+7%
Capital City Bank GroupCCBG	2.9%	$7m	145,945	Held
State STR Spdr S&P 500 ETF TSPY	2.9%	$7m	9,495	Held
Johnson & JohnsonJNJ	2.7%	$7m	25,918	Held
AppleAAPL	2.4%	$6m	20,751	Held
State STR Spdr S&P Midcap 40MDY	2.4%	$6m	8,433	Held
WalmartWMT	2.3%	$6m	50,951	Held
Ishares TRDVY	2.2%	$5m	35,005	+3%
Home DepotHD	2.1%	$5m	14,958	Held
MicrosoftMSFT	2.0%	$5m	13,485	Held
Eli LillyLLY	1.8%	$4m	3,750	Held
Procter & GamblePG	1.7%	$4m	28,748	+70%
Berkshire Hathaway INC DELBRK-A	1.5%	$4m	5	Held
Coca-ColaKO	1.5%	$4m	44,891	Held
First TR Exchange-Traded FDFDD	1.3%	$3m	169,415	+22%
Southern CompanySO	1.2%	$3m	31,624	Held
Texas InstrumentsTXN	1.2%	$3m	10,065	Held
Ishares TRIVV	1.2%	$3m	3,966	Held
Vanguard Intl Equity Index FVWO	1.2%	$3m	47,924	Held
BPBP	1.1%	$3m	76,305	Held
Duke EnergyDUK	1.1%	$3m	22,035	Held
Series Portfolios TRHEDG	1.1%	$3m	92,945	Held
Ishares TRIJK	1.1%	$3m	22,839	+15%
Berkshire HathawayBRK-B	1.0%	$2m	4,941	+4%
Ishares TRIWN	1.0%	$2m	11,049	+4%
Schwab Strategic TRSCHD	1.0%	$2m	75,202	+22%
IntelINTC	1.0%	$2m	16,959	Held
OshkoshOSK	0.9%	$2m	14,569	New
Schwab Strategic TRSCHM	0.9%	$2m	59,779	Held
Ishares TRIWO	0.9%	$2m	5,404	+5%
Ishares TRIJJ	0.9%	$2m	14,403	+20%
Genuine PartsGPC	0.8%	$2m	17,181	Held
Emerson ElectricEMR	0.8%	$2m	13,945	Held
Ishares TRIJH	0.8%	$2m	25,616	Held
Trane TechnologiesTT	0.8%	$2m	3,984	Held
Cardinal HealthCAH	0.8%	$2m	7,849	Held
ChevronCVX	0.8%	$2m	11,217	Held
International Business MachinesIBM	0.7%	$2m	6,033	Held
Vanguard Tax-Managed FDSVEA	0.7%	$2m	23,230	Held
Amazon.comAMZN	0.7%	$2m	6,766	+2%
Ishares TRIVW	0.6%	$2m	11,544	Held
Schwab Strategic TRSCHA	0.6%	$2m	43,133	Held
First TR Exchange-Traded FDFTSL	0.6%	$2m	34,707	-3%
Invesco QQQ TRQQQ	0.6%	$2m	2,103	Held
Bank of AmericaBAC	0.6%	$1m	25,444	Held
First TR Exchange-Traded FDFVD	0.6%	$1m	29,739	+29%
Cisco SystemsCSCO	0.6%	$1m	12,070	-3%
AlphabetGOOG	0.6%	$1m	3,885	Held
ExxonMobil HoldingsXOM	0.6%	$1m	9,974	Held
MerckMRK	0.5%	$1m	10,472	Held
NNN ReitNNN	0.5%	$1m	28,796	Held
AmgenAMGN	0.5%	$1m	3,661	Held
Vanguard Whitehall FDSVYM	0.5%	$1m	8,367	Held
AflacAFL	0.5%	$1m	11,175	Held
Walt DisneyDIS	0.5%	$1m	13,579	Held
Wells Fargo & CompanyWFC	0.5%	$1m	15,351	Held
AlphabetGOOGL	0.5%	$1m	3,458	Held
Waste ManagementWM	0.5%	$1m	5,538	Held
General DynamicsGD	0.5%	$1m	3,220	Held
Schwab Strategic TRSCHF	0.5%	$1m	41,153	Held
General ElectricGE	0.5%	$1m	2,996	Held
3MMMM	0.4%	$1m	6,462	Held
QualcommQCOM	0.4%	$1m	5,658	Held
TargetTGT	0.4%	$1m	7,945	Held
JPMorgan ChaseJPM	0.4%	$1m	3,106	Held
Ishares TRIVE	0.4%	$934,991	4,118	Held
Verizon CommunicationsVZ	0.4%	$931,860	22,009	Held
State STR Spdr DOW Jones INDDIA	0.4%	$891,197	1,706	Held
Schwab Strategic TRSCHE	0.4%	$879,033	24,242	Held
GE VernovaGEV	0.3%	$838,850	714	Held
Ishares TREMB	0.3%	$837,292	8,682	Held
Marsh & McLennan CompaniesMRSH	0.3%	$836,850	5,021	Held
Ishares TRIWM	0.3%	$800,084	2,663	-3%
PfizerPFE	0.3%	$797,071	33,101	Held
IdacorpIDA	0.3%	$748,481	4,947	Held
ChubbCB	0.3%	$726,458	2,132	Held
Truist FinancialTFC	0.3%	$706,398	14,179	Held
VisaV	0.3%	$687,552	2,004	Held
Ishares TRIWB	0.3%	$669,533	1,635	Held
PepsiCoPEP	0.3%	$652,724	4,821	Held
Flowers FoodsFLO	0.3%	$632,271	80,034	+18%
Vanguard Index FDSVBK	0.3%	$629,370	1,721	Held
First TR Exch Traded FD IIIFMB	0.3%	$626,680	12,200	Held
EnbridgeENB	0.3%	$624,445	11,519	Held
Union PacificUNP	0.2%	$607,648	2,234	Held
First TR Exchange-Traded FDHYLS	0.2%	$599,321	14,743	Held
OracleORCL	0.2%	$570,102	3,890	+8%
Ishares TRIYY	0.2%	$546,840	3,000	Held
Ishares TRESGU	0.2%	$521,125	3,184	Held
First TR Exchange Traded FDSDVY	0.2%	$514,617	11,929	New
Meta PlatformsMETA	0.2%	$510,806	907	Held
Ishares TREEM	0.2%	$504,797	7,379	Held
NvidiaNVDA	0.2%	$498,471	2,491	+5%
Vanguard Index FDSVBR	0.2%	$491,812	2,024	Held
Palantir TechnologiesPLTR	0.2%	$465,980	3,994	-3%
Bristol-Myers SquibbBMY	0.2%	$461,363	8,007	Held

Showing the largest 100 of 140.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 37.7% since 30 June 2025.

Where the money is

Technology9.2%

Industrials9.0%

Financial services8.0%

Health care7.4%

Everyday goods6.8%

Retail & consumer3.9%

Utilities3.0%

Energy2.7%

Media & telecom2.3%

Real estate0.5%

Materials0.3%

Other46.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.