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Murphy Middleton Hinkle & Parker reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 July 2026, signed by David J. Middleton, Managing Director. Retrieved 14 October 2026. Page updated 21 October 2026.

Murphy Middleton Hinkle & Parker’s reported 13F holdings total $246M across 140 positions as of 30 June 2026. The ten largest make up 33.3% of it, and its value rose 14.1% from the prior quarter.

$246M
Reported 13F value
140
Positions
33.3%
In the 10 largest
+14.1%
Value vs. prior quarter

Largest positions

Schwab Strategic TRUS LCAP GR ETF$12.4M
Class
US LCAP GR ETF
Share
5.1%
Schwab Strategic TRUS LCAP VA ETF$12.2M
Class
US LCAP VA ETF
Share
4.9%
iShares TRMSCI EAFE ETF$9.3M
Class
MSCI EAFE ETF
Share
3.8%
Caterpillar Inc.COM$7.68M
Class
COM
Share
3.1%
iShares TRINTL SEL DIV ETF$7.63M
Class
INTL SEL DIV ETF
Share
3.1%
Capital City BankCOM$7.21M
Class
COM
Share
2.9%
State Str SPDR S&P 500 ETF TTR UNIT$7.09M
Class
TR UNIT
Share
2.9%
Johnson & JohnsonCOM$6.58M
Class
COM
Share
2.7%
Apple Inc.COM$6M
Class
COM
Share
2.4%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$5.93M
Class
UTSER1 S&PDCRP
Share
2.4%
Walmart Inc.COM$5.77M
Class
COM
Share
2.3%
iShares TRSELECT DIVID ETF$5.47M
Class
SELECT DIVID ETF
Share
2.2%
Home Depot Inc.COM$5.28M
Class
COM
Share
2.1%
Microsoft Corp.COM$5.03M
Class
COM
Share
2.0%
Eli Lilly & COCOM$4.5M
Class
COM
Share
1.8%
Procter & Gamble COCOM$4.22M
Class
COM
Share
1.7%
Berkshire Hathaway Inc. DelCL A$3.74M
Class
CL A
Share
1.5%
Coca Cola COCOM$3.65M
Class
COM
Share
1.5%
First TR Exchange-traded FDCOMMON SHS$3.14M
Class
COMMON SHS
Share
1.3%
Southern COCOM$3.03M
Class
COM
Share
1.2%
Texas Instrs Inc.COM$3M
Class
COM
Share
1.2%
iShares TRCORE S&P500 ETF$2.97M
Class
CORE S&P500 ETF
Share
1.2%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.86M
Class
FTSE EMR MKT ETF
Share
1.2%
BP PLCSPONSORED ADR$2.82M
Class
SPONSORED ADR
Share
1.1%
Duke Energy Corp. NewCOM NEW$2.79M
Class
COM NEW
Share
1.1%
Series Portfolios TREQUAB EQUIT ETF$2.79M
Class
EQUAB EQUIT ETF
Share
1.1%
iShares TRS&P MC 400GR ETF$2.68M
Class
S&P MC 400GR ETF
Share
1.1%
Berkshire Hathaway Inc. DelCL B NEW$2.47M
Class
CL B NEW
Share
1.0%
iShares TRRUS 2000 VAL ETF$2.44M
Class
RUS 2000 VAL ETF
Share
1.0%
Schwab Strategic TRUS DIVIDEND EQ$2.38M
Class
US DIVIDEND EQ
Share
1.0%
Intel Corp.COM$2.37M
Class
COM
Share
1.0%
Oshkosh Corp.COM$2.24M
Class
COM
Share
0.9%
Schwab Strategic TRUS MID-CAP ETF$2.2M
Class
US MID-CAP ETF
Share
0.9%
iShares TRRUS 2000 GRW ETF$2.13M
Class
RUS 2000 GRW ETF
Share
0.9%
iShares TRS&P MC 400VL ETF$2.13M
Class
S&P MC 400VL ETF
Share
0.9%
Genuine Parts COCOM$2.03M
Class
COM
Share
0.8%
Emerson Elec COCOM$2M
Class
COM
Share
0.8%
iShares TRCORE S&P MCP ETF$1.98M
Class
CORE S&P MCP ETF
Share
0.8%
Trane Technologies PLCSHS$1.96M
Class
SHS
Share
0.8%
Cardinal Health Inc.COM$1.86M
Class
COM
Share
0.8%
Chevron CorporationCOM$1.86M
Class
COM
Share
0.8%
International Business MachsCOM$1.7M
Class
COM
Share
0.7%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$1.66M
Class
VAN FTSE DEV MKT
Share
0.7%
Amazon Com Inc.COM$1.61M
Class
COM
Share
0.7%
iShares TRS&P 500 GRWT ETF$1.59M
Class
S&P 500 GRWT ETF
Share
0.6%
Schwab Strategic TRUS SML CAP ETF$1.56M
Class
US SML CAP ETF
Share
0.6%
First TR Exchange-traded FDSENIOR LN FD$1.55M
Class
SENIOR LN FD
Share
0.6%
Invesco Qqq TRUNIT SER 1$1.55M
Class
UNIT SER 1
Share
0.6%
Bank OF Amer Corp.COM$1.45M
Class
COM
Share
0.6%
First TR Exchange-traded FDSHS$1.43M
Class
SHS
Share
0.6%

The share class is shown on a wider screen.

The 50 largest of 140 positions by value, with holdings of the same security combined. The 140 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1730521
File number
028-18328
Options
0 call, 0 put
In the 25 largest
57.0%
Prior quarter
$216M at 31 March 2026
Positions opened
9
Positions closed
2

Common questions

What are Murphy Middleton Hinkle & Parker’s 13F holdings worth?

$246 million across 140 positions for the quarter ended 30 June 2026.

What is Murphy Middleton Hinkle & Parker’s largest 13F holding?

SCHWAB STRATEGIC TR (US LCAP GR ETF) was the largest position at $12.4 million, or 5.1% of reported 13F value, as of 30 June 2026.

How concentrated is Murphy Middleton Hinkle & Parker’s 13F portfolio?

The ten largest positions accounted for 33.3% of reported value and the twenty-five largest for 57.0%, across 140 positions as of 30 June 2026.

Does Form 13F show everything Murphy Middleton Hinkle & Parker manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Murphy Middleton Hinkle & Parker file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Murphy Middleton Hinkle & Parker profile

Sources

  1. Form 13F-HR, accession 0001705819-26-000041, filed 14 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001705819-26-000025, filed 15 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Murphy Middleton Hinkle & Parker, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.