StockDrifts LogoStockDrifts

Murphy Middleton Hinkle & Parker 13F Portfolio

Portfolio Manager
Murphy Middleton Hinkle & Parker INC
Performance
-0.56% (2026 Q3)
AUM (13F)
$245.57M
# of Holdings
143
Performance Rank
Allocation (Top 20)
51.68%
Latest filing
Q3 2026

Murphy Middleton Hinkle & Parker INC Holdings Map

Top 50 Murphy Middleton Hinkle & Parker INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHG
SCHWAB STRATEGIC TR
5.64%385.6K$13.9M
+4.87%(+17.92K)
2025-Q3: 328.7K shares2025-Q4: 7.8K shares2026-Q1: 346.7K shares2026-Q2: 367.7K shares2026-Q3: 385.6K shares
$30.85(+15.32%)
2026-09-30
SCHV
SCHWAB STRATEGIC TR
4.95%364.8K$12.2M
+4.49%(+15.68K)
2025-Q3: 306.1K shares2025-Q4: 0 shares2026-Q1: 327.3K shares2026-Q2: 349.2K shares2026-Q3: 364.8K shares
$24.49(+38.85%)
2026-09-30
EFA
ISHARES TR
4%94.6K$9.8M
+5.69%(+5.09K)
2025-Q3: 82.5K shares2025-Q4: 0 shares2026-Q1: 86.1K shares2026-Q2: 89.5K shares2026-Q3: 94.6K shares
$75.85(+35.63%)
2026-09-30
IDV
ISHARES TR
3.27%190.2K$8.0M
+3.22%(+5.93K)
2025-Q3: 155.7K shares2025-Q4: 0 shares2026-Q1: 171.9K shares2026-Q2: 184.3K shares2026-Q3: 190.2K shares
$34.29(+23.19%)
2026-09-30
SPY
STATE STR SPDR S&P 500 ETF T
2.95%9.5K$7.2M
+0.05%(+5)
2025-Q3: 9.5K shares2025-Q4: 2.0K shares2026-Q1: 9.5K shares2026-Q2: 9.5K shares2026-Q3: 9.5K shares
$585.78(+30.85%)
2026-09-30
CCBG
CAPITAL CITY BANK
2.93%148.7K$7.2M
+1.88%(+2.74K)
2025-Q3: 149.2K shares2025-Q4: 0 shares2026-Q1: 144.3K shares2026-Q2: 145.9K shares2026-Q3: 148.7K shares
$28.62(+69.89%)
2026-09-30
MSFT
MICROSOFT CORP
2.82%13.5K$6.9M
+0.01%(+1)
2025-Q3: 12.9K shares2025-Q4: 0 shares2026-Q1: 13.4K shares2026-Q2: 13.5K shares2026-Q3: 13.5K shares
$116.56(+357.73%)
2026-09-30
AAPL
APPLE INC
2.81%20.7K$6.9M
-0.12%(-25)
2025-Q3: 20.8K shares2025-Q4: 0 shares2026-Q1: 20.8K shares2026-Q2: 20.8K shares2026-Q3: 20.7K shares
$59.47(+476.63%)
2026-09-30
JNJ
JOHNSON & JOHNSON
2.75%25.5K$6.8M
-1.43%(-371)
2025-Q3: 25.8K shares2025-Q4: 2.2K shares2026-Q1: 25.9K shares2026-Q2: 25.9K shares2026-Q3: 25.5K shares
$218.13(+16.35%)
2026-09-30
CAT
CATERPILLAR INC
2.37%7.2K$5.8M
-0.50%(-36)
2025-Q3: 7.3K shares2025-Q4: 0 shares2026-Q1: 7.2K shares2026-Q2: 7.2K shares2026-Q3: 7.2K shares
$142.91(+407.86%)
2026-09-30

About Murphy Middleton Hinkle & Parker INCโ€™s portfolio

Murphy Middleton Hinkle & Parker INC reports $245.57M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (5.6%), SCHV (5.0%) and EFA (4.0%). The top 20 holdings account for 51.68% of reported assets. Its disclosed equity book has returned +53.43% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
SCHG โ€” 7.3% ($13.85M)SCHV โ€” 6.4% ($12.15M)EFA โ€” 5.2% ($9.82M)IDV โ€” 4.2% ($8.02M)SPY โ€” 3.8% ($7.24M)CCBG โ€” 3.8% ($7.19M)MSFT โ€” 3.7% ($6.92M)AAPL โ€” 3.6% ($6.90M)JNJ โ€” 3.6% ($6.76M)CAT โ€” 3.1% ($5.82M)Other โ€” 55.3% ($104.58M)
45%in top 10
  • SCHG7.3%
  • SCHV6.4%
  • EFA5.2%
  • IDV4.2%
  • SPY3.8%
  • CCBG3.8%
  • MSFT3.7%
  • AAPL3.6%
  • JNJ3.6%
  • CAT3.1%
  • Other55.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
24
SCHGSCHWAB STRATEGIC TR+4.9%
VWOVANGUARD INTL EQUITY INDEX F+21.3%
EFAISHARES TR+5.7%
SCHVSCHWAB STRATEGIC TR+4.5%
+20 more
Trimmed
19
PGPROCTER & GAMBLE CO-42.0%
BPBP PLC-4.8%
MRKMERCK & CO INC-7.1%
WMTWALMART INC-2.0%
+15 more

Unlock alerts, watchlists & AI chat

Sign up free to track Murphy Middleton Hinkle & Parker INC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Murphy Middleton Hinkle & Parker INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730521). View Murphy Middleton Hinkle & Parker INCโ€™s 13F filings on SEC

Other funds whose largest position is SCHG

Browse all

More 13F analyses

View all