Top 50 Murphy Middleton Hinkle & Parker INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 5.64% | 385.6K | $13.9M | +4.87%(+17.92K) | $30.85(+15.32%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.95% | 364.8K | $12.2M | +4.49%(+15.68K) | $24.49(+38.85%) | 2026-09-30 | |
| EFA | ISHARES TR | 4% | 94.6K | $9.8M | +5.69%(+5.09K) | $75.85(+35.63%) | 2026-09-30 | |
| IDV | ISHARES TR | 3.27% | 190.2K | $8.0M | +3.22%(+5.93K) | $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) | $585.78(+30.85%) | 2026-09-30 | |
| CCBG | CAPITAL CITY BANK | 2.93% | 148.7K | $7.2M | +1.88%(+2.74K) | $28.62(+69.89%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.82% | 13.5K | $6.9M | +0.01%(+1) | $116.56(+357.73%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.81% | 20.7K | $6.9M | -0.12%(-25) | $59.47(+476.63%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.75% | 25.5K | $6.8M | -1.43%(-371) | $218.13(+16.35%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 2.37% | 7.2K | $5.8M | -0.50%(-36) | $142.91(+407.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.34% | +53.43% | +9.04% | +54.14% |
| Top 20 Holdings Unweighted | +15.89% | +55.65% | +9.70% | +58.89% |
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 changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Murphy Middleton Hinkle & Parker INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730521). View Murphy Middleton Hinkle & Parker INCโs 13F filings on SEC