Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Murphy, Middleton, Hinkle & Parker, Inc. (CIK 1730521) reported $215.8M across 131 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($10.1M, 4.68%), SCHV ($10.0M, 4.63%), EFA ($8.4M, 3.88%), IDV ($7.3M, 3.39%), WMT ($6.3M, 2.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $10.1M | 4.68% | 346,743 | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $10.0M | 4.63% | 327,265 | New |
| 3 | EFA | ISHARES TR | $8.4M | 3.88% | 86,108 | New |
| 4 | IDV | ISHARES TR | $7.3M | 3.39% | 171,901 | New |
| 5 | WMT | WALMART INC | $6.3M | 2.94% | 50,989 | New |
| 6 | JNJ | JOHNSON & JOHNSON | $6.3M | 2.94% | 25,915 | Added |
| 7 | CCBG | CAPITAL CITY BANK | $6.3M | 2.91% | 144,279 | New |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 2.86% | 9,501 | Added |
| 9 | AAPL | APPLE INC | $5.3M | 2.44% | 20,782 | New |
| 10 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.2M | 2.41% | 8,441 | New |
| 11 | DVY | ISHARES TR | $5.2M | 2.39% | 34,126 | New |
| 12 | CAT | CATERPILLAR INC | $5.1M | 2.37% | 7,211 | New |
| 13 | MSFT | MICROSOFT CORP | $5.0M | 2.31% | 13,445 | New |
| 14 | HD | HOME DEPOT INC | $4.9M | 2.27% | 14,913 | Trimmed |
| 15 | BP | BP PLC | $3.6M | 1.66% | 76,412 | Added |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 1.66% | 5 | New |
| 17 | LLY | ELI LILLY & CO | $3.4M | 1.60% | 3,750 | New |
| 18 | KO | COCA COLA CO | $3.4M | 1.58% | 44,915 | Added |
| 19 | SO | SOUTHERN CO | $3.0M | 1.41% | 31,475 | Trimmed |
| 20 | DUK | DUKE ENERGY CORP NEW | $2.9M | 1.34% | 22,029 | New |
| 21 | WEISX | SERIES PORTFOLIOS TR | $2.7M | 1.25% | 92,945 | New |
| 22 | IVV | ISHARES TR | $2.6M | 1.20% | 3,972 | New |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $2.5M | 1.18% | 47,166 | New |
| 24 | FDD | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.14% | 138,460 | New |
| 25 | PG | PROCTER & GAMBLE CO | $2.4M | 1.13% | 16,870 | Added |
Source: SEC Form 13F filings · as of 2026-03-31