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Murphy, Middleton, Hinkle & Parker, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $245,569,220
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $13,854,510
- SCHWAB STRATEGIC TR · US LCAP VA ETF · 808524409 · shares: $12,152,787
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $9,824,834
- ISHARES TR · INTL SEL DIV ETF · 464288448 · shares: $8,023,669
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $7,244,829
- CAPITAL CITY BANK · COM · 139674105 · shares: $7,186,091
- MICROSOFT CORP · COM · 594918104 · shares: $6,916,747
- APPLE INC · COM · 037833100 · shares: $6,902,023
- JOHNSON & JOHNSON · COM · 478160104 · shares: $6,763,200
- CATERPILLAR INC · COM · 149123101 · shares: $5,817,418
Reported holdings
143 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 385,597 shares | $13,854,510 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 364,839 shares | $12,152,787 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 94,570 shares | $9,824,834 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 190,179 shares | $8,023,669 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 9,500 shares | $7,244,829 |
| CAPITAL CITY BANK | COM | 139674105 | — | 148,688 shares | $7,186,091 |
| MICROSOFT CORP | COM | 594918104 | — | 13,486 shares | $6,916,747 |
| APPLE INC | COM | 037833100 | — | 20,726 shares | $6,902,023 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 25,547 shares | $6,763,200 |
| CATERPILLAR INC | COM | 149123101 | — | 7,175 shares | $5,817,418 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 8,309 shares | $5,456,575 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 35,010 shares | $5,324,041 |
| WALMART INC | COM | 931142103 | — | 49,924 shares | $5,188,070 |
| ELI LILLY & CO | COM | 532457108 | — | 3,749 shares | $4,337,561 |
| HOME DEPOT INC | COM | 437076102 | — | 14,636 shares | $4,163,756 |
| COCA COLA CO | COM | 191216100 | — | 44,258 shares | $3,809,762 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 5 shares | $3,735,025 |
| FIRST TR EXCHANGE-TRADED FD | COMMON SHS | 33735T109 | — | 184,974 shares | $3,555,210 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 58,152 shares | $3,448,982 |
| BP PLC | SPONSORED ADR | 055622104 | — | 72,660 shares | $3,196,315 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 27,419 shares | $3,005,394 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,882 shares | $2,973,097 |
| SERIES PORTFOLIOS TR | EQUAB EQUIT ETF | 81752T411 | — | 92,945 shares | $2,855,847 |
| TEXAS INSTRS INC | COM | 882508104 | — | 10,065 shares | $2,819,189 |
| SOUTHERN CO | COM | 842587107 | — | 31,526 shares | $2,613,226 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 21,825 shares | $2,488,313 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 17,945 shares | $2,471,157 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 75,236 shares | $2,447,439 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 16,686 shares | $2,424,070 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,731 shares | $2,355,801 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 11,052 shares | $2,314,771 |
| CHEVRON CORPORATION | COM | 166764100 | — | 11,238 shares | $2,294,989 |
| EMERSON ELEC CO | COM | 291011104 | — | 13,948 shares | $2,163,279 |
| GENUINE PARTS CO | COM | 372460105 | — | 17,181 shares | $2,160,336 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 59,788 shares | $2,033,977 |
| INTEL CORP | COM | 458140100 | — | 16,775 shares | $2,016,841 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 5,404 shares | $1,928,744 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 25,634 shares | $1,844,356 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 3,984 shares | $1,800,688 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 7,849 shares | $1,746,382 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 | — | 37,955 shares | $1,691,647 |
| AMAZON COM INC | COM | 023135106 | — | 6,749 shares | $1,681,513 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 50,635 shares | $1,652,214 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 11,548 shares | $1,642,770 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 23,235 shares | $1,640,631 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 10,002 shares | $1,627,880 |
| AMGEN INC | COM | 031162100 | — | 3,711 shares | $1,564,224 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,081 shares | $1,539,406 |
| MERCK & CO INC | COM | 58933Y105 | — | 9,730 shares | $1,413,829 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | — | 29,763 shares | $1,396,170 |
| DISNEY WALT CO | COM | 254687106 | — | 13,179 shares | $1,382,484 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,909 shares | $1,331,956 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6,025 shares | $1,324,968 |
| BANK OF AMER CORP | COM | 060505104 | — | 23,949 shares | $1,303,533 |
| CISCO SYS INC | COM | 17275R102 | — | 12,070 shares | $1,299,094 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 8,367 shares | $1,298,519 |
| AFLAC INC | COM | 001055102 | — | 11,176 shares | $1,249,258 |
| WELLS FARGO & CO | COM | 949746101 | — | 14,932 shares | $1,195,270 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,459 shares | $1,190,196 |
| TARGET CORP | COM | 87612E106 | — | 7,521 shares | $1,178,465 |
| NNN REIT INC | COM | 637417106 | — | 28,628 shares | $1,176,321 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 5,560 shares | $1,133,812 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 40,094 shares | $1,101,380 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 3,220 shares | $1,068,596 |
| 3M CO | COM | 88579Y101 | — | 6,464 shares | $1,061,078 |
| QUALCOMM INC | COM | 747525103 | — | 5,658 shares | $1,041,317 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,120 shares | $1,032,114 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 22,073 shares | $1,012,491 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 4,118 shares | $940,053 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,996 shares | $935,481 |
| PFIZER INC | COM | 717081103 | — | 31,484 shares | $897,929 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 24,242 shares | $883,639 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 1,706 shares | $867,586 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 5,021 shares | $857,235 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 8,682 shares | $788,673 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 8,321 shares | $745,842 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,984 shares | $745,207 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 2,665 shares | $740,597 |
| HONEYWELL INTL INC | COM | 438516205 | — | 3,498 shares | $737,868 |
| VISA INC | COM CL A | 92826C839 | — | 2,004 shares | $720,097 |
| CHUBB LIMITED | COM | H1467J104 | — | 2,132 shares | $693,433 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 33738D408 | — | 17,406 shares | $683,693 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,635 shares | $680,373 |
| GE VERNOVA INC | COM | 36828A101 | — | 714 shares | $678,650 |
| META PLATFORMS INC | CL A | 30303M102 | — | 907 shares | $657,724 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 14,099 shares | $652,784 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 | — | 15,974 shares | $648,225 |
| IDACORP INC | COM | 451107106 | — | 4,947 shares | $646,721 |
| UNION PAC CORP | COM | 907818108 | — | 2,234 shares | $607,938 |
| PEPSICO INC | COM | 713448108 | — | 4,785 shares | $606,384 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 1,721 shares | $581,405 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,517 shares | $574,886 |
| FASTENAL CO | COM | 311900104 | — | 11,413 shares | $565,281 |
| ISHARES TR | DOW JONES US ETF | 464287846 | — | 3,000 shares | $556,200 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | — | 11,486 shares | $549,720 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 3,498 shares | $542,085 |
| ENBRIDGE INC | COM | 29250N105 | — | 11,519 shares | $535,518 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 3,184 shares | $531,091 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 8,007 shares | $499,637 |
| ORACLE CORP | COM | 68389X105 | — | 3,594 shares | $493,486 |