Murphy, Middleton, Hinkle & Parker, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Murphy, Middleton, Hinkle & Parker, Inc. reported 133 stock positions worth $206.7 million. Its top holding was PPG Industries (PPG) at 5.3% of the portfolio, followed by Netflix (NFLX, 4.5%) and Berkshire Hathaway Class B (BRK.B, 3.9%). Compared with Q3 2025, it opened 90 new positions, sold out of 95, added to 24 and reduced 19. The biggest buy was a new position in PPG Industries (PPG) and the biggest sale an exit from Schwab US Large-Cap Value (SCHV).
- Most Recent 13F
- Q2 2026
- Location
- Thomasville, GA
- CIK
- 0001730521
- Portfolio Value
- $206.7M (Q4 2025)
- SEC Filing
- 0001705819-26-000008 ↗ filed Jan 9, 2026
Holdings Value
Holdings 133 stocks · $206.7M
| PPG PPG Industries Inc. | 5.26% | 333,378 | $10.9M | New |
| NFLX Netflix Inc. | 4.47% | 311,771 | $9.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 3.87% | 83,297 | $8.0M | Add +1665.5% |
| PHO Invesco Water Resources ETF | 3.13% | 9,484 | $6.5M | New |
| CCL Carnival Corp. | 3.12% | 13,331 | $6.4M | New |
| BAX Baxter International Inc. | 3.03% | 158,878 | $6.3M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.93% | 142,191 | $6.1M | Add +5829.6% |
| HD Home Depot Inc. | 2.74% | 50,912 | $5.7M | Add +246.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.73% | 20,731 | $5.6M | Reduce -18.5% |
| PRU Prudential Financial Inc. | 2.60% | 25,921 | $5.4M | Add +846.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 2.49% | 8,518 | $5.1M | Add +399.3% |
| PG The Procter & Gamble Co. | 2.48% | 14,882 | $5.1M | Reduce -12.7% |
| OSK Oshkosh Corp. | 2.27% | 33,293 | $4.7M | New |
| SCHA Schwab US Small-Cap ETF | 2.00% | 7,211 | $4.1M | Reduce -83.7% |
| SLV iShares Silver Trust | 1.94% | 3,734 | $4.0M | New |
| INTC Intel Corp. | 1.83% | 5 | $3.8M | Reduce -100.0% |
| XLK SS Technology Select Sector | 1.51% | 44,745 | $3.1M | New |
| BLE BlackRock Muni Inc. TR II | 1.33% | 31,466 | $2.7M | Add +138.3% |
| TT Trane Technologies PLC | 1.32% | 3,972 | $2.7M | Reduce -1.1% |
| BATRA Atlanta Braves Holdings in-A | 1.29% | 76,530 | $2.7M | New |
| PLD Prologis Inc. | 1.25% | 22,023 | $2.6M | New |
| DD Dupont DE Nemours Inc. | 1.23% | 47,354 | $2.5M | Add +825.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 16,818 | $2.4M | Add +694.4% |
| TFC Truist Financial Corp. | 1.14% | 4,694 | $2.4M | Reduce -67.1% |
| HWC Hancock Whitney Corp. | 1.02% | 17,181 | $2.1M | New |
| MCK McKesson Corp. | 0.98% | 115,852 | $2.0M | Add +31043.0% |
| VDE Vanguard Energy ETF | 0.90% | 13,939 | $1.9M | New |
| SCHB Schwab US Broad Market ETF | 0.87% | 18,551 | $1.8M | New |
| TFLO iShares Treasury Floating Ra | 0.86% | 59,417 | $1.8M | Add +875.3% |
| ADP Automatic Data Processing | 0.86% | 6,005 | $1.8M | New |
| KTF DWS Municipal Income Trust | 0.86% | 9,786 | $1.8M | New |
| IWN iShares Russell 2000 Value E | 0.84% | 10,065 | $1.7M | Add +2.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.83% | 25,992 | $1.7M | New |
| ESGU iShares ESG Aware MSCI USA | 0.83% | 11,228 | $1.7M | Add +252.6% |
| PEP Pepsico Inc. | 0.79% | 35,603 | $1.6M | Add +622.3% |
| SCHG Schwab US Large-Cap Growth | 0.78% | 7,848 | $1.6M | Reduce -97.6% |
| GAP The Gap Inc. | 0.75% | 3,984 | $1.6M | New |
| CRI Carter's Inc. | 0.75% | 13,571 | $1.5M | New |
| MAT Mattel Inc. | 0.73% | 4,640 | $1.5M | New |
| AMZN Amazon.com Inc. | 0.72% | 6,485 | $1.5M | Reduce -0.5% |
| USB US Bancorp | 0.71% | 23,408 | $1.5M | New |
| SCHF Schwab Intl Equity ETF | 0.70% | 11,071 | $1.5M | Reduce -72.8% |
| FND Floor & Decor Holdings Inc. Class A | 0.69% | 15,297 | $1.4M | New |
| HON Honeywell International Inc. | 0.69% | 11,539 | $1.4M | Add +64.9% |
| BP BP PLC-Spons ADR | 0.68% | 25,512 | $1.4M | Reduce -66.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.66% | 6,998 | $1.4M | New |
| GPN Global Payments Inc. | 0.62% | 2,101 | $1.3M | New |
| SNY Sanofi-ADR | 0.61% | 11,475 | $1.3M | New |
| GIS General Mills Inc. | 0.60% | 43,831 | $1.2M | New |
| HPE Hewlett Packard Enterprise | 0.60% | 5,635 | $1.2M | New |
| MDB Mongodb Inc. | 0.60% | 3,928 | $1.2M | New |
| SE Sea Ltd.-ADR | 0.57% | 3,629 | $1.2M | New |
| APLD Applied Digital Corp. | 0.57% | 9,849 | $1.2M | New |
| SCHX Schwab US Large-Cap ETF | 0.56% | 29,221 | $1.2M | New |
| GLD SPDR Gold Shares | 0.56% | 8,066 | $1.2M | New |
| ASIX Advansix Inc. | 0.54% | 40,568 | $1.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 10,453 | $1.1M | New |
| CB Chubb Ltd. | 0.52% | 3,219 | $1.1M | Add +51.0% |
| VNQ Vanguard Real Estate ETF | 0.50% | 3,328 | $1.0M | New |
| BDX Becton Dickinson and Co. | 0.50% | 6,459 | $1.0M | New |
| EPD Enterprise Products Partners | 0.48% | 41,027 | $986K | New |
| VZ Verizon Communications Inc. | 0.47% | 5,657 | $968K | Reduce -74.2% |
| IR Ingersoll-Rand Inc. | 0.47% | 3,002 | $967K | Reduce -45.8% |
| MRVL Marvell Technology Inc. | 0.46% | 12,446 | $959K | New |
| GOOGL Alphabet Inc. Class A | 0.45% | 5,021 | $931K | Add +52.9% |
| GOLD RESOURCE CORP | 0.45% | 2,996 | $923K | New |
| KMB Kimberly-Clark Corp. | 0.43% | 4,148 | $880K | Add +96.1% |
| EEM iShares MSCI Emerging Market | 0.42% | 21,508 | $876K | Add +191.5% |
| LUMN Lumen Technologies Inc. | 0.41% | 8,747 | $842K | New |
| VKTX Viking Therapeutics Inc. | 0.40% | 1,706 | $820K | New |
| SO The Southern Co. | 0.39% | 32,716 | $815K | Add +2.8% |
| UPS United Parcel Service Class B | 0.39% | 24,701 | $809K | New |
| BHP BHP Group Ltd.-Spon ADR | 0.38% | 8,115 | $793K | New |
| PNW Pinnacle West Capital | 0.38% | 16,971 | $782K | New |
| XYZ Block Inc. | 0.34% | 14,227 | $700K | New |
| SMMD iShares Russell 2500 ETF | 0.34% | 3,584 | $699K | New |
| LVS Las Vegas Sands Corp. | 0.33% | 4,793 | $688K | New |
| BLNK Blink Charging Co. | 0.33% | 3,855 | $685K | New |
| MA Mastercard Inc. Class A | 0.33% | 1,950 | $684K | New |
| ESGD iShares Trust iShares ESG Aw | 0.33% | 2,757 | $679K | Add +7.0% |
| GS Goldman Sachs Group Inc. | 0.32% | 2,132 | $665K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.30% | 4,947 | $626K | New |
| ELV Elevance Health Inc. | 0.30% | 16,948 | $625K | New |
| AON Aon PLC Class A | 0.30% | 12,200 | $624K | New |
| EXC Exelon Corp. | 0.30% | 1,635 | $611K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.29% | 14,371 | $602K | New |
| CRSP Crispr Therapeutics AG | 0.29% | 906 | $598K | New |
| NLY Annaly Capital Management Inc. | 0.27% | 11,519 | $551K | New |
| ITW Illinois Tool Works | 0.25% | 1,721 | $520K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.25% | 2,234 | $517K | New |
| DG Dollar General Corp. | 0.25% | 5,310 | $510K | New |
| EMR Emerson Electric Co. | 0.24% | 46,467 | $506K | Add +229.1% |
| EMF Templeton Emerging Markets | 0.24% | 3,000 | $497K | New |
| RF Regions Financial Corp. | 0.23% | 1,306 | $483K | New |
| MJ Amplify Alternat Harvest ETF | 0.23% | 3,184 | $474K | New |
| TAK Takeda Pharmaceutic-SP ADR | 0.23% | 714 | $467K | New |
| PENN Penn Entertainment Inc. | 0.21% | 1,453 | $444K | New |
| PSKY Paramount Skydance Class B | 0.21% | 8,207 | $443K | New |
| ODFL Old Dominion Freight Line | 0.21% | 5,534 | $438K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 2,024 | $429K | Reduce -78.7% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −4.36 |
| SCHG Schwab US Large-Cap Growth | Reduce -97.6% | 0.78% | −4.35 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −3.77 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −3.26 |
| CCBG Capital City Bank Group Inc. | Sold out | 0.00% | −3.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -78.7% | 0.21% | −2.88 |
| IDV iShares International Select | Sold out | 0.00% | −2.78 |
| AAPL Apple Inc. | Sold out | 0.00% | −2.59 |
| WMT Walmart Inc. | Sold out | 0.00% | −2.56 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −2.48 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −2.33 |
| JNJ Johnson & Johnson | Reduce -91.3% | 0.12% | −2.22 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −1.84 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −1.71 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.45 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −1.35 |
| KO The Coca-Cola Co. | Reduce -88.4% | 0.10% | −1.33 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −1.30 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −1.27 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −1.16 |
| FDD First Trust Stoxx Europe | Sold out | 0.00% | −0.91 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.90 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.86 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.86 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.85 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.85 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.83 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.79 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.78 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.73 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.69 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.69 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.68 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.64 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −0.63 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.63 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.63 |
| BP BP PLC-Spons ADR | Reduce -66.7% | 0.68% | −0.61 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.60 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.56 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.54 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.54 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.54 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.51 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.50 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.50 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.49 |
| MMM 3M Co. | Sold out | 0.00% | −0.49 |
| WM Waste Management Inc. | Reduce -53.9% | 0.12% | −0.48 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.46 |
Portfolio Buys Q3 2025 → Q4 2025
| PPG PPG Industries Inc. | New | 5.26% | +5.26 |
| NFLX Netflix Inc. | New | 4.47% | +4.47 |
| PHO Invesco Water Resources ETF | New | 3.13% | +3.13 |
| CCL Carnival Corp. | New | 3.12% | +3.12 |
| BAX Baxter International Inc. | New | 3.03% | +3.03 |
| BNY Bank of New York Mellon Corp. | Add +5829.6% | 2.93% | +2.80 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1665.5% | 3.87% | +2.71 |
| PRU Prudential Financial Inc. | Add +846.7% | 2.60% | +2.46 |
| OSK Oshkosh Corp. | New | 2.27% | +2.27 |
| DIA SS SPDR Dow Jones Indus Avg | Add +399.3% | 2.49% | +2.10 |
| SLV iShares Silver Trust | New | 1.94% | +1.94 |
| XLK SS Technology Select Sector | New | 1.51% | +1.51 |
| BATRA Atlanta Braves Holdings in-A | New | 1.29% | +1.29 |
| BLE BlackRock Muni Inc. TR II | Add +138.3% | 1.33% | +1.26 |
| PLD Prologis Inc. | New | 1.25% | +1.25 |
| DD Dupont DE Nemours Inc. | Add +825.6% | 1.23% | +1.04 |
| HWC Hancock Whitney Corp. | New | 1.02% | +1.02 |
| VDE Vanguard Energy ETF | New | 0.90% | +0.90 |
| SCHB Schwab US Broad Market ETF | New | 0.87% | +0.87 |
| ADP Automatic Data Processing | New | 0.86% | +0.86 |
| KTF DWS Municipal Income Trust | New | 0.86% | +0.86 |
| MCK McKesson Corp. | Add +31043.0% | 0.98% | +0.84 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.83% | +0.83 |
| GAP The Gap Inc. | New | 0.75% | +0.75 |
| CRI Carter's Inc. | New | 0.75% | +0.75 |
| MAT Mattel Inc. | New | 0.73% | +0.73 |
| TFLO iShares Treasury Floating Ra | Add +875.3% | 0.86% | +0.71 |
| USB US Bancorp | New | 0.71% | +0.71 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.69% | +0.69 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.66% | +0.66 |
| GPN Global Payments Inc. | New | 0.62% | +0.62 |
| SNY Sanofi-ADR | New | 0.61% | +0.61 |
| GIS General Mills Inc. | New | 0.60% | +0.60 |
| ESGU iShares ESG Aware MSCI USA | Add +252.6% | 0.83% | +0.60 |
| HPE Hewlett Packard Enterprise | New | 0.60% | +0.60 |
| MDB Mongodb Inc. | New | 0.60% | +0.60 |
| SE Sea Ltd.-ADR | New | 0.57% | +0.57 |
| APLD Applied Digital Corp. | New | 0.57% | +0.57 |
| SCHX Schwab US Large-Cap ETF | New | 0.56% | +0.56 |
| GLD SPDR Gold Shares | New | 0.56% | +0.56 |
| QQQ Invesco QQQ Trust Series 1 | Add +694.4% | 1.17% | +0.54 |
| ASIX Advansix Inc. | New | 0.54% | +0.54 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.53% | +0.53 |
| VNQ Vanguard Real Estate ETF | New | 0.50% | +0.50 |
| BDX Becton Dickinson and Co. | New | 0.50% | +0.50 |
| EPD Enterprise Products Partners | New | 0.48% | +0.48 |
| MRVL Marvell Technology Inc. | New | 0.46% | +0.46 |
| PEP Pepsico Inc. | Add +622.3% | 0.79% | +0.45 |
| GOLD RESOURCE CORP | New | 0.45% | +0.45 |
| LUMN Lumen Technologies Inc. | New | 0.41% | +0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 140 | $246.1M | SCHG, SCHV, EFA, CAT, IDV |
| Q1 2026 | 133 | $215.8M | SCHG, SCHV, EFA, IDV, WMT |
| Q4 2025 | 133 | $206.7M | PPG, NFLX, BRK.B, PHO, CCL |
| Q3 2025 | 138 | $204.5M | SCHG, SCHV, EFA, MSFT, SPY |
| Q2 2025 | 132 | $178.7M | SCHG, SCHV, EFA, CCBG, HD |
| Q1 2025 | 132 | $178.7M | SCHG, SCHV, EFA, CCBG, HD |
| Q4 2024 | 134 | $177.0M | SCHG, SCHV, HD, EFA, SPY |
| Q3 2024 | 136 | $185.6M | EFA, HD, SCHG, SCHV, MSFT |
| Q2 2024 | 135 | $171.8M | EFA, SCHG, MSFT, SCHV, HD |
| Q1 2024 | 136 | $171.7M | EFA, HD, MSFT, SCHG, SCHV |