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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $171.7M Q1 2024 Q2 2024: $171.8M Q2 2024 Q3 2024: $185.6M Q3 2024 Q4 2024: $177.0M Q4 2024 Q1 2025: $178.7M Q1 2025 Q2 2025: $178.7M Q2 2025 Q3 2025: $204.5M Q3 2025 Q4 2025: $206.7M $206.7M Q4 2025 Q1 2026: $215.8M Q1 2026 Q2 2026: $246.1M Q2 2026

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%
WY Weyerhaeuser Co. 0.21% 80 $428K New
SEE Sealed Air Corp. 0.20% 7,379 $404K New
PCAR Paccar Inc. 0.19% 3,992 $396K New
LW Lamb Weston Holdings Inc. 0.18% 2,016 $376K New
FDX FedEx Corp. 0.18% 1,537 $373K New
NVR NVR Inc. 0.18% 1,592 $364K New
OXY Occidental Petroleum Corp. 0.17% 2,847 $342K New
TMFC Motley Fool 100 Index ETF 0.16% 2,276 $321K Reduce -23.8%
UPGD Invesco Bloomberg Analyst Ra 0.15% 627 $320K New
ILCG iShares Morningstar Growth E 0.15% 2,730 $308K New
XEVTX Eaton Vance Tax-Adv DVD Inc. 0.15% 6,092 $307K New
PXJ Invesco Oil & Gas Services E 0.15% 372 $305K New
MRK Merck & Co. Inc. 0.15% 4,117 $303K Reduce -60.7%
FE Firstenergy Corp. 0.14% 12,263 $297K New
COST Costco Wholesale Corp. 0.13% 2,398 $278K New
USFD US Foods Holding Corp. 0.13% 3,331 $267K New
SNAP Snap Inc. Class A 0.12% 10,376 $258K New
JNJ Johnson & Johnson 0.12% 2,248 $252K Reduce -91.3%
IYY iShares Dow Jones U.S. ETF 0.12% 10,743 $251K Add +258.1%
WM Waste Management Inc. 0.12% 2,576 $245K Reduce -53.9%
BLDP Ballard Power Systems Inc. 0.12% 4,756 $238K New
IJR iShares Core S&P Small-Cap E 0.11% 218 $233K Reduce -92.3%
LH Labcorp Holdings Inc. 0.11% 730 $233K New
EWC iShares MSCI Canada ETF 0.10% 2,185 $217K New
XRNPX Cohen & Steers REIT and Pref 0.10% 2,986 $214K New
MDT Medtronic PLC 0.10% 11,963 $213K Add +125.3%
DEO Diageo PLC-Sponsored ADR 0.10% 1,540 $212K New
OHI Omega Healthcare Investors 0.10% 431 $208K New
KO The Coca-Cola Co. 0.10% 5,116 $206K Reduce -88.4%
CLX Clorox Company 0.10% 700 $202K New
PAYX Paychex Inc. 0.10% 3,003 $201K Add +26.6%
SBUX Starbucks Corp. 0.07% 13,205 $138K New
STLD Steel Dynamics Inc. 0.05% 10,000 $100K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 140$246.1MSCHG, SCHV, EFA, CAT, IDV
Q1 2026 133$215.8MSCHG, SCHV, EFA, IDV, WMT
Q4 2025 133$206.7MPPG, NFLX, BRK.B, PHO, CCL
Q3 2025 138$204.5MSCHG, SCHV, EFA, MSFT, SPY
Q2 2025 132$178.7MSCHG, SCHV, EFA, CCBG, HD
Q1 2025 132$178.7MSCHG, SCHV, EFA, CCBG, HD
Q4 2024 134$177.0MSCHG, SCHV, HD, EFA, SPY
Q3 2024 136$185.6MEFA, HD, SCHG, SCHV, MSFT
Q2 2024 135$171.8MEFA, SCHG, MSFT, SCHV, HD
Q1 2024 136$171.7MEFA, HD, MSFT, SCHG, SCHV