1y return+18.3%S&P 500 +20.9%
3y return+45.7%S&P 500 +68.5%
5y return+43.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $184 against $280 in the S&P 500.2
Murphy, Middleton, Hinkle & Parker, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $12.4M | 5.1% | +6.0% |
| SCHVSchwab Strategic Tr | $12.2M | 4.9% | +6.7% |
| EFAIshares Tr | $9.3M | 3.8% | +3.9% |
| CATCaterpillar Inc | $7.7M | 3.1% | |
| IDVIshares Tr | $7.6M | 3.1% | +7.2% |
| CCBGCapital City Bank | $7.2M | 2.9% | +1.2% |
| SPYState Str Spdr S&p 500 Etf T | $7.1M | 2.9% | |
| JNJJohnson & Johnson | $6.6M | 2.7% | |
| AAPLApple Inc | $6.0M | 2.4% | |
| MDYState Str Spdr S&p Midcap 40 | $5.9M | 2.4% | |
| WMTWalmart Inc | $5.8M | 2.3% | |
| DVYIshares Tr | $5.5M | 2.2% | +2.6% |
| HDHome Depot Inc | $5.3M | 2.1% | |
| MSFTMicrosoft Corp | $5.0M | 2.0% | |
| LLYEli Lilly & Co | $4.5M | 1.8% | |
| PGProcter & Gamble Co | $4.2M | 1.7% | +70.4% |
| BRK/ABerkshire Hathaway Inc Del | $3.7M | 1.5% | |
| KOCoca Cola Co | $3.6M | 1.5% | |
| FDDFirst Tr Exchange-traded Fd | $3.1M | 1.3% | +22.4% |
| SOSouthern Co | $3.0M | 1.2% | |
| TXNTexas Instrs Inc | $3.0M | 1.2% | |
| IVVIshares Tr | $3.0M | 1.2% | |
| VWOVanguard Intl Equity Index F | $2.9M | 1.2% | +1.6% |
| BPBp PLC | $2.8M | 1.1% | |
| DUKDuke Energy Corp New | $2.8M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Trane Technologies PLCCUSIP G8994E103 | June 30, 2020 | +451.9% | $2.0M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $2.5M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $12.4M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $7.1M |
| EMREmerson Elec Co | June 30, 2020 | +130.8% | $2.0M |
| IWNIshares Tr | June 30, 2020 | +127.0% | $2.4M |
| SOSouthern Co | June 30, 2020 | +84.6% | $3.0M |
| KOCoca Cola Co | June 30, 2020 | +81.9% | $3.6M |
| JNJJohnson & Johnson | June 30, 2020 | +80.6% | $6.6M |
| BPBp PLC | June 30, 2020 | +58.4% | $2.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.6M
- Dupont De Nemours IncCUSIP 26614N102 was $234K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.7% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +5.2% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +7.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +1.0% | +7.0% |
| December 31, 2022 | +10.4% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −11.8% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Murphy, Middleton, Hinkle & Parker, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730521&type=13F-HR&dateb=&owner=include&count=40CIK 1730521
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730521/000170581926000041/Filed July 14, 2026 · accession 0001705819-26-000041