Skip to main content
Livermore
Livermore
ZHEN

Murphy, Middleton, Hinkle & Parker, Inc.

SEC CIK
0001730521
Latest filing
Jul 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 14, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
144
−1 vs. Q4 2021
Portfolio value
$186.2M
−$1.45M (−0.8%) vs. Q4 2021
Filed
Apr 14, 2022
SEC
Holdings of Murphy, Middleton, Hinkle & Parker, Inc. in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.ABerkshire Hathaway IncCL A17$8.99M4.8%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF87,904$6.47M3.5%+6,824+8.4%Added–
AAPLApple Inc.Stock30,238$5.28M2.8%−170−0.6%ReducedHistory
JNJJohnson & JohnsonStock28,544$5.06M2.7%+2,490+9.6%AddedHistory
HDHome Depot, Inc.Stock16,350$4.89M2.6%+936+6.1%AddedHistory
PGProcter & Gamble CoStock31,658$4.84M2.6%−59−0.2%ReducedHistory
MSFTMicrosoft CorpStock15,387$4.74M2.5%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF8,844$4.34M2.3%+20.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF9,366$4.23M2.3%+911+10.8%AddedHistory
iShares Select Dividend ETF464287168ETF29,861$3.83M2.1%+84+0.3%Added–
iShares Tr464288448INTL SEL DIV ETF117,520$3.73M2.0%+292+0.2%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF49,748$3.55M1.9%+3,263+7.0%Added–
CCBGCapital City Bank Group IncCOM119,743$3.16M1.7%+156+0.1%AddedHistory
KOCoca Cola CoStock49,532$3.07M1.6%+1,687+3.5%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF40,744$3.05M1.6%+2,568+6.7%AddedConverted for a 2-for-1 split–
DUKDuke Energy CORPStock26,073$2.91M1.6%+503+2.0%AddedHistory
SOSouthern CoStock39,478$2.86M1.5%−287−0.7%ReducedHistory
GPCGenuine Parts CoStock21,715$2.74M1.5%−325−1.5%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF58,233$2.69M1.4%+986+1.7%Added–
iShares Tr46434VAX8IBONDS DEC23 ETF103,303$2.61M1.4%−204−0.2%Reduced–
WMTWalmart Inc.Stock17,162$2.56M1.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock7,024$2.48M1.3%+10.0%AddedHistory
PFEPfizer IncStock46,568$2.41M1.3%−883−1.9%ReducedHistory
BPBP PLCADR81,903$2.41M1.3%+616+0.8%AddedHistory
DISWalt Disney CoStock17,496$2.40M1.3%+2,809+19.1%AddedHistory
TXNTexas Instruments IncStock12,126$2.23M1.2%00.0%UnchangedHistory
CATCaterpillar IncStock9,217$2.05M1.1%+10+0.1%AddedHistory
NNNNNN REIT, Inc.REIT45,106$2.03M1.1%+62+0.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF4,374$1.99M1.1%+50+1.2%Added–
TGTTarget CorpStock9,274$1.97M1.1%+95+1.0%AddedHistory
CVXChevron CorpStock11,750$1.91M1.0%+85+0.7%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF7,089$1.90M1.0%−9−0.1%Reduced–
iShares Tr464288281JPMORGAN USD EMG19,147$1.87M1.0%−56−0.3%Reduced–
First Tr Exchange-Traded FD33738D309SENIOR LN FD38,794$1.82M1.0%+106+0.3%Added–
HONHoneywell International IncCOM8,468$1.65M0.9%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF21,519$1.63M0.9%+576+2.8%Added–
First Tr Exchange-Traded FD33735T109COMMON SHS118,624$1.58M0.8%+140+0.1%Added–
VZVerizon Communications IncStock30,896$1.57M0.8%−134−0.4%ReducedHistory
EMREmerson Electric CoStock15,966$1.56M0.8%+50.0%AddedHistory
OSKOshkosh CorpCOM14,651$1.48M0.8%+10.0%AddedHistory
iShares Tr46434VBA7IBONDS DEC22 ETF58,073$1.45M0.8%−350−0.6%Reduced–
FLOFlowers Foods IncCOM56,176$1.44M0.8%−63−0.1%ReducedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF57,274$1.44M0.8%+1,061+1.9%Added–
MMM3M CoStock8,969$1.33M0.7%+9+0.1%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 13,798$1.32M0.7%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF26,368$1.25M0.7%+1,788+7.3%AddedConverted for a 2-for-1 split–
Schwab Emerging Markets Equity ETF808524706ETF42,634$1.18M0.6%+3,638+9.3%Added–
Schwab US Dividend Equity ETF808524797ETF14,856$1.17M0.6%−1,105−6.9%Reduced–
LLYEli Lilly & CoStock4,016$1.15M0.6%+948+30.9%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF23,846$1.15M0.6%+1,626+7.3%Added–
BACBank of America CorpStock25,739$1.06M0.6%+197+0.8%AddedHistory
INTCIntel CorpStock21,143$1.05M0.6%−139−0.7%ReducedHistory
AMZNAmazon Com IncStock319$1.04M0.6%00.0%UnchangedHistory
First Tr Exch Traded FD III33739N108MANAGD MUN ETF19,477$1.03M0.6%+20.0%Added–
AMGNAmgen IncStock4,087$988.0K0.5%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock11,829$971.0K0.5%−39−0.3%ReducedHistory
WMWaste Management IncStock6,102$967.0K0.5%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF2,642$958.0K0.5%00.0%Unchanged–
DOWDow Inc.Stock14,982$955.0K0.5%−108−0.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM11,436$944.0K0.5%+10.0%AddedHistory
QCOMQualcomm IncStock6,156$941.0K0.5%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock19,401$940.0K0.5%00.0%UnchangedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL20,519$939.0K0.5%−1,420−6.5%Reduced–
ENBEnbridge IncStock19,887$917.0K0.5%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock5,307$904.0K0.5%+1,312+32.8%AddedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF35,412$894.0K0.5%+144+0.4%Added–
Schwab International Equity ETF808524805ETF24,326$893.0K0.5%−33−0.1%Reduced–
TTTrane Technologies plcSHS5,815$888.0K0.5%−100−1.7%ReducedHistory
IBMInternational Business Machines CorpStock6,814$886.0K0.5%+26+0.4%AddedHistory
iShares S&P 500 Growth ETF464287309ETF11,365$868.0K0.5%+8+0.1%Added–
TFCTruist Financial CorpCOM15,253$865.0K0.5%−421−2.7%ReducedHistory
PEPPepsiCo IncStock5,018$840.0K0.5%−62−1.2%ReducedHistory
GOOGAlphabet Inc.Stock297$830.0K0.4%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF7,602$820.0K0.4%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock14,646$817.0K0.4%00.0%UnchangedHistory
MDTMedtronic plcStock7,191$798.0K0.4%00.0%UnchangedHistory
IDAIdacorp IncCOM6,836$789.0K0.4%+300+4.6%AddedHistory
iShares S&P 500 Value ETF464287408ETF4,979$775.0K0.4%+221+4.6%Added–
GDGeneral Dynamics CorpStock3,208$774.0K0.4%−79−2.4%ReducedHistory
UNPUnion Pacific CorpStock2,792$763.0K0.4%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF3,662$752.0K0.4%+2+0.1%Added–
First Tr Exchange-Traded FD33734H106SHS16,987$719.0K0.4%+17+0.1%Added–
VVisa Inc.Stock3,077$682.0K0.4%00.0%UnchangedHistory
AFLAflac IncStock9,563$616.0K0.3%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock8,321$608.0K0.3%−60−0.7%ReducedHistory
UPSUnited Parcel Service IncStock2,697$579.0K0.3%−50−1.8%ReducedHistory
MCDMcDonalds CorpStock2,301$569.0K0.3%+10.0%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF3,419$552.0K0.3%+2+0.1%Added–
GOOGLAlphabet Inc.Stock170$473.0K0.3%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF19,181$473.0K0.3%+192+1.0%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF4,248$466.0K0.3%+7+0.2%Added–
PRUPrudential Financial IncStock3,903$461.0K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock19,368$458.0K0.2%+374+2.0%AddedHistory
CBChubb LtdStock2,132$456.0K0.2%−42−1.9%ReducedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW7,652$456.0K0.2%00.0%Unchanged–
EDConsolidated Edison IncStock4,783$453.0K0.2%+100+2.1%AddedHistory
DDDuPont de Nemours, Inc.COM6,109$450.0K0.2%00.0%UnchangedHistory
PAYXPaychex IncStock3,288$449.0K0.2%00.0%UnchangedHistory
CAHCardinal Health IncStock7,837$444.0K0.2%+502+6.8%AddedHistory
Vanguard Real Estate ETF922908553ETF4,075$442.0K0.2%+385+10.4%Added–

Sold out since Q4 2021 (5)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Murphy, Middleton, Hinkle & Parker, Inc. sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
PYPLPayPal Holdings, Inc.Stock1,320$249.0K0.1%History
GMGeneral Motors CoCOM4,090$240.0K0.1%History
METAMeta Platforms, Inc.Stock703$236.0K0.1%History
WYWeyerhaeuser CoCOM NEW5,326$219.0K0.1%History
BLKBlackRock, Inc.COM219$201.0K0.1%History