Mga Batayang Estadistika
Nilai Portofolio $ 178,697,505
Posisi Saat Ini 132
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Murphy, Middleton, Hinkle & Parker, Inc. telah mengungkapkan total kepemilikan 132 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 178,697,505 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Murphy, Middleton, Hinkle & Parker, Inc. adalah Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (US:SCHG) , Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF (US:SCHV) , iShares Trust - iShares MSCI EAFE ETF (US:EFA) , Capital City Bank Group, Inc. (US:CCBG) , and The Home Depot, Inc. (US:HD) .

Murphy, Middleton, Hinkle & Parker, Inc. - Nilai Portofolio
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
0.26 7.02 3.9300 -0.0000
0.01 5.41 3.0271 -0.0000
0.28 7.07 3.9550 -0.0000
0.01 5.22 2.9217 -0.0000
0.02 4.76 2.6618 -0.0000
0.03 4.30 2.4088 -0.0000
0.13 4.03 2.2539 -0.0000
0.02 2.91 1.6263 -0.0000
0.00 4.79 2.6809 -0.0000
0.03 2.95 1.6491 -0.0000
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-09 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)
ΔSaham
(%)
ΔSaham
(%)
Nilai
($MM)
Portpolyo
(%)
ΔPortofolio
(%)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.28 0.00 7.07 0.00 3.9550 -0.0000
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.26 0.00 7.02 0.00 3.9300 -0.0000
EFA / iShares Trust - iShares MSCI EAFE ETF 0.07 0.00 6.06 0.00 3.3886 -0.0000
CCBG / Capital City Bank Group, Inc. 0.16 0.00 5.76 0.00 3.2236 -0.0000
HD / The Home Depot, Inc. 0.01 0.00 5.41 0.00 3.0271 -0.0000
SPY / SPDR S&P 500 ETF 0.01 0.00 5.22 0.00 2.9217 -0.0000
MSFT / Microsoft Corporation 0.01 0.00 4.81 0.00 2.6898 0.0000
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 4.79 0.00 2.6809 -0.0000
AAPL / Apple Inc. 0.02 0.00 4.76 0.00 2.6618 -0.0000
MDY / SPDR S&P MidCap 400 ETF Trust 0.01 0.00 4.50 0.00 2.5200 0.0000
WMT / Walmart Inc. 0.05 0.00 4.45 0.00 2.4921 0.0000
DVY / iShares Trust - iShares Select Dividend ETF 0.03 0.00 4.32 0.00 2.4166 -0.0000
JNJ / Johnson & Johnson 0.03 0.00 4.30 0.00 2.4088 -0.0000
IDV / iShares Trust - iShares International Select Dividend ETF 0.13 0.00 4.03 0.00 2.2539 -0.0000
LLY / Eli Lilly and Company 0.00 0.00 3.25 0.00 1.8168 -0.0000
KO / The Coca-Cola Company 0.04 0.00 3.16 0.00 1.7686 -0.0000
SO / The Southern Company 0.03 0.00 2.95 0.00 1.6491 -0.0000
PG / The Procter & Gamble Company 0.02 0.00 2.91 0.00 1.6263 -0.0000
DUK / Duke Energy Corporation 0.02 0.00 2.75 0.00 1.5379 -0.0000
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.08 0.00 2.57 0.00 1.4386 -0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 0.00 2.51 0.00 1.4061 -0.0000
CAT / Caterpillar Inc. 0.01 0.00 2.42 0.00 1.3517 -0.0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 2.23 0.00 1.2490 -0.0000
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.05 0.00 2.22 0.00 1.2445 -0.0000
GPC / Genuine Parts Company 0.02 0.00 2.05 0.00 1.1453 -0.0000
CVX / Chevron Corporation 0.01 0.00 1.87 0.00 1.0440 -0.0000
TXN / Texas Instruments Incorporated 0.01 0.00 1.81 0.00 1.0121 -0.0000
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund 0.04 0.00 1.68 0.00 0.9411 -0.0000
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.06 0.00 1.66 0.00 0.9293 -0.0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.03 0.00 1.56 0.00 0.8707 -0.0000
EMR / Emerson Electric Co. 0.01 0.00 1.55 0.00 0.8663 -0.0000
IBM / International Business Machines Corporation 0.01 0.00 1.50 0.00 0.8418 -0.0000
DIS / The Walt Disney Company 0.02 0.00 1.50 0.00 0.8394 -0.0000
HON / Honeywell International Inc. 0.01 0.00 1.50 0.00 0.8391 -0.0000
EMDM / First Trust Exchange-Traded Fund II - First Trust Bloomberg Emerging Market Democracies ETF 0.11 0.00 1.46 0.00 0.8159 -0.0000
TT / Trane Technologies plc 0.00 0.00 1.38 0.00 0.7697 -0.0000
NNN / NNN REIT, Inc. 0.03 0.00 1.33 0.00 0.7464 -0.0000
WM / Waste Management, Inc. 0.01 0.00 1.29 0.00 0.7232 -0.0000
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.05 0.00 1.26 0.00 0.7047 -0.0000
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 0.00 1.25 0.00 0.6980 -0.0000
MMC / Marsh & McLennan Companies, Inc. 0.01 0.00 1.24 0.00 0.6952 -0.0000
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.01 0.00 1.24 0.00 0.6916 -0.0000
AMZN / Amazon.com, Inc. 0.01 0.00 1.23 0.00 0.6889 0.0000
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.02 0.00 1.19 0.00 0.6682 -0.0000
XOM / Exxon Mobil Corporation 0.01 0.00 1.15 0.00 0.6435 -0.0000
AMGN / Amgen Inc. 0.00 0.00 1.13 0.00 0.6334 -0.0000
WFC / Wells Fargo & Company 0.02 0.00 1.13 0.00 0.6333 -0.0000
CAH / Cardinal Health, Inc. 0.01 0.00 1.08 0.00 0.6050 -0.0000
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 0.00 1.07 0.00 0.6005 -0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.04 0.00 1.05 0.00 0.5880 -0.0000
BAC / Bank of America Corporation 0.02 0.00 1.04 0.00 0.5833 0.0000
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.01 0.00 1.01 0.00 0.5672 -0.0000
VZ / Verizon Communications Inc. 0.02 0.00 1.00 0.00 0.5607 0.0000
AFL / Aflac Incorporated 0.01 0.00 0.99 0.00 0.5552 -0.0000
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 0.00 0.98 0.00 0.5502 -0.0000
QQQ / Invesco QQQ Trust, Series 1 0.00 0.00 0.95 0.00 0.5318 -0.0000
MMM / 3M Company 0.01 0.00 0.95 0.00 0.5305 -0.0000
MRK / Merck & Co., Inc. 0.01 0.00 0.94 0.00 0.5251 -0.0000
FLO / Flowers Foods, Inc. 0.05 0.00 0.91 0.00 0.5113 -0.0000
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 0.00 0.91 0.00 0.5099 0.0000
PFE / Pfizer Inc. 0.04 0.00 0.89 0.00 0.4965 0.0000
QCOM / QUALCOMM Incorporated 0.01 0.00 0.88 0.00 0.4922 0.0000
GD / General Dynamics Corporation 0.00 0.00 0.88 0.00 0.4902 -0.0000
TGT / Target Corporation 0.01 0.00 0.86 0.00 0.4813 -0.0000
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.01 0.00 0.85 0.00 0.4775 -0.0000
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 0.02 0.00 0.83 0.00 0.4628 -0.0000
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.04 0.00 0.80 0.00 0.4486 -0.0000
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.03 0.00 0.80 0.00 0.4452 -0.0000
CSCO / Cisco Systems, Inc. 0.01 0.00 0.79 0.00 0.4408 -0.0000
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.02 0.00 0.75 0.00 0.4215 -0.0000
V / Visa Inc. 0.00 0.00 0.74 0.00 0.4160 -0.0000
PEP / PepsiCo, Inc. 0.00 0.00 0.74 0.00 0.4132 -0.0000
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.73 0.00 0.4102 -0.0000
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF 0.02 0.00 0.73 0.00 0.4090 -0.0000
JPM / JPMorgan Chase & Co. 0.00 0.00 0.71 0.00 0.3956 -0.0000
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF 0.03 0.00 0.68 0.00 0.3814 -0.0000
GOOGL / Alphabet Inc. 0.00 0.00 0.67 0.00 0.3776 -0.0000
CB / Chubb Limited 0.00 0.00 0.64 0.00 0.3599 -0.0000
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.00 0.61 0.00 0.3395 -0.0000
TFC / Truist Financial Corporation 0.01 0.00 0.60 0.00 0.3359 -0.0000
GE / General Electric Company 0.00 0.00 0.60 0.00 0.3355 -0.0000
IDA / IDACORP, Inc. 0.00 0.00 0.57 0.00 0.3217 -0.0000
META / Meta Platforms, Inc. 0.00 0.00 0.54 0.00 0.3006 -0.0000
UNP / Union Pacific Corporation 0.00 0.00 0.53 0.00 0.2953 -0.0000
ENB / Enbridge Inc. 0.01 0.00 0.51 0.00 0.2856 -0.0000
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 0.00 0.51 0.00 0.2845 -0.0000
ORCL / Oracle Corporation 0.00 0.00 0.51 0.00 0.2842 -0.0000
GOOGL / Alphabet Inc. 0.00 0.00 0.51 0.00 0.2837 0.0000
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.00 0.50 0.00 0.2807 -0.0000
BMY / Bristol-Myers Squibb Company 0.01 0.00 0.50 0.00 0.2780 -0.0000
MCD / McDonald's Corporation 0.00 0.00 0.48 0.00 0.2706 0.0000
MDT / Medtronic plc 0.01 0.00 0.48 0.00 0.2670 -0.0000
BKNG / Booking Holdings Inc. 0.00 0.00 0.46 0.00 0.2578 -0.0000
ED / Consolidated Edison, Inc. 0.00 0.00 0.46 0.00 0.2549 -0.0000
IR / Ingersoll Rand Inc. 0.01 0.00 0.44 0.00 0.2478 0.0000
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.00 0.42 0.00 0.2329 -0.0000
IYY / iShares Trust - iShares Dow Jones U.S. ETF 0.00 0.00 0.41 0.00 0.2285 -0.0000
DOW / Dow Inc. 0.01 0.00 0.40 0.00 0.2262 -0.0000
PAYX / Paychex, Inc. 0.00 0.00 0.40 0.00 0.2236 -0.0000
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 0.00 0.39 0.00 0.2172 -0.0000
INTC / Intel Corporation 0.02 0.00 0.38 0.00 0.2153 -0.0000
DD / DuPont de Nemours, Inc. 0.01 0.00 0.38 0.00 0.2138 -0.0000
K / Kellanova 0.00 0.00 0.38 0.00 0.2102 -0.0000
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.36 0.00 0.1999 -0.0000
AXP / American Express Company 0.00 0.00 0.35 0.00 0.1967 -0.0000
ABBV / AbbVie Inc. 0.00 0.00 0.33 0.00 0.1867 -0.0000
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF 0.01 0.00 0.33 0.00 0.1854 -0.0000
PLTR / Palantir Technologies Inc. 0.00 0.00 0.33 0.00 0.1844 -0.0000
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 0.00 0.32 0.00 0.1805 -0.0000
SYY / Sysco Corporation 0.00 0.00 0.31 0.00 0.1723 -0.0000
KMB / Kimberly-Clark Corporation 0.00 0.00 0.31 0.00 0.1722 -0.0000
PRU / Prudential Financial, Inc. 0.00 0.00 0.31 0.00 0.1711 -0.0000
MAA / Mid-America Apartment Communities, Inc. 0.00 0.00 0.30 0.00 0.1669 -0.0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.00 0.30 0.00 0.1666 -0.0000
T / AT&T Inc. 0.01 0.00 0.29 0.00 0.1615 -0.0000
COF / Capital One Financial Corporation 0.00 0.00 0.27 0.00 0.1535 -0.0000
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.00 0.00 0.26 0.00 0.1474 0.0000
UPS / United Parcel Service, Inc. 0.00 0.00 0.25 0.00 0.1418 0.0000
MCK / McKesson Corporation 0.00 0.00 0.25 0.00 0.1401 -0.0000
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF 0.00 0.00 0.25 0.00 0.1388 -0.0000
NEE / NextEra Energy, Inc. 0.00 0.00 0.24 0.00 0.1369 0.0000
MA / Mastercard Incorporated 0.00 0.00 0.23 0.00 0.1313 -0.0000
MDLZ / Mondelez International, Inc. 0.00 0.00 0.23 0.00 0.1299 -0.0000
SNV / Synovus Financial Corp. 0.00 0.00 0.22 0.00 0.1243 -0.0000
GEV / GE Vernova Inc. 0.00 0.00 0.22 0.00 0.1220 -0.0000
CELH / Celsius Holdings, Inc. 0.01 0.00 0.21 0.00 0.1196 -0.0000
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.00 0.00 0.21 0.00 0.1178 -0.0000
BLK / BlackRock, Inc. 0.00 0.00 0.21 0.00 0.1155 -0.0000
BK / The Bank of New York Mellon Corporation 0.00 0.00 0.20 0.00 0.1125 -0.0000
BLE / BlackRock Municipal Income Trust II 0.01 0.00 0.14 0.00 0.0768 -0.0000
BFK / BlackRock Municipal Income Trust 0.01 0.00 0.13 0.00 0.0720 -0.0000
PML / PIMCO Municipal Income Fund II 0.01 0.00 0.08 0.00 0.0473 -0.0000