☆Murphy, Middleton, Hinkle & Parker, Inc.
Quality Q
0.280
AUM ($M)
246
Positions
140
Turnover
0.07
Top-10 wt
33%
Herfindahl
0.018
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 142 positions · portfolio value $246M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 5.1% | +0.4% | 12.4 | 367,676 | +20,933 | 1 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 4.9% | +0.3% | 12.2 | 349,164 | +21,899 | 1 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 3.8% | -0.1% | 9.3 | 89,481 | +3,373 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 3.1% | +0.8% | 7.7 | 7,211 | +0 | 1 | — |
| ☆IDV funds › | ISHARES TR | ADD | — | 3.1% | -0.3% | 7.6 | 184,252 | +12,351 | 1 | — |
| ☆CCBG funds › | CAPITAL CITY BANK | ADD | — | 2.9% | +0.0% | 7.2 | 145,945 | +1,666 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 2.9% | +0.0% | 7.1 | 9,495 | -6 | 1 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 2.7% | -0.3% | 6.6 | 25,918 | +3 | 1 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.4% | -0.0% | 6.0 | 20,751 | -31 | 1 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 2.4% | -0.0% | 5.9 | 8,433 | -8 | 1 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 2.3% | -0.6% | 5.8 | 50,951 | -38 | 1 | — |
| ☆DVY funds › | ISHARES TR | ADD | — | 2.2% | -0.2% | 5.5 | 35,005 | +879 | 1 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 2.1% | -0.1% | 5.3 | 14,958 | +45 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.0% | -0.3% | 5.0 | 13,485 | +40 | 1 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 1.8% | +0.2% | 4.5 | 3,750 | +0 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 1.7% | +0.6% | 4.2 | 28,748 | +11,878 | 1 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 1.5% | -0.1% | 3.7 | 5 | +0 | 1 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 1.5% | -0.1% | 3.6 | 44,891 | -24 | 1 | — |
| ☆FDD funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 1.3% | +0.1% | 3.1 | 169,415 | +30,955 | 1 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 1.2% | -0.2% | 3.0 | 31,624 | +149 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | HOLD | — | 1.2% | +0.3% | 3.0 | 10,065 | +0 | 1 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 1.2% | +0.0% | 3.0 | 3,966 | -6 | 1 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 1.2% | -0.0% | 2.9 | 47,924 | +758 | 1 | — |
| ☆BP funds › | BP PLC | TRIM | — | 1.1% | -0.5% | 2.8 | 76,305 | -107 | 1 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 1.1% | -0.2% | 2.8 | 22,035 | +6 | 1 | — |
| ☆HEDG funds › | SERIES PORTFOLIOS TR | HOLD | — | 1.1% | -0.1% | 2.8 | 92,945 | +0 | 1 | — |
| ☆IJK funds › | ISHARES TR | ADD | — | 1.1% | +0.2% | 2.7 | 22,839 | +3,047 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.0% | -0.0% | 2.5 | 4,941 | +210 | 1 | — |
| ☆IWN funds › | ISHARES TR | ADD | — | 1.0% | +0.1% | 2.4 | 11,049 | +475 | 1 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 1.0% | +0.1% | 2.4 | 75,202 | +13,668 | 1 | — |
| ☆INTC funds › | INTEL CORP | HOLD | — | 1.0% | +0.6% | 2.4 | 16,959 | +0 | 1 | — |
| ☆OSK funds › | OSHKOSH CORP | NEW | — | 0.9% | +0.9% | 2.2 | 14,569 | +14,569 | 1 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.9% | +0.0% | 2.2 | 59,779 | -83 | 1 | — |
| ☆IWO funds › | ISHARES TR | ADD | — | 0.9% | +0.1% | 2.1 | 5,404 | +274 | 1 | — |
| ☆IJJ funds › | ISHARES TR | ADD | — | 0.9% | +0.1% | 2.1 | 14,403 | +2,394 | 1 | — |
| ☆GPC funds › | GENUINE PARTS CO | HOLD | — | 0.8% | -0.0% | 2.0 | 17,181 | +0 | 1 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 0.8% | -0.0% | 2.0 | 13,945 | +3 | 1 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 2.0 | 25,616 | -310 | 1 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | HOLD | — | 0.8% | +0.0% | 2.0 | 3,984 | +0 | 1 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | ADD | — | 0.8% | -0.0% | 1.9 | 7,849 | +1 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.8% | -0.3% | 1.9 | 11,217 | -12 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.7% | +0.0% | 1.7 | 6,033 | +28 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.7% | -0.0% | 1.7 | 23,230 | -107 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.7% | +0.0% | 1.6 | 6,766 | +143 | 1 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 0.6% | +0.0% | 1.6 | 11,544 | +1 | 1 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 0.6% | +0.1% | 1.6 | 43,133 | +83 | 1 | — |
| ☆FTSL funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.6% | -0.1% | 1.6 | 34,707 | -1,107 | 1 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.6% | +0.1% | 1.5 | 2,103 | +0 | 1 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.6% | +0.0% | 1.4 | 25,444 | -83 | 1 | — |
| ☆FVD funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.6% | +0.1% | 1.4 | 29,739 | +6,700 | 1 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.6% | +0.1% | 1.4 | 12,070 | -376 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.6% | +0.0% | 1.4 | 3,885 | -36 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.6% | -0.2% | 1.4 | 9,974 | -27 | 1 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.5% | -0.0% | 1.3 | 10,472 | +9 | 1 | — |
| ☆NNN funds › | NNN REIT INC | TRIM | — | 0.5% | -0.0% | 1.3 | 28,796 | -457 | 1 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.5% | -0.1% | 1.3 | 3,661 | +0 | 1 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.5% | -0.0% | 1.3 | 8,367 | +1 | 1 | — |
| ☆AFL funds › | AFLAC INC | TRIM | Common Stock | 0.5% | -0.0% | 1.3 | 11,175 | -44 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.5% | -0.1% | 1.3 | 13,579 | +0 | 1 | — |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.5% | -0.1% | 1.3 | 15,351 | +0 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.5% | +0.0% | 1.2 | 3,458 | +0 | 1 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.5% | -0.1% | 1.2 | 5,538 | -99 | 1 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 0.5% | -0.0% | 1.1 | 3,220 | +1 | 1 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.5% | -0.0% | 1.1 | 41,153 | -162 | 1 | — |
| ☆GE funds › | GE AEROSPACE | HOLD | — | 0.5% | +0.1% | 1.1 | 2,996 | +0 | 1 | — |
| ☆MMM funds › | 3M CO | ADD | — | 0.4% | -0.0% | 1.0 | 6,462 | +1 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.4% | +0.1% | 1.0 | 5,658 | +1 | 1 | — |
| ☆TGT funds › | TARGET CORP | ADD | — | 0.4% | -0.0% | 1.0 | 7,945 | +130 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | HOLD | — | 0.4% | -0.0% | 1.0 | 3,106 | +0 | 1 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.4% | -0.0% | 0.9 | 4,118 | +0 | 1 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.4% | -0.1% | 0.9 | 22,009 | +27 | 1 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.4% | -0.0% | 0.9 | 1,706 | +0 | 1 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.4% | -0.0% | 0.9 | 24,242 | +0 | 1 | — |
| ☆GEV funds › | GE VERNOVA INC | HOLD | — | 0.3% | +0.1% | 0.8 | 714 | +0 | 1 | — |
| ☆EMB funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.8 | 8,682 | +0 | 1 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | HOLD | — | 0.3% | -0.1% | 0.8 | 5,021 | +0 | 1 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 0.8 | 2,663 | -81 | 1 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.3% | -0.1% | 0.8 | 33,101 | -89 | 1 | — |
| ☆IDA funds › | IDACORP INC | HOLD | — | 0.3% | -0.0% | 0.7 | 4,947 | +0 | 1 | — |
| ☆CB funds › | CHUBB LIMITED | HOLD | — | 0.3% | -0.0% | 0.7 | 2,132 | +0 | 1 | — |
| ☆TFC funds › | TRUIST FINL CORP | TRIM | — | 0.3% | -0.0% | 0.7 | 14,179 | -48 | 1 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.3% | -0.0% | 0.7 | 2,004 | +0 | 1 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.7 | 1,635 | +0 | 1 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.3% | -0.1% | 0.7 | 4,821 | +7 | 1 | — |
| ☆FLO funds › | FLOWERS FOODS INC | ADD | — | 0.3% | +0.0% | 0.6 | 80,034 | +12,219 | 1 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 0.6 | 1,721 | +0 | 1 | — |
| ☆FMB funds › | FIRST TR EXCH TRADED FD III | HOLD | — | 0.3% | -0.0% | 0.6 | 12,200 | +0 | 1 | — |
| ☆ENB funds › | ENBRIDGE INC | HOLD | — | 0.3% | -0.0% | 0.6 | 11,519 | +0 | 1 | — |
| ☆UNP funds › | UNION PAC CORP | HOLD | — | 0.2% | -0.0% | 0.6 | 2,234 | +0 | 1 | — |
| ☆HYLS funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.2% | -0.0% | 0.6 | 14,743 | +188 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.2% | -0.0% | 0.6 | 3,890 | +300 | 1 | — |
| ☆IYY funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.5 | 3,000 | +0 | 1 | — |
| ☆ESGU funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.5 | 3,184 | +0 | 1 | — |
| ☆SDVY funds › | FIRST TR EXCHANGE TRADED FD | NEW | — | 0.2% | +0.2% | 0.5 | 11,929 | +11,929 | 1 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 0.2% | -0.0% | 0.5 | 907 | +0 | 1 | — |
| ☆EEM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.5 | 7,379 | +0 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.2% | +0.0% | 0.5 | 2,491 | +112 | 1 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.2% | -0.0% | 0.5 | 2,024 | +0 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 0.5 | 3,994 | -125 | 1 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | HOLD | — | 0.2% | -0.0% | 0.5 | 8,007 | +0 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.2% | -0.0% | 0.5 | 1,350 | +0 | 1 | — |
| ☆IR funds › | INGERSOLL RAND INC | HOLD | — | 0.2% | -0.0% | 0.5 | 5,534 | +0 | 1 | — |
| ☆CMI funds › | CUMMINS INC | HOLD | — | 0.2% | +0.0% | 0.4 | 627 | +0 | 1 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.2% | -0.0% | 0.4 | 3,992 | +0 | 1 | — |
| ☆IJR funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.4 | 2,847 | +0 | 1 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.2% | -0.0% | 0.4 | 5,310 | +0 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.2% | +0.0% | 0.4 | 1,630 | +0 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.2% | -0.0% | 0.4 | 1,453 | +0 | 1 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | -0.0% | 0.4 | 2,276 | +0 | 1 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.1% | -0.0% | 0.4 | 2,000 | +1,920 | 1 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 2,398 | +0 | 1 | — |
| ☆SYY funds › | SYSCO CORP | ADD | — | 0.1% | +0.0% | 0.3 | 4,122 | +2 | 1 | — |
| ☆CTVA funds › | CORTEVA INC | ADD | — | 0.1% | +0.0% | 0.3 | 4,003 | +1,000 | 1 | — |
| ☆Q funds › | QNITY ELECTRONICS INC | HOLD | — | 0.1% | +0.0% | 0.3 | 2,035 | +0 | 1 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.1% | +0.0% | 0.3 | 730 | +0 | 1 | — |
| ☆TFLO funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 6,092 | +0 | 1 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 1,537 | +0 | 1 | — |
| ☆DOW funds › | DOW HLDGS INC | HOLD | — | 0.1% | -0.1% | 0.3 | 11,016 | +0 | 1 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.1% | -0.0% | 0.3 | 3,415 | +0 | 1 | — |
| ☆IBDR funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 12,263 | +0 | 1 | — |
| ☆PRU funds › | PRUDENTIAL FINL INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,730 | +0 | 1 | — |
| ☆MCK funds › | MCKESSON CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 374 | +0 | 1 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,453 | +2,453 | 1 | — |
| ☆ESGD funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,576 | +0 | 1 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.1% | 0.3 | 12,599 | -149 | 1 | — |
| ☆PNFP funds › | PINNACLE FINL PARTNERS INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,487 | +1 | 1 | — |
| ☆NVS funds › | NOVARTIS AG | HOLD | — | 0.1% | -0.0% | 0.2 | 1,540 | +0 | 1 | — |
| ☆MHD funds › | BLACKROCK MUNIHOLDINGS FD IN | HOLD | — | 0.1% | -0.0% | 0.2 | 20,216 | +0 | 1 | — |
| ☆CBAN funds › | COLONY BANKCORP INC | HOLD | — | 0.1% | -0.0% | 0.2 | 11,963 | +0 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.1% | -0.0% | 0.2 | 2,158 | -17 | 1 | — |
| ☆DD funds › | DUPONT DE NEMOURS INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,697 | +1,697 | 1 | — |
| ☆TMFC funds › | RBB FD INC | NEW | — | 0.1% | +0.1% | 0.2 | 2,986 | +2,986 | 1 | — |
| ☆PAYX funds › | PAYCHEX INC | ADD | — | 0.1% | -0.0% | 0.2 | 2,249 | +1 | 1 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 700 | +0 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 431 | +0 | 1 | — |
| ☆BLK funds › | BLACKROCK INC | HOLD | — | 0.1% | -0.0% | 0.2 | 228 | +0 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.1% | +0.1% | 0.2 | 452 | +452 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 2,912 | +2,912 | 1 | — |
| ☆IEFA funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,119 | +2,119 | 1 | — |
| ☆VGT funds › | VANGUARD WORLD FD | NEW | — | 0.1% | +0.1% | 0.2 | 1,680 | +1,680 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -6,998 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,116 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 246 | 140 | 0.07 | 33% | 0.018 | 0.279 | — | entered |
| 2026Q1 | 216 | 133 | 0.83 | 33% | 0.018 | 0.000 | — | out |
| 2025Q4 | 207 | 133 | 0.82 | 34% | 0.019 | 0.000 | — | left |
| 2025Q3 | 205 | 138 | 0.07 | 33% | 0.018 | 0.224 | — | in |
| 2025Q2 | 179 | 132 | 0.00 | 31% | 0.017 | 0.345 | — | entered |
| 2025Q1 | 179 | 132 | 0.00 | 31% | 0.017 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status