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  Name: HYMAN CHARLES D
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,808,889,000
  Total Value Change : $136,780,000
  Securities Held Change : 5
   
All Securities Held : 248
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 44
  Unchanged Positions : 133
  Decreased Positions : 65

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Holdings Found : 43     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $413.72 $137,400,000 326,738 7.6% 21,381,000 1,445 0.023    Property & Casualty I...
   (MCD)1 Year Chart         MCD McDonalds Corp 10 - $256.21 $44,961,000 159,463 2.49% -2,317,000 13 0.021    Restaurants
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 11 - $534.67 $42,696,000 76,737 2.36% 4,288,000 1,039 0.182    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 13 - $327.03 $39,423,000 102,770 2.18% 4,167,000 1,036 0.01    Home Improvement Stores
   (SO)1 Year Chart         SO Southern Co 17 - $77.94 $32,185,000 448,632 1.78% 825,000 1,398 0.042    Electric Utilities
   (EMR)1 Year Chart         EMR Emerson Electric Co 18 - $107.98 $30,661,000 270,334 1.7% 4,360,000 107 0.045    Industrial Electrical...
   (PG)1 Year Chart         PG Procter & Gamble Co 19 - $167.06 $30,075,000 185,361 1.66% 2,961,000 334 0.007    Cleaning Products
   (PSX)1 Year Chart         PSX Phillips 66 21 - $138.07 $27,730,000 169,771 1.53% 5,131,000 35 0.039    Oil & Gas Refining, P...
   (MRK)1 Year Chart         MRK Merck & Co Inc 22 - $131.20 $24,726,000 187,391 1.37% 4,440,000 1,315 0.007    Drug Manufacturers - ...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 23 - $249.65 $24,258,000 95,176 1.34% 1,869,000 460 0.037    Railroads
   (CVX)1 Year Chart         CVX Chevron Corp 24 - $156.08 $21,613,000 137,014 1.19% 1,232,000 374 0.007    Integrated Oil & Gas
   (AFL)1 Year Chart         AFL AFLAC Inc 25 - $88.79 $21,422,000 249,495 1.18% 1,000,000 1,950 0.036    Life & Health Insurance
   (IBM)1 Year Chart         IBM International Business Mach... 26 - $170.01 $20,683,000 108,312 1.14% 3,001,000 200 0.012    Diversified Computer ...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 27 - $184.30 $20,227,000 112,135 1.12% 3,644,000 2,990 0.001    Internet Software & S...
   (KO)1 Year Chart         KO Coca-Cola Co 34 - $63.91 $16,718,000 273,254 0.92% 688,000 1,244 0.006    Beverage Soft Drinks...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 38 - $372.63 $14,447,000 36,201 0.8% 4,283,000 6,073 0.01    Medical Appliances & ...
   (PKG)1 Year Chart         PKG Packaging Corp Of America 46 - $183.58 $8,806,000 46,401 0.49% 1,293,000 286 0.049    Paper & Paper Products
   (HON)1 Year Chart         HON Honeywell International Inc 47 - $208.78 $7,775,000 37,883 0.43% -111,000 277 0.005    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 48 - $1,208.88 $7,289,000 8,067 0.4% 3,376,000 165 0    Semiconductor - Speci...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 50 - $490.80 $6,843,000 14,235 0.38% 719,000 215 0.002    Closed - End Fund - E...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 53 - $241.85 $6,469,000 21,479 0.36% 822,000 20 0.002    Internet Software & S...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 55 - $211.60 $5,729,000 27,850 0.32% 410,000 25 0.007    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 58 - $169.42 $5,387,000 29,585 0.3% 921,000 766 0.002    Drug Manufacturers - ...
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 59 - $0.00 $5,366,000 67,193 0.3% 348,000 600 0.007    Closed - End Fund - E...
   (ABT)1 Year Chart         ABT Abbott Laboratories 60 - $107.58 $5,070,000 44,605 0.28% 190,000 266 0.003    Drug Manufacturers - ...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 62 - $252.32 $4,851,000 19,426 0.27% 393,000 290 0.005    Business Software & S...
   (PFE)1 Year Chart         PFE Pfizer Inc 67 - $28.58 $4,310,000 155,313 0.24% -63,000 3,427 0.003    Drug Manufacturers - ...
   (CI)1 Year Chart         CI Cigna Corporation 68 - $338.10 $4,261,000 11,732 0.24% 750,000 7 0.003    Health Care Plans
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 69 - $60.24 $4,251,000 70,647 0.24% 581,000 47,367 0.003    Discount, Variety Stores
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 75 - $134.48 $4,013,000 31,028 0.22% 249,000 49 0.009    Paper & Paper Products
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 76 - $35.76 $3,680,000 101,709 0.2% 47,000 859 0.005    Oil & Gas Pipelines &...
   (IGV)1 Year Chart         IGV iShares S&P GSTI Software I... 81 - $0.00 $3,150,000 36,945 0.17% 153,000 29,556 0.229    Closed - End Fund - E...
   (GIS)1 Year Chart         GIS General Mills Inc 85 - $67.46 $2,676,000 38,245 0.15% 211,000 410 0.006    Food - Major Diversified
   (UNP)1 Year Chart         UNP Union Pacific Corp 88 - $227.97 $2,304,000 9,367 0.13% 77,000 302 0.001    Railroads
   (AMT)1 Year Chart         AMT American Tower Corp 104 - $194.26 $1,805,000 9,134 0.1% -124,000 200 0.002    Integrated Telecommun...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 107 - $536.73 $1,634,000 3,108 0.09% 151,000 3 0    Closed - End Fund - E...
   (ETN)1 Year Chart         ETN Eaton Corp 112 - $314.83 $1,498,000 4,792 0.08% 427,000 344 0.001    Diversified Machinery
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 118 - $465.43 $1,257,000 2,491 0.07% -122,000 180 0.001    Application Software
   (GD)1 Year Chart         GD General Dynamics Corp 124 - $299.14 $1,078,000 3,816 0.06% 147,000 229 0.001    Aerospace/Defense - M...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 139 - $88.30 $764,000 8,869 0.04% 65,000 259 0.002    Electric Utilities
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 163 - $57.31 $548,000 9,336 0.03% 33,000 165 0.002    Closed - End Fund - F...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 166 - $118.92 $518,000 4,283 0.03% 40,000 2 0.001    Closed - End Fund - Debt
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 207 - $58.45 $309,000 5,090 0.02% 27,000 4,072 0    Closed - End Fund - E...

      43 Records Found
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