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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 65     View All Holdings Currently Viewing:  Decreased 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $420.21 $116,306,000 276,446 6.43% 12,283,000 -180 0.004    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $189.87 $82,679,000 482,150 4.57% -10,350,000 -1,041 0.003    Personal Computers
   (FRPH)1 Year Chart         FRPH Patriot Transportation Hold... 4 - $30.08 $59,463,000 968,446 3.29% -1,525,000 -1,465 10.281    Trucking
   (CAT)1 Year Chart         CAT Caterpillar Inc 5 - $356.27 $58,825,000 160,536 3.25% 11,279,000 -270 0.03    Farm & Construction M...
   (VMC)1 Year Chart         VMC Vulcan Materials Co 6 - $259.10 $58,638,000 214,854 3.24% 9,636,000 -1,005 0.162    General Building Mate...
   (COST)1 Year Chart         COST Costco Wholesale Corp 7 - $795.81 $53,308,000 72,763 2.95% 5,190,000 -135 0.016    Discount, Variety Stores
   (MA)1 Year Chart         MA MasterCard Inc A 8 - $460.27 $49,774,000 103,357 2.75% 5,646,000 -105 0.01    Business Services
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 9 - $154.64 $47,937,000 303,032 2.65% 204,000 -1,502 0.012    Drug Manufacturers - ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 12 - $123.50 $40,703,000 324,040 2.25% 6,398,000 -1,339 0.011    Application Software
   (DE)1 Year Chart         DE Deere & Co 14 - $397.02 $38,253,000 93,133 2.11% 996,000 -40 0.03    Farm & Construction M...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 15 - $204.79 $37,290,000 186,171 2.06% 5,566,000 -330 0.006    Domestic Money Center...
   (PEP)1 Year Chart         PEP Pepsico Inc 16 - $182.19 $33,596,000 191,968 1.86% 728,000 -1,555 0.014    Beverage Soft Drinks...
   (CSX)1 Year Chart         CSX CSX Corp 20 - $33.52 $29,607,000 798,687 1.64% 1,891,000 -725 0.035    Railroads
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 28 - $466.20 $19,649,000 43,196 1.09% -120,000 -420 0.015    Aerospace/Defense - M...
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 29 - $54.23 $19,253,000 409,470 1.06% 1,785,000 -865 0.028    Copper
   (COP)1 Year Chart         COP ConocoPhillips 30 - $121.71 $18,270,000 143,543 1.01% 1,606,000 -25 0.013    Integrated Oil & Gas
   (HEI)1 Year Chart         HEI Heico Corp 31 - $215.54 $18,264,000 95,622 1.01% 1,142,000 -100 0.176    Aerospace/Defense Pro...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 32 - $467.72 $17,282,000 41,374 0.96% 1,225,000 -248 0.012    Investment Brokerage ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 33 - $40.06 $16,787,000 400,077 0.93% 1,386,000 -8,428 0.01    Telecom Services - Do...
   (DUK)1 Year Chart         DUK Duke Energy Corp 35 - $103.89 $16,667,000 172,335 0.92% -102,000 -469 0.023    Electric Utilities
   (SBUX)1 Year Chart         SBUX Starbucks Corp 36 - $77.85 $16,648,000 182,167 0.92% -1,203,000 -3,765 0.016    Specialty Eateries
   (INTC)1 Year Chart         INTC Intel Corp 37 - $31.83 $16,019,000 362,675 0.89% -2,561,000 -7,069 0.009    Semiconductor- Broad...
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 39 - $262.70 $14,216,000 58,680 0.79% -2,420,000 -2,078 0.027    Diversified Chemicals
   (LLY)1 Year Chart         LLY Eli Lilly & Co 40 - $770.00 $11,878,000 15,268 0.66% 2,899,000 -135 0.002    Drug Manufacturers - ...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 41 - $119.64 $11,479,000 98,755 0.63% 1,574,000 -310 0.002    Integrated Oil & Gas
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 42 - $44.03 $10,862,000 200,289 0.6% 476,000 -2,135 0.009    Drug Manufacturers - ...
   (RTX)1 Year Chart         RTX RTX Corp 44 - $101.02 $9,840,000 100,894 0.54% 742,000 -7,235 0.007    Conglomerates
   (BAC)1 Year Chart         BAC Bank of America Corp 45 - $39.29 $9,319,000 245,762 0.52% 865,000 -5,327 0.003    Domestic Money Center...
   (PM)1 Year Chart         PM Philip Morris International... 56 - $99.83 $5,611,000 61,242 0.31% -1,300,000 -12,215 0.004    Cigarettes & Other To...
   (CL)1 Year Chart         CL Colgate Palmolive Co 57 - $94.13 $5,391,000 59,870 0.3% 563,000 -700 0.007    Personal Products
   (MMM)1 Year Chart         MMM 3M Co 61 - $105.26 $4,868,000 45,891 0.27% -330,000 -1,658 0.008    Conglomerates
   (MO)1 Year Chart         MO Altria Group Inc 63 - $46.08 $4,661,000 106,846 0.26% 194,000 -3,880 0.006    Cigarettes & Other To...
   (V)1 Year Chart         V Visa Inc 64 - $280.10 $4,568,000 16,367 0.25% 295,000 -45 0.001    Business Services
   (DIS)1 Year Chart         DIS Walt Disney Co 65 - $103.25 $4,529,000 37,015 0.25% 1,167,000 -226 0.002    Entertainment - Diver...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 71 - $250.60 $4,113,000 15,330 0.23% -151,000 -950 0.005    Diversified Machinery
   (BBT)1 Year Chart         BBT Truist Financial Corp 72 - $35.64 $4,067,000 104,339 0.22% 80,000 -3,650 0.008    Domestic Regional Banks
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 77 - $48.17 $3,529,000 70,717 0.2% -44,000 -10 0.002    Networking & Communic...
   (NEE)1 Year Chart         NEE NextEra Energy 79 - $76.09 $3,445,000 53,908 0.19% 71,000 -1,640 0.003    Electric Utilities
   (WY)1 Year Chart         WY Weyerhaeuser Co 80 - $31.17 $3,442,000 95,841 0.19% 93,000 -488 0.013    Lumber,Wood Production
   (BA)1 Year Chart         BA Boeing Co 87 - $184.95 $2,316,000 11,999 0.13% -1,073,000 -1,002 0.002    Aerospace/Defense - M...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 93 - $61.08 $2,075,000 35,801 0.11% 210,000 -2,099 0.001    Domestic Money Center...
   (F)1 Year Chart         F Ford Motor Co 97 - $12.50 $1,969,000 148,303 0.11% 73,000 -7,210 0.004    Auto Manufacturers
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 102 - $142.40 $1,845,000 12,406 0.1% -414,000 -3,100 0.002    Beverage - Brewers
   (EWA)1 Year Chart         EWA iShares MSCI-Australia 108 - $25.24 $1,623,000 65,821 0.09% -23,000 -1,800 0.01    Closed - End Fund - E...
   (YUM)1 Year Chart         YUM YUM! Brands Inc 122 - $134.34 $1,211,000 8,733 0.07% 49,000 -160 0.003    Restaurants
   (SYY)1 Year Chart         SYY SYSCO Corp 123 - $75.91 $1,180,000 14,541 0.07% -30,000 -2,000 0.003    Food Wholesale
   (CEF)1 Year Chart         CEF Sprott Physical Gold & Silv... 125 - $23.21 $1,070,000 52,590 0.06% 58,000 -250 0.021    N/A
   (FLO)1 Year Chart         FLO Flowers Foods Inc 127 - $24.45 $924,000 38,891 0.05% 35,000 -600 0.018    Processed & Packaged ...
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 129 - $174.06 $877,000 5,184 0.05% -164,000 -92 0.001    Drugs - Generic
   (DOW)1 Year Chart         DOW DOW Inc 131 - $59.19 $853,000 14,733 0.05% 33,000 -214 0.002    Diversified Chemicals
   (ED)1 Year Chart         ED Consolidated Edison Inc 140 - $97.10 $755,000 8,310 0.04% -10,000 -100 0.005    Multi Utilities
   (REG)1 Year Chart         REG Regency Centers Corp 153 - $60.89 $630,000 10,402 0.03% -84,000 -250 0.006    REIT - Retail
   (SLB)1 Year Chart         SLB Schlumberger Ltd 156 - $48.59 $611,000 11,150 0.03% -16,000 -900 0.001    Oil & Gas Equipment &...
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc 168 - $106.39 $480,000 4,600 0.03% 26,000 -200 0.002    Cleaning Products
   (UPS)1 Year Chart         UPS United Parcel Service Inc 170 - $149.24 $471,000 3,168 0.03% -556,000 -3,367 0    AirDelivery & Freight...
   (HE)1 Year Chart         HE Hawaiian Electric Industrie... 179 - $11.50 $419,000 37,169 0.02% -189,000 -5,645 0.034    Electric Utilities
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 180 - $56.45 $413,000 7,153 0.02% 60,000 -213 0.001    N/A
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 184 - $67.72 $401,000 5,476 0.02% -51,000 -100 0    Biotechnology
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 186 - $132.46 $381,000 2,900 0.02% -42,000 -488 0.002    Closed - End Fund - E...
   (RSG)1 Year Chart         RSG Republic Services Inc 194 - $188.16 $345,000 1,800 0.02% 47,000 -10 0.001    Waste Management
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 216 - $19.70 $277,000 15,082 0.02% -14,000 -1,400 0.001    Gas Utilities
   (D)1 Year Chart         D Dominion Energy Inc 219 - $53.50 $272,000 5,539 0.02% -4,000 -333 0.001    Electric Utilities
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 223 - $18.18 $262,000 12,099 0.01% -84,000 -1,134 0.002    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 235 - $98.60 $224,000 2,523 0.01% 12,000 -52 0    N/A
   (CME)1 Year Chart         CME CME Group Inc 242 - $213.14 $206,000 955 0.01% -37,000 -200 0    Business Services

      65 Records Found
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