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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 : 100     View All Holdings Currently Viewing:  ALL     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 - $416.94 $137,400,000 326,738 7.6% 21,381,000 1,445 0.023    Property & Casualty I...
   (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 - ...
   (MCD)1 Year Chart         MCD McDonalds Corp 10 - $272.38 $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 - $551.69 $42,696,000 76,737 2.36% 4,288,000 1,039 0.182    Closed - End Fund - E...
   (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
   (HD)1 Year Chart         HD Home Depot Inc 13 - $344.21 $39,423,000 102,770 2.18% 4,167,000 1,036 0.01    Home Improvement Stores
   (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...
   (SO)1 Year Chart         SO Southern Co 17 - $79.54 $32,185,000 448,632 1.78% 825,000 1,398 0.042    Electric Utilities
   (EMR)1 Year Chart         EMR Emerson Electric Co 18 - $112.88 $30,661,000 270,334 1.7% 4,360,000 107 0.045    Industrial Electrical...
   (PG)1 Year Chart         PG Procter & Gamble Co 19 - $167.64 $30,075,000 185,361 1.66% 2,961,000 334 0.007    Cleaning Products
   (CSX)1 Year Chart         CSX CSX Corp 20 - $33.52 $29,607,000 798,687 1.64% 1,891,000 -725 0.035    Railroads
   (PSX)1 Year Chart         PSX Phillips 66 21 - $147.08 $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 - $162.67 $21,613,000 137,014 1.19% 1,232,000 374 0.007    Integrated Oil & Gas
   (AFL)1 Year Chart         AFL AFLAC Inc 25 - $88.37 $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 - $169.03 $20,683,000 108,312 1.14% 3,001,000 200 0.012    Diversified Computer ...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 27 - $184.70 $20,227,000 112,135 1.12% 3,644,000 2,990 0.001    Internet Software & S...
   (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...
   (KO)1 Year Chart         KO Coca-Cola Co 34 - $63.03 $16,718,000 273,254 0.92% 688,000 1,244 0.006    Beverage Soft Drinks...
   (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...
   (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 & ...
   (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 - ...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 43 - $470.22 $10,156,000 21,218 0.56% 223,000 0 0.013    Aerospace/Defense - M...
   (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...
   (PKG)1 Year Chart         PKG Packaging Corp Of America 46 - $183.13 $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 - $205.97 $7,775,000 37,883 0.43% -111,000 277 0.005    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 48 - $924.79 $7,289,000 8,067 0.4% 3,376,000 165 0    Semiconductor - Speci...
   (ANTM)1 Year Chart         ANTM Anthem Inc 49 - $547.71 $7,222,000 13,928 0.4% 654,000 0 0.006    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 50 - $486.69 $6,843,000 14,235 0.38% 719,000 215 0.002    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 51 - $177.29 $6,722,000 44,151 0.37% 500,000 0 0.001    Search Engines & Info...
   (NKE)1 Year Chart         NKE Nike Inc B 52 - $92.18 $6,669,000 70,967 0.37% -1,036,000 0 0.006    Textile - Apparel Foo...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 53 - $285.61 $6,469,000 21,479 0.36% 822,000 20 0.002    Internet Software & S...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 54 - $219.71 $6,238,000 27,106 0.34% 1,075,000 0 0.011    Property & Casualty I...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 55 - $223.66 $5,729,000 27,850 0.32% 410,000 25 0.007    Closed - End Fund - E...
   (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
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 58 - $166.42 $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 - $104.09 $5,070,000 44,605 0.28% 190,000 266 0.003    Drug Manufacturers - ...
   (MMM)1 Year Chart         MMM 3M Co 61 - $105.26 $4,868,000 45,891 0.27% -330,000 -1,658 0.008    Conglomerates
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 62 - $252.33 $4,851,000 19,426 0.27% 393,000 290 0.005    Business Software & S...
   (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...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 66 - $71.23 $4,434,000 63,343 0.25% -154,000 0 0.004    Food - Major Diversified
   (PFE)1 Year Chart         PFE Pfizer Inc 67 - $28.64 $4,310,000 155,313 0.24% -63,000 3,427 0.003    Drug Manufacturers - ...
   (CI)1 Year Chart         CI Cigna Corporation 68 - $338.71 $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
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 70 - $524.63 $4,151,000 8,390 0.23% -266,000 0 0.001    Health Care Plans
   (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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 73 - $451.76 $4,045,000 9,111 0.22% 314,000 0 0.002    Closed - End Fund - Debt
   (INTU)1 Year Chart         INTU Intuit Inc 74 - $661.18 $4,022,000 6,188 0.22% 154,000 0 0.002    Application Software
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 75 - $134.29 $4,013,000 31,028 0.22% 249,000 49 0.009    Paper & Paper Products
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 76 - $36.75 $3,680,000 101,709 0.2% 47,000 859 0.005    Oil & Gas Pipelines &...
   (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...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 78 - $176.06 $3,472,000 23,007 0.19% 258,000 0 0    Search Engines & Info...
   (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
   (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...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 82 - $190.08 $3,076,000 16,030 0.17% 191,000 0 0.013    Closed - End Fund - E...
   (FDX)1 Year Chart         FDX Fedex Corp 83 - $257.25 $3,015,000 10,405 0.17% 383,000 0 0.004    AirDelivery & Freight...
   (PAYX)1 Year Chart         PAYX Paychex Inc 84 - $125.65 $2,807,000 22,856 0.16% 85,000 0 0.006    Staffing & Outsourcin...
   (GIS)1 Year Chart         GIS General Mills Inc 85 - $71.24 $2,676,000 38,245 0.15% 211,000 410 0.006    Food - Major Diversified
   (GPC)1 Year Chart         GPC Genuine Parts Co 86 - $152.89 $2,489,000 16,064 0.14% 264,000 0 0.011    Auto Parts Wholesale
   (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...
   (UNP)1 Year Chart         UNP Union Pacific Corp 88 - $244.97 $2,304,000 9,367 0.13% 77,000 302 0.001    Railroads
   (BX)1 Year Chart         BX Blackstone Group LP 89 - $120.62 $2,217,000 16,873 0.12% 8,000 0 0.003    Asset Management
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 90 - $274.28 $2,177,000 8,400 0.12% 279,000 0 0.002    Property & Casualty I...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 91 - $248.71 $2,166,000 8,667 0.12% 150,000 0 0.004    Closed - End Fund - E...
   (AMGN)1 Year Chart         AMGN Amgen Inc 92 - $312.47 $2,136,000 7,514 0.12% -28,000 0 0.001    Biotechnology
   (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...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 94 - $195.02 $2,052,000 11,780 0.11% 44,000 0 0.001    Semiconductor- Broad...
   (AXP)1 Year Chart         AXP American Express Co 95 - $242.82 $2,049,000 8,998 0.11% 363,000 0 0.001    Credit Services
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 96 - $529.45 $1,976,000 3,777 0.11% 181,000 0 0    Closed - End Fund - E...
   (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
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 98 - $595.30 $1,943,000 3,343 0.11% 169,000 0 0.001    Medical Laboratories ...
   (DHR)1 Year Chart         DHR Danaher Corp 99 - $265.80 $1,932,000 7,736 0.11% 142,000 0 0.001    General Building Mate...
   (SSO)1 Year Chart         SSO Ultra S&P500 ProShares 100 - $78.55 $1,922,000 24,800 0.11% 308,000 0 0.075    Closed - End Fund - E...

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