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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 : 100     View All Holdings Currently Viewing:  Unchanged 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
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 43 - $466.43 $10,156,000 21,218 0.56% 223,000 0 0.013    Aerospace/Defense - M...
   (ANTM)1 Year Chart         ANTM Anthem Inc 49 - $521.41 $7,222,000 13,928 0.4% 654,000 0 0.006    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 51 - $176.33 $6,722,000 44,151 0.37% 500,000 0 0.001    Search Engines & Info...
   (NKE)1 Year Chart         NKE Nike Inc B 52 - $91.75 $6,669,000 70,967 0.37% -1,036,000 0 0.006    Textile - Apparel Foo...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 54 - $213.33 $6,238,000 27,106 0.34% 1,075,000 0 0.011    Property & Casualty I...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 66 - $68.30 $4,434,000 63,343 0.25% -154,000 0 0.004    Food - Major Diversified
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 70 - $508.17 $4,151,000 8,390 0.23% -266,000 0 0.001    Health Care Plans
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 73 - $457.95 $4,045,000 9,111 0.22% 314,000 0 0.002    Closed - End Fund - Debt
   (INTU)1 Year Chart         INTU Intuit Inc 74 - $606.99 $4,022,000 6,188 0.22% 154,000 0 0.002    Application Software
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 78 - $174.99 $3,472,000 23,007 0.19% 258,000 0 0    Search Engines & Info...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 82 - $187.02 $3,076,000 16,030 0.17% 191,000 0 0.013    Closed - End Fund - E...
   (FDX)1 Year Chart         FDX Fedex Corp 83 - $247.59 $3,015,000 10,405 0.17% 383,000 0 0.004    AirDelivery & Freight...
   (PAYX)1 Year Chart         PAYX Paychex Inc 84 - $124.23 $2,807,000 22,856 0.16% 85,000 0 0.006    Staffing & Outsourcin...
   (GPC)1 Year Chart         GPC Genuine Parts Co 86 - $145.22 $2,489,000 16,064 0.14% 264,000 0 0.011    Auto Parts Wholesale
   (BX)1 Year Chart         BX Blackstone Group LP 89 - $120.62 $2,217,000 16,873 0.12% 8,000 0 0.002    Asset Management
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 90 - $264.76 $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 - $246.60 $2,166,000 8,667 0.12% 150,000 0 0.004    Closed - End Fund - E...
   (AMGN)1 Year Chart         AMGN Amgen Inc 92 - $305.84 $2,136,000 7,514 0.12% -28,000 0 0.001    Biotechnology
   (TXN)1 Year Chart         TXN Texas Instruments Inc 94 - $199.18 $2,052,000 11,780 0.11% 44,000 0 0.001    Semiconductor- Broad...
   (AXP)1 Year Chart         AXP American Express Co 95 - $238.18 $2,049,000 8,998 0.11% 363,000 0 0.001    Credit Services
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 96 - $529.44 $1,976,000 3,777 0.11% 181,000 0 0    Closed - End Fund - E...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 98 - $584.05 $1,943,000 3,343 0.11% 169,000 0 0.001    Medical Laboratories ...
   (DHR)1 Year Chart         DHR Danaher Corp 99 - $262.78 $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 - $78.43 $1,922,000 24,800 0.11% 308,000 0 0.075    Closed - End Fund - E...
   (NUE)1 Year Chart         NUE Nucor Corp 101 - $171.27 $1,900,000 9,600 0.11% 229,000 0 0.003    Steel & Iron
   (T)1 Year Chart         T AT&T Corp 105 - $17.50 $1,767,000 100,386 0.1% 83,000 0 0.001    Long Distance Carriers
   (FB)1 Year Chart         FB Meta Platforms Inc 106 - $478.22 $1,650,000 3,398 0.09% 447,000 0 0    Internet Service Prov...
   (SYK)1 Year Chart         SYK Stryker Corp 109 - $335.54 $1,581,000 4,417 0.09% 258,000 0 0.001    Medical Instruments &...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 110 - $545.23 $1,516,000 2,892 0.08% 116,000 0 0    Closed - End Fund - E...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 111 - $166.36 $1,508,000 8,354 0.08% 277,000 0 0.001    Semiconductor- Broad...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 113 - $306.55 $1,486,000 5,123 0.08% 279,000 0 0.002    Diversified Computer ...
   (XLC)1 Year Chart         XLC Communication Services Sele... 114 - $82.95 $1,438,000 17,613 0.08% 158,000 0 0.001    N/A
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 115 - $275.32 $1,408,000 5,365 0.08% 202,000 0 0.002    Independent Oil & Gas
   (SNPS)1 Year Chart         SNPS Synopsys Inc 116 - $587.40 $1,317,000 2,304 0.07% 131,000 0 0.002    Technical & System So...
   (WCC)1 Year Chart         WCC WESCO International 117 - $191.18 $1,281,000 7,480 0.07% -20,000 0 0.015    Electronics Wholesale
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 119 - $253.07 $1,256,000 4,819 0.07% 91,000 0 0.009    Closed - End Fund - E...
   (BLK)1 Year Chart         BLK BlackRock Inc A 120 - $781.90 $1,241,000 1,488 0.07% 33,000 0 0.001    Investment Brokerage ...
   (MAS)1 Year Chart         MAS Masco Corp 121 - $69.10 $1,231,000 15,600 0.07% 186,000 0 0.006    Industrial Equipment ...
   (GM)1 Year Chart         GM General Motors Co 126 - $42.66 $1,053,000 23,210 0.06% 219,000 0 0.002    Auto Manufacturers
   (AVGO)1 Year Chart         AVGO Broadcom Limited 128 - $1,407.84 $891,000 672 0.05% 141,000 0 0    Semiconductor- Broad...
   (MAR)1 Year Chart         MAR Marriott International Inc 130 - $236.59 $864,000 3,423 0.05% 92,000 0 0.001    Lodging
   (LOW)1 Year Chart         LOW Lowes Companies Inc 132 - $215.21 $841,000 3,300 0.05% 107,000 0 0    Home Improvement Stores
   (TJX)1 Year Chart         TJX TJX Companies Inc 133 - $102.14 $836,000 8,241 0.05% 63,000 0 0.001    Discount, Variety Stores
   (HCA)1 Year Chart         HCA HCA Holdings Inc 134 - $318.70 $822,000 2,464 0.05% 155,000 0 0.001    Hospitals
   (DD)1 Year Chart         DD DuPont de Nemours Inc 135 - $81.12 $812,000 10,592 0.04% -3,000 0 0.001    Diversified Chemicals
   (CTAS)1 Year Chart         CTAS Cintas Corp 136 - $682.81 $800,000 1,164 0.04% 99,000 0 0.001    Business Services
   (WM)1 Year Chart         WM Waste Management Inc 137 - $208.81 $776,000 3,641 0.04% 124,000 0 0.001    Waste Management
   (NEM)1 Year Chart         NEM Newmont Mining Corp 138 - $41.98 $767,000 21,400 0.04% -119,000 0 0.003    Gold
   (PPG)1 Year Chart         PPG PPG Industries Inc 141 - $131.42 $755,000 5,209 0.04% -24,000 0 0    Conglomerates
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 142 - $141.54 $753,000 5,572 0.04% 69,000 0 0.003    Closed - End Fund - E...
   (CSL)1 Year Chart         CSL Carlisle Companies Inc 143 - $427.92 $745,000 1,900 0.04% 151,000 0 0.004    Rubber & Plastics
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 144 - $4.60 $736,000 15,505 0.04% 77,000 0 0.01    Closed - End Fund - Debt
   (ADSK)1 Year Chart         ADSK Autodesk Inc 145 - $214.89 $735,000 2,824 0.04% 47,000 0 0.001    Technical & System So...
   (IBKR)1 Year Chart         IBKR Interactive Brokers Group Inc 146 - $113.50 $681,000 6,100 0.04% 175,000 0 0.006    Investment Brokerage ...
   (MS)1 Year Chart         MS Morgan Stanley 147 - $98.97 $677,000 7,188 0.04% 7,000 0 0    Investment Brokerage ...
   (TGT)1 Year Chart         TGT Target Corp 148 - $145.23 $653,000 3,685 0.04% 128,000 0 0.001    Discount, Variety Stores
   (MCK)1 Year Chart         MCK McKesson Corp 149 - $531.10 $652,000 1,214 0.04% 90,000 0 0.001    Drugs Wholesale
   (XLF)1 Year Chart         XLF SPDR Financial Sector 150 - $41.61 $644,000 15,282 0.04% 69,000 0 0    Closed - End Fund - E...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 151 - $126.91 $640,000 4,860 0.04% 29,000 0 0.001    Railroads
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 152 - $228.79 $632,000 2,554 0.03% 9,000 0 0.001    Medical Instruments &...
   (CTO)1 Year Chart         CTO Cto Realty Growth Inc 154 - $17.45 $627,000 36,963 0.03% -14,000 0 0.197    Real Estate Development
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 155 - $223.25 $616,000 2,891 0.03% 7,000 0 0.001    Communication Equipment
   (DOV)1 Year Chart         DOV Dover Corp 157 - $184.18 $607,000 3,428 0.03% 80,000 0 0.002    Conglomerates
   (DVN)1 Year Chart         DVN Devon Energy Corp 158 - $48.15 $576,000 11,471 0.03% 56,000 0 0.002    Independent Oil & Gas
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 159 - $28.21 $569,000 19,500 0.03% 55,000 0 0.001    Independent Oil & Gas
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 160 - $144.42 $567,000 3,837 0.03% 44,000 0 0    Closed - End Fund - E...
   (NDAQ)1 Year Chart         NDAQ Nasdaq OMX Group Inc 161 - $62.23 $561,000 8,895 0.03% 44,000 0 0.002    Business Services
   (ESE)1 Year Chart         ESE ESCO Technologies Inc 162 - $109.82 $560,000 5,235 0.03% -53,000 0 0.02    Pollution and Treatme...
   (WTM)1 Year Chart         WTM White Mountains Insurance G... 164 - $1,730.13 $547,000 305 0.03% 88,000 0 0.01    Property & Casualty I...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 165 - $175.54 $529,000 2,875 0.03% 15,000 0 0    Closed - End Fund - E...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 167 - $337.92 $495,000 1,650 0.03% 93,000 0 0.001    Diversified Machinery
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 169 - $181.62 $478,000 2,620 0.03% 32,000 0 0.001    Closed - End Fund - Debt
   (NOW)1 Year Chart         NOW Servicenow, Inc. 171 - $738.51 $470,000 616 0.03% 35,000 0 0    Information Technolog...
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 172 - $79.83 $462,000 5,240 0.03% 48,000 0 0.001    Railroads
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 173 - $294.28 $451,000 1,450 0.02% 56,000 0 0.001    Technical & System So...
   (AWK)1 Year Chart         AWK American Water Works Compan... 174 - $128.23 $450,000 3,679 0.02% -36,000 0 0.002    Multi Utilities
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 175 - $346.03 $446,000 1,324 0.02% 45,000 0 0    Closed - End Fund - E...
   (ADI)1 Year Chart         ADI Analog Devices Inc 176 - $232.51 $433,000 2,188 0.02% -1,000 0 0    Semiconductor- Broad...
   (VIS)1 Year Chart         VIS Vanguard Industrials ETF 177 - $241.41 $431,000 1,767 0.02% 42,000 0 0.008    Closed - End Fund - E...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 178 - $160.00 $420,000 3,089 0.02% 99,000 0 0    Semiconductor - Integ...
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 181 - $98.23 $410,000 4,570 0.02% -2,000 0 0.001    Semiconductor - Speci...
   (LIN)1 Year Chart         LIN Linde Plc 182 - $435.57 $404,000 870 0.02% 47,000 0 0.002    N/A
   (AEE)1 Year Chart         AEE Ameren Corp 183 - $72.51 $404,000 5,465 0.02% 9,000 0 0.002    Multi Utilities
   (SJM)1 Year Chart         SJM JM Smucker Company 185 - $109.77 $390,000 3,099 0.02% -2,000 0 0.003    Processed & Packaged ...
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 187 - $205.83 $373,000 1,826 0.02% 24,000 0 0.005    Closed - End Fund - E...
   (DELL)1 Year Chart         DELL Dell Technologies Inc 188 - $160.18 $371,000 3,255 0.02% 122,000 0 0.001    N/A
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 189 - $21.35 $369,000 17,710 0.02% 14,000 0 0.004    Closed - End Fund - Debt
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 190 - $72.27 $357,000 4,930 0.02% 18,000 0 0    Investment Brokerage ...
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 191 - $264.18 $351,000 1,204 0.02% -23,000 0 0.001    Conglomerates
   (ATO)1 Year Chart         ATO Atmos Energy Corp 192 - $112.61 $348,000 2,925 0.02% 9,000 0 0.002    Gas Utilities
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 193 - $154.26 $346,000 2,139 0.02% 15,000 0 0.001    Domestic Money Center...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 195 - $100.53 $344,000 3,555 0.02% -15,000 0 0    Drug Manufacturers - ...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 196 - $43.02 $341,000 8,313 0.02% 7,000 0 0    Closed - End Fund - E...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 197 - $230.63 $339,000 1,833 0.02% 125,000 0 0.001    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 198 - $91.37 $338,000 3,577 0.02% 38,000 0 0    Closed - End Fund - E...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 199 - $456.95 $334,000 800 0.02% 8,000 0 0    Drug Manufacturers - ...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 200 - $440.97 $331,000 755 0.02% 44,000 0 0.001    Asset Management
   (PLD)1 Year Chart         PLD ProLogis Inc 201 - $104.75 $330,000 2,534 0.02% -8,000 0 0    REIT - Industrial
   (CMI)1 Year Chart         CMI Cummins Inc 202 - $284.91 $324,000 1,100 0.02% 60,000 0 0.001    Diversified Machinery
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 203 - $49.56 $319,000 6,359 0.02% 14,000 0 0    Closed - End Fund - F...

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