$754 Million is the total value of HYMAN CHARLES D's 146 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENB | New | ENBRIDGE INC | $6,524,000 | – | 155,937 | +100.0% | 0.86% | – |
| RF | New | REGIONS FINL CORP NEW | $466,000 | – | 32,071 | +100.0% | 0.06% | – |
| RTN | New | RAYTHEON CO | $251,000 | – | 1,646 | +100.0% | 0.03% | – |
| BAX | New | BAXTER INTL INC | $242,000 | – | 4,670 | +100.0% | 0.03% | – |
| GILD | New | GILEAD SCIENCES INC | $242,000 | – | 3,564 | +100.0% | 0.03% | – |
| AMP | New | AMERIPRISE FINL INC | $230,000 | – | 1,776 | +100.0% | 0.03% | – |
| TXN | New | TEXAS INSTRS INC | $218,000 | – | 2,705 | +100.0% | 0.03% | – |
| MTNB | New | MATINAS BIOPHARMA HLDGS INC | $221,000 | – | 79,800 | +100.0% | 0.03% | – |
| CVS | New | CVS HEALTH CORP | $219,000 | – | 2,787 | +100.0% | 0.03% | – |
| CMI | New | CUMMINS INC | $212,000 | – | 1,400 | +100.0% | 0.03% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $209,000 | – | 910 | +100.0% | 0.03% | – |
| HRS | New | HARRIS CORP DEL | $205,000 | – | 1,840 | +100.0% | 0.03% | – |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $204,000 | – | 2,263 | +100.0% | 0.03% | – |
| BLK | New | BLACKROCK INC | $203,000 | – | 530 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 7.5% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.8% |
| Microsoft Corporation | 42 | Q3 2023 | 5.9% |
| SPDR S&P MIDCAP 400 ETF TR | 42 | Q3 2023 | 3.0% |
| MCDONALDS CORP | 42 | Q3 2023 | 3.0% |
| APPLE INC | 42 | Q3 2023 | 5.9% |
| PEPSICO INC | 42 | Q3 2023 | 3.0% |
| CATERPILLAR INC DEL | 42 | Q3 2023 | 2.9% |
| Southern Company | 42 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.8% |
View HYMAN CHARLES D's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-06 |
| 4 | 2023-12-21 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-04 |
| 4 | 2023-02-06 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-02 |
View HYMAN CHARLES D's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.