$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NWBO | Exit | NORTHWEST BIOTHERAPEUTICS IN | $0 | – | -249,625 | -100.0% | -0.01% | – |
| EOG | Exit | EOG RES INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -10,900 | -100.0% | -0.03% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,708 | -100.0% | -0.03% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -1,331 | -100.0% | -0.04% | – |
| STJ | Exit | ST JUDE MED INC | $0 | – | -11,800 | -100.0% | -0.13% | – |
| OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -15,760 | -100.0% | -0.16% | – |
| SE | Exit | SPECTRA ENERGY CORP | $0 | – | -159,288 | -100.0% | -0.92% | – |
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.