$973 Million is the total value of HYMAN CHARLES D's 189 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 11.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b | $59,573,000 | -0.9% | 296,547 | +0.8% | 6.12% | -14.1% |
BA | Sell | BOEING CO | $39,625,000 | +14.5% | 103,888 | -3.1% | 4.07% | -0.7% |
JNJ | Buy | JOHNSON & JOHNSON | $39,074,000 | +9.6% | 279,517 | +1.2% | 4.02% | -5.0% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $27,180,000 | +16.7% | 78,690 | +2.2% | 2.79% | +1.1% |
MSFT | Buy | MICROSOFT CORP | $27,178,000 | +24.1% | 230,435 | +6.9% | 2.79% | +7.6% |
MCD | Sell | MCDONALDS CORP | $25,715,000 | +6.0% | 135,412 | -0.9% | 2.64% | -8.1% |
INTC | Buy | INTEL CORP | $25,253,000 | +18.7% | 470,256 | +3.7% | 2.60% | +2.9% |
CSX | Sell | CSX CORP | $22,650,000 | +19.0% | 302,733 | -1.2% | 2.33% | +3.1% |
FRPH | FRP HLDGS INC | $21,632,000 | +3.4% | 454,744 | 0.0% | 2.22% | -10.4% | |
PEP | Buy | PEPSICO INC | $21,327,000 | +12.3% | 174,026 | +1.2% | 2.19% | -2.7% |
SO | Buy | SOUTHERN CO | $20,737,000 | +23.9% | 401,261 | +5.3% | 2.13% | +7.4% |
MA | Buy | MASTERCARD INCcl a | $20,050,000 | +27.0% | 85,155 | +1.7% | 2.06% | +10.0% |
CAT | Buy | CATERPILLAR INC DEL | $19,936,000 | +7.4% | 147,138 | +0.8% | 2.05% | -6.9% |
DE | Buy | DEERE & CO | $19,503,000 | +8.2% | 122,017 | +1.0% | 2.00% | -6.2% |
MMM | Buy | 3M CO | $19,016,000 | +12.5% | 91,521 | +3.2% | 1.96% | -2.4% |
NSC | Buy | NORFOLK SOUTHERN CORP | $18,857,000 | +25.6% | 100,900 | +0.5% | 1.94% | +8.8% |
AAPL | Buy | APPLE INC | $18,093,000 | +23.1% | 95,249 | +2.2% | 1.86% | +6.7% |
VMC | Buy | VULCAN MATLS CO | $18,070,000 | +31.5% | 152,620 | +9.8% | 1.86% | +14.0% |
UTX | Buy | UNITED TECHNOLOGIES CORP | $17,998,000 | +23.9% | 139,642 | +2.4% | 1.85% | +7.4% |
PG | Buy | PROCTER AND GAMBLE CO | $17,464,000 | +17.5% | 167,847 | +3.8% | 1.80% | +1.8% |
EMR | Buy | EMERSON ELEC CO | $17,096,000 | +18.4% | 249,685 | +3.3% | 1.76% | +2.6% |
METPRA | Buy | Metlife Inc. Floating Ratepfd | $16,549,000 | +8.8% | 731,290 | +0.6% | 1.70% | -5.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $16,403,000 | +9.1% | 277,402 | +3.7% | 1.69% | -5.4% |
XOM | Buy | EXXON MOBIL CORP | $13,967,000 | +25.5% | 172,858 | +5.9% | 1.44% | +8.8% |
DUK | Buy | DUKE ENERGY CORP NEW | $13,782,000 | +7.9% | 153,134 | +3.4% | 1.42% | -6.5% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $13,552,000 | +89.6% | 96,046 | +52.8% | 1.39% | +64.3% |
CVX | Buy | CHEVRON CORP NEW | $12,832,000 | +18.5% | 104,172 | +4.6% | 1.32% | +2.6% |
JPM | Buy | JPMORGAN CHASE & CO | $12,764,000 | +18.6% | 126,086 | +14.4% | 1.31% | +2.8% |
ORCL | Buy | ORACLE CORP | $12,149,000 | +27.6% | 226,205 | +7.3% | 1.25% | +10.6% |
APD | Sell | AIR PRODS & CHEMS INC | $12,018,000 | +18.4% | 62,933 | -0.7% | 1.24% | +2.6% |
GSPRA | Buy | Goldman Sachs Group Floating Rpfd | $11,877,000 | +9.0% | 624,424 | +0.7% | 1.22% | -5.5% |
COP | Buy | CONOCOPHILLIPS | $11,604,000 | +12.0% | 173,867 | +4.6% | 1.19% | -2.9% |
PSX | Buy | PHILLIPS 66 | $9,704,000 | +12.9% | 101,967 | +2.2% | 1.00% | -2.2% |
GSPRJ | Buy | Goldman Sachs Grouppfd | $9,539,000 | +17.4% | 372,175 | +10.9% | 0.98% | +1.9% |
LMT | Buy | LOCKHEED MARTIN CORP | $9,443,000 | +16.4% | 31,460 | +1.5% | 0.97% | +0.9% |
MO | Sell | ALTRIA GROUP INC | $9,203,000 | +15.7% | 160,244 | -0.5% | 0.95% | +0.2% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $9,109,000 | -5.0% | 190,915 | +3.5% | 0.94% | -17.7% |
KO | Buy | COCA COLA CO | $9,008,000 | +14.0% | 192,226 | +15.2% | 0.93% | -1.2% |
ANAT | Sell | AMERICAN NATL INS CO | $8,754,000 | -5.3% | 72,453 | -0.2% | 0.90% | -17.9% |
PYPL | Buy | PAYPAL HLDGS INC | $8,756,000 | +28.7% | 84,319 | +4.2% | 0.90% | +11.5% |
CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $8,688,000 | +4.5% | 53,760 | +3.4% | 0.89% | -9.4% |
SBUX | Buy | STARBUCKS CORP | $8,327,000 | +23.6% | 112,013 | +7.1% | 0.86% | +7.1% |
PM | Sell | PHILIP MORRIS INTL INC | $7,628,000 | +31.4% | 86,304 | -0.8% | 0.78% | +13.8% |
BBT | Buy | BB&T CORP | $6,960,000 | +7.9% | 149,585 | +0.5% | 0.72% | -6.5% |
WFC | Sell | WELLS FARGO CO NEW | $6,257,000 | -11.8% | 129,482 | -15.9% | 0.64% | -23.5% |
HD | Buy | HOME DEPOT INC | $6,039,000 | +12.7% | 31,473 | +0.9% | 0.62% | -2.4% |
HEI | Sell | HEICO CORP NEW | $5,960,000 | +22.0% | 62,823 | -0.4% | 0.61% | +5.9% |
MSPRA | Buy | Morgan Stanley Floating Ratepfd | $5,713,000 | +4.3% | 295,255 | +2.2% | 0.59% | -9.6% |
F | Sell | FORD MTR CO DEL | $5,519,000 | +10.0% | 628,539 | -4.2% | 0.57% | -4.7% |
PFE | Buy | PFIZER INC | $5,429,000 | +13.8% | 127,838 | +16.9% | 0.56% | -1.4% |
NOC | Buy | NORTHROP GRUMMAN CORP | $5,261,000 | +22.4% | 19,515 | +11.2% | 0.54% | +6.1% |
HON | Buy | HONEYWELL INTL INC | $5,212,000 | +28.4% | 32,799 | +6.8% | 0.54% | +11.4% |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $5,200,000 | -8.6% | 82,180 | -1.3% | 0.54% | -20.7% |
ENB | Sell | ENBRIDGE INC | $4,840,000 | +14.1% | 133,493 | -2.2% | 0.50% | -1.0% |
TRV | TRAVELERS COMPANIES INC | $4,834,000 | +14.5% | 35,241 | 0.0% | 0.50% | -0.6% | |
NKE | NIKE INCcl b | $4,770,000 | +13.6% | 56,642 | 0.0% | 0.49% | -1.6% | |
MSPRI | Sell | Morgan Stanleypfd | $4,431,000 | +4.3% | 166,065 | -1.3% | 0.46% | -9.7% |
DIS | Buy | DISNEY WALT CO | $4,376,000 | +7.5% | 39,411 | +6.2% | 0.45% | -6.8% |
ANTM | ANTHEM INC | $3,982,000 | +9.3% | 13,875 | 0.0% | 0.41% | -5.3% | |
VOO | Sell | VANGUARD INDEX FDS | $3,941,000 | +10.9% | 15,185 | -1.8% | 0.40% | -3.8% |
ABT | Buy | ABBOTT LABS | $3,854,000 | +35.7% | 48,214 | +22.8% | 0.40% | +17.5% |
APU | Sell | AMERIGAS PARTNERS L Punit | $3,788,000 | +21.0% | 122,716 | -0.8% | 0.39% | +4.9% |
T | Buy | AT&T INC | $3,661,000 | +25.2% | 116,726 | +14.0% | 0.38% | +8.4% |
HE | Sell | HAWAIIAN ELEC INDUSTRIES | $3,531,000 | +8.7% | 86,619 | -2.3% | 0.36% | -5.7% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $3,435,000 | +50.2% | 68,810 | +20.4% | 0.35% | +30.3% |
WY | Buy | WEYERHAEUSER CO | $3,386,000 | +23.7% | 128,554 | +2.6% | 0.35% | +7.1% |
CL | Sell | COLGATE PALMOLIVE CO | $3,341,000 | +8.4% | 48,741 | -5.9% | 0.34% | -6.3% |
GLD | Sell | SPDR GOLD TRUSTgold | $3,081,000 | -0.6% | 25,254 | -1.2% | 0.32% | -13.9% |
PATI | Buy | PATRIOT TRANSN HLDG INC | $2,958,000 | +0.4% | 157,367 | +4.1% | 0.30% | -12.9% |
DEO | DIAGEO P L Cspon | $2,844,000 | +15.4% | 17,381 | 0.0% | 0.29% | 0.0% | |
CI | Sell | CIGNA CORP NEW | $2,624,000 | -17.2% | 16,315 | -2.2% | 0.27% | -28.2% |
MRK | Buy | MERCK & CO INC | $2,590,000 | +64.5% | 31,146 | +51.2% | 0.27% | +42.2% |
ITW | ILLINOIS TOOL WKS INC | $2,489,000 | +13.3% | 17,341 | 0.0% | 0.26% | -1.9% | |
BBTPRDCL | Sell | BB&T Corppfd | $2,477,000 | +2.6% | 98,430 | -0.3% | 0.26% | -10.8% |
EWA | Sell | ISHARES INCmsci | $2,424,000 | +7.9% | 112,631 | -3.5% | 0.25% | -6.4% |
DWDP | Buy | DOWDUPONT INC | $2,388,000 | +26.8% | 44,793 | +27.2% | 0.24% | +9.9% |
VBR | Sell | VANGUARD INDEX FDSsm cp | $2,278,000 | +12.6% | 17,695 | -0.2% | 0.23% | -2.5% |
ABBV | Buy | ABBVIE INC | $2,106,000 | +8.1% | 26,135 | +23.7% | 0.22% | -6.5% |
GS | Buy | GOLDMAN SACHS GROUP INC | $2,093,000 | +63.8% | 10,900 | +42.5% | 0.22% | +41.4% |
WMT | Buy | WALMART INC | $1,957,000 | +10.9% | 20,061 | +5.9% | 0.20% | -3.8% |
AMZN | Buy | AMAZON COM INC | $1,945,000 | +20.2% | 1,092 | +1.4% | 0.20% | +4.2% |
GE | Buy | GENERAL ELECTRIC CO | $1,902,000 | +35.0% | 190,377 | +2.3% | 0.20% | +17.4% |
BAC | Buy | BANK AMER CORP | $1,856,000 | +15.6% | 67,283 | +3.3% | 0.19% | +0.5% |
KMI | Sell | KINDER MORGAN INC DEL | $1,768,000 | +14.7% | 88,356 | -11.9% | 0.18% | -0.5% |
EFG | Sell | ISHARES TReafe | $1,673,000 | +9.6% | 25,794 | -0.7% | 0.17% | -5.0% |
V | VISA INC | $1,648,000 | +18.4% | 10,550 | 0.0% | 0.17% | +2.4% | |
VO | VANGUARD INDEX FDSmid cap etf | $1,586,000 | +16.4% | 9,865 | 0.0% | 0.16% | +0.6% | |
GIS | Buy | GENERAL MLS INC | $1,576,000 | +46.7% | 30,458 | +10.4% | 0.16% | +27.6% |
AXP | Buy | AMERICAN EXPRESS CO | $1,431,000 | +29.3% | 13,089 | +12.7% | 0.15% | +12.2% |
GPC | Buy | GENUINE PARTS CO | $1,355,000 | +18.1% | 12,095 | +1.3% | 0.14% | +2.2% |
MSPRK | Buy | Morgan Stanleypfd | $1,342,000 | +16.4% | 52,500 | +10.5% | 0.14% | +0.7% |
INTU | Buy | INTUIT | $1,346,000 | +48.7% | 5,148 | +12.0% | 0.14% | +29.0% |
CSCO | Buy | CISCO SYS INC | $1,265,000 | +269.9% | 23,437 | +197.2% | 0.13% | +217.1% |
SYK | Buy | STRYKER CORP | $1,252,000 | +46.4% | 6,341 | +16.3% | 0.13% | +27.7% |
LLY | Buy | LILLY ELI & CO | $1,229,000 | +116.8% | 9,475 | +93.4% | 0.13% | +88.1% |
SYY | Sell | SYSCO CORP | $1,189,000 | +1.0% | 17,806 | -5.2% | 0.12% | -12.9% |
SLB | Buy | SCHLUMBERGER LTD | $1,083,000 | +37.3% | 24,865 | +13.7% | 0.11% | +18.1% |
GOOG | Sell | ALPHABET INCcap stk cl c | $1,048,000 | +10.7% | 893 | -2.3% | 0.11% | -3.6% |
FB | Buy | FACEBOOK INCcl a | $969,000 | +65.1% | 5,811 | +29.7% | 0.10% | +42.9% |
OXY | Sell | OCCIDENTAL PETE CORP | $973,000 | +3.2% | 14,695 | -4.3% | 0.10% | -10.7% |
KHC | Buy | KRAFT HEINZ CO | $902,000 | -2.9% | 27,617 | +27.9% | 0.09% | -15.5% |
FLO | Buy | FLOWERS FOODS INC | $895,000 | +44.6% | 41,966 | +25.2% | 0.09% | +26.0% |
RTN | Buy | RAYTHEON CO | $854,000 | +92.8% | 4,690 | +62.3% | 0.09% | +66.0% |
GOOGL | ALPHABET INCcap stk cl a | $858,000 | +12.6% | 729 | 0.0% | 0.09% | -2.2% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $839,000 | +19.3% | 4,670 | 0.0% | 0.09% | +3.6% | |
IVV | Sell | ISHARES TRcore | $799,000 | +12.2% | 2,809 | -0.7% | 0.08% | -2.4% |
FDX | Buy | FEDEX CORP | $802,000 | +23.6% | 4,422 | +9.9% | 0.08% | +6.5% |
COST | COSTCO WHSL CORP NEW | $787,000 | +18.9% | 3,249 | 0.0% | 0.08% | +2.5% | |
CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $775,000 | -2.5% | 62,480 | -1.4% | 0.08% | -14.9% |
AEP | AMERICAN ELEC PWR CO INC | $782,000 | +12.0% | 9,340 | 0.0% | 0.08% | -3.6% | |
GD | Buy | GENERAL DYNAMICS CORP | $770,000 | +25.6% | 4,550 | +16.7% | 0.08% | +8.2% |
JWN | Sell | NORDSTROM INC | $754,000 | -4.9% | 16,992 | -0.1% | 0.08% | -17.0% |
SSO | PROSHARES TR | $730,000 | +27.0% | 6,200 | 0.0% | 0.08% | +10.3% | |
PPG | Buy | PPG INDS INC | $683,000 | +59.2% | 6,050 | +44.0% | 0.07% | +37.3% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $664,000 | +125.1% | 4,157 | +84.6% | 0.07% | +94.3% |
AMGN | New | AMGEN INC | $664,000 | – | 3,496 | +100.0% | 0.07% | – |
SWK | Buy | STANLEY BLACK & DECKER INC | $639,000 | +31.2% | 4,695 | +15.4% | 0.07% | +13.8% |
BDX | Sell | BECTON DICKINSON & CO | $613,000 | -8.4% | 2,454 | -17.4% | 0.06% | -20.3% |
VYM | New | VANGUARD WHITEHALL FDS INChigh | $615,000 | – | 7,183 | +100.0% | 0.06% | – |
NEE | NEXTERA ENERGY INC | $600,000 | +11.3% | 3,103 | 0.0% | 0.06% | -3.1% | |
IAC | Sell | IAC INTERACTIVECORP | $567,000 | +3.3% | 2,700 | -10.0% | 0.06% | -10.8% |
LOW | Buy | LOWES COS INC | $559,000 | +36.0% | 5,102 | +14.5% | 0.06% | +16.3% |
D | Buy | DOMINION ENERGY INC | $548,000 | +29.6% | 7,152 | +20.9% | 0.06% | +12.0% |
ADSK | New | AUTODESK INC | $544,000 | – | 3,494 | +100.0% | 0.06% | – |
ED | Buy | CONSOLIDATED EDISON INC | $536,000 | +140.4% | 6,321 | +116.4% | 0.06% | +111.5% |
CHD | CHURCH & DWIGHT INC | $506,000 | +8.4% | 7,100 | 0.0% | 0.05% | -5.5% | |
EEM | ISHARES TRmsci | $505,000 | +9.8% | 11,775 | 0.0% | 0.05% | -5.5% | |
NEM | NEWMONT MNG CORP | $501,000 | +3.3% | 14,000 | 0.0% | 0.05% | -12.1% | |
CNI | CANADIAN NATL RY CO | $497,000 | +20.9% | 5,550 | 0.0% | 0.05% | +4.1% | |
EPD | ENTERPRISE PRODS PARTNERS L | $496,000 | +18.4% | 17,029 | 0.0% | 0.05% | +2.0% | |
CRM | SALESFORCE COM INC | $472,000 | +15.7% | 2,980 | 0.0% | 0.05% | +2.1% | |
QCOM | Buy | QUALCOMM INC | $462,000 | +3.4% | 8,102 | +3.2% | 0.05% | -11.3% |
REG | REGENCY CTRS CORP | $444,000 | +15.0% | 6,572 | 0.0% | 0.05% | 0.0% | |
UPS | Sell | UNITED PARCEL SERVICE INCcl b | $436,000 | +10.7% | 3,904 | -3.5% | 0.04% | -4.3% |
TR | New | TOOTSIE ROLL INDS INC | $439,000 | – | 11,785 | +100.0% | 0.04% | – |
PXD | PIONEER NAT RES CO | $442,000 | +16.0% | 2,900 | 0.0% | 0.04% | 0.0% | |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $439,000 | +29.5% | 1,555 | +14.8% | 0.04% | +12.5% |
FCX | FREEPORT-MCMORAN INCcl b | $424,000 | +25.1% | 32,908 | 0.0% | 0.04% | +10.0% | |
YUM | YUM BRANDS INC | $409,000 | +8.8% | 4,093 | 0.0% | 0.04% | -6.7% | |
BAX | Buy | BAXTER INTL INC | $392,000 | +36.1% | 4,820 | +10.3% | 0.04% | +17.6% |
PAYX | Buy | PAYCHEX INC | $377,000 | +54.5% | 4,695 | +25.4% | 0.04% | +34.5% |
IBKR | INTERACTIVE BROKERS GROUP IN | $371,000 | -5.1% | 7,158 | 0.0% | 0.04% | -17.4% | |
AFL | Buy | AFLAC INC | $371,000 | +15.9% | 7,420 | +5.7% | 0.04% | 0.0% |
VLY | VALLEY NATL BANCORP | $363,000 | +7.7% | 37,934 | 0.0% | 0.04% | -7.5% | |
ESE | New | ESCO TECHNOLOGIES INC | $328,000 | – | 4,900 | +100.0% | 0.03% | – |
TXN | TEXAS INSTRS INC | $334,000 | +12.1% | 3,150 | 0.0% | 0.03% | -2.9% | |
UN | UNILEVER N V | $318,000 | +8.5% | 5,450 | 0.0% | 0.03% | -5.7% | |
HCA | Buy | HCA HEALTHCARE INC | $318,000 | +27.7% | 2,440 | +22.0% | 0.03% | +10.0% |
LUMN | Buy | CENTURYLINK INC | $308,000 | -16.1% | 25,686 | +5.9% | 0.03% | -27.3% |
KMB | New | KIMBERLY CLARK CORP | $311,000 | – | 2,510 | +100.0% | 0.03% | – |
ETN | New | EATON CORP PLC | $299,000 | – | 3,710 | +100.0% | 0.03% | – |
RF | Buy | REGIONS FINL CORP NEW | $303,000 | +8.6% | 21,386 | +2.4% | 0.03% | -6.1% |
DTE | New | DTE ENERGY CO | $306,000 | – | 2,450 | +100.0% | 0.03% | – |
ATO | ATMOS ENERGY CORP | $304,000 | +10.9% | 2,950 | 0.0% | 0.03% | -3.1% | |
GILD | Buy | GILEAD SCIENCES INC | $300,000 | +15.4% | 4,614 | +10.8% | 0.03% | 0.0% |
NVS | NOVARTIS A Gsponsored adr | $287,000 | +12.1% | 2,984 | 0.0% | 0.03% | 0.0% | |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $287,000 | +11.2% | 2,887 | +0.3% | 0.03% | -3.2% |
VIG | Sell | VANGUARD GROUPdiv app etf | $290,000 | +11.5% | 2,641 | -0.7% | 0.03% | -3.2% |
DELL | New | DELL TECHNOLOGIES INCcl c | $285,000 | – | 4,860 | +100.0% | 0.03% | – |
HRS | HARRIS CORP DEL | $285,000 | +18.8% | 1,786 | 0.0% | 0.03% | +3.6% | |
FLS | New | FLOWSERVE CORP | $284,000 | – | 6,300 | +100.0% | 0.03% | – |
SJM | SMUCKER J M CO | $285,000 | +24.5% | 2,450 | 0.0% | 0.03% | +7.4% | |
NFLX | NETFLIX INC | $269,000 | +33.2% | 755 | 0.0% | 0.03% | +16.7% | |
IYZ | ISHARES TR | $271,000 | +12.9% | 9,100 | 0.0% | 0.03% | 0.0% | |
ROK | ROCKWELL AUTOMATION INC | $264,000 | +16.8% | 1,504 | 0.0% | 0.03% | 0.0% | |
ADBE | ADOBE INC | $257,000 | +17.9% | 965 | 0.0% | 0.03% | 0.0% | |
PFF | Sell | ISHARES TRpfd and incm sec | $241,000 | +6.2% | 6,595 | -0.8% | 0.02% | -7.4% |
CSL | CARLISLE COS INC | $245,000 | +21.9% | 2,000 | 0.0% | 0.02% | +4.2% | |
RDSA | ROYAL DUTCH SHELL PLCspons | $242,000 | +7.6% | 3,863 | 0.0% | 0.02% | -7.4% | |
TGT | New | TARGET CORP | $239,000 | – | 2,975 | +100.0% | 0.02% | – |
ADI | New | ANALOG DEVICES INC | $242,000 | – | 2,302 | +100.0% | 0.02% | – |
GSPRBCL | Goldman Sachs Grouppfd | $233,000 | +6.9% | 8,545 | 0.0% | 0.02% | -7.7% | |
VB | VANGUARD INDEX FDSsmall | $237,000 | +15.6% | 1,550 | 0.0% | 0.02% | 0.0% | |
FBNC | FIRST BANCORP N C | $221,000 | +6.8% | 6,349 | 0.0% | 0.02% | -8.0% | |
EXPE | EXPEDIA GROUP INC | $214,000 | +5.4% | 1,800 | 0.0% | 0.02% | -8.3% | |
TMO | New | THERMO FISHER SCIENTIFIC INC | $201,000 | – | 735 | +100.0% | 0.02% | – |
AMP | New | AMERIPRISE FINL INC | $208,000 | – | 1,626 | +100.0% | 0.02% | – |
MDT | New | Medtronic Inc. | $206,000 | – | 2,265 | +100.0% | 0.02% | – |
STI | New | SUNTRUST BKS INC | $204,000 | – | 3,443 | +100.0% | 0.02% | – |
AMLP | Buy | ALPS ETF TRalerian mlp | $201,000 | +77.9% | 20,000 | +53.8% | 0.02% | +61.5% |
ARCC | ARES CAP CORP | $180,000 | +9.8% | 10,510 | 0.0% | 0.02% | 0.0% | |
GEOS | New | GEOSPACE TECHNOLOGIES CORP | $170,000 | – | 13,100 | +100.0% | 0.02% | – |
CHI | CALAMOS CONV OPP AND INC FDsh ben int | $167,000 | +14.4% | 16,500 | 0.0% | 0.02% | 0.0% | |
GIFI | New | GULF ISLAND FABRICATION INC | $108,000 | – | 11,800 | +100.0% | 0.01% | – |
MTNB | MATINAS BIOPHARMA HLDGS INC | $87,000 | +85.1% | 79,800 | 0.0% | 0.01% | +50.0% | |
NCV | ALLIANZGI CONV INCOME FD | $69,000 | +25.5% | 10,600 | 0.0% | 0.01% | 0.0% | |
CHK | CHESAPEAKE ENERGY CORP | $62,000 | +47.6% | 20,000 | 0.0% | 0.01% | +20.0% | |
LEE | New | LEE ENTERPRISES INC | $62,000 | – | 18,650 | +100.0% | 0.01% | – |
SMRTQ | STEIN MART INC | $38,000 | -7.3% | 38,500 | 0.0% | 0.00% | -20.0% | |
BLK | Exit | BLACKROCK INC | $0 | – | -545 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-13
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 | 2024-02-06 |
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 |
13F-HR | 2022-05-09 |
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.