$956 Million is the total value of HYMAN CHARLES D's 188 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 6.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $63,550,000 | -1.8% | 305,500 | +0.6% | 6.65% | -1.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $35,792,000 | -8.3% | 276,642 | -1.3% | 3.74% | -8.1% |
| MSFT | Buy | MICROSOFT CORP | $32,500,000 | +3.9% | 233,761 | +0.1% | 3.40% | +4.1% |
| MCD | Sell | MCDONALDS CORP | $29,004,000 | +2.9% | 135,083 | -0.4% | 3.03% | +3.2% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $27,861,000 | +0.1% | 79,045 | +0.7% | 2.91% | +0.3% |
| SO | Sell | SOUTHERN CO | $24,723,000 | +11.1% | 400,241 | -0.6% | 2.58% | +11.3% |
| INTC | Sell | INTEL CORP | $24,297,000 | +7.6% | 471,521 | -0.1% | 2.54% | +7.8% |
| PEP | Sell | PEPSICO INC | $23,670,000 | +3.8% | 172,651 | -0.8% | 2.48% | +4.0% |
| VMC | Sell | VULCAN MATLS CO | $23,603,000 | +9.8% | 156,066 | -0.3% | 2.47% | +10.0% |
| MA | Buy | MASTERCARD INCcl a | $23,231,000 | +3.1% | 85,545 | +0.4% | 2.43% | +3.3% |
| AAPL | Buy | APPLE INC | $22,093,000 | +13.3% | 98,645 | +0.2% | 2.31% | +13.6% |
| FRPH | FRP HLDGS INC | $21,789,000 | -13.9% | 453,744 | 0.0% | 2.28% | -13.7% | |
| CSX | Sell | CSX CORP | $20,764,000 | -10.7% | 299,753 | -0.2% | 2.17% | -10.5% |
| PG | Sell | PROCTER & GAMBLE CO | $20,618,000 | +12.1% | 165,767 | -1.1% | 2.16% | +12.4% |
| DE | Sell | DEERE & CO | $20,363,000 | +1.3% | 120,717 | -0.5% | 2.13% | +1.5% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $18,574,000 | +2.5% | 136,052 | -2.3% | 1.94% | +2.6% |
| CAT | Sell | CATERPILLAR INC DEL | $18,478,000 | -8.3% | 146,288 | -1.0% | 1.93% | -8.1% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $17,827,000 | -11.4% | 99,225 | -1.7% | 1.86% | -11.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $17,691,000 | +1959.5% | 61,404 | +1789.9% | 1.85% | +1955.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $16,682,000 | +4.7% | 276,377 | -0.9% | 1.74% | +5.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $16,560,000 | +43.7% | 42,455 | +33.9% | 1.73% | +44.0% |
| EMR | Sell | EMERSON ELEC CO | $16,453,000 | -1.1% | 246,080 | -1.3% | 1.72% | -0.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $15,418,000 | +7.2% | 131,006 | +1.9% | 1.61% | +7.5% |
| PSX | Buy | PHILLIPS 66 | $15,195,000 | +59.5% | 148,388 | +45.7% | 1.59% | +59.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $14,773,000 | +5.6% | 101,588 | +0.1% | 1.54% | +5.8% |
| MMM | Sell | 3M CO | $14,755,000 | -6.8% | 89,749 | -1.8% | 1.54% | -6.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $14,669,000 | +8.0% | 153,030 | -0.6% | 1.53% | +8.2% |
| APD | Sell | AIR PRODS & CHEMS INC | $13,888,000 | -2.5% | 62,598 | -0.5% | 1.45% | -2.3% |
| ORCL | Sell | ORACLE CORP | $12,512,000 | -3.4% | 227,370 | -0.0% | 1.31% | -3.3% |
| CVX | Sell | CHEVRON CORP NEW | $12,347,000 | -5.1% | 104,110 | -0.4% | 1.29% | -4.9% |
| XOM | Sell | EXXON MOBIL CORP | $11,962,000 | -9.1% | 169,416 | -1.3% | 1.25% | -8.9% |
| KO | Buy | COCA COLA CO | $11,303,000 | +11.8% | 207,622 | +4.6% | 1.18% | +12.0% |
| BA | Sell | BOEING CO | $9,871,000 | -73.2% | 25,943 | -74.4% | 1.03% | -73.1% |
| SBUX | Sell | STARBUCKS CORP | $9,842,000 | +5.0% | 111,308 | -0.5% | 1.03% | +5.2% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $9,607,000 | +10.8% | 189,445 | -0.9% | 1.00% | +11.2% |
| COP | Sell | CONOCOPHILLIPS | $9,609,000 | -8.0% | 168,638 | -1.5% | 1.00% | -7.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $8,800,000 | -9.4% | 84,954 | +0.1% | 0.92% | -9.2% |
| ANAT | Sell | AMERICAN NATL INS CO | $8,742,000 | +5.5% | 70,653 | -0.7% | 0.91% | +5.7% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $8,358,000 | -7.7% | 51,385 | -3.2% | 0.87% | -7.5% |
| HEI | HEICO CORP NEW | $7,799,000 | -6.7% | 62,448 | 0.0% | 0.82% | -6.4% | |
| BBT | Sell | BB&T CORP | $7,807,000 | +7.8% | 146,285 | -0.8% | 0.82% | +7.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $7,295,000 | +15.1% | 19,465 | -0.8% | 0.76% | +15.4% |
| HD | Sell | HOME DEPOT INC | $7,219,000 | +8.5% | 31,114 | -2.7% | 0.76% | +8.8% |
| MO | Sell | ALTRIA GROUP INC | $6,333,000 | -14.8% | 154,836 | -1.3% | 0.66% | -14.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $6,241,000 | -6.7% | 82,189 | -3.5% | 0.65% | -6.4% |
| WFC | Sell | WELLS FARGO CO NEW | $6,048,000 | +2.7% | 119,910 | -3.7% | 0.63% | +2.8% |
| HON | HONEYWELL INTL INC | $5,550,000 | -3.1% | 32,799 | 0.0% | 0.58% | -2.8% | |
| F | Sell | FORD MTR CO DEL | $5,511,000 | -12.6% | 601,639 | -2.4% | 0.58% | -12.5% |
| TRV | TRAVELERS COMPANIES INC | $5,360,000 | -0.6% | 36,047 | 0.0% | 0.56% | -0.2% | |
| NKE | NIKE INCcl b | $5,301,000 | +11.9% | 56,442 | 0.0% | 0.55% | +12.1% | |
| DIS | Sell | DISNEY WALT CO | $5,244,000 | -7.1% | 40,241 | -0.5% | 0.55% | -7.0% |
| ENB | Sell | ENBRIDGE INC | $4,620,000 | -3.1% | 131,712 | -0.3% | 0.48% | -2.8% |
| PFE | Sell | PFIZER INC | $4,540,000 | -18.5% | 126,345 | -1.7% | 0.48% | -18.2% |
| T | Sell | AT&T INC | $4,441,000 | +12.1% | 117,359 | -0.8% | 0.46% | +12.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $4,093,000 | -5.5% | 74,000 | -6.6% | 0.43% | -5.3% |
| VOO | Sell | VANGUARD INDEX FDS | $4,083,000 | -0.4% | 14,976 | -1.7% | 0.43% | -0.2% |
| ABT | ABBOTT LABS | $4,043,000 | -0.5% | 48,322 | 0.0% | 0.42% | -0.2% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $3,939,000 | +4.7% | 86,369 | 0.0% | 0.41% | +5.1% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,843,000 | +2.6% | 69,465 | -0.0% | 0.40% | +2.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $3,528,000 | +1.8% | 47,997 | -0.7% | 0.37% | +1.9% |
| WY | Sell | WEYERHAEUSER CO | $3,485,000 | +4.2% | 125,809 | -1.0% | 0.36% | +4.3% |
| GLD | Sell | SPDR GOLD TRUST | $3,397,000 | +3.6% | 24,459 | -0.6% | 0.36% | +3.8% |
| ANTM | ANTHEM INC | $3,331,000 | -14.9% | 13,875 | 0.0% | 0.35% | -14.9% | |
| PATI | PATRIOT TRANSN HLDG INC | $2,990,000 | +11.9% | 157,367 | 0.0% | 0.31% | +12.2% | |
| DEO | Buy | DIAGEO P L Cspon adr new | $2,984,000 | -0.5% | 18,246 | +4.9% | 0.31% | -0.3% |
| UGI | New | UGI CORP NEW | $2,740,000 | – | 54,512 | +100.0% | 0.29% | – |
| ITW | Sell | ILLINOIS TOOL WKS INC | $2,675,000 | +2.3% | 17,091 | -1.4% | 0.28% | +2.6% |
| MRK | Buy | MERCK & CO INC | $2,633,000 | +0.4% | 31,276 | +0.0% | 0.28% | +0.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,570,000 | +3.8% | 12,400 | +2.5% | 0.27% | +4.3% |
| EWA | Sell | ISHARES INCmsci aust etf | $2,427,000 | -2.1% | 109,066 | -0.8% | 0.25% | -1.9% |
| WMT | Sell | WALMART INC | $2,375,000 | +7.1% | 20,016 | -0.2% | 0.25% | +7.4% |
| CI | Sell | CIGNA CORP NEW | $2,293,000 | -6.5% | 15,104 | -3.0% | 0.24% | -6.2% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,216,000 | -4.1% | 17,195 | -2.8% | 0.23% | -3.7% |
| ABBV | ABBVIE INC | $2,030,000 | +4.1% | 26,810 | 0.0% | 0.21% | +4.4% | |
| BAC | Sell | BANK AMER CORP | $1,956,000 | -1.4% | 67,069 | -1.9% | 0.20% | -1.0% |
| V | VISA INC | $1,823,000 | -0.9% | 10,600 | 0.0% | 0.19% | -0.5% | |
| AMZN | Sell | AMAZON COM INC | $1,800,000 | -9.2% | 1,037 | -1.0% | 0.19% | -9.2% |
| GIS | Buy | GENERAL MLS INC | $1,800,000 | +5.0% | 32,661 | +0.0% | 0.19% | +5.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $1,767,000 | -2.2% | 85,738 | -0.8% | 0.18% | -1.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,668,000 | +1.2% | 9,955 | +0.9% | 0.17% | +1.2% |
| AXP | AMERICAN EXPRESS CO | $1,548,000 | -4.2% | 13,089 | 0.0% | 0.16% | -4.1% | |
| GE | Sell | GENERAL ELECTRIC CO | $1,475,000 | -22.1% | 164,954 | -8.5% | 0.15% | -22.2% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,467,000 | -16.3% | 22,501 | -15.6% | 0.15% | -16.4% |
| INTU | INTUIT | $1,449,000 | +1.8% | 5,448 | 0.0% | 0.15% | +2.0% | |
| SYY | SYSCO CORP | $1,417,000 | +12.3% | 17,846 | 0.0% | 0.15% | +12.1% | |
| SYK | STRYKER CORP | $1,376,000 | +5.2% | 6,361 | 0.0% | 0.14% | +5.9% | |
| CSCO | Sell | CISCO SYS INC | $1,207,000 | -10.1% | 24,431 | -0.4% | 0.13% | -10.0% |
| GPC | GENUINE PARTS CO | $1,202,000 | -3.8% | 12,070 | 0.0% | 0.13% | -3.1% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,121,000 | +12.3% | 920 | -0.3% | 0.12% | +12.5% |
| LLY | LILLY ELI & CO | $1,071,000 | +0.9% | 9,575 | 0.0% | 0.11% | +0.9% | |
| DD | Sell | DUPONT DE NEMOURS INC | $1,050,000 | -6.2% | 14,719 | -1.3% | 0.11% | -6.0% |
| FB | Sell | FACEBOOK INCcl a | $999,000 | -11.7% | 5,611 | -4.3% | 0.10% | -11.9% |
| FLO | Sell | FLOWERS FOODS INC | $990,000 | -1.6% | 42,816 | -0.9% | 0.10% | -1.0% |
| GOOGL | ALPHABET INCcap stk cl a | $939,000 | +12.7% | 769 | 0.0% | 0.10% | +12.6% | |
| RTN | Sell | RAYTHEON CO | $881,000 | +8.1% | 4,490 | -4.3% | 0.09% | +8.2% |
| AEP | AMERICAN ELEC PWR CO INC | $875,000 | +6.4% | 9,340 | 0.0% | 0.09% | +7.0% | |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $866,000 | +4.8% | 61,090 | -2.2% | 0.09% | +5.8% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $850,000 | -2.3% | 4,670 | 0.0% | 0.09% | -2.2% | |
| GD | GENERAL DYNAMICS CORP | $850,000 | +0.6% | 4,650 | 0.0% | 0.09% | +1.1% | |
| IVV | ISHARES TRcore s&p500 etf | $839,000 | +1.3% | 2,809 | 0.0% | 0.09% | +2.3% | |
| SLB | Sell | SCHLUMBERGER LTD | $804,000 | -17.9% | 23,540 | -4.4% | 0.08% | -17.6% |
| SSO | PROSHARES TR | $796,000 | +1.9% | 6,200 | 0.0% | 0.08% | +2.5% | |
| PPG | PPG INDS INC | $741,000 | +1.6% | 6,250 | 0.0% | 0.08% | +1.3% | |
| AMGN | Sell | AMGEN INC | $714,000 | +4.4% | 3,689 | -0.6% | 0.08% | +5.6% |
| ADP | AUTOMATIC DATA PROCESSING IN | $703,000 | -2.4% | 4,357 | 0.0% | 0.07% | -1.3% | |
| NEE | Sell | NEXTERA ENERGY INC | $688,000 | +10.1% | 2,953 | -3.3% | 0.07% | +10.8% |
| DOW | Sell | DOW INC | $678,000 | -4.8% | 14,234 | -1.4% | 0.07% | -4.1% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $678,000 | -0.4% | 4,692 | -0.4% | 0.07% | 0.0% |
| OXY | Buy | OCCIDENTAL PETE CORP | $669,000 | -9.2% | 15,055 | +2.7% | 0.07% | -9.1% |
| FDX | Buy | FEDEX CORP | $651,000 | -10.3% | 4,472 | +1.1% | 0.07% | -10.5% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $639,000 | +1.8% | 7,198 | +0.1% | 0.07% | +1.5% |
| TR | Sell | TOOTSIE ROLL INDS INC | $620,000 | -2.7% | 16,685 | -3.3% | 0.06% | -1.5% |
| BDX | Sell | BECTON DICKINSON & CO | $611,000 | -1.1% | 2,416 | -1.5% | 0.06% | 0.0% |
| IAC | IAC INTERACTIVECORP | $589,000 | +0.3% | 2,700 | 0.0% | 0.06% | +1.6% | |
| D | DOMINION ENERGY INC | $580,000 | +4.9% | 7,152 | 0.0% | 0.06% | +5.2% | |
| ED | Sell | CONSOLIDATED EDISON INC | $569,000 | +2.7% | 6,022 | -4.7% | 0.06% | +3.4% |
| QCOM | Sell | QUALCOMM INC | $570,000 | -5.2% | 7,474 | -5.4% | 0.06% | -4.8% |
| BAX | BAXTER INTL INC | $562,000 | +6.8% | 6,425 | 0.0% | 0.06% | +7.3% | |
| LOW | LOWES COS INC | $564,000 | +9.1% | 5,127 | 0.0% | 0.06% | +9.3% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $561,000 | +8.1% | 1,892 | +6.8% | 0.06% | +9.3% |
| JWN | Sell | NORDSTROM INC | $541,000 | +0.9% | 16,067 | -4.5% | 0.06% | +1.8% |
| ADSK | AUTODESK INC | $546,000 | -9.3% | 3,694 | 0.0% | 0.06% | -9.5% | |
| NEM | NEWMONT GOLDCORP CORPORATION | $531,000 | -1.5% | 14,000 | 0.0% | 0.06% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $534,000 | +2.9% | 7,100 | 0.0% | 0.06% | +3.7% | |
| UN | Sell | UNILEVER N V | $533,000 | -6.5% | 8,880 | -5.3% | 0.06% | -5.1% |
| PAYX | Sell | PAYCHEX INC | $517,000 | -1.1% | 6,244 | -1.7% | 0.05% | -1.8% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $475,000 | -3.5% | 16,629 | -2.3% | 0.05% | -2.0% |
| UPS | UNITED PARCEL SERVICE INCcl b | $468,000 | +16.1% | 3,904 | 0.0% | 0.05% | +16.7% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $473,000 | -6.3% | 11,575 | -1.7% | 0.05% | -7.5% |
| REG | REGENCY CTRS CORP | $457,000 | +4.1% | 6,572 | 0.0% | 0.05% | +4.3% | |
| YUM | YUM BRANDS INC | $459,000 | +2.7% | 4,043 | 0.0% | 0.05% | +2.1% | |
| CNI | Sell | CANADIAN NATL RY CO | $454,000 | -11.5% | 5,050 | -9.0% | 0.05% | -13.0% |
| ESE | ESCO TECHNOLOGIES INC | $424,000 | -3.6% | 5,325 | 0.0% | 0.04% | -4.3% | |
| KMB | Sell | KIMBERLY CLARK CORP | $409,000 | +3.5% | 2,882 | -2.9% | 0.04% | +4.9% |
| VLY | VALLEY NATL BANCORP | $412,000 | +0.7% | 37,934 | 0.0% | 0.04% | 0.0% | |
| TXN | Sell | TEXAS INSTRS INC | $402,000 | +11.4% | 3,110 | -1.0% | 0.04% | +10.5% |
| CABO | CABLE ONE INC | $402,000 | +7.2% | 320 | 0.0% | 0.04% | +7.7% | |
| CTVA | Sell | CORTEVA INC | $397,000 | -10.0% | 14,164 | -5.0% | 0.04% | -8.7% |
| AFL | AFLAC INC | $388,000 | -4.7% | 7,420 | 0.0% | 0.04% | -2.4% | |
| RF | Sell | REGIONS FINL CORP NEW | $391,000 | +3.2% | 24,747 | -2.5% | 0.04% | +2.5% |
| IBKR | INTERACTIVE BROKERS GROUP IN | $385,000 | -0.8% | 7,158 | 0.0% | 0.04% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD | $378,000 | +5.6% | 350 | 0.0% | 0.04% | +8.1% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $368,000 | – | 1,763 | +100.0% | 0.04% | – |
| CRM | Sell | SALESFORCE COM INC | $368,000 | -18.6% | 2,480 | -16.8% | 0.04% | -19.1% |
| ATO | ATMOS ENERGY CORP | $336,000 | +8.0% | 2,950 | 0.0% | 0.04% | +9.4% | |
| DTE | DTE ENERGY CO | $339,000 | +4.0% | 2,550 | 0.0% | 0.04% | +2.9% | |
| TGT | TARGET CORP | $329,000 | +23.7% | 3,075 | 0.0% | 0.03% | +21.4% | |
| VIG | Buy | VANGUARD GROUPdiv app etf | $319,000 | +4.2% | 2,666 | +0.3% | 0.03% | +3.1% |
| ETN | Sell | EATON CORP PLC | $312,000 | -2.8% | 3,750 | -2.8% | 0.03% | 0.0% |
| LUMN | CENTURYLINK INC | $303,000 | +6.3% | 24,253 | 0.0% | 0.03% | +6.7% | |
| HCA | HCA HEALTHCARE INC | $294,000 | -10.9% | 2,440 | 0.0% | 0.03% | -8.8% | |
| FLS | FLOWSERVE CORP | $294,000 | -11.4% | 6,300 | 0.0% | 0.03% | -11.4% | |
| EXPE | Buy | EXPEDIA GROUP INC | $294,000 | +23.0% | 2,185 | +21.4% | 0.03% | +24.0% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $297,000 | -23.5% | 31,008 | -7.2% | 0.03% | -22.5% |
| NVS | NOVARTIS A Gsponsored adr | $300,000 | -4.8% | 3,449 | 0.0% | 0.03% | -6.1% | |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $299,000 | +2.4% | 2,911 | +0.4% | 0.03% | +3.3% |
| GILD | GILEAD SCIENCES INC | $283,000 | -6.3% | 4,464 | 0.0% | 0.03% | -6.2% | |
| CSL | CARLISLE COS INC | $291,000 | +3.6% | 2,000 | 0.0% | 0.03% | +3.4% | |
| DHR | Sell | DANAHER CORPORATION | $279,000 | -14.4% | 1,930 | -15.5% | 0.03% | -14.7% |
| ADBE | ADOBE INC | $267,000 | -6.0% | 965 | 0.0% | 0.03% | -6.7% | |
| IYZ | ISHARES TR | $266,000 | -0.7% | 9,100 | 0.0% | 0.03% | 0.0% | |
| MDT | MEDTRONIC PLC | $268,000 | +11.7% | 2,465 | 0.0% | 0.03% | +12.0% | |
| SJM | SMUCKER J M CO | $270,000 | -4.3% | 2,450 | 0.0% | 0.03% | -3.4% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $253,000 | -1.9% | 1,645 | 0.0% | 0.03% | -3.7% | |
| ADI | Sell | ANALOG DEVICES INC | $246,000 | -5.4% | 2,202 | -4.3% | 0.03% | -3.7% |
| HSY | HERSHEY CO | $248,000 | +15.9% | 1,600 | 0.0% | 0.03% | +18.2% | |
| ROK | ROCKWELL AUTOMATION INC | $248,000 | +0.8% | 1,504 | 0.0% | 0.03% | 0.0% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $251,000 | +3.3% | 6,695 | +1.5% | 0.03% | +4.0% |
| STI | SUNTRUST BKS INC | $240,000 | +9.1% | 3,493 | 0.0% | 0.02% | +8.7% | |
| AMP | AMERIPRISE FINL INC | $239,000 | +1.3% | 1,626 | 0.0% | 0.02% | 0.0% | |
| CTAS | Sell | CINTAS CORP | $237,000 | -2.5% | 885 | -13.5% | 0.02% | 0.0% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $235,000 | +6.8% | 5,500 | 0.0% | 0.02% | +8.7% | |
| FBNC | FIRST BANCORP N C | $228,000 | -1.3% | 6,349 | 0.0% | 0.02% | 0.0% | |
| ABCB | New | AMERIS BANCORP | $227,000 | – | 5,644 | +100.0% | 0.02% | – |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $226,000 | -7.8% | 4,350 | -9.8% | 0.02% | -7.7% |
| CPB | New | CAMPBELL SOUP CO | $217,000 | – | 4,625 | +100.0% | 0.02% | – |
| TFX | TELEFLEX INC | $221,000 | +2.8% | 650 | 0.0% | 0.02% | +4.5% | |
| AMLP | ALPS ETF TRalerian mlp | $210,000 | -7.5% | 23,000 | 0.0% | 0.02% | -8.3% | |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $211,000 | – | 2,270 | +100.0% | 0.02% | – |
| BFB | New | BROWN FORMAN CORPcl b | $215,000 | – | 3,432 | +100.0% | 0.02% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $214,000 | -0.9% | 735 | 0.0% | 0.02% | -4.3% | |
| GHC | GRAHAM HLDGS CO | $212,000 | -4.1% | 320 | 0.0% | 0.02% | -4.3% | |
| ARCC | ARES CAP CORP | $196,000 | +3.7% | 10,510 | 0.0% | 0.02% | 0.0% | |
| CHI | CALAMOS CONV OPP AND INC FDsh ben int | $172,000 | -0.6% | 16,500 | 0.0% | 0.02% | 0.0% | |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $50,000 | -26.5% | 79,800 | 0.0% | 0.01% | -28.6% | |
| LEE | Sell | LEE ENTERPRISES INC | $32,000 | -23.8% | 15,650 | -16.1% | 0.00% | -25.0% |
| CHK | CHESAPEAKE ENERGY CORP | $28,000 | -28.2% | 20,000 | 0.0% | 0.00% | -25.0% | |
| SMRTQ | STEIN MART INC | $20,000 | -4.8% | 25,000 | 0.0% | 0.00% | 0.0% | |
| BLK | Exit | BLACKROCK INC | $0 | – | -430 | -100.0% | -0.02% | – |
| LION | Exit | FIDELITY SOUTHERN CORP NEW | $0 | – | -7,056 | -100.0% | -0.02% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -650 | -100.0% | -0.02% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -3,823 | -100.0% | -0.03% | – |
| HRS | Exit | HARRIS CORP DEL | $0 | – | -1,786 | -100.0% | -0.04% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -2,225 | -100.0% | -0.04% | – |
| APU | Exit | AMERIGAS PARTNERS L Punit l p int | $0 | – | -121,076 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-07
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.