$1.02 Billion is the total value of HYMAN CHARLES D's 205 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 14.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $69,119,000 | +8.8% | 305,162 | -0.1% | 6.77% | +1.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $40,393,000 | +12.9% | 276,912 | +0.1% | 3.96% | +5.7% |
| MSFT | Buy | MICROSOFT CORP | $37,495,000 | +15.4% | 237,764 | +1.7% | 3.67% | +8.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $30,319,000 | +8.8% | 80,770 | +2.2% | 2.97% | +2.0% |
| AAPL | Sell | APPLE INC | $28,946,000 | +31.0% | 98,573 | -0.1% | 2.84% | +22.8% |
| INTC | Sell | INTEL CORP | $27,958,000 | +15.1% | 467,129 | -0.9% | 2.74% | +7.8% |
| MCD | Sell | MCDONALDS CORP | $26,493,000 | -8.7% | 134,065 | -0.8% | 2.60% | -14.4% |
| MA | Buy | MASTERCARD INCcl a | $25,608,000 | +10.2% | 85,762 | +0.3% | 2.51% | +3.3% |
| SO | Sell | SOUTHERN CO | $25,426,000 | +2.8% | 399,155 | -0.3% | 2.49% | -3.6% |
| PEP | Sell | PEPSICO INC | $23,466,000 | -0.9% | 171,701 | -0.6% | 2.30% | -7.1% |
| VMC | Buy | VULCAN MATLS CO | $22,715,000 | -3.8% | 157,753 | +1.1% | 2.23% | -9.8% |
| FRPH | Sell | FRP HLDGS INC | $22,542,000 | +3.5% | 452,569 | -0.3% | 2.21% | -3.1% |
| CSX | Sell | CSX CORP | $21,622,000 | +4.1% | 298,813 | -0.3% | 2.12% | -2.4% |
| CAT | Sell | CATERPILLAR INC DEL | $21,564,000 | +16.7% | 146,016 | -0.2% | 2.11% | +9.4% |
| DE | Sell | DEERE & CO | $20,813,000 | +2.2% | 120,126 | -0.5% | 2.04% | -4.2% |
| PG | Sell | PROCTER & GAMBLE CO | $20,590,000 | -0.1% | 164,852 | -0.6% | 2.02% | -6.4% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $20,004,000 | +7.7% | 133,574 | -1.8% | 1.96% | +0.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $19,613,000 | +27.2% | 140,695 | +7.4% | 1.92% | +19.2% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $19,253,000 | +8.0% | 99,176 | -0.0% | 1.89% | +1.2% |
| EMR | Sell | EMERSON ELEC CO | $18,605,000 | +13.1% | 243,963 | -0.9% | 1.82% | +5.9% |
| PSX | Buy | PHILLIPS 66 | $17,933,000 | +18.0% | 160,965 | +8.5% | 1.76% | +10.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $17,554,000 | -0.8% | 59,723 | -2.7% | 1.72% | -7.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $17,365,000 | +4.1% | 282,810 | +2.3% | 1.70% | -2.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $16,763,000 | +1.2% | 43,050 | +1.4% | 1.64% | -5.1% |
| MMM | Sell | 3M CO | $15,513,000 | +5.1% | 87,930 | -2.0% | 1.52% | -1.5% |
| APD | Sell | AIR PRODS & CHEMS INC | $14,618,000 | +5.3% | 62,208 | -0.6% | 1.43% | -1.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $13,872,000 | -6.1% | 103,494 | +1.9% | 1.36% | -12.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $13,860,000 | -5.5% | 151,952 | -0.7% | 1.36% | -11.5% |
| CVX | Buy | CHEVRON CORP NEW | $12,870,000 | +4.2% | 106,797 | +2.6% | 1.26% | -2.3% |
| ORCL | Buy | ORACLE CORP | $12,328,000 | -1.5% | 232,689 | +2.3% | 1.21% | -7.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $12,219,000 | +27.2% | 190,352 | +0.5% | 1.20% | +19.1% |
| KO | Buy | COCA COLA CO | $12,091,000 | +7.0% | 218,438 | +5.2% | 1.18% | +0.3% |
| XOM | Sell | EXXON MOBIL CORP | $11,768,000 | -1.6% | 168,650 | -0.5% | 1.15% | -7.8% |
| COP | Sell | CONOCOPHILLIPS | $10,869,000 | +13.1% | 167,138 | -0.9% | 1.06% | +6.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $9,937,000 | +12.9% | 91,864 | +8.1% | 0.97% | +5.9% |
| SBUX | Buy | STARBUCKS CORP | $9,892,000 | +0.5% | 112,517 | +1.1% | 0.97% | -5.8% |
| TFC | New | TRUIST FINL CORP | $8,488,000 | – | 150,718 | +100.0% | 0.83% | – |
| ANAT | Sell | AMERICAN NATL INS CO | $8,297,000 | -5.1% | 70,503 | -0.2% | 0.81% | -11.1% |
| BA | Sell | BOEING CO | $8,252,000 | -16.4% | 25,333 | -2.4% | 0.81% | -21.6% |
| CBRL | CRACKER BARREL OLD CTRY STOR | $7,900,000 | -5.5% | 51,385 | 0.0% | 0.77% | -11.4% | |
| HEI | HEICO CORP NEW | $7,128,000 | -8.6% | 62,448 | 0.0% | 0.70% | -14.3% | |
| MO | Sell | ALTRIA GROUP INC | $7,076,000 | +11.7% | 141,779 | -8.4% | 0.69% | +4.7% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $6,909,000 | -5.3% | 20,087 | +3.2% | 0.68% | -11.3% |
| HD | Buy | HOME DEPOT INC | $6,842,000 | -5.2% | 31,329 | +0.7% | 0.67% | -11.3% |
| PM | Sell | PHILIP MORRIS INTL INC | $6,434,000 | +3.1% | 75,617 | -8.0% | 0.63% | -3.5% |
| WFC | Sell | WELLS FARGO CO NEW | $6,395,000 | +5.7% | 118,859 | -0.9% | 0.63% | -0.8% |
| DIS | Buy | DISNEY WALT CO | $5,894,000 | +12.4% | 40,753 | +1.3% | 0.58% | +5.5% |
| HON | Buy | HONEYWELL INTL INC | $5,893,000 | +6.2% | 33,293 | +1.5% | 0.58% | -0.5% |
| NKE | Buy | NIKE INCcl b | $5,748,000 | +8.4% | 56,739 | +0.5% | 0.56% | +1.6% |
| ENB | Sell | ENBRIDGE INC | $5,156,000 | +11.6% | 129,644 | -1.6% | 0.50% | +4.6% |
| PFE | Buy | PFIZER INC | $5,051,000 | +11.3% | 128,907 | +2.0% | 0.50% | +4.2% |
| TRV | Sell | TRAVELERS COMPANIES INC | $4,908,000 | -8.4% | 35,838 | -0.6% | 0.48% | -14.3% |
| T | Buy | AT&T INC | $4,734,000 | +6.6% | 121,128 | +3.2% | 0.46% | 0.0% |
| VOO | Sell | VANGUARD INDEX FDS | $4,424,000 | +8.4% | 14,956 | -0.1% | 0.43% | +1.6% |
| ABT | Buy | ABBOTT LABS | $4,262,000 | +5.4% | 49,072 | +1.6% | 0.42% | -1.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $4,188,000 | +2.3% | 71,026 | -4.0% | 0.41% | -4.2% |
| ANTM | Sell | ANTHEM INC | $4,086,000 | +22.7% | 13,528 | -2.5% | 0.40% | +14.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $4,008,000 | +4.3% | 72,760 | +4.7% | 0.39% | -2.2% |
| HE | Sell | HAWAIIAN ELEC INDUSTRIES | $3,962,000 | +0.6% | 84,544 | -2.1% | 0.39% | -5.8% |
| WY | Sell | WEYERHAEUSER CO | $3,711,000 | +6.5% | 122,892 | -2.3% | 0.36% | 0.0% |
| F | Sell | FORD MTR CO DEL | $3,517,000 | -36.2% | 378,158 | -37.1% | 0.34% | -40.1% |
| GLD | Sell | SPDR GOLD TRUST | $3,332,000 | -1.9% | 23,319 | -4.7% | 0.33% | -7.9% |
| CL | Sell | COLGATE PALMOLIVE CO | $3,274,000 | -7.2% | 47,561 | -0.9% | 0.32% | -13.0% |
| DEO | Buy | DIAGEO P L Cspon adr new | $3,186,000 | +6.8% | 18,919 | +3.7% | 0.31% | 0.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $3,098,000 | +15.8% | 17,249 | +0.9% | 0.30% | +8.6% |
| CI | Sell | CIGNA CORP NEW | $3,059,000 | +33.4% | 14,961 | -0.9% | 0.30% | +25.0% |
| PATI | Sell | PATRIOT TRANSN HLDG INC | $3,061,000 | +2.4% | 157,134 | -0.1% | 0.30% | -4.2% |
| MRK | Buy | MERCK & CO INC | $3,024,000 | +14.8% | 33,245 | +6.3% | 0.30% | +7.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,860,000 | +11.3% | 12,440 | +0.3% | 0.28% | +4.1% |
| EWA | Sell | ISHARES INCmsci aust etf | $2,462,000 | +1.4% | 108,766 | -0.3% | 0.24% | -5.1% |
| WMT | Buy | WALMART INC | $2,458,000 | +3.5% | 20,687 | +3.4% | 0.24% | -2.8% |
| ABBV | Buy | ABBVIE INC | $2,401,000 | +18.3% | 27,123 | +1.2% | 0.24% | +10.8% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $2,357,000 | +6.4% | 17,195 | 0.0% | 0.23% | -0.4% | |
| BAC | Sell | BANK AMER CORP | $2,360,000 | +20.7% | 66,994 | -0.1% | 0.23% | +12.7% |
| AMZN | Buy | AMAZON COM INC | $2,301,000 | +27.8% | 1,245 | +20.1% | 0.22% | +19.7% |
| V | Buy | VISA INC | $2,029,000 | +11.3% | 10,796 | +1.8% | 0.20% | +4.2% |
| GIS | Buy | GENERAL MLS INC | $1,928,000 | +7.1% | 36,005 | +10.2% | 0.19% | +0.5% |
| INTU | Buy | INTUIT | $1,807,000 | +24.7% | 6,900 | +26.7% | 0.18% | +16.4% |
| KMI | Sell | KINDER MORGAN INC DEL | $1,806,000 | +2.2% | 85,304 | -0.5% | 0.18% | -4.3% |
| VO | VANGUARD INDEX FDSmid cap etf | $1,774,000 | +6.4% | 9,955 | 0.0% | 0.17% | 0.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $1,683,000 | +8.7% | 13,519 | +3.3% | 0.16% | +1.9% |
| UGI | Sell | UGI CORP NEW | $1,642,000 | -40.1% | 36,362 | -33.3% | 0.16% | -43.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,540,000 | +5.0% | 22,176 | -1.4% | 0.15% | -1.3% |
| SYY | Buy | SYSCO CORP | $1,534,000 | +8.3% | 17,935 | +0.5% | 0.15% | +1.4% |
| CSCO | Buy | CISCO SYS INC | $1,377,000 | +14.1% | 28,715 | +17.5% | 0.14% | +7.1% |
| SYK | Buy | STRYKER CORP | $1,349,000 | -2.0% | 6,428 | +1.1% | 0.13% | -8.3% |
| LLY | Buy | LILLY ELI & CO | $1,327,000 | +23.9% | 10,100 | +5.5% | 0.13% | +16.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,297,000 | +15.7% | 970 | +5.4% | 0.13% | +8.5% |
| GPC | Sell | GENUINE PARTS CO | $1,280,000 | +6.5% | 12,051 | -0.2% | 0.12% | -0.8% |
| GE | Sell | GENERAL ELECTRIC CO | $1,234,000 | -16.3% | 110,588 | -33.0% | 0.12% | -21.4% |
| FB | Buy | FACEBOOK INCcl a | $1,211,000 | +21.2% | 5,901 | +5.2% | 0.12% | +14.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,179,000 | +25.6% | 880 | +14.4% | 0.12% | +18.4% |
| RTN | Buy | RAYTHEON CO | $1,103,000 | +25.2% | 5,019 | +11.8% | 0.11% | +17.4% |
| AMGN | Buy | AMGEN INC | $1,052,000 | +47.3% | 4,362 | +18.2% | 0.10% | +37.3% |
| DD | Buy | DUPONT DE NEMOURS INC | $970,000 | -7.6% | 15,114 | +2.7% | 0.10% | -13.6% |
| SSO | PROSHARES TR | $935,000 | +17.5% | 6,200 | 0.0% | 0.09% | +10.8% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $928,000 | +9.2% | 4,670 | 0.0% | 0.09% | +2.2% | |
| IVV | ISHARES TRcore s&p500 etf | $908,000 | +8.2% | 2,809 | 0.0% | 0.09% | +1.1% | |
| FLO | Sell | FLOWERS FOODS INC | $900,000 | -9.1% | 41,376 | -3.4% | 0.09% | -15.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $897,000 | +2.5% | 9,489 | +1.6% | 0.09% | -4.3% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $896,000 | +3.5% | 61,090 | 0.0% | 0.09% | -3.3% | |
| GD | Buy | GENERAL DYNAMICS CORP | $869,000 | +2.2% | 4,928 | +6.0% | 0.08% | -4.5% |
| PPG | PPG INDS INC | $834,000 | +12.6% | 6,250 | 0.0% | 0.08% | +6.5% | |
| DOW | Buy | DOW INC | $793,000 | +17.0% | 14,492 | +1.8% | 0.08% | +9.9% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $783,000 | +15.5% | 4,722 | +0.6% | 0.08% | +8.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING | $780,000 | +11.0% | 4,577 | +5.0% | 0.08% | +2.7% |
| NEE | Buy | NEXTERA ENERGY INC | $724,000 | +5.2% | 2,989 | +1.2% | 0.07% | -1.4% |
| GM | New | GENERAL MTRS CO | $700,000 | – | 19,139 | +100.0% | 0.07% | – |
| LOW | Buy | LOWES COS INC | $680,000 | +20.6% | 5,677 | +10.7% | 0.07% | +13.6% |
| IAC | IAC INTERACTIVECORP | $673,000 | +14.3% | 2,700 | 0.0% | 0.07% | +6.5% | |
| ADSK | Sell | AUTODESK INC | $671,000 | +22.9% | 3,657 | -1.0% | 0.07% | +15.8% |
| QCOM | Buy | QUALCOMM INC | $661,000 | +16.0% | 7,487 | +0.2% | 0.06% | +8.3% |
| BDX | Buy | BECTON DICKINSON & CO | $663,000 | +8.5% | 2,439 | +1.0% | 0.06% | +1.6% |
| D | Buy | DOMINION ENERGY INC | $656,000 | +13.1% | 7,925 | +10.8% | 0.06% | +4.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $645,000 | +15.0% | 2,003 | +5.9% | 0.06% | +6.8% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $641,000 | +0.3% | 6,841 | -5.0% | 0.06% | -6.0% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $618,000 | +194.3% | 72,700 | +216.1% | 0.06% | +177.3% |
| OXY | Buy | OCCIDENTAL PETE CORP | $625,000 | -6.6% | 15,176 | +0.8% | 0.06% | -12.9% |
| NEM | Buy | NEWMONT GOLDCORP CORPORATION | $615,000 | +15.8% | 14,155 | +1.1% | 0.06% | +7.1% |
| PAYX | Buy | PAYCHEX INC | $588,000 | +13.7% | 6,910 | +10.7% | 0.06% | +7.4% |
| ED | Buy | CONSOLIDATED EDISON INC | $587,000 | +3.2% | 6,484 | +7.7% | 0.06% | -3.3% |
| JWN | Sell | NORDSTROM INC | $587,000 | +8.5% | 14,342 | -10.7% | 0.06% | +1.8% |
| TR | Sell | TOOTSIE ROLL INDS INC | $562,000 | -9.4% | 16,454 | -1.4% | 0.06% | -15.4% |
| BAX | Buy | BAXTER INTL INC | $539,000 | -4.1% | 6,449 | +0.4% | 0.05% | -10.2% |
| ESE | Buy | ESCO TECHNOLOGIES INC | $530,000 | +25.0% | 5,725 | +7.5% | 0.05% | +18.2% |
| UN | Buy | UNILEVER N V | $524,000 | -1.7% | 9,111 | +2.6% | 0.05% | -8.9% |
| EEM | ISHARES TRmsci emg mkt etf | $519,000 | +9.7% | 11,575 | 0.0% | 0.05% | +4.1% | |
| CHD | CHURCH & DWIGHT INC | $499,000 | -6.6% | 7,100 | 0.0% | 0.05% | -12.5% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $505,000 | +7.9% | 4,315 | +10.5% | 0.05% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $497,000 | +23.6% | 3,876 | +24.6% | 0.05% | +16.7% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $489,000 | – | 1,998 | +100.0% | 0.05% | – |
| CNI | CANADIAN NATL RY CO | $457,000 | +0.7% | 5,050 | 0.0% | 0.04% | -4.3% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS | $457,000 | -3.8% | 16,229 | -2.4% | 0.04% | -10.0% |
| EZU | New | ISHARES INCmsci eurzone etf | $462,000 | – | 11,010 | +100.0% | 0.04% | – |
| VLY | VALLEY NATL BANCORP | $434,000 | +5.3% | 37,934 | 0.0% | 0.04% | 0.0% | |
| RF | Buy | REGIONS FINL CORP NEW | $437,000 | +11.8% | 25,461 | +2.9% | 0.04% | +4.9% |
| TGT | Buy | TARGET CORP | $443,000 | +34.7% | 3,456 | +12.4% | 0.04% | +26.5% |
| YUM | Buy | YUM BRANDS INC | $415,000 | -9.6% | 4,120 | +1.9% | 0.04% | -14.6% |
| EWU | New | ISHARES TRmsci uk etf new | $416,000 | – | 12,188 | +100.0% | 0.04% | – |
| REG | REGENCY CTRS CORP | $415,000 | -9.2% | 6,572 | 0.0% | 0.04% | -14.6% | |
| CRM | Buy | SALESFORCE COM INC | $405,000 | +10.1% | 2,492 | +0.5% | 0.04% | +5.3% |
| IEMG | New | ISHARES INCcore msci emkt | $413,000 | – | 7,674 | +100.0% | 0.04% | – |
| KMB | Buy | KIMBERLY CLARK CORP | $398,000 | -2.7% | 2,893 | +0.4% | 0.04% | -9.3% |
| AFL | Buy | AFLAC INC | $396,000 | +2.1% | 7,480 | +0.8% | 0.04% | -4.9% |
| CTVA | Sell | CORTEVA INC | $399,000 | +0.5% | 13,509 | -4.6% | 0.04% | -7.1% |
| WTM | WHITE MTNS INS GROUP LTD | $390,000 | +3.2% | 350 | 0.0% | 0.04% | -5.0% | |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $383,000 | – | 12,427 | +100.0% | 0.04% | – |
| FDX | Sell | FEDEX CORP | $378,000 | -41.9% | 2,497 | -44.2% | 0.04% | -45.6% |
| MDT | Buy | MEDTRONIC PLC | $373,000 | +39.2% | 3,291 | +33.5% | 0.04% | +32.1% |
| HCA | Buy | HCA HEALTHCARE INC | $364,000 | +23.8% | 2,465 | +1.0% | 0.04% | +16.1% |
| ETN | Buy | EATON CORP PLC | $372,000 | +19.2% | 3,931 | +4.8% | 0.04% | +9.1% |
| GILD | Buy | GILEAD SCIENCES INC | $356,000 | +25.8% | 5,483 | +22.8% | 0.04% | +16.7% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $340,000 | – | 8,000 | +100.0% | 0.03% | – |
| IBKR | INTERACTIVE BROKERS GROUP | $334,000 | -13.2% | 7,158 | 0.0% | 0.03% | -17.5% | |
| DTE | Buy | DTE ENERGY CO | $336,000 | -0.9% | 2,589 | +1.5% | 0.03% | -5.7% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $333,000 | +4.4% | 2,675 | +0.3% | 0.03% | 0.0% |
| ADBE | Buy | ADOBE INC | $340,000 | +27.3% | 1,030 | +6.7% | 0.03% | +17.9% |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $324,000 | – | 2,107 | +100.0% | 0.03% | – |
| ATO | ATMOS ENERGY CORP | $330,000 | -1.8% | 2,950 | 0.0% | 0.03% | -8.6% | |
| NVS | NOVARTIS A Gsponsored adr | $327,000 | +9.0% | 3,449 | 0.0% | 0.03% | +3.2% | |
| CSL | CARLISLE COS INC | $324,000 | +11.3% | 2,000 | 0.0% | 0.03% | +6.7% | |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $329,000 | – | 2,044 | +100.0% | 0.03% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $327,000 | – | 2,609 | +100.0% | 0.03% | – |
| LUMN | Sell | CENTURYLINK INC | $318,000 | +5.0% | 24,036 | -0.9% | 0.03% | -3.1% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $315,000 | +5.4% | 2,925 | +0.5% | 0.03% | 0.0% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $319,000 | -13.3% | 1,614 | -8.5% | 0.03% | -18.4% |
| FLS | FLOWSERVE CORP | $314,000 | +6.8% | 6,300 | 0.0% | 0.03% | 0.0% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $308,000 | +24.2% | 1,520 | +1.1% | 0.03% | +15.4% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $302,000 | – | 2,963 | +100.0% | 0.03% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $309,000 | – | 6,671 | +100.0% | 0.03% | – |
| DHR | Sell | DANAHER CORPORATION | $291,000 | +4.3% | 1,895 | -1.8% | 0.03% | 0.0% |
| BLK | New | BLACKROCK INC | $291,000 | – | 578 | +100.0% | 0.03% | – |
| TFX | Buy | TELEFLEX INC | $282,000 | +27.6% | 750 | +15.4% | 0.03% | +21.7% |
| AMP | Buy | AMERIPRISE FINL INC | $279,000 | +16.7% | 1,674 | +3.0% | 0.03% | +8.0% |
| UNH | New | UNITEDHEALTH GROUP INC | $271,000 | – | 921 | +100.0% | 0.03% | – |
| IYZ | ISHARES TR | $272,000 | +2.3% | 9,100 | 0.0% | 0.03% | -3.6% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $272,000 | +7.5% | 1,645 | 0.0% | 0.03% | +3.8% | |
| ADI | Buy | ANALOG DEVICES INC | $274,000 | +11.4% | 2,307 | +4.8% | 0.03% | +3.8% |
| SJM | Buy | SMUCKER J M CO | $263,000 | -2.6% | 2,522 | +2.9% | 0.03% | -7.1% |
| IBB | New | ISHARES TRnasdaq biotech | $269,000 | – | 2,233 | +100.0% | 0.03% | – |
| FBNC | FIRST BANCORP N C | $253,000 | +11.0% | 6,349 | 0.0% | 0.02% | +4.2% | |
| CPB | Buy | CAMPBELL SOUP CO | $251,000 | +15.7% | 5,075 | +9.7% | 0.02% | +8.7% |
| ABCB | AMERIS BANCORP | $240,000 | +5.7% | 5,644 | 0.0% | 0.02% | 0.0% | |
| CTAS | Buy | CINTAS CORP | $240,000 | +1.3% | 891 | +0.7% | 0.02% | -4.0% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $244,000 | +3.8% | 5,200 | -5.5% | 0.02% | -4.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $250,000 | +16.8% | 768 | +4.5% | 0.02% | +9.1% |
| EXPE | Buy | EXPEDIA GROUP INC | $241,000 | -18.0% | 2,228 | +2.0% | 0.02% | -22.6% |
| HSY | Buy | HERSHEY CO | $239,000 | -3.6% | 1,627 | +1.7% | 0.02% | -11.5% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $237,000 | +12.3% | 2,261 | -0.4% | 0.02% | +4.5% |
| BFB | Buy | BROWN FORMAN CORPcl b | $235,000 | +9.3% | 3,482 | +1.5% | 0.02% | +4.5% |
| XLC | New | SELECT SECTOR SPDR TR | $233,000 | – | 4,347 | +100.0% | 0.02% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $223,000 | – | 969 | +100.0% | 0.02% | – |
| UNP | New | UNION PACIFIC CORP | $225,000 | – | 1,245 | +100.0% | 0.02% | – |
| PFF | Sell | ISHARES TRpfd and incm sec | $227,000 | -9.6% | 6,045 | -9.7% | 0.02% | -15.4% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $216,000 | -27.3% | 16,480 | -46.9% | 0.02% | -32.3% |
| EWC | New | ISHARES INCmsci cda etf | $205,000 | – | 6,875 | +100.0% | 0.02% | – |
| CMI | New | CUMMINS INC | $208,000 | – | 1,165 | +100.0% | 0.02% | – |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $201,000 | -11.1% | 3,918 | -9.9% | 0.02% | -16.7% |
| LIN | New | LINDE PLC | $203,000 | – | 954 | +100.0% | 0.02% | – |
| GHC | GRAHAM HLDGS CO | $204,000 | -3.8% | 320 | 0.0% | 0.02% | -9.1% | |
| ARCC | ARES CAP CORP | $196,000 | 0.0% | 10,510 | 0.0% | 0.02% | -5.0% | |
| CHI | CALAMOS CONV OPP AND INC FDsh ben int | $181,000 | +5.2% | 16,500 | 0.0% | 0.02% | 0.0% | |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $181,000 | +262.0% | 79,800 | 0.0% | 0.02% | +260.0% | |
| SMRTQ | STEIN MART INC | $17,000 | -15.0% | 25,000 | 0.0% | 0.00% | 0.0% | |
| LEE | LEE ENTERPRISES INC | $22,000 | -31.2% | 15,650 | 0.0% | 0.00% | -33.3% | |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -20,000 | -100.0% | -0.00% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -3,493 | -100.0% | -0.02% | – |
| CABO | Exit | CABLE ONE INC | $0 | – | -320 | -100.0% | -0.04% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -23,540 | -100.0% | -0.08% | – |
| BBT | Exit | BB&T CORP | $0 | – | -146,285 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-03
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.