$1.25 Billion is the total value of HYMAN CHARLES D's 231 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 7.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $73,441,000 | +9.1% | 316,732 | +0.2% | 5.88% | -1.2% |
| AAPL | Buy | APPLE INC | $60,248,000 | +16.8% | 454,051 | +2.0% | 4.82% | +5.8% |
| MSFT | Buy | MICROSOFT CORP | $59,243,000 | +6.7% | 266,357 | +0.9% | 4.74% | -3.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $46,271,000 | +5.1% | 294,010 | -0.6% | 3.70% | -4.9% |
| FRPH | Sell | FRP HLDGS INC | $44,019,000 | +9.0% | 966,394 | -0.3% | 3.52% | -1.4% |
| MCD | Buy | MCDONALDS CORP | $31,586,000 | -2.0% | 147,201 | +0.2% | 2.53% | -11.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $31,503,000 | +5.7% | 88,258 | +0.2% | 2.52% | -4.3% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $30,876,000 | +24.5% | 73,529 | +0.5% | 2.47% | +12.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $29,212,000 | +30.4% | 124,731 | +9.7% | 2.34% | +18.1% |
| CAT | Buy | CATERPILLAR INC | $27,816,000 | +22.1% | 152,818 | +0.0% | 2.23% | +10.5% |
| PEP | Sell | PEPSICO INC | $26,980,000 | +6.8% | 181,931 | -0.2% | 2.16% | -3.4% |
| VMC | Sell | VULCAN MATLS CO | $26,665,000 | +5.4% | 179,790 | -3.6% | 2.14% | -4.6% |
| SO | Sell | SOUTHERN CO | $26,489,000 | +13.1% | 431,208 | -0.2% | 2.12% | +2.4% |
| DE | Buy | DEERE & CO | $25,850,000 | +22.0% | 96,080 | +0.5% | 2.07% | +10.3% |
| CSX | Sell | CSX CORP | $25,384,000 | +16.4% | 279,716 | -0.4% | 2.03% | +5.3% |
| INTC | Buy | INTEL CORP | $25,355,000 | -2.3% | 508,935 | +1.6% | 2.03% | -11.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $25,218,000 | +7.4% | 66,931 | +1.2% | 2.02% | -2.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $24,339,000 | +0.2% | 174,923 | +0.0% | 1.95% | -9.4% |
| NSC | Sell | NORFOLK SOUTHN CORP | $23,772,000 | +9.6% | 100,046 | -1.3% | 1.90% | -0.8% |
| HD | Buy | HOME DEPOT INC | $22,278,000 | -0.7% | 83,870 | +3.8% | 1.78% | -10.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $21,653,000 | +1.7% | 368,564 | +2.9% | 1.73% | -8.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $21,434,000 | +32.9% | 168,682 | +0.7% | 1.72% | +20.3% |
| EMR | Buy | EMERSON ELEC CO | $21,367,000 | +23.9% | 265,860 | +1.1% | 1.71% | +12.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $16,961,000 | -8.2% | 47,779 | -0.8% | 1.36% | -16.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $16,742,000 | -7.9% | 61,276 | +0.4% | 1.34% | -16.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $15,564,000 | +6.9% | 169,984 | +3.4% | 1.25% | -3.2% |
| ORCL | Buy | ORACLE CORP | $15,381,000 | +9.3% | 237,768 | +0.8% | 1.23% | -1.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $14,369,000 | +0.5% | 114,148 | -2.9% | 1.15% | -9.1% |
| KO | Buy | COCA COLA CO | $14,167,000 | +13.8% | 258,333 | +2.5% | 1.13% | +3.0% |
| AMZN | Buy | AMAZON COM INC | $14,057,000 | +22.9% | 4,316 | +18.8% | 1.12% | +11.2% |
| SBUX | Sell | STARBUCKS CORP | $13,631,000 | +24.1% | 127,416 | -0.3% | 1.09% | +12.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $13,237,000 | +3.3% | 213,394 | +0.4% | 1.06% | -6.4% |
| MMM | Sell | 3M CO | $12,659,000 | +6.4% | 72,425 | -2.5% | 1.01% | -3.8% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $11,863,000 | +65.8% | 455,904 | -0.4% | 0.95% | +50.1% |
| PSX | Sell | PHILLIPS 66 | $10,432,000 | +29.4% | 149,154 | -4.1% | 0.84% | +17.1% |
| CVX | Sell | CHEVRON CORP NEW | $10,182,000 | +15.7% | 120,570 | -1.3% | 0.82% | +4.8% |
| NKE | Buy | NIKE INCcl b | $10,144,000 | +12.7% | 71,703 | +0.0% | 0.81% | +2.0% |
| MRK | Buy | MERCK & CO. INC | $10,026,000 | +0.0% | 122,573 | +1.5% | 0.80% | -9.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $8,241,000 | +9.0% | 115,237 | -12.3% | 0.66% | -1.3% |
| HON | Buy | HONEYWELL INTL INC | $7,830,000 | +29.9% | 36,812 | +0.5% | 0.63% | +17.6% |
| HEI | Sell | HEICO CORP NEW | $7,335,000 | +18.6% | 55,401 | -6.3% | 0.59% | +7.3% |
| DIS | Buy | DISNEY WALT CO | $7,084,000 | +46.2% | 39,099 | +0.1% | 0.57% | +32.2% |
| MO | Sell | ALTRIA GROUP INC | $6,769,000 | +3.5% | 165,090 | -2.4% | 0.54% | -6.2% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $6,715,000 | -4.3% | 22,035 | -0.9% | 0.54% | -13.2% |
| TFC | Sell | TRUIST FINL CORP | $6,480,000 | +22.8% | 135,202 | -2.5% | 0.52% | +11.1% |
| COP | Sell | CONOCOPHILLIPS | $6,296,000 | +11.1% | 157,450 | -8.8% | 0.50% | +0.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $6,026,000 | +9.3% | 72,785 | -1.0% | 0.48% | -1.0% |
| PFE | Sell | PFIZER INC | $5,612,000 | -1.3% | 152,465 | -1.6% | 0.45% | -10.7% |
| ANAT | Sell | AMERICAN NATIONAL GROUP INC | $5,585,000 | +29.5% | 58,104 | -9.0% | 0.45% | +17.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $5,421,000 | +5.4% | 63,393 | -4.9% | 0.43% | -4.6% |
| XOM | Sell | EXXON MOBIL CORP | $5,232,000 | +5.0% | 126,928 | -12.6% | 0.42% | -5.0% |
| ABT | Sell | ABBOTT LABS | $5,134,000 | -0.4% | 46,891 | -1.0% | 0.41% | -9.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $5,014,000 | +33.5% | 19,015 | +1.7% | 0.40% | +20.8% |
| VOO | VANGUARD INDEX FDS | $4,803,000 | +11.7% | 13,975 | 0.0% | 0.38% | +1.3% | |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $4,634,000 | +10.6% | 35,130 | -3.9% | 0.37% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $4,457,000 | +29.5% | 147,050 | +2.9% | 0.36% | +17.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $4,400,000 | -8.1% | 32,637 | +0.6% | 0.35% | -17.0% |
| ANTM | ANTHEM INC | $4,337,000 | +19.5% | 13,507 | 0.0% | 0.35% | +8.1% | |
| BA | Sell | BOEING CO | $4,247,000 | +21.1% | 19,842 | -6.5% | 0.34% | +9.7% |
| GLD | Buy | SPDR GOLD TR | $4,246,000 | +4.3% | 23,808 | +3.6% | 0.34% | -5.6% |
| TRV | Sell | TRAVELERS COMPANIES INC | $4,246,000 | +28.0% | 30,248 | -1.3% | 0.34% | +16.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $4,038,000 | +1.2% | 69,060 | -0.6% | 0.32% | -8.5% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $3,907,000 | +13.8% | 116,512 | -3.2% | 0.31% | +3.0% |
| T | Sell | AT&T INC | $3,863,000 | -0.9% | 134,315 | -1.8% | 0.31% | -10.4% |
| ENB | Sell | ENBRIDGE INC | $3,746,000 | +0.7% | 117,086 | -8.1% | 0.30% | -8.8% |
| NEE | Buy | NEXTERA ENERGY INC | $3,653,000 | +6.9% | 47,348 | +284.5% | 0.29% | -3.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,570,000 | +19.6% | 2,038 | +0.3% | 0.29% | +8.3% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $3,490,000 | +5.3% | 17,120 | -0.2% | 0.28% | -4.8% |
| V | Sell | VISA INC | $3,423,000 | +8.3% | 15,648 | -1.0% | 0.27% | -2.1% |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,363,000 | +26.3% | 19,085 | 0.0% | 0.27% | +14.5% | |
| WMT | Buy | WALMART INC | $3,344,000 | +6.8% | 23,195 | +3.7% | 0.27% | -3.2% |
| CSCO | Buy | CISCO SYS INC | $3,304,000 | +15.2% | 73,827 | +1.4% | 0.26% | +4.3% |
| HE | Sell | HAWAIIAN ELEC INDUSTRIES | $2,898,000 | +6.1% | 81,899 | -0.3% | 0.23% | -4.1% |
| PATI | Sell | PATRIOT TRANSN HLDG INC | $2,888,000 | -0.3% | 328,978 | -0.3% | 0.23% | -9.8% |
| DEO | Sell | DIAGEO PLCspon adr new | $2,846,000 | +12.8% | 17,920 | -2.2% | 0.23% | +2.2% |
| IGV | ISHARES TRexpanded tech | $2,781,000 | +13.8% | 7,855 | 0.0% | 0.22% | +3.2% | |
| CI | Sell | CIGNA CORP NEW | $2,742,000 | +18.5% | 13,171 | -3.6% | 0.22% | +7.3% |
| FB | Buy | FACEBOOK INCcl a | $2,723,000 | +8.1% | 9,967 | +3.7% | 0.22% | -2.2% |
| ABBV | Sell | ABBVIE INC | $2,667,000 | +14.9% | 24,888 | -6.1% | 0.21% | +4.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,475,000 | +14.8% | 7,058 | +2.1% | 0.20% | +3.7% |
| INTU | INTUIT | $2,392,000 | +16.5% | 6,298 | 0.0% | 0.19% | +4.9% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $2,362,000 | +28.5% | 16,606 | -0.1% | 0.19% | +16.0% |
| EWA | Sell | ISHARES INCmsci aust etf | $2,295,000 | +21.0% | 95,806 | -0.4% | 0.18% | +9.5% |
| WFC | Sell | WELLS FARGO CO NEW | $2,243,000 | +18.1% | 74,305 | -8.0% | 0.18% | +7.1% |
| FDX | FEDEX CORP | $2,251,000 | +3.2% | 8,672 | 0.0% | 0.18% | -6.7% | |
| PAYX | PAYCHEX INC | $2,116,000 | +16.8% | 22,706 | 0.0% | 0.17% | +5.6% | |
| VO | VANGUARD INDEX FDSmid cap etf | $2,090,000 | +17.3% | 10,106 | 0.0% | 0.17% | +5.7% | |
| LLY | Buy | LILLY ELI & CO | $2,078,000 | +48.0% | 12,309 | +29.8% | 0.17% | +33.9% |
| AMGN | Buy | AMGEN INC | $2,047,000 | +64.3% | 8,902 | +81.6% | 0.16% | +49.1% |
| GIS | Sell | GENERAL MLS INC | $1,995,000 | -9.5% | 33,927 | -5.0% | 0.16% | -17.9% |
| AMT | AMERICAN TOWER CORP NEW | $1,982,000 | -7.1% | 8,830 | 0.0% | 0.16% | -15.9% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,860,000 | +27.6% | 1,061 | +6.6% | 0.15% | +15.5% |
| UNP | Sell | UNION PAC CORP | $1,770,000 | +5.4% | 8,503 | -0.4% | 0.14% | -4.7% |
| GOLD | Buy | BARRICK GOLD CORP | $1,649,000 | -18.6% | 72,377 | +0.4% | 0.13% | -26.3% |
| QCOM | Sell | QUALCOMM INC | $1,577,000 | +25.4% | 10,351 | -3.2% | 0.13% | +13.5% |
| TXN | TEXAS INSTRS INC | $1,533,000 | +15.0% | 9,338 | 0.0% | 0.12% | +4.2% | |
| CRM | Sell | SALESFORCE COM INC | $1,445,000 | -11.7% | 6,494 | -0.3% | 0.12% | -20.0% |
| DHR | Sell | DANAHER CORPORATION | $1,390,000 | +1.8% | 6,258 | -1.4% | 0.11% | -8.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,383,000 | +18.1% | 2,970 | +11.9% | 0.11% | +6.7% |
| F | Sell | FORD MTR CO DEL | $1,356,000 | +15.8% | 154,264 | -12.3% | 0.11% | +4.8% |
| BX | BLACKSTONE GROUP INC | $1,356,000 | +24.2% | 20,925 | 0.0% | 0.11% | +12.4% | |
| NEM | Sell | NEWMONT CORP | $1,342,000 | -6.0% | 22,400 | -0.4% | 0.11% | -15.1% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,305,000 | -36.3% | 32,732 | -42.6% | 0.10% | -42.5% |
| CB | CHUBB LIMITED | $1,287,000 | +32.5% | 8,359 | 0.0% | 0.10% | +19.8% | |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,290,000 | +28.5% | 4,819 | +3.2% | 0.10% | +15.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,240,000 | +11.0% | 16,993 | -3.2% | 0.10% | 0.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,230,000 | -5.3% | 10,175 | -21.5% | 0.10% | -14.8% |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,170,000 | +5.5% | 60,445 | 0.0% | 0.09% | -4.1% | |
| SYY | Sell | SYSCO CORP | $1,163,000 | +5.8% | 15,662 | -11.3% | 0.09% | -4.1% |
| SSO | PROSHARES TR | $1,133,000 | +24.4% | 12,400 | 0.0% | 0.09% | +12.3% | |
| SYK | Sell | STRYKER CORPORATION | $1,113,000 | -16.6% | 4,541 | -29.1% | 0.09% | -24.6% |
| SDS | PROSHARES TRultrashrt s&p500 | $1,101,000 | -22.3% | 88,850 | 0.0% | 0.09% | -29.6% | |
| XLC | SELECT SECTOR SPDR TR | $1,073,000 | +13.7% | 15,895 | 0.0% | 0.09% | +3.6% | |
| IVV | ISHARES TRcore s&p500 etf | $1,071,000 | +11.7% | 2,854 | 0.0% | 0.09% | +1.2% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,010,000 | +3.0% | 2,019 | +1.0% | 0.08% | -6.9% |
| GPC | Sell | GENUINE PARTS CO | $996,000 | -8.4% | 9,920 | -13.1% | 0.08% | -16.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $956,000 | +15.0% | 2,558 | +3.1% | 0.08% | +5.5% |
| DD | Sell | DUPONT DE NEMOURS INC | $946,000 | +18.8% | 13,298 | -7.3% | 0.08% | +8.6% |
| TGT | Sell | TARGET CORP | $911,000 | -1.2% | 5,159 | -12.0% | 0.07% | -11.0% |
| FLO | Sell | FLOWERS FOODS INC | $914,000 | -7.9% | 40,380 | -1.0% | 0.07% | -17.0% |
| BLK | Buy | BLACKROCK INC | $890,000 | +38.8% | 1,233 | +8.4% | 0.07% | +24.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $887,000 | +1.6% | 5,265 | +0.5% | 0.07% | -7.8% |
| ADSK | Buy | AUTODESK INC | $893,000 | +34.5% | 2,924 | +1.7% | 0.07% | +20.3% |
| MAS | MASCO CORP | $857,000 | -0.3% | 15,600 | 0.0% | 0.07% | -9.2% | |
| SE | SEA LTDsponsord ads | $846,000 | +29.2% | 4,250 | 0.0% | 0.07% | +17.2% | |
| SWK | STANLEY BLACK & DECKER INC | $811,000 | +10.0% | 4,542 | 0.0% | 0.06% | 0.0% | |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $803,000 | -2.8% | 5,678 | +1.2% | 0.06% | -12.3% |
| GM | GENERAL MTRS CO | $791,000 | +40.7% | 19,000 | 0.0% | 0.06% | +26.0% | |
| ZTS | ZOETIS INCcl a | $771,000 | +0.1% | 4,659 | 0.0% | 0.06% | -8.8% | |
| AEP | AMERICAN ELEC PWR CO INC | $758,000 | +1.9% | 9,105 | 0.0% | 0.06% | -7.6% | |
| PPG | PPG INDS INC | $750,000 | +18.1% | 5,200 | 0.0% | 0.06% | +7.1% | |
| GE | Sell | GENERAL ELECTRIC CO | $742,000 | +59.6% | 68,720 | -8.0% | 0.06% | +43.9% |
| DOW | Sell | DOW INC | $727,000 | +11.8% | 13,102 | -5.1% | 0.06% | +1.8% |
| MTCH | MATCH GROUP INC NEW | $718,000 | +36.8% | 4,748 | 0.0% | 0.06% | +23.9% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $707,000 | +13.7% | 1,998 | 0.0% | 0.06% | +3.6% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $705,000 | -20.1% | 3,031 | +1.1% | 0.06% | -28.2% |
| CERN | CERNER CORP | $695,000 | +8.6% | 8,850 | 0.0% | 0.06% | -1.8% | |
| NVDA | Buy | NVIDIA CORPORATION | $692,000 | +53.1% | 1,324 | +58.6% | 0.06% | +37.5% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $668,000 | +6.5% | 1,010 | +0.5% | 0.05% | -3.6% |
| UGI | Sell | UGI CORP NEW | $624,000 | -10.2% | 17,862 | -15.2% | 0.05% | -18.0% |
| SNPS | SYNOPSYS INC | $598,000 | +21.3% | 2,305 | 0.0% | 0.05% | +9.1% | |
| BDX | BECTON DICKINSON & CO | $605,000 | +7.7% | 2,416 | 0.0% | 0.05% | -4.0% | |
| TJX | TJX COS INC NEW | $584,000 | +22.7% | 8,547 | 0.0% | 0.05% | +11.9% | |
| D | DOMINION ENERGY INC | $586,000 | -4.7% | 7,786 | 0.0% | 0.05% | -13.0% | |
| CHD | Sell | CHURCH & DWIGHT INC | $567,000 | -9.7% | 6,500 | -3.0% | 0.04% | -19.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $547,000 | -15.5% | 3,677 | -21.4% | 0.04% | -22.8% |
| CNI | CANADIAN NATL RY CO | $548,000 | +3.2% | 4,990 | 0.0% | 0.04% | -6.4% | |
| PFF | New | ISHARES TRpfd and incm sec | $533,000 | – | 13,830 | +100.0% | 0.04% | – |
| ESE | ESCO TECHNOLOGIES INC | $540,000 | +28.0% | 5,235 | 0.0% | 0.04% | +16.2% | |
| LOW | Sell | LOWES COS INC | $509,000 | -44.9% | 3,169 | -43.1% | 0.04% | -50.0% |
| TFX | TELEFLEX INCORPORATED | $504,000 | +20.9% | 1,225 | 0.0% | 0.04% | +8.1% | |
| AMLP | ALPS ETF TRalerian mlp | $496,000 | +28.5% | 19,340 | 0.0% | 0.04% | +17.6% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $476,000 | +13.3% | 5,201 | +0.2% | 0.04% | +2.7% |
| ETN | EATON CORP PLC | $471,000 | +17.8% | 3,920 | 0.0% | 0.04% | +8.6% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $473,000 | +6.1% | 3,080 | 0.0% | 0.04% | -2.6% | |
| EEM | ISHARES TRmsci emg mkt etf | $459,000 | +17.4% | 8,875 | 0.0% | 0.04% | +5.7% | |
| UL | New | UNILEVER PLCspon adr new | $458,000 | – | 7,590 | +100.0% | 0.04% | – |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $468,000 | +12.5% | 2,476 | +1.1% | 0.04% | 0.0% |
| DOV | Sell | DOVER CORP | $455,000 | +2.2% | 3,605 | -12.2% | 0.04% | -7.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $439,000 | -5.6% | 6,078 | +1.7% | 0.04% | -14.6% |
| IBKR | INTERACTIVE BROKERS GROUP IN | $436,000 | +26.0% | 7,158 | 0.0% | 0.04% | +12.9% | |
| AEE | AMEREN CORP | $427,000 | -1.2% | 5,465 | 0.0% | 0.03% | -10.5% | |
| WM | Buy | WASTE MGMT INC DEL | $410,000 | +13.9% | 3,479 | +9.3% | 0.03% | +3.1% |
| CTVA | Sell | CORTEVA INC | $408,000 | +22.5% | 10,549 | -8.7% | 0.03% | +13.8% |
| TR | TOOTSIE ROLL INDS INC | $408,000 | -4.0% | 13,752 | 0.0% | 0.03% | -13.2% | |
| KMI | Sell | KINDER MORGAN INC DEL | $412,000 | -59.4% | 30,123 | -63.4% | 0.03% | -63.3% |
| YUM | YUM BRANDS INC | $399,000 | +19.1% | 3,674 | 0.0% | 0.03% | +6.7% | |
| MPW | MEDICAL PPTYS TRUST INC | $395,000 | +23.4% | 18,125 | 0.0% | 0.03% | +14.3% | |
| CP | CANADIAN PAC RY LTD | $399,000 | +14.0% | 1,150 | 0.0% | 0.03% | +3.2% | |
| NUE | NUCOR CORP | $403,000 | +18.5% | 7,575 | 0.0% | 0.03% | +6.7% | |
| HCA | HCA HEALTHCARE INC | $401,000 | +31.9% | 2,440 | 0.0% | 0.03% | +18.5% | |
| NDAQ | NASDAQ INC | $389,000 | +8.4% | 2,928 | 0.0% | 0.03% | -3.1% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $383,000 | +10.7% | 2,710 | +0.6% | 0.03% | 0.0% |
| VLY | VALLEY NATL BANCORP | $370,000 | +42.3% | 37,934 | 0.0% | 0.03% | +30.4% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $369,000 | +24.2% | 18,831 | 0.0% | 0.03% | +15.4% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $357,000 | +9.5% | 2,218 | 0.0% | 0.03% | 0.0% | |
| WTM | WHITE MTNS INS GROUP LTD | $350,000 | +28.2% | 350 | 0.0% | 0.03% | +16.7% | |
| VTRS | New | VIATRIS INC | $353,000 | – | 18,854 | +100.0% | 0.03% | – |
| PNC | PNC FINL SVCS GROUP INC | $349,000 | +35.8% | 2,339 | 0.0% | 0.03% | +21.7% | |
| BAX | Sell | BAXTER INTL INC | $344,000 | -31.9% | 4,285 | -31.8% | 0.03% | -37.8% |
| NOW | SERVICENOW INC | $339,000 | +13.4% | 616 | 0.0% | 0.03% | +3.8% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $334,000 | +23.2% | 1,066 | +9.3% | 0.03% | +12.5% |
| IBB | ISHARES TRnasdaq biotech | $331,000 | +11.8% | 2,185 | 0.0% | 0.03% | 0.0% | |
| NVS | Buy | NOVARTIS AGsponsored adr | $322,000 | +9.9% | 3,409 | +1.0% | 0.03% | 0.0% |
| ROK | ROCKWELL AUTOMATION INC | $327,000 | +13.5% | 1,304 | 0.0% | 0.03% | +4.0% | |
| CTAS | Buy | CINTAS CORP | $323,000 | +9.5% | 914 | +3.3% | 0.03% | 0.0% |
| ANSS | ANSYS INC | $327,000 | +10.8% | 900 | 0.0% | 0.03% | 0.0% | |
| ADI | ANALOG DEVICES INC | $308,000 | +26.7% | 2,082 | 0.0% | 0.02% | +19.0% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $316,000 | +15.3% | 2,988 | +0.6% | 0.02% | +4.2% |
| RF | REGIONS FINANCIAL CORP NEW | $310,000 | +39.6% | 19,253 | 0.0% | 0.02% | +25.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $310,000 | +22.5% | 10,522 | 0.0% | 0.02% | +13.6% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $307,000 | +34.6% | 2,220 | 0.0% | 0.02% | +25.0% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $300,000 | +17.2% | 1,767 | 0.0% | 0.02% | +4.3% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $300,000 | +3.8% | 8,000 | 0.0% | 0.02% | -7.7% | |
| CSL | CARLISLE COS INC | $297,000 | +27.5% | 1,900 | 0.0% | 0.02% | +14.3% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $297,000 | +17.4% | 2,615 | +8.9% | 0.02% | +9.1% |
| VDC | VANGUARD WORLD FDSconsum stp etf | $298,000 | +6.4% | 1,711 | 0.0% | 0.02% | -4.0% | |
| C | CITIGROUP INC | $293,000 | +42.9% | 4,746 | 0.0% | 0.02% | +27.8% | |
| AFL | AFLAC INC | $285,000 | +22.3% | 6,400 | 0.0% | 0.02% | +9.5% | |
| BFB | BROWN FORMAN CORPcl b | $273,000 | +5.8% | 3,432 | 0.0% | 0.02% | -4.3% | |
| IYZ | ISHARES TR | $275,000 | +10.9% | 9,100 | 0.0% | 0.02% | 0.0% | |
| ATO | ATMOS ENERGY CORP | $279,000 | -0.4% | 2,925 | 0.0% | 0.02% | -12.0% | |
| CMI | CUMMINS INC | $260,000 | +7.4% | 1,147 | 0.0% | 0.02% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $264,000 | +14.8% | 7,325 | 0.0% | 0.02% | +5.0% | |
| DTE | DTE ENERGY CO | $267,000 | +5.5% | 2,200 | 0.0% | 0.02% | -4.5% | |
| PKI | PERKINELMER INC | $261,000 | +14.5% | 1,818 | 0.0% | 0.02% | +5.0% | |
| GILD | Sell | GILEAD SCIENCES INC | $256,000 | -24.9% | 4,401 | -18.5% | 0.02% | -33.3% |
| SSB | New | SOUTH ST CORP | $256,000 | – | 3,534 | +100.0% | 0.02% | – |
| EV | New | EATON VANCE CORP | $249,000 | – | 3,660 | +100.0% | 0.02% | – |
| DELL | DELL TECHNOLOGIES INCcl c | $250,000 | +8.2% | 3,413 | 0.0% | 0.02% | 0.0% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $240,000 | +14.3% | 1,650 | -5.0% | 0.02% | 0.0% |
| REG | Sell | REGENCY CTRS CORP | $239,000 | -4.8% | 5,244 | -20.5% | 0.02% | -13.6% |
| PLD | Sell | PROLOGIS INC. | $236,000 | -3.7% | 2,364 | -2.8% | 0.02% | -13.6% |
| IJH | New | ISHARES TRcore s&p mcp etf | $234,000 | – | 1,020 | +100.0% | 0.02% | – |
| FLS | New | FLOWSERVE CORP | $232,000 | – | 6,300 | +100.0% | 0.02% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $237,000 | – | 4,522 | +100.0% | 0.02% | – |
| MDT | Sell | MEDTRONIC PLC | $239,000 | -33.4% | 2,044 | -40.8% | 0.02% | -40.6% |
| CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $223,000 | +23.2% | 16,500 | 0.0% | 0.02% | +12.5% | |
| GPN | New | GLOBAL PMTS INC | $224,000 | – | 1,042 | +100.0% | 0.02% | – |
| LIN | LINDE PLC | $231,000 | +11.1% | 875 | 0.0% | 0.02% | 0.0% | |
| AMP | Sell | AMERIPRISE FINL INC | $228,000 | -11.6% | 1,174 | -29.9% | 0.02% | -21.7% |
| FBNC | New | FIRST BANCORP N C | $215,000 | – | 6,349 | +100.0% | 0.02% | – |
| ABCB | New | AMERIS BANCORP | $215,000 | – | 5,644 | +100.0% | 0.02% | – |
| MCK | New | MCKESSON CORP | $215,000 | – | 1,235 | +100.0% | 0.02% | – |
| SJM | Sell | SMUCKER J M CO | $214,000 | -24.4% | 1,850 | -24.5% | 0.02% | -32.0% |
| CPB | CAMPBELL SOUP CO | $201,000 | 0.0% | 4,150 | 0.0% | 0.02% | -11.1% | |
| ARCC | ARES CAPITAL CORP | $179,000 | +20.9% | 10,596 | 0.0% | 0.01% | +7.7% | |
| FDUS | FIDUS INVT CORP | $140,000 | +33.3% | 10,666 | 0.0% | 0.01% | +22.2% | |
| LUMN | LUMEN TECHNOLOGIES INC | $131,000 | -3.0% | 13,400 | 0.0% | 0.01% | -16.7% | |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $109,000 | +78.7% | 79,800 | 0.0% | 0.01% | +80.0% | |
| LEE | LEE ENTERPRISES INC | $13,000 | +44.4% | 10,200 | 0.0% | 0.00% | 0.0% | |
| SMRTQ | Exit | STEIN MART INC | $0 | – | -25,000 | -100.0% | 0.00% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -14,528 | -100.0% | -0.01% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -1,600 | -100.0% | -0.02% | – |
| IAC | Exit | IAC INTERACTIVECORP | $0 | – | -2,200 | -100.0% | -0.02% | – |
| UN | Exit | UNILEVER N V | $0 | – | -7,500 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
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.