$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | New | ISHARES TRpfd and incm sec | $533,000 | – | 13,830 | +100.0% | 0.04% | – |
| UL | New | UNILEVER PLCspon adr new | $458,000 | – | 7,590 | +100.0% | 0.04% | – |
| VTRS | New | VIATRIS INC | $353,000 | – | 18,854 | +100.0% | 0.03% | – |
| 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% | – |
| 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% | – |
| GPN | New | GLOBAL PMTS INC | $224,000 | – | 1,042 | +100.0% | 0.02% | – |
| 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% | – |
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.