$1.58 Billion is the total value of HYMAN CHARLES D's 235 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WCC | New | WESCO INTL INC | $2,050,000 | – | 15,580 | +100.0% | 0.13% | – |
| CTO | New | CTO RLTY GROWTH INC NEW | $746,000 | – | 12,152 | +100.0% | 0.05% | – |
| New | KYNDRYL HLDGS INC | $414,000 | – | 22,892 | +100.0% | 0.03% | – | |
| DRI | New | DARDEN RESTAURANTS INC | $321,000 | – | 2,132 | +100.0% | 0.02% | – |
| GPN | New | GLOBAL PMTS INC | $265,000 | – | 1,961 | +100.0% | 0.02% | – |
| EWC | New | ISHARES INCmsci cda etf | $211,000 | – | 5,483 | +100.0% | 0.01% | – |
| VMW | New | VMWARE INC | $211,000 | – | 1,822 | +100.0% | 0.01% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $205,000 | – | 1,181 | +100.0% | 0.01% | – |
| SCHW | New | SCHWAB CHARLES CORP | $202,000 | – | 2,405 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
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 | 2024-05-07 |
| 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.