$1.37 Billion is the total value of HYMAN CHARLES D's 237 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 7.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $89,507,000 | -22.4% | 327,839 | +0.3% | 6.51% | -10.6% |
| MSFT | Buy | MICROSOFT CORP | $69,754,000 | -16.2% | 271,596 | +0.6% | 5.08% | -3.4% |
| AAPL | Sell | APPLE INC | $64,476,000 | -22.0% | 471,594 | -0.4% | 4.69% | -10.1% |
| FRPH | Buy | FRP HLDGS INC | $57,661,000 | +4.5% | 955,443 | +0.1% | 4.20% | +20.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $54,455,000 | +0.5% | 306,774 | +0.3% | 3.96% | +15.8% |
| MCD | Buy | MCDONALDS CORP | $38,310,000 | +0.3% | 155,177 | +0.4% | 2.79% | +15.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $35,648,000 | -16.9% | 74,378 | -0.1% | 2.59% | -4.2% |
| SO | Sell | SOUTHERN CO | $32,580,000 | -2.3% | 456,882 | -0.6% | 2.37% | +12.6% |
| PEP | Sell | PEPSICO INC | $31,488,000 | -0.8% | 188,938 | -0.3% | 2.29% | +14.3% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $31,101,000 | -16.0% | 75,217 | -0.4% | 2.26% | -3.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $29,141,000 | -10.5% | 92,371 | +1.4% | 2.12% | +3.2% |
| CAT | Sell | CATERPILLAR INC | $28,353,000 | -20.1% | 158,607 | -0.4% | 2.06% | -7.9% |
| DE | Sell | DEERE & CO | $28,269,000 | -28.8% | 94,398 | -1.2% | 2.06% | -17.9% |
| VMC | Sell | VULCAN MATLS CO | $27,528,000 | -22.8% | 193,723 | -0.2% | 2.00% | -11.0% |
| HD | Buy | HOME DEPOT INC | $27,006,000 | -3.9% | 98,465 | +4.9% | 1.96% | +10.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $26,835,000 | -5.6% | 186,626 | +0.3% | 1.95% | +8.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $25,431,000 | +0.7% | 501,111 | +1.1% | 1.85% | +16.1% |
| CSX | Sell | CSX CORP | $24,398,000 | -23.0% | 839,576 | -0.8% | 1.78% | -11.3% |
| NSC | Sell | NORFOLK SOUTHN CORP | $23,266,000 | -20.6% | 102,364 | -0.3% | 1.69% | -8.4% |
| EMR | Sell | EMERSON ELEC CO | $22,105,000 | -19.1% | 277,913 | -0.3% | 1.61% | -6.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $20,481,000 | -17.3% | 181,875 | +0.1% | 1.49% | -4.7% |
| ORCL | Sell | ORACLE CORP | $20,436,000 | -16.5% | 292,484 | -1.2% | 1.49% | -3.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $19,513,000 | -2.9% | 45,383 | -0.3% | 1.42% | +12.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $19,477,000 | -4.7% | 181,668 | -0.7% | 1.42% | +9.8% |
| CVX | Sell | CHEVRON CORP NEW | $19,214,000 | -11.8% | 132,711 | -0.8% | 1.40% | +1.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $17,186,000 | +5.8% | 223,198 | +0.4% | 1.25% | +22.0% |
| INTC | Sell | INTEL CORP | $16,708,000 | -25.8% | 446,611 | -1.8% | 1.22% | -14.5% |
| KO | Sell | COCA COLA CO | $16,623,000 | +1.1% | 264,234 | -0.4% | 1.21% | +16.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $15,836,000 | +8.4% | 112,162 | -0.2% | 1.15% | +24.9% |
| APD | Sell | AIR PRODS & CHEMS INC | $15,187,000 | -4.4% | 63,154 | -0.6% | 1.10% | +10.2% |
| MRK | Buy | MERCK & CO INC | $14,440,000 | +12.5% | 158,386 | +1.3% | 1.05% | +29.8% |
| SBUX | Sell | STARBUCKS CORP | $13,966,000 | -17.4% | 182,830 | -1.6% | 1.02% | -4.8% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $13,870,000 | -41.5% | 474,030 | -0.5% | 1.01% | -32.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $13,732,000 | -9.5% | 46,234 | +0.6% | 1.00% | +4.3% |
| COP | Sell | CONOCOPHILLIPS | $13,526,000 | -10.5% | 150,608 | -0.3% | 0.98% | +3.1% |
| PSX | Buy | PHILLIPS 66 | $12,888,000 | -4.8% | 157,195 | +0.4% | 0.94% | +9.8% |
| HEI | Sell | HEICO CORP NEW | $12,375,000 | -14.8% | 94,381 | -0.3% | 0.90% | -2.0% |
| AMZN | Buy | AMAZON COM INC | $11,930,000 | -37.2% | 112,320 | +1827.2% | 0.87% | -27.7% |
| AFL | Buy | AFLAC INC | $11,294,000 | -11.6% | 204,125 | +2.9% | 0.82% | +2.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $10,685,000 | -2.8% | 111,174 | +0.2% | 0.78% | +12.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $10,646,000 | +6.8% | 22,245 | -0.2% | 0.78% | +23.0% |
| XOM | Sell | EXXON MOBIL CORP | $8,554,000 | +2.6% | 99,883 | -1.0% | 0.62% | +18.3% |
| PFE | Sell | PFIZER INC | $8,333,000 | +0.4% | 158,945 | -0.9% | 0.61% | +15.6% |
| MMM | Sell | 3M CO | $8,292,000 | -15.9% | 64,072 | -3.2% | 0.60% | -3.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $7,902,000 | -45.3% | 113,141 | -9.4% | 0.58% | -36.9% |
| NKE | Buy | NIKE INCcl b | $7,257,000 | -23.6% | 71,008 | +0.6% | 0.53% | -12.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $6,707,000 | +5.2% | 67,924 | +0.1% | 0.49% | +21.1% |
| ANTM | Buy | ELEVANCE HEALTH INC | $6,696,000 | +0.8% | 13,877 | +2.6% | 0.49% | +16.0% |
| MO | Buy | ALTRIA GROUP INC | $6,147,000 | -20.0% | 147,174 | +0.1% | 0.45% | -7.8% |
| HON | HONEYWELL INTL INC | $6,056,000 | -10.7% | 34,844 | 0.0% | 0.44% | +3.0% | |
| TFC | Sell | TRUIST FINL CORP | $5,964,000 | -16.6% | 125,747 | -0.4% | 0.43% | -4.0% |
| LLY | Sell | LILLY ELI & CO | $5,309,000 | +1.8% | 16,373 | -10.1% | 0.39% | +17.3% |
| BAC | Buy | BK OF AMERICA CORP | $5,148,000 | -22.7% | 165,373 | +2.3% | 0.38% | -10.9% |
| CL | Sell | COLGATE PALMOLIVE CO | $4,977,000 | +5.4% | 62,100 | -0.2% | 0.36% | +21.5% |
| VOO | VANGUARD INDEX FDS | $4,822,000 | -16.4% | 13,900 | 0.0% | 0.35% | -3.6% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,823,000 | -20.9% | 2,205 | +1.0% | 0.35% | -8.8% |
| TRV | TRAVELERS COMPANIES INC | $4,824,000 | -7.4% | 28,520 | 0.0% | 0.35% | +6.7% | |
| ENB | Sell | ENBRIDGE INC | $4,770,000 | -8.4% | 112,878 | -0.1% | 0.35% | +5.5% |
| NEE | Sell | NEXTERA ENERGY INC | $4,659,000 | -10.4% | 60,143 | -2.0% | 0.34% | +3.4% |
| ABT | Buy | ABBOTT LABS | $4,640,000 | -8.0% | 42,705 | +0.2% | 0.34% | +6.0% |
| KMB | KIMBERLY-CLARK CORP | $4,467,000 | +9.7% | 33,052 | 0.0% | 0.32% | +26.5% | |
| ABBV | Buy | ABBVIE INC | $4,268,000 | -5.2% | 27,867 | +0.4% | 0.31% | +9.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,051,000 | -7.5% | 19,285 | +0.2% | 0.30% | +6.9% |
| GLD | Buy | SPDR GOLD TR | $4,007,000 | -5.9% | 23,785 | +0.9% | 0.29% | +8.6% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,999,000 | -0.9% | 64,400 | +0.2% | 0.29% | +14.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,950,000 | +6.4% | 7,691 | +5.7% | 0.29% | +22.6% |
| DIS | Buy | DISNEY WALT CO | $3,847,000 | -29.7% | 40,747 | +2.1% | 0.28% | -19.1% |
| CRM | Buy | SALESFORCE INC | $3,806,000 | +2.3% | 23,061 | +31.6% | 0.28% | +17.9% |
| WY | WEYERHAEUSER CO MTN BE | $3,441,000 | -12.6% | 103,906 | 0.0% | 0.25% | +0.4% | |
| CI | Sell | CIGNA CORP NEW | $3,178,000 | +7.4% | 12,058 | -2.4% | 0.23% | +23.5% |
| V | VISA INC | $3,178,000 | -11.2% | 16,139 | 0.0% | 0.23% | +2.2% | |
| CSCO | Buy | CISCO SYS INC | $3,154,000 | -23.3% | 73,965 | +0.3% | 0.23% | -11.9% |
| DEO | Buy | DIAGEO PLCspon adr new | $3,098,000 | -13.6% | 17,791 | +0.9% | 0.22% | -0.4% |
| HE | HAWAIIAN ELEC INDUSTRIES | $3,074,000 | -3.3% | 75,164 | 0.0% | 0.22% | +11.4% | |
| ITW | ILLINOIS TOOL WKS INC | $2,783,000 | -13.0% | 15,270 | 0.0% | 0.20% | +0.5% | |
| WMT | Sell | WALMART INC | $2,772,000 | -18.9% | 22,798 | -0.7% | 0.20% | -6.5% |
| PAYX | Buy | PAYCHEX INC | $2,594,000 | -16.3% | 22,781 | +0.3% | 0.19% | -3.6% |
| PATI | PATRIOT TRANSN HLDG INC | $2,550,000 | -6.8% | 342,791 | 0.0% | 0.19% | +7.5% | |
| GIS | GENERAL MLS INC | $2,560,000 | +11.4% | 33,933 | 0.0% | 0.19% | +28.3% | |
| INTU | INTUIT | $2,415,000 | -19.8% | 6,266 | 0.0% | 0.18% | -7.4% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $2,402,000 | -14.8% | 16,030 | 0.0% | 0.18% | -1.7% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,385,000 | +6.1% | 9,330 | +4.2% | 0.17% | +22.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,391,000 | -17.1% | 1,097 | +5.8% | 0.17% | -4.4% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $2,207,000 | -30.1% | 26,430 | -0.7% | 0.16% | -19.1% |
| IGV | ISHARES TRexpanded tech | $2,118,000 | -21.8% | 7,855 | 0.0% | 0.15% | -9.9% | |
| BA | Sell | BOEING CO | $2,040,000 | -34.2% | 14,921 | -7.9% | 0.15% | -24.5% |
| WFC | Buy | WELLS FARGO CO NEW | $2,016,000 | -19.2% | 51,479 | +0.0% | 0.15% | -7.0% |
| FDX | FEDEX CORP | $1,966,000 | -2.0% | 8,672 | 0.0% | 0.14% | +12.6% | |
| F | Buy | FORD MTR CO DEL | $1,831,000 | -34.0% | 164,514 | +0.2% | 0.13% | -24.0% |
| UNP | UNION PAC CORP | $1,833,000 | -21.9% | 8,594 | 0.0% | 0.13% | -10.1% | |
| AMGN | Sell | AMGEN INC | $1,823,000 | -1.4% | 7,492 | -2.0% | 0.13% | +13.7% |
| TXN | Buy | TEXAS INSTRS INC | $1,777,000 | -15.5% | 11,564 | +0.9% | 0.13% | -3.0% |
| DHR | Buy | DANAHER CORPORATION | $1,756,000 | -9.7% | 6,926 | +4.5% | 0.13% | +4.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,727,000 | -8.0% | 3,178 | 0.0% | 0.13% | +5.9% | |
| GPC | GENUINE PARTS CO | $1,705,000 | +5.5% | 12,820 | 0.0% | 0.12% | +21.6% | |
| VO | VANGUARD INDEX FDSmid cap etf | $1,677,000 | -17.2% | 8,516 | 0.0% | 0.12% | -4.7% | |
| BX | BLACKSTONE INC | $1,676,000 | -28.2% | 18,375 | 0.0% | 0.12% | -17.0% | |
| EWA | Sell | ISHARES INCmsci aust etf | $1,640,000 | -22.3% | 77,286 | -3.3% | 0.12% | -10.5% |
| CB | CHUBB LIMITED | $1,632,000 | -8.1% | 8,300 | 0.0% | 0.12% | +6.2% | |
| QCOM | Buy | QUALCOMM INC | $1,445,000 | -15.9% | 11,315 | +0.6% | 0.10% | -2.8% |
| AXP | AMERICAN EXPRESS CO | $1,420,000 | -25.9% | 10,247 | 0.0% | 0.10% | -14.9% | |
| NEM | NEWMONT CORP | $1,337,000 | -24.9% | 22,400 | 0.0% | 0.10% | -13.4% | |
| SYY | SYSCO CORP | $1,330,000 | +3.7% | 15,702 | 0.0% | 0.10% | +19.8% | |
| GOLD | Buy | BARRICK GOLD CORP | $1,318,000 | -27.8% | 74,516 | +0.1% | 0.10% | -16.5% |
| SSO | PROSHARES TR | $1,114,000 | -31.5% | 24,800 | 0.0% | 0.08% | -21.4% | |
| IVV | ISHARES TRcore s&p500 etf | $1,066,000 | -16.5% | 2,812 | 0.0% | 0.08% | -3.7% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,076,000 | -13.4% | 5,897 | +1.7% | 0.08% | 0.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,052,000 | -11.4% | 16,828 | +4.3% | 0.08% | +2.7% |
| NUE | NUCOR CORP | $1,002,000 | -29.8% | 9,600 | 0.0% | 0.07% | -18.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $982,000 | -16.5% | 2,604 | 0.0% | 0.07% | -4.1% | |
| FLO | FLOWERS FOODS INC | $981,000 | +2.3% | 37,291 | 0.0% | 0.07% | +16.4% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $949,000 | -20.7% | 4,819 | 0.0% | 0.07% | -9.2% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $946,000 | -13.3% | 56,270 | 0.0% | 0.07% | 0.0% | |
| BLK | BLACKROCK INC | $908,000 | -20.3% | 1,491 | 0.0% | 0.07% | -8.3% | |
| SYK | STRYKER CORPORATION | $875,000 | -25.7% | 4,401 | 0.0% | 0.06% | -13.5% | |
| FB | Sell | META PLATFORMS INCcl a | $862,000 | -31.3% | 5,343 | -5.3% | 0.06% | -20.3% |
| ZTS | Buy | ZOETIS INCcl a | $870,000 | -1.0% | 5,059 | +8.6% | 0.06% | +14.5% |
| AEP | AMERICAN ELEC PWR CO INC | $866,000 | -3.8% | 9,025 | 0.0% | 0.06% | +10.5% | |
| XLC | SELECT SECTOR SPDR TR | $863,000 | -21.0% | 15,895 | 0.0% | 0.06% | -8.7% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $810,000 | -15.7% | 2,213 | +4.9% | 0.06% | -3.3% |
| ED | Sell | CONSOLIDATED EDISON INC | $800,000 | -5.2% | 8,410 | -5.6% | 0.06% | +9.4% |
| GD | GENERAL DYNAMICS CORP | $780,000 | -8.2% | 3,525 | 0.0% | 0.06% | +5.6% | |
| MAS | MASCO CORP | $789,000 | -0.9% | 15,600 | 0.0% | 0.06% | +14.0% | |
| DOW | Buy | DOW INC | $778,000 | -16.3% | 15,075 | +3.4% | 0.06% | -3.4% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $766,000 | -20.5% | 20,214 | -6.2% | 0.06% | -8.2% |
| CTO | Buy | CTO RLTY GROWTH INC NEW | $753,000 | -6.6% | 12,321 | +1.4% | 0.06% | +7.8% |
| SNPS | SYNOPSYS INC | $700,000 | -8.9% | 2,305 | 0.0% | 0.05% | +6.2% | |
| TGT | Sell | TARGET CORP | $707,000 | -34.5% | 5,009 | -1.5% | 0.05% | -25.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $699,000 | +8.5% | 2,891 | +11.6% | 0.05% | +24.4% |
| DD | Sell | DUPONT DE NEMOURS INC | $643,000 | -28.9% | 11,561 | -5.9% | 0.05% | -17.5% |
| VGT | VANGUARD WORLD FDSinf tech etf | $652,000 | -21.6% | 1,998 | 0.0% | 0.05% | -11.3% | |
| NVDA | Sell | NVIDIA CORPORATION | $636,000 | -57.6% | 4,198 | -23.6% | 0.05% | -51.6% |
| CTVA | Sell | CORTEVA INC | $612,000 | -11.7% | 11,310 | -6.1% | 0.04% | +2.3% |
| AMLP | ALPS ETF TRalerian mlp | $623,000 | -10.1% | 18,095 | 0.0% | 0.04% | +2.3% | |
| D | DOMINION ENERGY INC | $621,000 | -6.2% | 7,786 | 0.0% | 0.04% | +7.1% | |
| BDX | BECTON DICKINSON & CO | $596,000 | -7.3% | 2,416 | 0.0% | 0.04% | +4.9% | |
| PPG | PPG INDS INC | $595,000 | -12.8% | 5,200 | 0.0% | 0.04% | 0.0% | |
| LOW | Buy | LOWES COS INC | $547,000 | -13.3% | 3,129 | +0.3% | 0.04% | 0.0% |
| CNI | CANADIAN NATL RY CO | $547,000 | -16.1% | 4,860 | 0.0% | 0.04% | -2.4% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $547,000 | +7.3% | 3,680 | +19.5% | 0.04% | +25.0% |
| MS | MORGAN STANLEY | $531,000 | -13.0% | 6,975 | 0.0% | 0.04% | 0.0% | |
| GM | Sell | GENERAL MTRS CO | $534,000 | -32.9% | 16,800 | -7.7% | 0.04% | -22.0% |
| WM | Buy | WASTE MGMT INC DEL | $529,000 | +2.5% | 3,458 | +6.1% | 0.04% | +15.2% |
| CHD | CHURCH & DWIGHT CO INC | $519,000 | -6.8% | 5,600 | 0.0% | 0.04% | +8.6% | |
| REG | REGENCY CTRS CORP | $523,000 | -16.9% | 8,817 | 0.0% | 0.04% | -5.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $522,000 | +97.7% | 9,471 | +111.8% | 0.04% | +123.5% |
| AEE | AMEREN CORP | $494,000 | -3.5% | 5,465 | 0.0% | 0.04% | +12.5% | |
| ETN | EATON CORP PLC | $494,000 | -17.0% | 3,920 | 0.0% | 0.04% | -5.3% | |
| ANET | ARISTA NETWORKS INC | $480,000 | -32.6% | 5,123 | 0.0% | 0.04% | -22.2% | |
| ADSK | AUTODESK INC | $486,000 | -19.7% | 2,824 | 0.0% | 0.04% | -7.9% | |
| TJX | TJX COS INC NEW | $477,000 | -7.9% | 8,547 | 0.0% | 0.04% | +6.1% | |
| Buy | GENERAL ELECTRIC CO | $481,000 | -26.7% | 7,557 | +5.4% | 0.04% | -14.6% | |
| FIS | FIDELITY NATL INFORMATION SV | $478,000 | -8.6% | 5,210 | 0.0% | 0.04% | +6.1% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $471,000 | -14.1% | 1,005 | 0.0% | 0.03% | -2.9% | |
| SWK | STANLEY BLACK & DECKER INC | $469,000 | -25.1% | 4,477 | 0.0% | 0.03% | -15.0% | |
| NDAQ | NASDAQ INC | $450,000 | -14.3% | 2,947 | 0.0% | 0.03% | 0.0% | |
| CSL | CARLISLE COS INC | $453,000 | -3.0% | 1,900 | 0.0% | 0.03% | +13.8% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $459,000 | -5.6% | 18,831 | 0.0% | 0.03% | +6.5% | |
| CTAS | Buy | CINTAS CORP | $435,000 | +11.8% | 1,164 | +27.4% | 0.03% | +28.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $444,000 | -9.2% | 4,361 | +0.2% | 0.03% | +3.2% |
| WTM | WHITE MTNS INS GROUP LTD | $436,000 | +9.5% | 350 | 0.0% | 0.03% | +28.0% | |
| AMP | AMERIPRISE FINL INC | $429,000 | -20.8% | 1,803 | 0.0% | 0.03% | -8.8% | |
| YUM | Sell | YUM BRANDS INC | $408,000 | -4.9% | 3,593 | -0.7% | 0.03% | +11.1% |
| HCA | HCA HEALTHCARE INC | $414,000 | -33.0% | 2,464 | 0.0% | 0.03% | -23.1% | |
| DOV | DOVER CORP | $416,000 | -22.7% | 3,430 | 0.0% | 0.03% | -11.8% | |
| CP | CANADIAN PAC RY LTD | $402,000 | -15.4% | 5,750 | 0.0% | 0.03% | -3.3% | |
| VLY | VALLEY NATL BANCORP | $395,000 | -20.0% | 37,934 | 0.0% | 0.03% | -6.5% | |
| IBKR | INTERACTIVE BROKERS GROUP IN | $394,000 | -16.5% | 7,158 | 0.0% | 0.03% | -3.3% | |
| SJM | Sell | SMUCKER J M CO | $390,000 | -16.5% | 3,050 | -11.6% | 0.03% | -3.4% |
| UGI | Sell | UGI CORP NEW | $378,000 | -5.5% | 9,778 | -11.6% | 0.03% | +12.0% |
| MCK | MCKESSON CORP | $391,000 | +6.5% | 1,200 | 0.0% | 0.03% | +21.7% | |
| SDY | Buy | SPDR SER TRs&p divid etf | $383,000 | -2.0% | 3,229 | +5.7% | 0.03% | +12.0% |
| GILD | Buy | GILEAD SCIENCES INC | $365,000 | +39.3% | 5,901 | +34.1% | 0.03% | +58.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $372,000 | -17.1% | 2,594 | -6.4% | 0.03% | -3.6% |
| ESE | ESCO TECHNOLOGIES INC | $358,000 | -2.2% | 5,235 | 0.0% | 0.03% | +13.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $357,000 | -11.2% | 8,912 | 0.0% | 0.03% | +4.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $346,000 | -12.4% | 2,190 | +2.4% | 0.02% | 0.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $345,000 | -12.0% | 20,612 | -0.7% | 0.02% | 0.0% |
| UL | Sell | UNILEVER PLCspon adr new | $342,000 | -1.2% | 7,465 | -1.6% | 0.02% | +13.6% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $350,000 | +3.9% | 8,154 | +1.9% | 0.02% | +19.0% |
| SCHW | Buy | SCHWAB CHARLES CORP | $338,000 | +38.0% | 5,356 | +84.1% | 0.02% | +66.7% |
| ATO | ATMOS ENERGY CORP | $328,000 | -6.3% | 2,925 | 0.0% | 0.02% | +9.1% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $331,000 | -17.9% | 10,522 | 0.0% | 0.02% | -4.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $333,000 | -15.7% | 17,749 | 0.0% | 0.02% | -4.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $335,000 | -6.4% | 2,615 | 0.0% | 0.02% | +4.3% | |
| AMD | ADVANCED MICRO DEVICES INC | $328,000 | -30.1% | 4,285 | 0.0% | 0.02% | -20.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $319,000 | -22.6% | 2,343 | 0.0% | 0.02% | -11.5% | |
| MTCH | MATCH GROUP INC NEW | $320,000 | -35.9% | 4,590 | 0.0% | 0.02% | -28.1% | |
| ARCC | ARES CAPITAL CORP | $318,000 | -14.3% | 17,710 | 0.0% | 0.02% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $317,000 | -5.4% | 1,711 | 0.0% | 0.02% | +9.5% | |
| TFX | TELEFLEX INCORPORATED | $301,000 | -30.8% | 1,225 | 0.0% | 0.02% | -18.5% | |
| ADI | ANALOG DEVICES INC | $304,000 | -11.6% | 2,082 | 0.0% | 0.02% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $305,000 | -25.6% | 2,218 | 0.0% | 0.02% | -15.4% | |
| NOW | SERVICENOW INC | $293,000 | -14.6% | 616 | 0.0% | 0.02% | -4.5% | |
| NVS | NOVARTIS AGsponsored adr | $285,000 | -3.7% | 3,374 | 0.0% | 0.02% | +10.5% | |
| PLD | Buy | PROLOGIS INC. | $294,000 | -25.2% | 2,500 | +2.7% | 0.02% | -16.0% |
| SE | SEA LTDsponsord ads | $284,000 | -44.2% | 4,250 | 0.0% | 0.02% | -34.4% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $289,000 | -16.0% | 1,767 | 0.0% | 0.02% | -4.5% | |
| MPW | MEDICAL PPTYS TRUST INC | $277,000 | -27.7% | 18,125 | 0.0% | 0.02% | -16.7% | |
| SSB | SOUTHSTATE CORPORATION | $273,000 | -5.2% | 3,534 | 0.0% | 0.02% | +11.1% | |
| DTE | DTE ENERGY CO | $279,000 | -4.1% | 2,200 | 0.0% | 0.02% | +11.1% | |
| CCI | New | CROWN CASTLE INTL CORP NEW | $271,000 | – | 1,611 | +100.0% | 0.02% | – |
| ATVI | ACTIVISION BLIZZARD INC | $274,000 | -2.8% | 3,515 | 0.0% | 0.02% | +11.1% | |
| MDT | Buy | MEDTRONIC PLC | $269,000 | +21.7% | 2,996 | +50.1% | 0.02% | +42.9% |
| IBB | ISHARES TRishares biotech | $257,000 | -9.8% | 2,185 | 0.0% | 0.02% | +5.6% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $265,000 | -22.7% | 4,570 | 0.0% | 0.02% | -13.6% | |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $259,000 | – | 3,172 | +100.0% | 0.02% | – |
| BAX | BAXTER INTL INC | $246,000 | -17.2% | 3,835 | 0.0% | 0.02% | -5.3% | |
| EXC | New | EXELON CORP | $249,000 | – | 5,500 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $254,000 | – | 2,300 | +100.0% | 0.02% | – |
| DRI | DARDEN RESTAURANTS INC | $241,000 | -14.8% | 2,132 | 0.0% | 0.02% | 0.0% | |
| LIN | LINDE PLC | $250,000 | -10.1% | 870 | 0.0% | 0.02% | 0.0% | |
| IYZ | ISHARES TR | $229,000 | -15.8% | 9,100 | 0.0% | 0.02% | 0.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $240,000 | -31.6% | 1,204 | -4.0% | 0.02% | -22.7% |
| RSG | REPUBLIC SVCS INC | $236,000 | -0.8% | 1,800 | 0.0% | 0.02% | +13.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $237,000 | -15.7% | 1,049 | 0.0% | 0.02% | -5.6% | |
| ABCB | AMERIS BANCORP | $227,000 | -8.5% | 5,644 | 0.0% | 0.02% | +6.2% | |
| HSY | HERSHEY CO | $215,000 | -0.9% | 1,000 | 0.0% | 0.02% | +14.3% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $225,000 | -40.9% | 802 | -23.8% | 0.02% | -33.3% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $225,000 | – | 800 | +100.0% | 0.02% | – |
| CMI | CUMMINS INC | $222,000 | -5.5% | 1,147 | 0.0% | 0.02% | +6.7% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $218,000 | -8.4% | 1,450 | 0.0% | 0.02% | +6.7% | |
| BFB | Sell | BROWN FORMAN CORPcl b | $217,000 | -1.8% | 3,100 | -6.1% | 0.02% | +14.3% |
| ANSS | ANSYS INC | $215,000 | -24.8% | 900 | 0.0% | 0.02% | -11.1% | |
| PKI | PERKINELMER INC | $222,000 | -18.4% | 1,558 | 0.0% | 0.02% | -5.9% | |
| TT | TRANE TECHNOLOGIES PLC | $214,000 | -15.1% | 1,650 | 0.0% | 0.02% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $218,000 | -5.6% | 3,107 | 0.0% | 0.02% | +6.7% | |
| GPN | GLOBAL PMTS INC | $217,000 | -19.0% | 1,961 | 0.0% | 0.02% | -5.9% | |
| MRNA | New | MODERNA INC | $211,000 | – | 1,475 | +100.0% | 0.02% | – |
| VMW | VMWARE INC | $208,000 | +0.5% | 1,822 | 0.0% | 0.02% | +15.4% | |
| C | CITIGROUP INC | $209,000 | -14.0% | 4,553 | 0.0% | 0.02% | 0.0% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $206,000 | -14.5% | 6,550 | 0.0% | 0.02% | 0.0% | |
| CVS | New | CVS HEALTH CORP | $206,000 | – | 2,219 | +100.0% | 0.02% | – |
| CHI | CALAMOS CONV OPPORTUNITIES &sh ben int | $177,000 | -18.8% | 16,500 | 0.0% | 0.01% | -7.1% | |
| LUMN | LUMEN TECHNOLOGIES INC | $146,000 | -3.3% | 13,400 | 0.0% | 0.01% | +10.0% | |
| Sell | KYNDRYL HLDGS INC | $154,000 | -45.6% | 15,705 | -27.2% | 0.01% | -38.9% | |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $63,000 | -1.6% | 79,800 | 0.0% | 0.01% | +25.0% | |
| SNA | Exit | SNAP ON INC | $0 | – | -995 | -100.0% | -0.01% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -5,290 | -100.0% | -0.01% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -858 | -100.0% | -0.01% | – |
| FLS | Exit | FLOWSERVE CORP | $0 | – | -6,300 | -100.0% | -0.01% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -2,418 | -100.0% | -0.01% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -5,483 | -100.0% | -0.01% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW | $0 | – | -2,200 | -100.0% | -0.01% | – |
| FBNC | Exit | FIRST BANCORP N C | $0 | – | -6,049 | -100.0% | -0.02% | – |
| SNV | Exit | SYNOVUS FINL CORP | $0 | – | -5,521 | -100.0% | -0.02% | – |
| SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -18,770 | -100.0% | -0.04% | – |
| ANAT | Exit | AMERICAN NATIONAL GROUP INC | $0 | – | -12,312 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
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.