$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.