$1.6 Billion is the total value of HYMAN CHARLES D's 236 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -13,400 | -100.0% | -0.00% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -1,558 | -100.0% | -0.01% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -3,800 | -100.0% | -0.01% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -1,961 | -100.0% | -0.01% | – |
| ABCB | Exit | AMERIS BANCORP | $0 | – | -5,644 | -100.0% | -0.01% | – |
| C | Exit | CITIGROUP INC | $0 | – | -4,553 | -100.0% | -0.01% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -1,475 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -1,718 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,888 | -100.0% | -0.02% | – |
| Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -12,525 | -100.0% | -0.03% | – | |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -89,963 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 7.6% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 4.8% |
| Microsoft Corporation | 45 | Q2 2024 | 6.9% |
| APPLE INC | 45 | Q2 2024 | 5.9% |
| MCDONALDS CORP | 45 | Q2 2024 | 3.0% |
| SPDR S&P MIDCAP 400 ETF TR | 45 | Q2 2024 | 3.0% |
| PEPSICO INC | 45 | Q2 2024 | 3.0% |
| CATERPILLAR INC DEL | 45 | Q2 2024 | 3.3% |
| Southern Company | 45 | Q2 2024 | 2.7% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 2.8% |
View HYMAN CHARLES D's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 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 |
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.