$1.54 Billion is the total value of HYMAN CHARLES D's 231 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DELL | New | DELL TECHNOLOGIES INCcl c | $224,000 | – | 3,255 | +100.0% | 0.02% | – |
AVGO | New | BROADCOM INC | $223,000 | – | 268 | +100.0% | 0.02% | – |
GPN | New | GLOBAL PMTS INC | $226,000 | – | 1,961 | +100.0% | 0.02% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $238,000 | – | 4,591 | +100.0% | 0.02% | – |
ABCB | New | AMERIS BANCORP | $217,000 | – | 5,644 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.