Hyman Charles D as of March 31, 2023
Portfolio Holdings for Hyman Charles D
Hyman Charles D holds 241 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.7 | $101M | 326k | 308.77 | |
| Apple (AAPL) | 5.3 | $80M | 485k | 164.90 | |
| Microsoft Corporation (MSFT) | 5.3 | $79M | 275k | 288.30 | |
| Frp Holdings (FRPH) | 3.7 | $56M | 967k | 57.88 | |
| Johnson & Johnson (JNJ) | 3.2 | $48M | 309k | 155.00 | |
| McDonald's Corporation (MCD) | 2.9 | $43M | 154k | 279.61 | |
| Deere & Company (DE) | 2.5 | $38M | 92k | 412.88 | |
| Caterpillar (CAT) | 2.5 | $37M | 161k | 228.84 | |
| Costco Wholesale Corporation (COST) | 2.4 | $36M | 73k | 496.88 | |
| Vulcan Materials Company (VMC) | 2.4 | $35M | 205k | 171.56 | |
| Pepsi (PEP) | 2.3 | $35M | 193k | 182.30 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $35M | 76k | 458.41 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $33M | 92k | 363.41 | |
| Southern Company (SO) | 2.1 | $31M | 447k | 69.58 | |
| Home Depot (HD) | 2.0 | $29M | 99k | 295.12 | |
| Oracle Corporation (ORCL) | 1.9 | $29M | 310k | 92.92 | |
| Procter & Gamble Company (PG) | 1.8 | $27M | 183k | 148.69 | |
| CSX Corporation (CSX) | 1.6 | $25M | 817k | 29.94 | |
| Emerson Electric (EMR) | 1.6 | $24M | 276k | 87.14 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $24M | 184k | 130.31 | |
| Chevron Corporation (CVX) | 1.5 | $22M | 136k | 163.16 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $21M | 45k | 472.74 | |
| Norfolk Southern (NSC) | 1.4 | $21M | 100k | 212.00 | |
| Starbucks Corporation (SBUX) | 1.3 | $19M | 185k | 104.13 | |
| Merck & Co (MRK) | 1.3 | $19M | 179k | 106.39 | |
| Freeport-mcmoran CL B (FCX) | 1.3 | $19M | 458k | 40.91 | |
| Verizon Communications (VZ) | 1.2 | $18M | 471k | 38.89 | |
| Air Products & Chemicals (APD) | 1.2 | $18M | 61k | 287.22 | |
| Phillips 66 (PSX) | 1.2 | $17M | 171k | 101.38 | |
| Duke Energy (DUK) | 1.1 | $17M | 177k | 96.47 | |
| Coca-Cola Company (KO) | 1.1 | $17M | 272k | 62.03 | |
| HEICO Corporation (HEI) | 1.1 | $16M | 94k | 171.04 | |
| Bristol Myers Squibb (BMY) | 1.0 | $15M | 218k | 69.31 | |
| International Business Machines (IBM) | 1.0 | $15M | 113k | 131.09 | |
| ConocoPhillips (COP) | 1.0 | $15M | 149k | 99.21 | |
| AFLAC Incorporated (AFL) | 1.0 | $15M | 225k | 64.52 | |
| Goldman Sachs (GS) | 1.0 | $14M | 44k | 327.10 | |
| Intel Corporation (INTC) | 0.9 | $13M | 394k | 32.67 | |
| Amazon (AMZN) | 0.7 | $11M | 109k | 103.29 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $11M | 102k | 109.66 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $11M | 109k | 97.93 | |
| Northrop Grumman Corporation (NOC) | 0.7 | $9.9M | 21k | 461.73 | |
| Nike CL B (NKE) | 0.6 | $8.7M | 71k | 122.64 | |
| Paypal Holdings (PYPL) | 0.5 | $6.8M | 90k | 75.94 | |
| Philip Morris International (PM) | 0.4 | $6.6M | 67k | 97.25 | |
| Honeywell International (HON) | 0.4 | $6.5M | 34k | 191.13 | |
| Anthem (ELV) | 0.4 | $6.4M | 14k | 459.83 | |
| Pfizer (PFE) | 0.4 | $6.3M | 154k | 40.80 | |
| 3M Company (MMM) | 0.4 | $6.2M | 59k | 105.12 | |
| Bank of America Corporation (BAC) | 0.4 | $6.1M | 214k | 28.60 | |
| Altria (MO) | 0.4 | $5.9M | 132k | 44.62 | |
| Eli Lilly & Co. (LLY) | 0.4 | $5.5M | 16k | 343.41 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.2M | 28k | 183.24 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.2M | 14k | 376.06 | |
| Travelers Companies (TRV) | 0.3 | $4.9M | 28k | 171.41 | |
| Walt Disney Company (DIS) | 0.3 | $4.7M | 47k | 100.13 | |
| Colgate-Palmolive Company (CL) | 0.3 | $4.6M | 61k | 75.14 | |
| Abbvie (ABBV) | 0.3 | $4.6M | 44k | 104.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.5M | 44k | 103.99 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.5M | 63k | 71.51 | |
| Abbott Laboratories (ABT) | 0.3 | $4.5M | 44k | 101.25 | |
| Packaging Corporation of America (PKG) | 0.3 | $4.4M | 32k | 138.82 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $4.4M | 64k | 69.72 | |
| salesforce (CRM) | 0.3 | $4.4M | 22k | 199.78 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.4M | 33k | 134.22 | |
| Nextera Energy (NEE) | 0.3 | $4.3M | 56k | 77.07 | |
| Automatic Data Processing (ADP) | 0.3 | $4.3M | 19k | 222.64 | |
| Truist Financial Corp equities (TFC) | 0.3 | $4.2M | 122k | 34.10 | |
| Enbridge (ENB) | 0.3 | $4.1M | 109k | 38.15 | |
| Cisco Systems (CSCO) | 0.2 | $3.7M | 71k | 52.28 | |
| Illinois Tool Works (ITW) | 0.2 | $3.7M | 15k | 243.46 | |
| Visa Com Cl A (V) | 0.2 | $3.7M | 16k | 225.45 | |
| UnitedHealth (UNH) | 0.2 | $3.7M | 7.8k | 472.64 | |
| Wal-Mart Stores (WMT) | 0.2 | $3.4M | 23k | 147.46 | |
| Diageo Spon Adr New (DEO) | 0.2 | $3.1M | 17k | 181.20 | |
| Cigna Corp (CI) | 0.2 | $3.1M | 12k | 255.50 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $3.0M | 100k | 30.13 | |
| Patriot Transportation Holding | 0.2 | $3.0M | 370k | 8.00 | |
| Boeing Company (BA) | 0.2 | $3.0M | 14k | 212.40 | |
| General Mills (GIS) | 0.2 | $2.9M | 34k | 85.47 | |
| Cracker Barrel Old Country Store (CBRL) | 0.2 | $2.9M | 25k | 113.59 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.9M | 8.9k | 320.91 | |
| Intuit (INTU) | 0.2 | $2.8M | 6.3k | 445.90 | |
| Hawaiian Electric Industries (HE) | 0.2 | $2.7M | 69k | 38.40 | |
| Paychex (PAYX) | 0.2 | $2.6M | 23k | 114.59 | |
| Genuine Parts Company (GPC) | 0.2 | $2.6M | 16k | 167.28 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.5M | 16k | 158.76 | |
| Ishares Tr Expanded Tech (IGV) | 0.2 | $2.4M | 7.9k | 304.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.4M | 23k | 103.74 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $2.2M | 12k | 186.04 | |
| FedEx Corporation (FDX) | 0.1 | $2.1M | 9.2k | 228.51 | |
| Danaher Corporation (DHR) | 0.1 | $2.0M | 7.7k | 252.07 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | 3.3k | 576.43 | |
| American Tower Reit (AMT) | 0.1 | $1.9M | 9.3k | 204.36 | |
| Amgen (AMGN) | 0.1 | $1.9M | 7.7k | 241.71 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.8M | 9.2k | 201.31 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.8M | 8.6k | 210.92 | |
| Ford Motor Company (F) | 0.1 | $1.8M | 142k | 12.60 | |
| Ishares Msci Aust Etf (EWA) | 0.1 | $1.7M | 72k | 22.94 | |
| Chubb (CB) | 0.1 | $1.6M | 8.4k | 194.17 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | 18k | 87.83 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.6M | 43k | 37.39 | |
| American Express Company (AXP) | 0.1 | $1.5M | 9.0k | 164.90 | |
| Nucor Corporation (NUE) | 0.1 | $1.5M | 9.6k | 154.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.5M | 3.6k | 409.41 | |
| Qualcomm (QCOM) | 0.1 | $1.4M | 11k | 127.60 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.3M | 4.6k | 277.72 | |
| Stryker Corporation (SYK) | 0.1 | $1.3M | 4.4k | 285.49 | |
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $1.2M | 25k | 50.20 | |
| United Parcel Service CL B (UPS) | 0.1 | $1.2M | 6.3k | 193.97 | |
| SYSCO Corporation (SYY) | 0.1 | $1.2M | 16k | 77.25 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 2.8k | 411.08 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.1M | 2.9k | 385.55 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $1.1M | 56k | 18.91 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.0M | 21k | 49.02 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.0M | 4.8k | 216.43 | |
| Flowers Foods (FLO) | 0.1 | $1.0M | 37k | 27.41 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.0M | 18k | 57.97 | |
| BlackRock | 0.1 | $966k | 1.4k | 669.44 | |
| Advanced Micro Devices (AMD) | 0.1 | $891k | 9.1k | 98.03 | |
| Synopsys (SNPS) | 0.1 | $890k | 2.3k | 386.28 | |
| Zoetis Cl A (ZTS) | 0.1 | $879k | 5.3k | 166.41 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $873k | 2.3k | 385.43 | |
| Arista Networks | 0.1 | $860k | 5.1k | 167.87 | |
| General Motors Company (GM) | 0.1 | $851k | 23k | 36.67 | |
| At&t (T) | 0.1 | $845k | 44k | 19.26 | |
| Dow (DOW) | 0.1 | $826k | 15k | 54.79 | |
| General Dynamics Corporation (GD) | 0.1 | $825k | 3.6k | 228.34 | |
| American Electric Power Company (AEP) | 0.1 | $810k | 8.9k | 90.94 | |
| Consolidated Edison (ED) | 0.1 | $805k | 8.4k | 95.72 | |
| Dupont De Nemours (DD) | 0.1 | $794k | 11k | 71.78 | |
| Masco Corporation (MAS) | 0.1 | $776k | 16k | 49.74 | |
| Meta Platforms Cl A (META) | 0.0 | $740k | 3.5k | 211.91 | |
| Eaton Corp SHS (ETN) | 0.0 | $731k | 4.3k | 171.35 | |
| PPG Industries (PPG) | 0.0 | $701k | 5.2k | 133.55 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $699k | 18k | 38.63 | |
| Corteva (CTVA) | 0.0 | $678k | 11k | 60.30 | |
| Walgreen Boots Alliance | 0.0 | $660k | 19k | 34.59 | |
| Hca Holdings (HCA) | 0.0 | $650k | 2.5k | 263.80 | |
| TJX Companies (TJX) | 0.0 | $647k | 8.3k | 78.32 | |
| Cto Realty Growth (CTO) | 0.0 | $638k | 37k | 17.26 | |
| Morgan Stanley Com New (MS) | 0.0 | $630k | 7.2k | 87.84 | |
| Becton, Dickinson and (BDX) | 0.0 | $599k | 2.4k | 247.52 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $591k | 7.2k | 82.56 | |
| Autodesk (ADSK) | 0.0 | $588k | 2.8k | 208.22 | |
| Target Corporation (TGT) | 0.0 | $586k | 3.5k | 165.49 | |
| Lowe's Companies (LOW) | 0.0 | $586k | 2.9k | 200.00 | |
| Devon Energy Corporation (DVN) | 0.0 | $581k | 12k | 50.65 | |
| Canadian Natl Ry (CNI) | 0.0 | $573k | 4.9k | 117.90 | |
| L3harris Technologies (LHX) | 0.0 | $567k | 2.9k | 196.13 | |
| Waste Management (WM) | 0.0 | $564k | 3.5k | 163.19 | |
| Marriott Intl Cl A (MAR) | 0.0 | $560k | 3.4k | 166.02 | |
| Cintas Corporation (CTAS) | 0.0 | $539k | 1.2k | 463.06 | |
| American Water Works (AWK) | 0.0 | $539k | 3.7k | 146.51 | |
| Dover Corporation (DOV) | 0.0 | $524k | 3.4k | 151.97 | |
| Enterprise Products Partners (EPD) | 0.0 | $519k | 20k | 25.91 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $517k | 5.6k | 92.79 | |
| Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $501k | 13k | 40.00 | |
| ESCO Technologies (ESE) | 0.0 | $500k | 5.2k | 95.51 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $497k | 3.8k | 129.53 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $491k | 15k | 32.13 | |
| Gilead Sciences (GILD) | 0.0 | $490k | 5.9k | 83.04 | |
| Nasdaq Omx (NDAQ) | 0.0 | $486k | 8.9k | 54.64 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $482k | 350.00 | 1377.14 | |
| Regency Centers Corporation (REG) | 0.0 | $481k | 7.9k | 61.22 | |
| Smucker J M Com New (SJM) | 0.0 | $481k | 3.1k | 157.45 | |
| Yum! Brands (YUM) | 0.0 | $475k | 3.6k | 132.20 | |
| Ameren Corporation (AEE) | 0.0 | $472k | 5.5k | 86.37 | |
| Church & Dwight (CHD) | 0.0 | $469k | 5.3k | 88.49 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $462k | 4.4k | 105.46 | |
| Canadian Pacific Railway | 0.0 | $442k | 5.8k | 76.87 | |
| Analog Devices (ADI) | 0.0 | $436k | 2.2k | 197.02 | |
| McKesson Corporation (MCK) | 0.0 | $432k | 1.2k | 355.85 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $431k | 3.5k | 123.85 | |
| Carlisle Companies (CSL) | 0.0 | $430k | 1.9k | 226.32 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $430k | 2.9k | 149.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $425k | 2.8k | 154.21 | |
| Unilever Spon Adr New (UL) | 0.0 | $388k | 7.5k | 51.98 | |
| Microchip Technology (MCHP) | 0.0 | $383k | 4.6k | 83.81 | |
| Kinder Morgan (KMI) | 0.0 | $377k | 22k | 17.52 | |
| Dominion Resources (D) | 0.0 | $372k | 6.6k | 55.97 | |
| Sea Sponsord Ads (SE) | 0.0 | $368k | 4.3k | 86.59 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $359k | 1.0k | 357.57 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $353k | 1.8k | 193.32 | |
| Rockwell Automation (ROK) | 0.0 | $353k | 1.2k | 293.19 | |
| Valley National Ban (VLY) | 0.0 | $351k | 38k | 9.25 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $346k | 8.8k | 39.48 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $337k | 1.8k | 190.72 | |
| UGI Corporation (UGI) | 0.0 | $331k | 9.5k | 34.76 | |
| Atmos Energy Corporation (ATO) | 0.0 | $329k | 2.9k | 112.48 | |
| Ares Capital Corporation (ARCC) | 0.0 | $324k | 18k | 18.29 | |
| Prologis (PLD) | 0.0 | $316k | 2.5k | 124.70 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $315k | 3.4k | 92.00 | |
| Barrick Gold Corp (GOLD) | 0.0 | $313k | 17k | 18.56 | |
| Teleflex Incorporated (TFX) | 0.0 | $310k | 1.2k | 253.48 | |
| Linde (LIN) | 0.0 | $309k | 870.00 | 355.17 | |
| Cadence Design Systems (CDNS) | 0.0 | $305k | 1.5k | 210.34 | |
| Trane Technologies SHS (TT) | 0.0 | $304k | 1.7k | 184.24 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $303k | 3.7k | 82.76 | |
| Activision Blizzard | 0.0 | $301k | 3.5k | 85.63 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $300k | 2.3k | 129.37 | |
| Ansys (ANSS) | 0.0 | $300k | 900.00 | 333.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $298k | 3.2k | 93.01 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $290k | 8.3k | 35.13 | |
| Servicenow (NOW) | 0.0 | $286k | 616.00 | 464.29 | |
| Fidelity National Information Services (FIS) | 0.0 | $284k | 5.2k | 54.27 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $282k | 5.4k | 52.41 | |
| PNC Financial Services (PNC) | 0.0 | $276k | 2.2k | 126.95 | |
| Cummins (CMI) | 0.0 | $274k | 1.1k | 238.88 | |
| EOG Resources (EOG) | 0.0 | $267k | 2.3k | 114.54 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $267k | 4.0k | 66.88 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $260k | 3.5k | 74.71 | |
| Hershey Company (HSY) | 0.0 | $254k | 1.0k | 254.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $252k | 800.00 | 315.00 | |
| South State Corporation | 0.0 | $252k | 3.5k | 71.31 | |
| Everest Re Group (EG) | 0.0 | $251k | 700.00 | 358.57 | |
| Ameriprise Financial (AMP) | 0.0 | $246k | 803.00 | 306.35 | |
| Snap-on Incorporated (SNA) | 0.0 | $246k | 995.00 | 247.24 | |
| Republic Services (RSG) | 0.0 | $245k | 1.8k | 135.36 | |
| DTE Energy Company (DTE) | 0.0 | $241k | 2.2k | 109.55 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $237k | 949.00 | 249.74 | |
| Medtronic SHS (MDT) | 0.0 | $233k | 2.9k | 80.68 | |
| Landstar System (LSTR) | 0.0 | $233k | 1.3k | 179.23 | |
| Crown Castle Intl (CCI) | 0.0 | $230k | 1.7k | 133.88 | |
| Exelon Corporation (EXC) | 0.0 | $230k | 5.5k | 41.82 | |
| Moderna (MRNA) | 0.0 | $227k | 1.5k | 153.90 | |
| Vmware Cl A Com | 0.0 | $227k | 1.8k | 125.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $227k | 929.00 | 244.35 | |
| Flowserve Corporation (FLS) | 0.0 | $214k | 6.3k | 33.97 | |
| Citigroup Com New (C) | 0.0 | $213k | 4.6k | 46.78 | |
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $211k | 9.1k | 23.19 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $210k | 3.1k | 67.59 | |
| Campbell Soup Company (CPB) | 0.0 | $209k | 3.8k | 55.00 | |
| PerkinElmer (RVTY) | 0.0 | $208k | 1.6k | 133.50 | |
| Global Payments (GPN) | 0.0 | $206k | 2.0k | 105.05 | |
| Ameris Ban (ABCB) | 0.0 | $206k | 5.6k | 36.50 | |
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $174k | 17k | 10.55 | |
| Medical Properties Trust (MPW) | 0.0 | $149k | 18k | 8.22 | |
| Matinas Biopharma Holdings, In | 0.0 | $38k | 80k | 0.48 | |
| Lumen Technologies (LUMN) | 0.0 | $36k | 13k | 2.69 | |
| Lumiradx SHS (LMDXF) | 0.0 | $14k | 30k | 0.47 |