Hyman Charles D as of Dec. 31, 2023
Portfolio Holdings for Hyman Charles D
Hyman Charles D holds 243 positions in its portfolio as reported in the December 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) | 6.9 | $116M | 325k | 356.66 | |
Microsoft Corporation (MSFT) | 6.2 | $104M | 277k | 376.04 | |
Apple (AAPL) | 5.6 | $93M | 483k | 192.53 | |
Frp Holdings (FRPH) | 3.6 | $61M | 970k | 62.88 | |
Vulcan Materials Company (VMC) | 2.9 | $49M | 216k | 227.01 | |
Costco Wholesale Corporation (COST) | 2.9 | $48M | 73k | 660.07 | |
Johnson & Johnson (JNJ) | 2.9 | $48M | 305k | 156.74 | |
Caterpillar (CAT) | 2.8 | $48M | 161k | 295.67 | |
McDonald's Corporation (MCD) | 2.8 | $47M | 160k | 296.51 | |
Mastercard Incorporated Cl A (MA) | 2.6 | $44M | 104k | 426.51 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $38M | 76k | 507.38 | |
Deere & Company (DE) | 2.2 | $37M | 93k | 399.87 | |
Home Depot (HD) | 2.1 | $35M | 102k | 346.55 | |
Oracle Corporation (ORCL) | 2.1 | $34M | 325k | 105.43 | |
Pepsi (PEP) | 2.0 | $33M | 194k | 169.84 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $32M | 187k | 170.10 | |
Southern Company (SO) | 1.9 | $31M | 447k | 70.12 | |
CSX Corporation (CSX) | 1.7 | $28M | 799k | 34.67 | |
Procter & Gamble Company (PG) | 1.6 | $27M | 185k | 146.54 | |
Emerson Electric (EMR) | 1.6 | $26M | 270k | 97.33 | |
Phillips 66 (PSX) | 1.4 | $23M | 170k | 133.14 | |
Norfolk Southern (NSC) | 1.3 | $22M | 95k | 236.38 | |
AFLAC Incorporated (AFL) | 1.2 | $20M | 248k | 82.50 | |
Chevron Corporation (CVX) | 1.2 | $20M | 137k | 149.16 | |
Merck & Co (MRK) | 1.2 | $20M | 186k | 109.02 | |
Lockheed Martin Corporation (LMT) | 1.2 | $20M | 44k | 453.25 | |
Intel Corporation (INTC) | 1.1 | $19M | 370k | 50.25 | |
Starbucks Corporation (SBUX) | 1.1 | $18M | 186k | 96.01 | |
International Business Machines (IBM) | 1.1 | $18M | 108k | 163.55 | |
Freeport-mcmoran CL B (FCX) | 1.0 | $18M | 410k | 42.57 | |
HEICO Corporation (HEI) | 1.0 | $17M | 96k | 178.87 | |
Duke Energy Corp Com New (DUK) | 1.0 | $17M | 173k | 97.04 | |
ConocoPhillips (COP) | 1.0 | $17M | 144k | 116.07 | |
Air Products & Chemicals (APD) | 1.0 | $17M | 61k | 273.81 | |
Amazon (AMZN) | 1.0 | $17M | 109k | 151.94 | |
Goldman Sachs (GS) | 1.0 | $16M | 42k | 385.78 | |
Coca-Cola Company (KO) | 1.0 | $16M | 272k | 58.93 | |
Verizon Communications (VZ) | 0.9 | $15M | 409k | 37.70 | |
Bristol Myers Squibb (BMY) | 0.6 | $10M | 202k | 51.31 | |
Intuitive Surgical Com New (ISRG) | 0.6 | $10M | 30k | 337.36 | |
Northrop Grumman Corporation (NOC) | 0.6 | $9.9M | 21k | 468.14 | |
Exxon Mobil Corporation (XOM) | 0.6 | $9.9M | 99k | 99.98 | |
Raytheon Technologies Corp (RTX) | 0.5 | $9.1M | 108k | 84.14 | |
Eli Lilly & Co. (LLY) | 0.5 | $9.0M | 15k | 582.94 | |
Bank of America Corporation (BAC) | 0.5 | $8.5M | 251k | 33.67 | |
Honeywell International (HON) | 0.5 | $7.9M | 38k | 209.70 | |
Nike CL B (NKE) | 0.5 | $7.7M | 71k | 108.57 | |
Packaging Corporation of America (PKG) | 0.4 | $7.5M | 46k | 162.92 | |
Philip Morris International (PM) | 0.4 | $6.9M | 74k | 94.08 | |
Anthem (ELV) | 0.4 | $6.6M | 14k | 471.57 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.2M | 44k | 140.93 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.1M | 14k | 436.80 | |
salesforce (CRM) | 0.3 | $5.6M | 22k | 263.15 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.3M | 28k | 191.16 | |
3M Company (MMM) | 0.3 | $5.2M | 48k | 109.32 | |
Travelers Companies (TRV) | 0.3 | $5.2M | 27k | 190.47 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $5.0M | 67k | 75.35 | |
Abbott Laboratories (ABT) | 0.3 | $4.9M | 44k | 110.06 | |
Colgate-Palmolive Company (CL) | 0.3 | $4.8M | 61k | 79.71 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $4.6M | 63k | 72.43 | |
Altria (MO) | 0.3 | $4.5M | 111k | 40.34 | |
Abbvie (ABBV) | 0.3 | $4.5M | 29k | 154.97 | |
Automatic Data Processing (ADP) | 0.3 | $4.5M | 19k | 232.96 | |
UnitedHealth (UNH) | 0.3 | $4.4M | 8.4k | 526.46 | |
Pfizer (PFE) | 0.3 | $4.4M | 152k | 28.79 | |
Visa Com Cl A (V) | 0.3 | $4.3M | 16k | 260.36 | |
Illinois Tool Works (ITW) | 0.3 | $4.3M | 16k | 261.92 | |
Truist Financial Corp equities (TFC) | 0.2 | $4.0M | 108k | 36.92 | |
NVIDIA Corporation (NVDA) | 0.2 | $3.9M | 7.9k | 495.19 | |
Intuit (INTU) | 0.2 | $3.9M | 6.2k | 625.08 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $3.8M | 31k | 121.50 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.7M | 9.1k | 409.50 | |
Wal-Mart Stores (WMT) | 0.2 | $3.7M | 23k | 157.65 | |
Enbridge (ENB) | 0.2 | $3.6M | 101k | 36.02 | |
Cisco Systems (CSCO) | 0.2 | $3.6M | 71k | 50.52 | |
Cigna Corp (CI) | 0.2 | $3.5M | 12k | 299.45 | |
Boeing Company (BA) | 0.2 | $3.4M | 13k | 260.67 | |
Nextera Energy (NEE) | 0.2 | $3.4M | 56k | 60.74 | |
Walt Disney Company (DIS) | 0.2 | $3.4M | 37k | 90.28 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $3.3M | 96k | 34.77 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.2M | 23k | 139.70 | |
Ishares Tr Expanded Tech (IGV) | 0.2 | $3.0M | 7.4k | 405.60 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.9M | 16k | 179.97 | |
Paychex (PAYX) | 0.2 | $2.7M | 23k | 119.09 | |
FedEx Corporation (FDX) | 0.2 | $2.6M | 10k | 252.96 | |
General Mills (GIS) | 0.1 | $2.5M | 38k | 65.15 | |
Diageo Spon Adr New (DEO) | 0.1 | $2.3M | 16k | 145.69 | |
Union Pacific Corporation (UNP) | 0.1 | $2.2M | 9.1k | 245.67 | |
Genuine Parts Company (GPC) | 0.1 | $2.2M | 16k | 138.51 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | 17k | 130.92 | |
Amgen (AMGN) | 0.1 | $2.2M | 7.5k | 288.00 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.0M | 8.7k | 232.61 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.0M | 12k | 170.46 | |
American Tower Reit (AMT) | 0.1 | $1.9M | 8.9k | 215.92 | |
Chubb (CB) | 0.1 | $1.9M | 8.4k | 225.95 | |
Ford Motor Company (F) | 0.1 | $1.9M | 156k | 12.19 | |
Wells Fargo & Company (WFC) | 0.1 | $1.9M | 38k | 49.21 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.8M | 3.8k | 475.24 | |
Danaher Corporation (DHR) | 0.1 | $1.8M | 7.7k | 231.39 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | 3.3k | 530.66 | |
American Express Company (AXP) | 0.1 | $1.7M | 9.0k | 187.38 | |
At&t (T) | 0.1 | $1.7M | 100k | 16.78 | |
Nucor Corporation (NUE) | 0.1 | $1.7M | 9.6k | 174.06 | |
Ishares Msci Aust Etf (EWA) | 0.1 | $1.6M | 68k | 24.34 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $1.6M | 25k | 65.08 | |
Qualcomm (QCOM) | 0.1 | $1.6M | 11k | 144.61 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | 3.1k | 477.62 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.4M | 2.9k | 484.09 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 2.3k | 596.71 | |
Stryker Corporation (SYK) | 0.1 | $1.3M | 4.4k | 299.52 | |
WESCO International (WCC) | 0.1 | $1.3M | 7.5k | 173.93 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.3M | 18k | 72.67 | |
Advanced Micro Devices (AMD) | 0.1 | $1.2M | 8.4k | 147.35 | |
SYSCO Corporation (SYY) | 0.1 | $1.2M | 17k | 73.15 | |
BlackRock (BLK) | 0.1 | $1.2M | 1.5k | 811.83 | |
Arista Networks (ANET) | 0.1 | $1.2M | 5.1k | 235.60 | |
Pioneer Natural Resources | 0.1 | $1.2M | 5.4k | 224.79 | |
Meta Platforms Cl A (META) | 0.1 | $1.2M | 3.4k | 354.03 | |
Synopsys (SNPS) | 0.1 | $1.2M | 2.3k | 514.76 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.2M | 4.8k | 241.75 | |
Yum! Brands (YUM) | 0.1 | $1.2M | 8.9k | 130.66 | |
Eaton Corp SHS (ETN) | 0.1 | $1.1M | 4.4k | 240.78 | |
Masco Corporation (MAS) | 0.1 | $1.0M | 16k | 66.99 | |
Zoetis Cl A (ZTS) | 0.1 | $1.0M | 5.3k | 197.31 | |
United Parcel Service CL B (UPS) | 0.1 | $1.0M | 6.5k | 157.15 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $1.0M | 53k | 19.15 | |
General Dynamics Corporation (GD) | 0.1 | $931k | 3.6k | 259.55 | |
Flowers Foods (FLO) | 0.1 | $889k | 40k | 22.51 | |
Newmont Mining Corporation (NEM) | 0.1 | $886k | 21k | 41.40 | |
General Motors Company (GM) | 0.0 | $834k | 23k | 35.93 | |
Dow (DOW) | 0.0 | $820k | 15k | 54.86 | |
Dupont De Nemours (DD) | 0.0 | $815k | 11k | 76.94 | |
PPG Industries (PPG) | 0.0 | $779k | 5.2k | 149.55 | |
TJX Companies (TJX) | 0.0 | $773k | 8.2k | 93.80 | |
Marriott Intl Cl A (MAR) | 0.0 | $772k | 3.4k | 225.53 | |
Consolidated Edison (ED) | 0.0 | $765k | 8.4k | 90.96 | |
Broadcom (AVGO) | 0.0 | $750k | 672.00 | 1116.07 | |
Lowe's Companies (LOW) | 0.0 | $734k | 3.3k | 222.42 | |
Regency Centers Corporation (REG) | 0.0 | $714k | 11k | 67.03 | |
Cintas Corporation (CTAS) | 0.0 | $701k | 1.2k | 602.23 | |
American Electric Power Company (AEP) | 0.0 | $699k | 8.6k | 81.18 | |
Autodesk (ADSK) | 0.0 | $688k | 2.8k | 243.63 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $684k | 5.6k | 122.76 | |
Morgan Stanley Com New (MS) | 0.0 | $670k | 7.2k | 93.21 | |
Hca Holdings (HCA) | 0.0 | $667k | 2.5k | 270.70 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $659k | 16k | 42.50 | |
Waste Management (WM) | 0.0 | $652k | 3.6k | 179.07 | |
Cto Realty Growth (CTO) | 0.0 | $641k | 37k | 17.34 | |
Schlumberger Com Stk (SLB) | 0.0 | $627k | 12k | 52.03 | |
Becton, Dickinson and (BDX) | 0.0 | $623k | 2.6k | 243.93 | |
ESCO Technologies (ESE) | 0.0 | $613k | 5.2k | 117.10 | |
Canadian Natl Ry (CNI) | 0.0 | $611k | 4.9k | 125.72 | |
L3harris Technologies (LHX) | 0.0 | $609k | 2.9k | 210.65 | |
Hawaiian Electric Industries (HE) | 0.0 | $608k | 43k | 14.20 | |
Carlisle Companies (CSL) | 0.0 | $594k | 1.9k | 312.63 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $575k | 15k | 37.63 | |
McKesson Corporation (MCK) | 0.0 | $562k | 1.2k | 462.93 | |
Dover Corporation (DOV) | 0.0 | $527k | 3.4k | 153.73 | |
Target Corporation (TGT) | 0.0 | $525k | 3.7k | 142.47 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $523k | 3.8k | 136.30 | |
Devon Energy Corporation (DVN) | 0.0 | $520k | 12k | 45.33 | |
Nasdaq Omx (NDAQ) | 0.0 | $517k | 8.9k | 58.12 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $515k | 9.2k | 56.16 | |
Enterprise Products Partners (EPD) | 0.0 | $514k | 20k | 26.36 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $514k | 2.9k | 178.78 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $506k | 6.1k | 82.95 | |
American Water Works (AWK) | 0.0 | $486k | 3.7k | 132.10 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $478k | 4.3k | 111.66 | |
White Mountains Insurance Gp (WTM) | 0.0 | $459k | 305.00 | 1504.92 | |
Church & Dwight (CHD) | 0.0 | $454k | 4.8k | 94.58 | |
Gilead Sciences (GILD) | 0.0 | $452k | 5.6k | 81.06 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $446k | 2.6k | 170.23 | |
Servicenow (NOW) | 0.0 | $435k | 616.00 | 706.17 | |
Analog Devices (ADI) | 0.0 | $434k | 2.2k | 198.35 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $423k | 3.4k | 124.85 | |
Canadian Pacific Kansas City (CP) | 0.0 | $414k | 5.2k | 79.01 | |
Valley National Ban (VLY) | 0.0 | $412k | 38k | 10.86 | |
Microchip Technology (MCHP) | 0.0 | $412k | 4.6k | 90.15 | |
Trane Technologies SHS (TT) | 0.0 | $402k | 1.7k | 243.64 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $401k | 1.3k | 302.87 | |
Ameren Corporation (AEE) | 0.0 | $395k | 5.5k | 72.28 | |
Cadence Design Systems (CDNS) | 0.0 | $395k | 1.5k | 272.41 | |
Smucker J M Com New (SJM) | 0.0 | $392k | 3.1k | 126.49 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $390k | 1.0k | 388.45 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $389k | 1.8k | 220.15 | |
Rockwell Automation (ROK) | 0.0 | $374k | 1.2k | 310.63 | |
Novartis Sponsored Adr (NVS) | 0.0 | $359k | 3.6k | 100.98 | |
Linde SHS (LIN) | 0.0 | $357k | 870.00 | 410.34 | |
Ares Capital Corporation (ARCC) | 0.0 | $355k | 18k | 20.05 | |
Corteva (CTVA) | 0.0 | $353k | 7.4k | 47.92 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $349k | 1.8k | 191.13 | |
Walgreen Boots Alliance (WBA) | 0.0 | $346k | 13k | 26.15 | |
Charles Schwab Corporation (SCHW) | 0.0 | $339k | 4.9k | 68.76 | |
Atmos Energy Corporation (ATO) | 0.0 | $339k | 2.9k | 115.90 | |
Prologis (PLD) | 0.0 | $338k | 2.5k | 133.39 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $334k | 8.3k | 40.18 | |
PNC Financial Services (PNC) | 0.0 | $331k | 2.1k | 154.75 | |
Ansys (ANSS) | 0.0 | $327k | 900.00 | 363.33 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $326k | 800.00 | 407.50 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $321k | 3.1k | 103.92 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $315k | 2.3k | 135.83 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $305k | 6.4k | 47.96 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $300k | 3.6k | 83.87 | |
Ameris Ban (ABCB) | 0.0 | $299k | 5.6k | 52.98 | |
Republic Services (RSG) | 0.0 | $298k | 1.8k | 164.64 | |
South State Corporation (SSB) | 0.0 | $298k | 3.5k | 84.32 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $293k | 4.2k | 70.31 | |
Kinder Morgan (KMI) | 0.0 | $291k | 17k | 17.66 | |
Snap-on Incorporated (SNA) | 0.0 | $287k | 995.00 | 288.44 | |
Ameriprise Financial (AMP) | 0.0 | $287k | 755.00 | 380.13 | |
Barrick Gold Corp (GOLD) | 0.0 | $286k | 16k | 18.10 | |
EOG Resources (EOG) | 0.0 | $282k | 2.3k | 120.98 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $282k | 1.0k | 277.01 | |
Dominion Resources (D) | 0.0 | $276k | 5.9k | 47.00 | |
Avery Dennison Corporation (AVY) | 0.0 | $272k | 1.3k | 202.38 | |
Cummins (CMI) | 0.0 | $264k | 1.1k | 240.00 | |
Flowserve Corporation (FLS) | 0.0 | $260k | 6.3k | 41.27 | |
Teleflex Incorporated (TFX) | 0.0 | $258k | 1.0k | 249.03 | |
Landstar System (LSTR) | 0.0 | $252k | 1.3k | 193.85 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $251k | 3.5k | 72.13 | |
Dell Technologies CL C (DELL) | 0.0 | $249k | 3.3k | 76.50 | |
Global Payments (GPN) | 0.0 | $249k | 2.0k | 126.98 | |
Everest Re Group (EG) | 0.0 | $248k | 700.00 | 354.29 | |
DTE Energy Company (DTE) | 0.0 | $243k | 2.2k | 110.45 | |
Cme (CME) | 0.0 | $243k | 1.2k | 210.39 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $228k | 2.5k | 92.31 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $227k | 1.2k | 192.21 | |
W.W. Grainger (GWW) | 0.0 | $224k | 270.00 | 829.63 | |
CVS Caremark Corporation (CVS) | 0.0 | $222k | 2.8k | 78.78 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $221k | 2.1k | 104.39 | |
Citigroup Com New (C) | 0.0 | $220k | 4.3k | 51.47 | |
Unilever Spon Adr New (UL) | 0.0 | $216k | 4.5k | 48.38 | |
Constellation Energy (CEG) | 0.0 | $214k | 1.8k | 116.75 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $213k | 1.4k | 147.40 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $212k | 2.6k | 82.33 | |
Yum China Holdings (YUMC) | 0.0 | $212k | 5.0k | 42.40 | |
Synovus Finl Corp Com New (SNV) | 0.0 | $208k | 5.5k | 37.67 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $202k | 2.6k | 77.84 | |
Broadridge Financial Solutions (BR) | 0.0 | $201k | 977.00 | 205.73 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $114k | 11k | 10.32 | |
Medical Properties Trust (MPW) | 0.0 | $89k | 18k | 4.91 | |
Matinas Biopharma Holdings, In (MTNB) | 0.0 | $17k | 80k | 0.21 | |
Lumiradx SHS (LMDXF) | 0.0 | $2.0k | 30k | 0.07 |