Hyman Charles D as of March 31, 2024
Portfolio Holdings for Hyman Charles D
Hyman Charles D holds 248 positions in its portfolio as reported in the March 2024 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) | 7.6 | $137M | 327k | 420.52 | |
Microsoft Corporation (MSFT) | 6.4 | $116M | 276k | 420.72 | |
Apple (AAPL) | 4.6 | $83M | 482k | 171.48 | |
Frp Holdings (FRPH) | 3.3 | $60M | 968k | 61.40 | |
Caterpillar (CAT) | 3.3 | $59M | 161k | 366.43 | |
Vulcan Materials Company (VMC) | 3.2 | $59M | 215k | 272.92 | |
Costco Wholesale Corporation (COST) | 2.9 | $53M | 73k | 732.63 | |
Mastercard Incorporated Cl A (MA) | 2.8 | $50M | 103k | 481.57 | |
Johnson & Johnson (JNJ) | 2.7 | $48M | 303k | 158.19 | |
McDonald's Corporation (MCD) | 2.5 | $45M | 160k | 281.95 | |
Spdr S&p Midcap 400 Etf Tr UTSER1 S&PDCRP (MDY) | 2.4 | $43M | 77k | 556.39 | |
Oracle Corporation (ORCL) | 2.3 | $41M | 324k | 125.61 | |
Home Depot (HD) | 2.2 | $39M | 103k | 383.60 | |
Deere & Company (DE) | 2.1 | $38M | 93k | 410.74 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $37M | 186k | 200.30 | |
Pepsi (PEP) | 1.9 | $34M | 192k | 175.01 | |
Southern Company (SO) | 1.8 | $32M | 449k | 71.74 | |
Emerson Electric (EMR) | 1.7 | $31M | 270k | 113.42 | |
Procter & Gamble Company (PG) | 1.7 | $30M | 185k | 162.25 | |
CSX Corporation (CSX) | 1.6 | $30M | 799k | 37.07 | |
Phillips 66 (PSX) | 1.5 | $28M | 170k | 163.34 | |
Merck & Co (MRK) | 1.4 | $25M | 187k | 131.95 | |
Norfolk Southern (NSC) | 1.3 | $24M | 95k | 254.88 | |
Chevron Corporation (CVX) | 1.2 | $22M | 137k | 157.74 | |
AFLAC Incorporated (AFL) | 1.2 | $21M | 250k | 85.86 | |
International Business Machines (IBM) | 1.1 | $21M | 108k | 190.96 | |
Amazon (AMZN) | 1.1 | $20M | 112k | 180.38 | |
Lockheed Martin Corporation (LMT) | 1.1 | $20M | 43k | 454.88 | |
Freeport-mcmoran CL B (FCX) | 1.1 | $19M | 410k | 47.02 | |
ConocoPhillips (COP) | 1.0 | $18M | 144k | 127.28 | |
HEICO Corporation (HEI) | 1.0 | $18M | 96k | 191.00 | |
Goldman Sachs (GS) | 1.0 | $17M | 41k | 417.70 | |
Verizon Communications (VZ) | 0.9 | $17M | 400k | 41.96 | |
Coca-Cola Company (KO) | 0.9 | $17M | 273k | 61.18 | |
Duke Energy Corp Com New (DUK) | 0.9 | $17M | 172k | 96.71 | |
Starbucks Corporation (SBUX) | 0.9 | $17M | 182k | 91.39 | |
Intel Corporation (INTC) | 0.9 | $16M | 363k | 44.17 | |
Intuitive Surgical Com New (ISRG) | 0.8 | $14M | 36k | 399.08 | |
Air Products & Chemicals (APD) | 0.8 | $14M | 59k | 242.26 | |
Eli Lilly & Co. (LLY) | 0.7 | $12M | 15k | 777.97 | |
Exxon Mobil Corporation (XOM) | 0.6 | $12M | 99k | 116.24 | |
Bristol Myers Squibb (BMY) | 0.6 | $11M | 200k | 54.23 | |
Northrop Grumman Corporation (NOC) | 0.6 | $10M | 21k | 478.65 | |
Raytheon Technologies Corp (RTX) | 0.5 | $9.8M | 101k | 97.53 | |
Bank of America Corporation (BAC) | 0.5 | $9.3M | 246k | 37.92 | |
Packaging Corporation of America (PKG) | 0.5 | $8.8M | 46k | 189.78 | |
Honeywell International (HON) | 0.4 | $7.8M | 38k | 205.24 | |
NVIDIA Corporation (NVDA) | 0.4 | $7.3M | 8.1k | 903.56 | |
Anthem (ELV) | 0.4 | $7.2M | 14k | 518.52 | |
Vanguard Index Fds S&P 500 ETF SHS (VOO) | 0.4 | $6.8M | 14k | 480.72 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.7M | 44k | 152.25 | |
Nike CL B (NKE) | 0.4 | $6.7M | 71k | 93.97 | |
salesforce (CRM) | 0.4 | $6.5M | 22k | 301.18 | |
Travelers Companies (TRV) | 0.3 | $6.2M | 27k | 230.13 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.7M | 28k | 205.71 | |
Philip Morris International (PM) | 0.3 | $5.6M | 61k | 91.62 | |
Colgate-Palmolive Company (CL) | 0.3 | $5.4M | 60k | 90.05 | |
Abbvie (ABBV) | 0.3 | $5.4M | 30k | 182.09 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $5.4M | 67k | 79.86 | |
Abbott Laboratories (ABT) | 0.3 | $5.1M | 45k | 113.66 | |
3M Company (MMM) | 0.3 | $4.9M | 46k | 106.08 | |
Automatic Data Processing (ADP) | 0.3 | $4.9M | 19k | 249.72 | |
Altria (MO) | 0.3 | $4.7M | 107k | 43.62 | |
Visa Com Cl A (V) | 0.3 | $4.6M | 16k | 279.10 | |
Walt Disney Company (DIS) | 0.3 | $4.5M | 37k | 122.36 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $4.4M | 63k | 70.00 | |
Pfizer (PFE) | 0.2 | $4.3M | 155k | 27.75 | |
Cigna Corp (CI) | 0.2 | $4.3M | 12k | 363.19 | |
Wal-Mart Stores (WMT) | 0.2 | $4.3M | 71k | 60.17 | |
UnitedHealth (UNH) | 0.2 | $4.2M | 8.4k | 494.76 | |
Illinois Tool Works (ITW) | 0.2 | $4.1M | 15k | 268.30 | |
Truist Financial Corp equities (TFC) | 0.2 | $4.1M | 104k | 38.98 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.0M | 9.1k | 443.97 | |
Intuit (INTU) | 0.2 | $4.0M | 6.2k | 649.97 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $4.0M | 31k | 129.33 | |
Enbridge (ENB) | 0.2 | $3.7M | 102k | 36.18 | |
Cisco Systems (CSCO) | 0.2 | $3.5M | 71k | 49.90 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.5M | 23k | 150.91 | |
Nextera Energy (NEE) | 0.2 | $3.4M | 54k | 63.91 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $3.4M | 96k | 35.91 | |
Ishares Tr Expanded Tech (IGV) | 0.2 | $3.2M | 37k | 85.26 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.1M | 16k | 191.89 | |
FedEx Corporation (FDX) | 0.2 | $3.0M | 10k | 289.76 | |
Paychex (PAYX) | 0.2 | $2.8M | 23k | 122.81 | |
General Mills (GIS) | 0.1 | $2.7M | 38k | 69.97 | |
Genuine Parts Company (GPC) | 0.1 | $2.5M | 16k | 154.94 | |
Boeing Company (BA) | 0.1 | $2.3M | 12k | 193.02 | |
Union Pacific Corporation (UNP) | 0.1 | $2.3M | 9.4k | 245.97 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | 17k | 131.39 | |
Chubb (CB) | 0.1 | $2.2M | 8.4k | 259.17 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.2M | 8.7k | 249.91 | |
Amgen (AMGN) | 0.1 | $2.1M | 7.5k | 284.27 | |
Wells Fargo & Company (WFC) | 0.1 | $2.1M | 36k | 57.96 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.1M | 12k | 174.19 | |
American Express Company (AXP) | 0.1 | $2.0M | 9.0k | 227.72 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $2.0M | 3.8k | 523.17 | |
Ford Motor Company (F) | 0.1 | $2.0M | 148k | 13.28 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.9M | 3.3k | 581.21 | |
Danaher Corporation (DHR) | 0.1 | $1.9M | 7.7k | 249.74 | |
Proshares Tr PSHS ULT S&P 500 (SSO) | 0.1 | $1.9M | 25k | 77.50 | |
Nucor Corporation (NUE) | 0.1 | $1.9M | 9.6k | 197.92 | |
Diageo Spon Adr New (DEO) | 0.1 | $1.8M | 12k | 148.72 | |
Qualcomm (QCOM) | 0.1 | $1.8M | 11k | 169.29 | |
American Tower Reit (AMT) | 0.1 | $1.8M | 9.1k | 197.61 | |
At&t (T) | 0.1 | $1.8M | 100k | 17.60 | |
Meta Platforms Cl A (META) | 0.1 | $1.7M | 3.4k | 485.58 | |
Ishares Tr CORE S&P500 ETF (IVV) | 0.1 | $1.6M | 3.1k | 525.74 | |
Ishares Msci Aust Etf (EWA) | 0.1 | $1.6M | 66k | 24.66 | |
Stryker Corporation (SYK) | 0.1 | $1.6M | 4.4k | 357.94 | |
Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.5M | 2.9k | 524.20 | |
Advanced Micro Devices (AMD) | 0.1 | $1.5M | 8.4k | 180.51 | |
Eaton Corp SHS (ETN) | 0.1 | $1.5M | 4.8k | 312.60 | |
Arista Networks (ANET) | 0.1 | $1.5M | 5.1k | 290.06 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.4M | 18k | 81.64 | |
Pioneer Natural Resources | 0.1 | $1.4M | 5.4k | 262.44 | |
Synopsys (SNPS) | 0.1 | $1.3M | 2.3k | 571.61 | |
WESCO International (WCC) | 0.1 | $1.3M | 7.5k | 171.26 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | 2.5k | 504.62 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | 4.8k | 260.63 | |
BlackRock (BLK) | 0.1 | $1.2M | 1.5k | 834.01 | |
Masco Corporation (MAS) | 0.1 | $1.2M | 16k | 78.91 | |
Yum! Brands (YUM) | 0.1 | $1.2M | 8.7k | 138.67 | |
SYSCO Corporation (SYY) | 0.1 | $1.2M | 15k | 81.15 | |
General Dynamics Corporation (GD) | 0.1 | $1.1M | 3.8k | 282.49 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $1.1M | 53k | 20.35 | |
General Motors Company (GM) | 0.1 | $1.1M | 23k | 45.37 | |
Flowers Foods (FLO) | 0.1 | $924k | 39k | 23.76 | |
Broadcom (AVGO) | 0.0 | $891k | 672.00 | 1325.89 | |
Zoetis Cl A (ZTS) | 0.0 | $877k | 5.2k | 169.17 | |
Marriott Intl Cl A (MAR) | 0.0 | $864k | 3.4k | 252.41 | |
Dow (DOW) | 0.0 | $853k | 15k | 57.90 | |
Lowe's Companies (LOW) | 0.0 | $841k | 3.3k | 254.85 | |
TJX Companies (TJX) | 0.0 | $836k | 8.2k | 101.44 | |
Hca Holdings (HCA) | 0.0 | $822k | 2.5k | 333.60 | |
Dupont De Nemours (DD) | 0.0 | $812k | 11k | 76.66 | |
Cintas Corporation (CTAS) | 0.0 | $800k | 1.2k | 687.29 | |
Waste Management (WM) | 0.0 | $776k | 3.6k | 213.13 | |
Newmont Mining Corporation (NEM) | 0.0 | $767k | 21k | 35.84 | |
American Electric Power Company (AEP) | 0.0 | $764k | 8.9k | 86.14 | |
PPG Industries (PPG) | 0.0 | $755k | 5.2k | 144.94 | |
Consolidated Edison (ED) | 0.0 | $755k | 8.3k | 90.85 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $753k | 5.6k | 135.14 | |
Carlisle Companies (CSL) | 0.0 | $745k | 1.9k | 392.11 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $736k | 16k | 47.47 | |
Autodesk (ADSK) | 0.0 | $735k | 2.8k | 260.27 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $681k | 6.1k | 111.64 | |
Morgan Stanley Com New (MS) | 0.0 | $677k | 7.2k | 94.18 | |
Target Corporation (TGT) | 0.0 | $653k | 3.7k | 177.20 | |
McKesson Corporation (MCK) | 0.0 | $652k | 1.2k | 537.07 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $644k | 15k | 42.14 | |
Canadian Natl Ry (CNI) | 0.0 | $640k | 4.9k | 131.69 | |
Becton, Dickinson and (BDX) | 0.0 | $632k | 2.6k | 247.46 | |
Regency Centers Corporation (REG) | 0.0 | $630k | 10k | 60.57 | |
Cto Realty Growth (CTO) | 0.0 | $627k | 37k | 16.96 | |
L3harris Technologies (LHX) | 0.0 | $616k | 2.9k | 213.08 | |
Schlumberger Com Stk (SLB) | 0.0 | $611k | 11k | 54.80 | |
Dover Corporation (DOV) | 0.0 | $607k | 3.4k | 177.07 | |
Devon Energy Corporation (DVN) | 0.0 | $576k | 12k | 50.21 | |
Enterprise Products Partners (EPD) | 0.0 | $569k | 20k | 29.18 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $567k | 3.8k | 147.77 | |
Nasdaq Omx (NDAQ) | 0.0 | $561k | 8.9k | 63.07 | |
ESCO Technologies (ESE) | 0.0 | $560k | 5.2k | 106.97 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $548k | 9.3k | 58.70 | |
White Mountains Insurance Gp (WTM) | 0.0 | $547k | 305.00 | 1793.44 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $529k | 2.9k | 184.00 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $518k | 4.3k | 120.94 | |
Trane Technologies SHS (TT) | 0.0 | $495k | 1.7k | 300.00 | |
Church & Dwight (CHD) | 0.0 | $480k | 4.6k | 104.35 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $478k | 2.6k | 182.44 | |
United Parcel Service CL B (UPS) | 0.0 | $471k | 3.2k | 148.67 | |
Servicenow (NOW) | 0.0 | $470k | 616.00 | 762.99 | |
Canadian Pacific Kansas City (CP) | 0.0 | $462k | 5.2k | 88.17 | |
Cadence Design Systems (CDNS) | 0.0 | $451k | 1.5k | 311.03 | |
American Water Works (AWK) | 0.0 | $450k | 3.7k | 122.32 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $446k | 1.3k | 336.86 | |
Analog Devices (ADI) | 0.0 | $433k | 2.2k | 197.90 | |
Vanguard World Industrial Etf (VIS) | 0.0 | $431k | 1.8k | 243.92 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $420k | 3.1k | 135.97 | |
Hawaiian Electric Industries (HE) | 0.0 | $419k | 37k | 11.27 | |
Corteva (CTVA) | 0.0 | $413k | 7.2k | 57.74 | |
Microchip Technology (MCHP) | 0.0 | $410k | 4.6k | 89.72 | |
Linde SHS (LIN) | 0.0 | $404k | 870.00 | 464.37 | |
Ameren Corporation (AEE) | 0.0 | $404k | 5.5k | 73.92 | |
Gilead Sciences (GILD) | 0.0 | $401k | 5.5k | 73.23 | |
Smucker J M Com New (SJM) | 0.0 | $390k | 3.1k | 125.85 | |
Spdr Ser Tr S&P DIVID ETF (SDY) | 0.0 | $381k | 2.9k | 131.38 | |
Vanguard World Consum Stp Etf (VDC) | 0.0 | $373k | 1.8k | 204.27 | |
Dell Technologies CL C (DELL) | 0.0 | $371k | 3.3k | 113.98 | |
Ares Capital Corporation (ARCC) | 0.0 | $369k | 18k | 20.84 | |
Charles Schwab Corporation (SCHW) | 0.0 | $357k | 4.9k | 72.41 | |
Rockwell Automation (ROK) | 0.0 | $351k | 1.2k | 291.53 | |
Atmos Energy Corporation (ATO) | 0.0 | $348k | 2.9k | 118.97 | |
PNC Financial Services (PNC) | 0.0 | $346k | 2.1k | 161.76 | |
Republic Services (RSG) | 0.0 | $345k | 1.8k | 191.67 | |
Novartis Sponsored Adr (NVS) | 0.0 | $344k | 3.6k | 96.77 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $341k | 8.3k | 41.02 | |
Constellation Energy (CEG) | 0.0 | $339k | 1.8k | 184.94 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $338k | 3.6k | 94.49 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $334k | 800.00 | 417.50 | |
Ameriprise Financial (AMP) | 0.0 | $331k | 755.00 | 438.41 | |
Prologis (PLD) | 0.0 | $330k | 2.5k | 130.23 | |
Cummins (CMI) | 0.0 | $324k | 1.1k | 294.55 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $319k | 6.4k | 50.17 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $318k | 2.3k | 137.13 | |
Ansys (ANSS) | 0.0 | $312k | 900.00 | 346.67 | |
Ishares Tr CORE S&P MCP ETF (IJH) | 0.0 | $309k | 5.1k | 60.71 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $309k | 4.2k | 74.15 | |
Valley National Ban (VLY) | 0.0 | $302k | 38k | 7.96 | |
South State Corporation (SSB) | 0.0 | $300k | 3.5k | 84.89 | |
Avery Dennison Corporation (AVY) | 0.0 | $300k | 1.3k | 223.21 | |
EOG Resources (EOG) | 0.0 | $298k | 2.3k | 127.84 | |
Snap-on Incorporated (SNA) | 0.0 | $295k | 995.00 | 296.48 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $292k | 1.0k | 290.84 | |
Flowserve Corporation (FLS) | 0.0 | $288k | 6.3k | 45.71 | |
Everest Re Group (EG) | 0.0 | $278k | 700.00 | 397.14 | |
Kinder Morgan (KMI) | 0.0 | $277k | 15k | 18.37 | |
W.W. Grainger (GWW) | 0.0 | $275k | 270.00 | 1018.52 | |
Ameris Ban (ABCB) | 0.0 | $273k | 5.6k | 48.37 | |
Dominion Resources (D) | 0.0 | $272k | 5.5k | 49.11 | |
Citigroup Com New (C) | 0.0 | $270k | 4.3k | 63.17 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $266k | 3.5k | 76.44 | |
Barrick Gold Corp (GOLD) | 0.0 | $263k | 16k | 16.64 | |
Global Payments (GPN) | 0.0 | $262k | 2.0k | 133.61 | |
Walgreen Boots Alliance (WBA) | 0.0 | $262k | 12k | 21.65 | |
Vanguard World Financials Etf (VFH) | 0.0 | $253k | 2.5k | 102.43 | |
Landstar System (LSTR) | 0.0 | $251k | 1.3k | 193.08 | |
DTE Energy Company (DTE) | 0.0 | $247k | 2.2k | 112.27 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $246k | 1.2k | 208.30 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $242k | 2.1k | 114.31 | |
Shake Shack Cl A (SHAK) | 0.0 | $242k | 2.3k | 104.09 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $237k | 1.4k | 164.01 | |
Teleflex Incorporated (TFX) | 0.0 | $234k | 1.0k | 225.87 | |
CVS Caremark Corporation (CVS) | 0.0 | $225k | 2.8k | 79.84 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $224k | 2.5k | 88.78 | |
Unilever Spon Adr New (UL) | 0.0 | $224k | 4.5k | 50.17 | |
Synovus Finl Corp Com New (SNV) | 0.0 | $221k | 5.5k | 40.03 | |
Select Sector Spdr Tr Indl (XLI) | 0.0 | $220k | 1.7k | 126.22 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $218k | 2.6k | 84.01 | |
Ishares Tr S&P 500 VAL ETF (IVE) | 0.0 | $215k | 1.2k | 186.96 | |
MasTec (MTZ) | 0.0 | $210k | 2.3k | 93.25 | |
Micron Technology (MU) | 0.0 | $207k | 1.8k | 117.81 | |
Cme (CME) | 0.0 | $206k | 955.00 | 215.71 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $204k | 3.1k | 65.66 | |
Broadridge Financial Solutions (BR) | 0.0 | $200k | 977.00 | 204.71 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $125k | 11k | 11.31 | |
Medical Properties Trust (MPW) | 0.0 | $85k | 18k | 4.69 | |
Matinas Biopharma Holdings, In (MTNB) | 0.0 | $22k | 80k | 0.28 | |
Lumiradx SHS (LMDXF) | 0.0 | $0 | 30k | 0.00 |