Hyman Charles D as of June 30, 2024
Portfolio Holdings for Hyman Charles D
Hyman Charles D holds 242 positions in its portfolio as reported in the June 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) | 7.4 | $133M | 326k | 406.80 | |
Microsoft Corporation (MSFT) | 6.9 | $123M | 275k | 446.95 | |
Apple (AAPL) | 5.6 | $101M | 481k | 210.62 | |
Costco Wholesale Corporation (COST) | 3.5 | $62M | 73k | 849.99 | |
Frp Holdings (FRPH) | 3.1 | $55M | 1.9M | 28.52 | |
Caterpillar (CAT) | 3.0 | $53M | 160k | 333.10 | |
Vulcan Materials Company (VMC) | 2.7 | $49M | 198k | 248.68 | |
Oracle Corporation (ORCL) | 2.6 | $46M | 324k | 141.20 | |
Mastercard Incorporated Cl A (MA) | 2.5 | $46M | 103k | 441.16 | |
Johnson & Johnson (JNJ) | 2.4 | $44M | 298k | 146.16 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.3 | $41M | 77k | 535.08 | |
McDonald's Corporation (MCD) | 2.2 | $40M | 158k | 254.84 | |
JPMorgan Chase & Co. (JPM) | 2.1 | $38M | 186k | 202.26 | |
Amazon (AMZN) | 2.0 | $36M | 186k | 193.25 | |
Home Depot (HD) | 2.0 | $35M | 102k | 344.24 | |
Southern Company (SO) | 2.0 | $35M | 451k | 77.57 | |
Deere & Company (DE) | 1.9 | $35M | 93k | 373.63 | |
Pepsi (PEP) | 1.8 | $32M | 191k | 164.93 | |
Procter & Gamble Company (PG) | 1.7 | $31M | 185k | 164.92 | |
Emerson Electric (EMR) | 1.7 | $30M | 271k | 110.16 | |
CSX Corporation (CSX) | 1.5 | $26M | 787k | 33.45 | |
Phillips 66 (PSX) | 1.3 | $24M | 169k | 141.17 | |
Merck & Co (MRK) | 1.3 | $24M | 190k | 123.80 | |
AFLAC Incorporated (AFL) | 1.2 | $22M | 248k | 89.31 | |
Intuitive Surgical Com New (ISRG) | 1.2 | $22M | 50k | 444.85 | |
Chevron Corporation (CVX) | 1.2 | $21M | 137k | 156.42 | |
HEICO Corporation (HEI) | 1.2 | $21M | 95k | 223.61 | |
Norfolk Southern (NSC) | 1.1 | $20M | 95k | 214.69 | |
Lockheed Martin Corporation (LMT) | 1.1 | $20M | 43k | 467.10 | |
Freeport-mcmoran CL B (FCX) | 1.1 | $20M | 407k | 48.60 | |
Goldman Sachs (GS) | 1.0 | $19M | 41k | 452.32 | |
International Business Machines (IBM) | 1.0 | $19M | 107k | 172.95 | |
Coca-Cola Company (KO) | 1.0 | $17M | 273k | 63.65 | |
Duke Energy Corp Com New (DUK) | 1.0 | $17M | 171k | 100.23 | |
ConocoPhillips (COP) | 0.9 | $16M | 143k | 114.38 | |
Verizon Communications (VZ) | 0.9 | $16M | 388k | 41.24 | |
Air Products & Chemicals (APD) | 0.8 | $15M | 58k | 258.04 | |
Starbucks Corporation (SBUX) | 0.8 | $14M | 178k | 77.85 | |
Eli Lilly & Co. (LLY) | 0.8 | $14M | 15k | 905.37 | |
Exxon Mobil Corporation (XOM) | 0.7 | $13M | 111k | 115.12 | |
Raytheon Technologies Corp (RTX) | 0.6 | $10M | 100k | 100.39 | |
NVIDIA Corporation (NVDA) | 0.6 | $9.9M | 80k | 123.54 | |
Bank of America Corporation (BAC) | 0.6 | $9.9M | 249k | 39.77 | |
Northrop Grumman Corporation (NOC) | 0.5 | $9.2M | 21k | 435.95 | |
Packaging Corporation of America (PKG) | 0.5 | $8.5M | 47k | 182.55 | |
Honeywell International (HON) | 0.5 | $8.1M | 38k | 213.53 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $8.1M | 44k | 183.43 | |
Bristol Myers Squibb (BMY) | 0.4 | $7.9M | 190k | 41.53 | |
Anthem (ELV) | 0.4 | $7.5M | 14k | 541.86 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $7.2M | 14k | 500.14 | |
Philip Morris International (PM) | 0.3 | $6.0M | 60k | 101.33 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $5.9M | 28k | 215.03 | |
Colgate-Palmolive Company (CL) | 0.3 | $5.8M | 59k | 97.03 | |
Travelers Companies (TRV) | 0.3 | $5.5M | 27k | 203.35 | |
salesforce (CRM) | 0.3 | $5.5M | 21k | 257.12 | |
Nike CL B (NKE) | 0.3 | $5.3M | 71k | 75.37 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $5.3M | 67k | 78.33 | |
Abbvie (ABBV) | 0.3 | $5.0M | 29k | 171.51 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.8M | 10k | 479.11 | |
Wal-Mart Stores (WMT) | 0.3 | $4.8M | 71k | 67.71 | |
Abbott Laboratories (ABT) | 0.3 | $4.6M | 45k | 103.91 | |
Automatic Data Processing (ADP) | 0.3 | $4.6M | 19k | 238.70 | |
Altria (MO) | 0.3 | $4.6M | 101k | 45.55 | |
Visa Com Cl A (V) | 0.2 | $4.3M | 16k | 262.48 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $4.3M | 31k | 138.20 | |
UnitedHealth (UNH) | 0.2 | $4.3M | 8.4k | 509.27 | |
3M Company (MMM) | 0.2 | $4.2M | 41k | 102.20 | |
Pfizer (PFE) | 0.2 | $4.2M | 150k | 27.98 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $4.2M | 23k | 182.14 | |
Intuit (INTU) | 0.2 | $4.1M | 6.2k | 657.24 | |
Cigna Corp (CI) | 0.2 | $4.1M | 12k | 330.59 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $4.0M | 62k | 65.43 | |
Truist Financial Corp equities (TFC) | 0.2 | $3.9M | 100k | 38.85 | |
Nextera Energy (NEE) | 0.2 | $3.7M | 53k | 70.81 | |
Illinois Tool Works (ITW) | 0.2 | $3.6M | 15k | 236.99 | |
Walt Disney Company (DIS) | 0.2 | $3.6M | 36k | 99.28 | |
Enbridge (ENB) | 0.2 | $3.6M | 100k | 35.59 | |
Cisco Systems (CSCO) | 0.2 | $3.3M | 69k | 47.52 | |
Ishares Tr Expanded Tech (IGV) | 0.2 | $3.2M | 37k | 86.91 | |
FedEx Corporation (FDX) | 0.2 | $3.1M | 10k | 299.86 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.9M | 16k | 182.53 | |
Paychex (PAYX) | 0.2 | $2.7M | 23k | 118.57 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $2.7M | 95k | 28.39 | |
General Mills (GIS) | 0.1 | $2.4M | 38k | 63.25 | |
Amgen (AMGN) | 0.1 | $2.4M | 7.6k | 312.51 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.3M | 12k | 194.57 | |
Genuine Parts Company (GPC) | 0.1 | $2.2M | 16k | 138.32 | |
Chubb (CB) | 0.1 | $2.1M | 8.4k | 255.12 | |
Union Pacific Corporation (UNP) | 0.1 | $2.1M | 9.4k | 226.22 | |
Qualcomm (QCOM) | 0.1 | $2.1M | 11k | 199.19 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.1M | 8.7k | 242.07 | |
American Express Company (AXP) | 0.1 | $2.1M | 9.0k | 231.56 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.1M | 17k | 123.81 | |
Broadcom (AVGO) | 0.1 | $2.1M | 1.3k | 1605.24 | |
Wells Fargo & Company (WFC) | 0.1 | $2.1M | 35k | 59.40 | |
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $2.0M | 25k | 82.58 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $2.0M | 3.8k | 544.10 | |
At&t (T) | 0.1 | $2.0M | 103k | 19.11 | |
Danaher Corporation (DHR) | 0.1 | $1.9M | 7.7k | 249.87 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | 3.3k | 553.10 | |
Meta Platforms Cl A (META) | 0.1 | $1.8M | 3.6k | 504.28 | |
Ford Motor Company (F) | 0.1 | $1.8M | 146k | 12.54 | |
Arista Networks (ANET) | 0.1 | $1.8M | 5.1k | 350.58 | |
American Tower Reit (AMT) | 0.1 | $1.8M | 9.1k | 194.33 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.7M | 3.1k | 547.30 | |
Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.7M | 2.9k | 576.42 | |
Ishares Msci Aust Etf (EWA) | 0.1 | $1.6M | 64k | 24.44 | |
Nucor Corporation (NUE) | 0.1 | $1.5M | 9.6k | 158.12 | |
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.5M | 18k | 85.68 | |
Eaton Corp SHS (ETN) | 0.1 | $1.5M | 4.8k | 313.65 | |
Stryker Corporation (SYK) | 0.1 | $1.5M | 4.4k | 340.21 | |
Diageo Spon Adr New (DEO) | 0.1 | $1.4M | 12k | 126.09 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 2.5k | 555.60 | |
Synopsys (SNPS) | 0.1 | $1.4M | 2.3k | 595.05 | |
Advanced Micro Devices (AMD) | 0.1 | $1.4M | 8.4k | 162.20 | |
Boeing Company (BA) | 0.1 | $1.3M | 7.2k | 182.03 | |
General Dynamics Corporation (GD) | 0.1 | $1.3M | 4.5k | 290.08 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.2M | 4.8k | 250.05 | |
WESCO International (WCC) | 0.1 | $1.2M | 7.5k | 158.56 | |
BlackRock | 0.1 | $1.2M | 1.5k | 787.63 | |
Yum! Brands (YUM) | 0.1 | $1.1M | 8.5k | 132.51 | |
General Motors Company (GM) | 0.1 | $1.1M | 23k | 46.45 | |
Masco Corporation (MAS) | 0.1 | $1.0M | 16k | 66.67 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $1.0M | 47k | 22.06 | |
SYSCO Corporation (SYY) | 0.1 | $1.0M | 14k | 71.36 | |
TJX Companies (TJX) | 0.1 | $907k | 8.2k | 110.06 | |
Zoetis Cl A (ZTS) | 0.1 | $899k | 5.2k | 173.42 | |
Newmont Mining Corporation (NEM) | 0.0 | $896k | 21k | 41.87 | |
Dupont De Nemours (DD) | 0.0 | $853k | 11k | 80.53 | |
Marriott Intl Cl A (MAR) | 0.0 | $828k | 3.4k | 241.89 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $818k | 5.4k | 150.48 | |
Cintas Corporation (CTAS) | 0.0 | $815k | 1.2k | 700.17 | |
Flowers Foods (FLO) | 0.0 | $810k | 37k | 22.21 | |
Hca Holdings (HCA) | 0.0 | $792k | 2.5k | 321.43 | |
Waste Management (WM) | 0.0 | $777k | 3.6k | 213.40 | |
Carlisle Companies (CSL) | 0.0 | $770k | 1.9k | 405.26 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $748k | 6.1k | 122.62 | |
Consolidated Edison (ED) | 0.0 | $743k | 8.3k | 89.41 | |
American Electric Power Company (AEP) | 0.0 | $739k | 8.4k | 87.78 | |
Lowe's Companies (LOW) | 0.0 | $728k | 3.3k | 220.61 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $714k | 15k | 47.97 | |
McKesson Corporation (MCK) | 0.0 | $709k | 1.2k | 584.02 | |
Autodesk (ADSK) | 0.0 | $699k | 2.8k | 247.52 | |
Morgan Stanley Com New (MS) | 0.0 | $699k | 7.2k | 97.25 | |
L3harris Technologies (LHX) | 0.0 | $694k | 3.1k | 224.52 | |
Dow (DOW) | 0.0 | $674k | 13k | 53.02 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $671k | 16k | 41.11 | |
PPG Industries (PPG) | 0.0 | $656k | 5.2k | 125.94 | |
Cto Realty Growth (CTO) | 0.0 | $645k | 37k | 17.45 | |
Dover Corporation (DOV) | 0.0 | $619k | 3.4k | 180.57 | |
Regency Centers Corporation (REG) | 0.0 | $613k | 9.9k | 62.16 | |
Becton, Dickinson and (BDX) | 0.0 | $596k | 2.6k | 233.73 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $576k | 3.3k | 173.81 | |
Canadian Natl Ry (CNI) | 0.0 | $574k | 4.9k | 118.11 | |
Enterprise Products Partners (EPD) | 0.0 | $565k | 20k | 28.97 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $559k | 3.8k | 145.69 | |
White Mountains Insurance Gp (WTM) | 0.0 | $554k | 305.00 | 1816.39 | |
ESCO Technologies (ESE) | 0.0 | $550k | 5.2k | 105.06 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $547k | 9.3k | 58.59 | |
Target Corporation (TGT) | 0.0 | $546k | 3.7k | 148.17 | |
Devon Energy Corporation (DVN) | 0.0 | $544k | 12k | 47.42 | |
Trane Technologies SHS (TT) | 0.0 | $543k | 1.7k | 329.09 | |
Solventum Corp Com Shs (SOLV) | 0.0 | $539k | 10k | 52.91 | |
Nasdaq Omx (NDAQ) | 0.0 | $536k | 8.9k | 60.26 | |
Schlumberger Com Stk (SLB) | 0.0 | $526k | 11k | 47.17 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $524k | 2.9k | 182.26 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $508k | 4.3k | 118.53 | |
Analog Devices (ADI) | 0.0 | $499k | 2.2k | 228.06 | |
Servicenow (NOW) | 0.0 | $485k | 616.00 | 787.34 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $484k | 1.3k | 364.73 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $478k | 2.6k | 182.44 | |
American Water Works (AWK) | 0.0 | $475k | 3.7k | 129.11 | |
Dell Technologies CL C (DELL) | 0.0 | $449k | 3.3k | 137.94 | |
Cadence Design Systems (CDNS) | 0.0 | $446k | 1.5k | 307.59 | |
Church & Dwight (CHD) | 0.0 | $446k | 4.3k | 103.72 | |
United Parcel Service CL B (UPS) | 0.0 | $424k | 3.1k | 136.73 | |
Microchip Technology (MCHP) | 0.0 | $418k | 4.6k | 91.47 | |
Vanguard World Industrial Etf (VIS) | 0.0 | $416k | 1.8k | 235.43 | |
Ameren Corporation (AEE) | 0.0 | $389k | 5.5k | 71.18 | |
Linde SHS (LIN) | 0.0 | $382k | 870.00 | 439.08 | |
Novartis Sponsored Adr (NVS) | 0.0 | $378k | 3.5k | 106.54 | |
Gilead Sciences (GILD) | 0.0 | $376k | 5.5k | 68.66 | |
Ares Capital Corporation (ARCC) | 0.0 | $375k | 18k | 20.82 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $375k | 800.00 | 468.75 | |
Canadian Pacific Kansas City (CP) | 0.0 | $374k | 4.8k | 78.74 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $369k | 2.9k | 127.24 | |
Constellation Energy (CEG) | 0.0 | $367k | 1.8k | 200.22 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $350k | 8.2k | 42.60 | |
Corteva (CTVA) | 0.0 | $348k | 6.5k | 53.93 | |
Atmos Energy Corporation (ATO) | 0.0 | $341k | 2.9k | 116.58 | |
Charles Schwab Corporation (SCHW) | 0.0 | $339k | 4.6k | 73.78 | |
Smucker J M Com New (SJM) | 0.0 | $338k | 3.1k | 109.07 | |
Rockwell Automation (ROK) | 0.0 | $331k | 1.2k | 274.92 | |
Ameriprise Financial (AMP) | 0.0 | $323k | 755.00 | 427.81 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $318k | 2.3k | 137.13 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $314k | 6.4k | 49.38 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $312k | 3.4k | 91.04 | |
PNC Financial Services (PNC) | 0.0 | $312k | 2.0k | 155.61 | |
Cummins (CMI) | 0.0 | $309k | 1.1k | 277.38 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $305k | 4.2k | 72.72 | |
Flowserve Corporation (FLS) | 0.0 | $303k | 6.3k | 48.10 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $300k | 1.3k | 225.90 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $300k | 1.0k | 298.80 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $298k | 5.1k | 58.55 | |
Avery Dennison Corporation (AVY) | 0.0 | $294k | 1.3k | 218.75 | |
EOG Resources (EOG) | 0.0 | $293k | 2.3k | 125.70 | |
Ansys (ANSS) | 0.0 | $289k | 900.00 | 321.11 | |
Prologis (PLD) | 0.0 | $285k | 2.5k | 112.38 | |
Ameris Ban (ABCB) | 0.0 | $284k | 5.6k | 50.32 | |
Dominion Resources (D) | 0.0 | $271k | 5.5k | 48.93 | |
Citigroup Com New (C) | 0.0 | $271k | 4.3k | 63.41 | |
South State Corporation (SSB) | 0.0 | $270k | 3.5k | 76.40 | |
Everest Re Group (EG) | 0.0 | $267k | 700.00 | 381.43 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $266k | 3.5k | 76.44 | |
Valley National Ban (VLY) | 0.0 | $265k | 38k | 6.99 | |
Barrick Gold Corp (GOLD) | 0.0 | $264k | 16k | 16.70 | |
Snap-on Incorporated (SNA) | 0.0 | $260k | 995.00 | 261.31 | |
Kinder Morgan (KMI) | 0.0 | $248k | 13k | 19.89 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $247k | 1.4k | 170.93 | |
Vanguard World Financials Etf (VFH) | 0.0 | $247k | 2.5k | 100.00 | |
Unilever Spon Adr New (UL) | 0.0 | $246k | 4.5k | 55.10 | |
W.W. Grainger (GWW) | 0.0 | $244k | 270.00 | 903.70 | |
DTE Energy Company (DTE) | 0.0 | $244k | 2.2k | 110.91 | |
Sea Sponsord Ads (SE) | 0.0 | $243k | 3.4k | 71.47 | |
Sprouts Fmrs Mkt (SFM) | 0.0 | $242k | 2.9k | 83.56 | |
MasTec (MTZ) | 0.0 | $241k | 2.3k | 107.02 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $241k | 2.5k | 95.52 | |
Landstar System (LSTR) | 0.0 | $240k | 1.3k | 184.62 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $234k | 2.1k | 110.53 | |
Micron Technology (MU) | 0.0 | $231k | 1.8k | 131.47 | |
Synovus Finl Corp Com New (SNV) | 0.0 | $222k | 5.5k | 40.21 | |
Teleflex Incorporated (TFX) | 0.0 | $218k | 1.0k | 210.42 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $212k | 3.1k | 68.23 | |
Select Sector Spdr Tr Indl (XLI) | 0.0 | $212k | 1.7k | 121.63 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $210k | 2.6k | 80.92 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $209k | 1.2k | 181.74 | |
Shake Shack Cl A (SHAK) | 0.0 | $209k | 2.3k | 89.89 | |
Netflix (NFLX) | 0.0 | $205k | 304.00 | 674.34 | |
Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $202k | 1.2k | 168.33 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $129k | 11k | 11.67 | |
Medical Properties Trust (MPW) | 0.0 | $71k | 17k | 4.29 | |
Matinas Biopharma Holdings, In | 0.0 | $13k | 80k | 0.16 |