HC

HYMAN CHARLES D

13F
HYMAN CHARLES D
Last update 2024-07-25 242 Stocks (4 new)
Value $1.79 Bil Turnover 1 %
Countries:
Top Holdings: BRK.B(7.40%)MSFT(6.86%)AAPL(5.65%)COST(3.46%)FRPH(3.08%)
Portfolio Report
Summary Stock Picks Current Portfolio
HYMAN CHARLES D Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
326,378
132771.000
-0.11%
7.400
-0.01%
0.020
+3.72%
+27.47%
980273.581
Insurance
MSFT 		Microsoft Corp
275,311
123050.000
-0.41%
6.860
-0.03%
0.000
+1.41%
+15.50%
3211453.489
Software
AAPL 		Apple Inc
481,246
101360.000
-0.19%
5.650
-0.01%
0.000
+7.24%
+21.89%
3554423.148
Hardware
COST 		Costco Wholesale Corp
72,988
62039.000
+0.31%
3.460
+0.01%
0.020
+8.76%
+34.98%
393001.797
Retail - Defensive
FRPH 		FRP Holdings Inc
1,937,268
55251.000
+0.02%
3.080
0%
10.190
-0.07%
-6.30%
560.638
Real Estate
CAT 		Caterpillar Inc
160,161
53350.000
-0.23%
2.970
-0.01%
0.030
+12.88%
+33.16%
187902.869
Farm & Heavy Construction Machinery
VMC 		Vulcan Materials Co
197,694
49163.000
-7.99%
2.740
-0.26%
0.150
-1.70%
+14.95%
34276.177
Building Materials
ORCL 		Oracle Corp
324,089
45761.000
+0.02%
2.550
0%
0.010
+25.67%
+66.51%
480585.475
Software
MA 		Mastercard Inc
103,434
45631.000
+0.07%
2.540
0%
0.010
+14.88%
+19.39%
467719.178
Credit Services
JNJ 		Johnson & Johnson
297,667
43507.000
-1.77%
2.420
-0.05%
0.010
+1.73%
+4.53%
385436.362
Drug Manufacturers

HYMAN CHARLES D's Historical Top Holdings Breakdowns

HYMAN CHARLES D's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INTC 		Intel Corp2024-06-30Sold Out
-0.89%
●
29.85 ($32.77) 44.52
$22.90
-30.12%
Sold Out
0
-362,675
AMZN 		Amazon.com Inc2024-06-30Add
+0.79%
●
173.67 ($183.7) 197.85
$190.81
3.87%
Add 65.9%
186,035
73,900
ISRG 		Intuitive Surgical Inc2024-06-30Add
+0.33%
●
366.34 ($398.28) 445.11
$516.31
29.63%
Add 36.76%
49,507
13,306
VMC 		Vulcan Materials Co2024-06-30Reduce
-0.26%
●
244.64 ($258.41) 272.07
$259.55
0.44%
Reduce -7.99%
197,694
-17,160
XOM 		Exxon Mobil Corp2024-06-30Add
+0.08%
●
108.36 ($116.47) 122.2
$117.28
0.70%
Add 12.51%
111,109
12,354
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.08%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-5,365
AVGO 		Broadcom Inc2024-06-30Add
+0.06%
●
120.47 ($140.14) 182.89
$179.29
27.94%
Add 93.01%
12,970
625
BA 		Boeing Co2024-06-30Reduce
-0.05%
●
164.33 ($178.24) 191.42
$152.98
-14.17%
Reduce -39.79%
7,224
-4,775
JNJ 		Johnson & Johnson2024-06-30Reduce
-0.05%
●
144.38 ($148.72) 157.78
$160.09
7.65%
Reduce -1.77%
297,667
-5,365
BMY 		Bristol-Myers Squibb Co2024-06-30Reduce
-0.03%
●
40.25 ($44.75) 52.99
$52.50
17.32%
Reduce -4.96%
190,354
-9,935

HYMAN CHARLES D Total Holding History ($B)

To

HYMAN CHARLES D's Asset Allocation

To

HYMAN CHARLES D Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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HYMAN CHARLES D's Hypothetical Growth since 2024-06-30

HYMAN CHARLES D's Yearly Returns

Year Portfolio % % Excess Gain %

HYMAN CHARLES D's Holdings Heat Map

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HYMAN CHARLES D's Holdings Bubble Chart

HYMAN CHARLES D News

  • 1

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