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HYMAN CHARLES D13F | |
HYMAN CHARLES D | |
Last update 2024-07-25 | 242 Stocks (4 new) |
Value $1.79 Bil | Turnover 1 % |
Portfolio Report |
HYMAN CHARLES D Top Holdings of 2024-06-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
INTC | Intel Corp | 2024-06-30 | Sold Out | -0.89% | 29.85 ($32.77) 44.52 | $22.90 | -30.12% | Sold Out | 0 | -362,675 | |
AMZN | Amazon.com Inc | 2024-06-30 | Add | +0.79% | 173.67 ($183.7) 197.85 | $190.81 | 3.87% | Add 65.9% | 186,035 | 73,900 | |
ISRG | Intuitive Surgical Inc | 2024-06-30 | Add | +0.33% | 366.34 ($398.28) 445.11 | $516.31 | 29.63% | Add 36.76% | 49,507 | 13,306 | |
VMC | Vulcan Materials Co | 2024-06-30 | Reduce | -0.26% | 244.64 ($258.41) 272.07 | $259.55 | 0.44% | Reduce -7.99% | 197,694 | -17,160 | |
XOM | Exxon Mobil Corp | 2024-06-30 | Add | +0.08% | 108.36 ($116.47) 122.2 | $117.28 | 0.70% | Add 12.51% | 111,109 | 12,354 | |
PXD | Pioneer Natural Resources Co | 2024-06-30 | Sold Out | -0.08% | 263.96 ($270.84) 275.52 | $269.62 | -0.45% | Sold Out | 0 | -5,365 | |
AVGO | Broadcom Inc | 2024-06-30 | Add | +0.06% | 120.47 ($140.14) 182.89 | $179.29 | 27.94% | Add 93.01% | 12,970 | 625 | |
BA | Boeing Co | 2024-06-30 | Reduce | -0.05% | 164.33 ($178.24) 191.42 | $152.98 | -14.17% | Reduce -39.79% | 7,224 | -4,775 | |
JNJ | Johnson & Johnson | 2024-06-30 | Reduce | -0.05% | 144.38 ($148.72) 157.78 | $160.09 | 7.65% | Reduce -1.77% | 297,667 | -5,365 | |
BMY | Bristol-Myers Squibb Co | 2024-06-30 | Reduce | -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)
HYMAN CHARLES D's Asset Allocation
HYMAN CHARLES D Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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HYMAN CHARLES D's Hypothetical Growth since 2024-06-30
HYMAN CHARLES D's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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HYMAN CHARLES D's Holdings Heat Map
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HYMAN CHARLES D's Holdings Bubble Chart
HYMAN CHARLES D News
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