HC
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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 % |
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 | 132,771.0 | -0.11% | 7.400 | -0.01% | 0.020 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
MSFT | Microsoft Corp | 275,311 | 123,050.0 | -0.41% | 6.860 | -0.03% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 481,246 | 101,360.0 | -0.19% | 5.650 | -0.01% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
COST | Costco Wholesale Corp | 72,988 | 62,039.0 | +0.31% | 3.460 | +0.01% | 0.020 | -3.43% | +2.97% | 417,396.2 | Retail - Defensive | |
FRPH | FRP Holdings Inc | 1,937,268 | 55,251.0 | +0.02% | 3.080 | 0% | 10.190 | +2.92% | -10.25% | 524.7 | Real Estate | |
CAT | Caterpillar Inc | 160,161 | 53,350.0 | -0.23% | 2.970 | -0.01% | 0.030 | +45.10% | +19.31% | 201,102.0 | Farm & Heavy Construction Machinery | |
VMC | Vulcan Materials Co | 197,694 | 49,163.0 | -7.99% | 2.740 | -0.26% | 0.150 | +10.25% | +5.04% | 35,550.4 | Building Materials | |
ORCL | Oracle Corp | 324,089 | 45,761.0 | +0.02% | 2.550 | 0% | 0.010 | +84.49% | +46.35% | 679,456.7 | Software | |
MA | Mastercard Inc | 103,434 | 45,631.0 | +0.07% | 2.540 | 0% | 0.010 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
JNJ | Johnson & Johnson | 297,667 | 43,507.0 | -1.77% | 2.420 | -0.05% | 0.010 | +9.76% | +18.87% | 406,867.0 | 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 Sold Out | -0.89% | 29.85 ($32.77) 44.52 | $23.49 | -28.32% | Sold Out | 0 | -362,675 | |
AMZN | Amazon.com Inc | 2024-06-30 | Add Add | +0.79% | 173.67 ($183.7) 197.85 | $228.29 | 24.27% | Add 65.9% | 186,035 | 73,900 | |
ISRG | Intuitive Surgical Inc | 2024-06-30 | Add Add | +0.33% | 366.34 ($398.28) 445.11 | $501.95 | 26.03% | Add 36.76% | 49,507 | 13,306 | |
VMC | Vulcan Materials Co | 2024-06-30 | Reduce Reduce | -0.26% | 244.64 ($258.41) 272.07 | $269.11 | 4.14% | Reduce -7.99% | 197,694 | -17,160 | |
XOM | Exxon Mobil Corp | 2024-06-30 | Add Add | +0.08% | 108.36 ($116.47) 122.2 | $109.93 | -5.62% | Add 12.51% | 111,109 | 12,354 | |
| PXD Unlock Delisted | Pioneer Natural Resources Co | 2024-06-30 | Sold Out 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 Add | +0.06% | 120.47 ($140.14) 182.89 | $283.69 | 102.43% | Add 93.01% | 12,970 | 625 | |
JNJ | Johnson & Johnson | 2024-06-30 | Reduce Reduce | -0.05% | 144.38 ($148.72) 157.78 | $169.10 | 13.70% | Reduce -1.77% | 297,667 | -5,365 | |
BA | Boeing Co | 2024-06-30 | Reduce Reduce | -0.05% | 164.33 ($178.24) 191.42 | $233.88 | 31.22% | Reduce -39.79% | 7,224 | -4,775 | |
VZ | Verizon Communications Inc | 2024-06-30 | Reduce Reduce | -0.03% | 38.6 ($40.3) 42.84 | $42.84 | 6.30% | Reduce -2.91% | 388,430 | -11,647 |
HYMAN CHARLES D Total Holding History ($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 % |
|---|
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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