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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 | +13.78% | +17.64% | 1,150,761.4 | Insurance | |
MSFT | Microsoft Corp | 275,311 | 123,050.0 | -0.41% | 6.860 | -0.03% | 0.000 | -4.58% | -6.04% | 2,938,355.8 | Software | |
AAPL | Apple Inc | 481,246 | 101,360.0 | -0.19% | 5.650 | -0.01% | 0.000 | -9.86% | -15.05% | 3,192,190.5 | Hardware | |
COST | Costco Wholesale Corp | 72,988 | 62,039.0 | +0.31% | 3.460 | +0.01% | 0.020 | +1.60% | +8.66% | 441,243.1 | Retail - Defensive | |
FRPH | FRP Holdings Inc | 1,937,268 | 55,251.0 | +0.02% | 3.080 | 0% | 10.190 | -12.95% | -13.21% | 507.4 | Real Estate | |
CAT | Caterpillar Inc | 160,161 | 53,350.0 | -0.23% | 2.970 | -0.01% | 0.030 | -16.34% | -14.02% | 147,810.0 | Farm & Heavy Construction Machinery | |
VMC | Vulcan Materials Co | 197,694 | 49,163.0 | -7.99% | 2.740 | -0.26% | 0.150 | -4.10% | +2.21% | 34,654.1 | Building Materials | |
ORCL | Oracle Corp | 324,089 | 45,761.0 | +0.02% | 2.550 | 0% | 0.010 | -16.96% | -15.04% | 394,611.8 | Software | |
MA | Mastercard Inc | 103,434 | 45,631.0 | +0.07% | 2.540 | 0% | 0.010 | -1.17% | +4.40% | 497,729.1 | Credit Services | |
JNJ | Johnson & Johnson | 297,667 | 43,507.0 | -1.77% | 2.420 | -0.05% | 0.010 | +3.56% | +8.95% | 376,093.3 | 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 |
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INTC | Intel Corp | 2024-06-30 | Sold Out | -0.89% | 29.85 ($32.77) 44.52 | $20.10 | -38.66% | Sold Out | 0 | -362,675 | |
AMZN | Amazon.com Inc | 2024-06-30 | Add | +0.79% | 173.67 ($183.7) 197.85 | $184.42 | 0.39% | Add 65.9% | 186,035 | 73,900 | |
ISRG | Intuitive Surgical Inc | 2024-06-30 | Add | +0.33% | 366.34 ($398.28) 445.11 | $515.80 | 29.51% | Add 36.76% | 49,507 | 13,306 | |
VMC | Vulcan Materials Co | 2024-06-30 | Reduce | -0.26% | 244.64 ($258.41) 272.07 | $262.33 | 1.52% | Reduce -7.99% | 197,694 | -17,160 | |
XOM | Exxon Mobil Corp | 2024-06-30 | Add | +0.08% | 108.36 ($116.47) 122.2 | $105.63 | -9.31% | Add 12.51% | 111,109 | 12,354 | |
PXD Unlock Delisted | 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 | $192.47 | 37.34% | Add 93.01% | 12,970 | 625 | |
JNJ | Johnson & Johnson | 2024-06-30 | Reduce | -0.05% | 144.38 ($148.72) 157.78 | $156.31 | 5.10% | Reduce -1.77% | 297,667 | -5,365 | |
BA | Boeing Co | 2024-06-30 | Reduce | -0.05% | 164.33 ($178.24) 191.42 | $183.24 | 2.81% | Reduce -39.79% | 7,224 | -4,775 | |
VZ | Verizon Communications Inc | 2024-06-30 | Reduce | -0.03% | 38.6 ($40.3) 42.84 | $44.06 | 9.33% | Reduce -2.91% | 388,430 | -11,647 |
HYMAN CHARLES D Total Holding History ($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 % |
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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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