Hyman Charles D Top Holdings and 13F Report (2024) → Does this make you sick? (From Allegiance Gold) (Ad) About Hyman Charles DInvestment ActivityHyman Charles D has $1.81 billion in total holdings as of March 31, 2024.Hyman Charles D owns shares of 248 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 0.75% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Hyman Charles D has purchased 243 new stocks and bought additional shares in 44 stocks.Hyman Charles D sold shares of 65 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $137,400,000Microsoft $116,306,000Apple $82,679,000FRP $59,463,000Caterpillar $58,825,000 Largest New Holdings this Quarter Shake Shack $242,000 HoldingIndustrial Select Sector SPDR Fund $220,000 HoldingiShares S&P 500 Value ETF $215,000 HoldingMasTec $210,000 HoldingMicron Technology $207,000 Holding Largest Purchases this Quarter Walmart 47,367 shares (about $2.85M)iShares Expanded Tech-Software Sector ETF 29,556 shares (about $2.52M)Intuitive Surgical 6,073 shares (about $2.42M)Berkshire Hathaway 1,445 shares (about $607.65K)SPDR S&P MidCap 400 ETF Trust 1,039 shares (about $578.09K) Largest Sales this Quarter Philip Morris International 12,215 shares (about $1.12M)RTX 7,235 shares (about $705.62K)Air Products and Chemicals 2,078 shares (about $503.42K)United Parcel Service 3,367 shares (about $500.59K)Diageo 3,100 shares (about $461.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHyman Charles D Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$137,400,000$607,652 ▲0.4%326,7387.6%FinanceMSFTMicrosoft$116,306,000$75,729 ▼-0.1%276,4466.4%Computer and TechnologyAAPLApple$82,679,000$178,511 ▼-0.2%482,1504.6%Computer and TechnologyFRPHFRP$59,463,000$89,952 ▼-0.2%968,4463.3%FinanceCATCaterpillar$58,825,000$98,936 ▼-0.2%160,5363.3%Industrial ProductsVMCVulcan Materials$58,638,000$274,285 ▼-0.5%214,8543.2%ConstructionCOSTCostco Wholesale$53,308,000$98,904 ▼-0.2%72,7632.9%Retail/WholesaleMAMastercard$49,774,000$50,565 ▼-0.1%103,3572.8%Business ServicesJNJJohnson & Johnson$47,937,000$237,603 ▼-0.5%303,0322.7%MedicalMCDMcDonald's$44,961,000$3,665 ▲0.0%159,4632.5%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$42,696,000$578,093 ▲1.4%76,7372.4%ETFORCLOracle$40,703,000$168,193 ▼-0.4%324,0402.3%Computer and TechnologyHDHome Depot$39,423,000$397,414 ▲1.0%102,7702.2%Retail/WholesaleDEDeere & Company$38,253,000$16,429 ▼0.0%93,1332.1%Industrial ProductsJPMJPMorgan Chase & Co.$37,290,000$66,099 ▼-0.2%186,1712.1%FinancePEPPepsiCo$33,596,000$272,138 ▼-0.8%191,9681.9%Consumer StaplesSOSouthern$32,185,000$100,293 ▲0.3%448,6321.8%UtilitiesEMREmerson Electric$30,661,000$12,136 ▲0.0%270,3341.7%Industrial ProductsPGProcter & Gamble$30,075,000$54,192 ▲0.2%185,3611.7%Consumer StaplesCSXCSX$29,607,000$26,875 ▼-0.1%798,6871.6%TransportationPSXPhillips 66$27,730,000$5,717 ▲0.0%169,7711.5%Oils/EnergyMRKMerck & Co., Inc.$24,726,000$173,513 ▲0.7%187,3911.4%MedicalNSCNorfolk Southern$24,258,000$117,243 ▲0.5%95,1761.3%TransportationCVXChevron$21,613,000$58,996 ▲0.3%137,0141.2%Oils/EnergyAFLAflac$21,422,000$167,430 ▲0.8%249,4951.2%FinanceIBMInternational Business Machines$20,683,000$38,192 ▲0.2%108,3121.1%Computer and TechnologyAMZNAmazon.com$20,227,000$539,339 ▲2.7%112,1351.1%Retail/WholesaleLMTLockheed Martin$19,649,000$191,050 ▼-1.0%43,1961.1%AerospaceFCXFreeport-McMoRan$19,253,000$40,672 ▼-0.2%409,4701.1%Basic MaterialsCOPConocoPhillips$18,270,000$3,182 ▼0.0%143,5431.0%Oils/EnergyHEIHEICO$18,264,000$19,100 ▼-0.1%95,6221.0%AerospaceGSThe Goldman Sachs Group$17,282,000$103,590 ▼-0.6%41,3741.0%FinanceVZVerizon Communications$16,787,000$353,634 ▼-2.1%400,0770.9%Computer and TechnologyKOCoca-Cola$16,718,000$76,109 ▲0.5%273,2540.9%Consumer StaplesDUKDuke Energy$16,667,000$45,358 ▼-0.3%172,3350.9%UtilitiesSBUXStarbucks$16,648,000$344,078 ▼-2.0%182,1670.9%Retail/WholesaleINTCIntel$16,019,000$312,231 ▼-1.9%362,6750.9%Computer and TechnologyISRGIntuitive Surgical$14,447,000$2,423,597 ▲20.2%36,2010.8%MedicalAPDAir Products and Chemicals$14,216,000$503,423 ▼-3.4%58,6800.8%Basic MaterialsLLYEli Lilly and Company$11,878,000$105,026 ▼-0.9%15,2680.7%MedicalXOMExxon Mobil$11,479,000$36,034 ▼-0.3%98,7550.6%Oils/EnergyBMYBristol-Myers Squibb$10,862,000$115,785 ▼-1.1%200,2890.6%MedicalNOCNorthrop Grumman$10,156,0000.0%21,2180.6%AerospaceRTXRTX$9,840,000$705,616 ▼-6.7%100,8940.5%AerospaceBACBank of America$9,319,000$201,993 ▼-2.1%245,7620.5%FinancePKGPackaging Co. of America$8,806,000$54,277 ▲0.6%46,4010.5%Industrial ProductsHONHoneywell International$7,775,000$56,851 ▲0.7%37,8830.4%Multi-Sector ConglomeratesNVDANVIDIA$7,289,000$149,087 ▲2.1%8,0670.4%Computer and TechnologyELVElevance Health$7,222,0000.0%13,9280.4%MedicalVOOVanguard S&P 500 ETF$6,843,000$103,354 ▲1.5%14,2350.4%ETFGOOGAlphabet$6,722,0000.0%44,1510.4%Computer and TechnologyNKENIKE$6,669,0000.0%70,9670.4%Consumer DiscretionaryCRMSalesforce$6,469,000$6,024 ▲0.1%21,4790.4%Computer and TechnologyTRVTravelers Companies$6,238,0000.0%27,1060.3%FinanceGLDSPDR Gold Shares$5,729,000$5,143 ▲0.1%27,8500.3%FinancePMPhilip Morris International$5,611,000$1,119,140 ▼-16.6%61,2420.3%Consumer StaplesCLColgate-Palmolive$5,391,000$63,032 ▼-1.2%59,8700.3%Consumer StaplesABBVAbbVie$5,387,000$139,478 ▲2.7%29,5850.3%MedicalEFGiShares MSCI EAFE Growth ETF$5,366,000$47,916 ▲0.9%67,1930.3%ETFABTAbbott Laboratories$5,070,000$30,235 ▲0.6%44,6050.3%MedicalMMM3M$4,868,000$175,876 ▼-3.5%45,8910.3%Multi-Sector ConglomeratesADPAutomatic Data Processing$4,851,000$72,418 ▲1.5%19,4260.3%Business ServicesMOAltria Group$4,661,000$169,259 ▼-3.5%106,8460.3%Consumer StaplesVVisa$4,568,000$12,559 ▼-0.3%16,3670.3%Business ServicesDISWalt Disney$4,529,000$27,652 ▼-0.6%37,0150.3%Consumer DiscretionaryMDLZMondelez International$4,434,0000.0%63,3430.2%Consumer StaplesPFEPfizer$4,310,000$95,101 ▲2.3%155,3130.2%MedicalCIThe Cigna Group$4,261,000$2,542 ▲0.1%11,7320.2%MedicalWMTWalmart$4,251,000$2,850,186 ▲203.5%70,6470.2%Retail/WholesaleUNHUnitedHealth Group$4,151,0000.0%8,3900.2%MedicalITWIllinois Tool Works$4,113,000$254,883 ▼-5.8%15,3300.2%Industrial ProductsTFCTruist Financial$4,067,000$142,272 ▼-3.4%104,3390.2%FinanceQQQInvesco QQQ$4,045,0000.0%9,1110.2%FinanceINTUIntuit$4,022,0000.0%6,1880.2%Computer and TechnologyKMBKimberly-Clark$4,013,000$6,337 ▲0.2%31,0280.2%Consumer StaplesENBEnbridge$3,680,000$31,080 ▲0.9%101,7090.2%Oils/EnergyCSCOCisco Systems$3,529,000$499 ▼0.0%70,7170.2%Computer and TechnologyGOOGLAlphabet$3,472,0000.0%23,0070.2%Computer and TechnologyNEENextEra Energy$3,445,000$104,804 ▼-3.0%53,9080.2%UtilitiesWYWeyerhaeuser$3,442,000$17,526 ▼-0.5%95,8410.2%ConstructionIGViShares Expanded Tech-Software Sector ETF$3,150,000$2,520,000 ▲400.0%36,9450.2%ETFVBRVanguard Small-Cap Value ETF$3,076,0000.0%16,0300.2%ETFFDXFedEx$3,015,0000.0%10,4050.2%TransportationPAYXPaychex$2,807,0000.0%22,8560.2%Business ServicesGISGeneral Mills$2,676,000$28,688 ▲1.1%38,2450.1%Consumer StaplesGPCGenuine Parts$2,489,0000.0%16,0640.1%Auto/Tires/TrucksBABoeing$2,316,000$193,402 ▼-7.7%11,9990.1%AerospaceUNPUnion Pacific$2,304,000$74,283 ▲3.3%9,3670.1%TransportationBXBlackstone$2,217,0000.0%16,8730.1%FinanceCBChubb$2,177,0000.0%8,4000.1%FinanceVOVanguard Mid-Cap ETF$2,166,0000.0%8,6670.1%ETFAMGNAmgen$2,136,0000.0%7,5140.1%MedicalWFCWells Fargo & Company$2,075,000$121,657 ▼-5.5%35,8010.1%FinanceTXNTexas Instruments$2,052,0000.0%11,7800.1%Computer and TechnologyAXPAmerican Express$2,049,0000.0%8,9980.1%FinanceSPYSPDR S&P 500 ETF Trust$1,976,0000.0%3,7770.1%FinanceFFord Motor$1,969,000$95,726 ▼-4.6%148,3030.1%Auto/Tires/TrucksTMOThermo Fisher Scientific$1,943,0000.0%3,3430.1%MedicalDHRDanaher$1,932,0000.0%7,7360.1%Multi-Sector ConglomeratesSSOProShares Ultra S&P500$1,922,0000.0%24,8000.1%ETFShowing largest 100 holdings. 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