HYMAN CHARLES D
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2024, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2024-06-30, active share 57.5%; sector active share 22.2% against the combined 13F book's sector weights.
Over time 18 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
239 tracked positions · as of Jun 30, 2024 · Δ vs Mar 31, 2024Portfolio Trend
Sector Breakdown
As of Jun 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.7% | $335,503,779 |
| Financial Services | 16.5% | $295,516,594 |
| Industrials | 14.5% | $260,580,709 |
| Consumer Defensive | 9.9% | $178,371,939 |
| Healthcare | 8.5% | $152,930,353 |
| Consumer Cyclical | 8.3% | $148,461,235 |
| Unclassified | 5.4% | $96,007,088 |
| Basic Materials | 5.0% | $89,311,954 |
| Energy | 4.5% | $80,185,607 |
| Real Estate | 3.4% | $61,332,705 |
| Utilities | 3.3% | $59,427,102 |
| Communication Services | 2.0% | $36,184,745 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FRPH | Frp Holdings, Inc. | +968,822 | 1,937,268 | $55,250,883 | |
| AMZN | Amazon Com Inc | +73,900 | 186,035 | $35,951,263 | |
| NVDA | Nvidia Corp | +72,147 | 80,214 | $9,909,637 | |
| ISRG | Intuitive Surgical Inc | +13,306 | 49,507 | $22,023,188 | |
| XOM | ExxonMobil Holdings Corp | +12,354 | 111,109 | $12,790,868 | |
| BAC | Bank Of America Corp | +3,201 | 248,963 | $9,901,258 | |
| T | At&T Inc. | +3,000 | 103,386 | $1,975,706 | |
| SO | Southern Co | +2,555 | 451,187 | $34,998,575 | |
| MRK | Merck & Co., Inc. | +2,265 | 189,656 | $23,479,412 | |
| XLF | State Street Corp | +1,040 | 16,322 | $670,997 | |
| QQQ | Invesco Qqq Trust, Series 1 | +943 | 10,054 | $4,816,971 | |
| GD | General Dynamics Corp | +700 | 4,516 | $1,310,272 | |
| AVGO | Broadcom Inc. | +625 | 1,297 | $2,082,372 | |
| CI | Cigna Group | +528 | 12,260 | $4,052,788 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +504 | 77,241 | $41,330,114 | |
| ARCC | Ares Capital Corp | +300 | 18,010 | $375,328 | |
| EMR | Emerson Electric Co | +270 | 270,604 | $29,809,736 | |
| META | Meta Platforms, Inc. | +227 | 3,625 | $1,827,797 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +225 | 3,314 | $576,006 | |
| COST | Costco Wholesale Corp | +225 | 72,988 | $62,039,070 | |
| LHX | L3harris Technologies, Inc. | +200 | 3,091 | $694,176 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +147 | 1,328 | $300,433 | |
| VOO | VANGUARD 500 INDEX FUND | +145 | 14,380 | $7,191,869 | |
| PKG | Packaging Corp Of America | +134 | 46,535 | $8,495,429 | |
| AMGN | Amgen Inc | +105 | 7,619 | $2,380,556 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VMC | Vulcan Materials CO | −17,160 | 197,694 | $49,162,543 | |
| CSX | Csx Corp | −11,844 | 786,843 | $26,319,898 | |
| VZ | Verizon Communications Inc | −11,647 | 388,430 | $16,018,853 | |
| BMY | Bristol Myers Squibb Co | −9,935 | 190,354 | $7,905,401 | |
| CEF | Sprott Physical Gold & Silver Trust | −5,935 | 46,655 | $1,028,742 | |
| MO | Altria Group, Inc. | −5,920 | 100,926 | $4,597,179 | |
| JNJ | Johnson & Johnson | −5,365 | 297,667 | $43,507,008 | |
| PFE | Pfizer Inc | −4,972 | 150,341 | $4,206,541 | |
| BA | Boeing Co | −4,775 | 7,224 | $1,314,840 | |
| SBUX | Starbucks Corp | −4,611 | 177,556 | $13,822,734 | |
| MMM | 3M Co | −4,510 | 41,381 | $4,228,724 | |
| TFC | Truist Financial Corp | −4,348 | 99,991 | $3,884,650 | |
| KMI | Kinder Morgan, Inc. | −2,614 | 12,468 | $247,739 | |
| FCX | Freeport-Mcmoran Inc | −2,600 | 406,870 | $19,773,882 | |
| F | Ford Motor Co | −2,560 | 145,743 | $1,827,617 | |
| FLO | Flowers Foods Inc | −2,418 | 36,473 | $809,700 | |
| CSCO | Cisco Systems, Inc. | −2,025 | 68,692 | $3,263,556 | |
| DOW | Dow Inc. | −2,022 | 12,711 | $674,318 | |
| MCD | Mcdonalds Corp | −1,941 | 157,522 | $40,142,906 | |
| MDLZ | Mondelez International, Inc. | −1,875 | 61,468 | $4,022,465 | |
| ENB | Enbridge Inc | −1,868 | 99,841 | $3,553,341 | |
| PM | Philip Morris International Inc. | −1,784 | 59,458 | $6,024,879 | |
| MPT | Medical Properties Trust Inc | −1,575 | 16,548 | $71,321 | |
| DUK | Duke Energy CORP | −1,446 | 170,889 | $17,128,204 | |
| EWA | iShares MSCI Australia ETF | −1,406 | 64,415 | $1,573,658 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 362,675 | $16,019,354 | |
| — | 5,365 | $1,408,000 | ||
| HE | Hawaiian Electric Industries Inc | 37,169 | $418,894 | |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND | 1,826 | $372,759 | |
| RSG | Republic Services, Inc. | 1,800 | $344,592 | |
| GPN | Global Payments Inc | 1,961 | $262,107 | |
| — | 12,099 | $262,000 | ||
| CVS | CVS HEALTH Corp | 2,818 | $224,763 | |
| CME | Cme Group Inc. | 955 | $205,601 | |
| BR | Broadridge Financial Solutions, Inc. | 977 | $200,148 | |
| — | 30,000 | $0 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 326,378 | $132,770,570 | 7.40% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 275,311 | $123,050,251 | 6.86% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 481,246 | $101,360,032 | 5.65% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 72,988 | $62,039,070 | 3.46% | |
| FRPH |
Frp Holdings, Inc.
Real Estate
|
Added | 1,937,268 | $55,250,883 | 3.08% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 160,161 | $53,349,629 | 2.97% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Reduced | 197,694 | $49,162,543 | 2.74% | |
| ORCL |
Oracle Corp
Technology
|
Added | 324,089 | $45,761,366 | 2.55% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 103,434 | $45,630,943 | 2.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 297,667 | $43,507,008 | 2.43% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 77,241 | $41,330,114 | 2.30% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 157,522 | $40,142,906 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 185,884 | $37,596,897 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 186,035 | $35,951,263 | 2.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 102,374 | $35,241,225 | 1.96% | |
| SO |
Southern Co
Utilities
|
Added | 451,187 | $34,998,575 | 1.95% | |
| DE |
Deere & Co
Industrials
|
Reduced | 93,098 | $34,784,205 | 1.94% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 190,850 | $31,476,890 | 1.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 184,930 | $30,498,655 | 1.70% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 270,604 | $29,809,736 | 1.66% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 786,843 | $26,319,898 | 1.47% | |
| PSX |
Phillips 66
Energy
|
Reduced | 169,271 | $23,895,987 | 1.33% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 189,656 | $23,479,412 | 1.31% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 248,206 | $22,167,277 | 1.24% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 49,507 | $22,023,188 | 1.23% | |
| CVX |
Chevron Corp
Energy
|
Added | 137,119 | $21,448,153 | 1.20% | |
| HEI |
Heico Corp
Industrials
|
Reduced | 94,910 | $21,222,825 | 1.18% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 94,824 | $20,357,764 | 1.13% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 43,121 | $20,141,819 | 1.12% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Reduced | 406,870 | $19,773,882 | 1.10% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 41,024 | $18,555,975 | 1.03% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 106,988 | $18,503,574 | 1.03% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 273,000 | $17,376,450 | 0.97% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 170,889 | $17,128,204 | 0.95% | |
| COP |
Conocophillips
Energy
|
Reduced | 142,693 | $16,321,225 | 0.91% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 388,430 | $16,018,853 | 0.89% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 58,320 | $15,049,476 | 0.84% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 177,556 | $13,822,734 | 0.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 15,143 | $13,710,169 | 0.76% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 111,109 | $12,790,868 | 0.71% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 100,054 | $10,044,421 | 0.56% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 80,214 | $9,909,637 | 0.55% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 248,963 | $9,901,258 | 0.55% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Held | 21,218 | $9,249,987 | 0.52% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 46,535 | $8,495,429 | 0.47% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 37,878 | $8,088,468 | 0.45% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 43,957 | $8,062,592 | 0.45% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 190,354 | $7,905,401 | 0.44% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Held | 13,928 | $7,547,026 | 0.42% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 14,380 | $7,191,869 | 0.40% |
Showing the top 50 of 239 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.