HYMAN CHARLES D
CIK 1135077 · Holdings on Jun 30, 2024 · First reported Jul 25, 2024
Top ten holdings
Q2 2024- BRK.B7.40%
- MSFT6.86%
- AAPL5.65%
- COST3.46%
- FRPH3.08%
- CAT2.97%
- VMC2.74%
- ORCL2.55%
- MA2.54%
- JNJ2.42%
Share classes counted separately39.67%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +1.08 pp4.57% → 5.65%Shares -904 (-0.19%)
- AMZNWeight increased · +0.88 pp1.12% → 2.00%Shares +73.90K (+65.90%)
- COSTWeight increased · +0.51 pp2.95% → 3.46%Shares +225 (+0.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $132.77M | 7.40% | 326.38K shares | 7.60% → 7.40%-0.20 pp -360 (-0.11%) | Reduced | ▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $123.05M | 6.86% | 275.31K shares | 6.43% → 6.86%+0.43 pp -1.14K (-0.41%) | Reduced | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $101.36M | 5.65% | 481.25K shares | 4.57% → 5.65%+1.08 pp -904 (-0.19%) | Reduced | ▾ |
| 04 | COSTCOSTCO WHOLESALE CORP View history and evidence | $62.04M | 3.46% | 72.99K shares | 2.95% → 3.46%+0.51 pp +225 (+0.31%) | Added | ▾ |
| 05 | FRPHFRP HOLDINGS INC View history and evidence | $55.25M | 3.08% | 1.94M shares | 3.29% → 3.08%-0.21 pp +968.82K (+100.04%) | Added | ▾ |
| 06 | CATCATERPILLAR INC View history and evidence | $53.35M | 2.97% | 160.16K shares | 3.25% → 2.97%-0.28 pp -375 (-0.23%) | Reduced | ▾ |
| 07 | VMCVULCAN MATERIALS CO View history and evidence | $49.16M | 2.74% | 197.69K shares | 3.24% → 2.74%-0.50 pp -17.16K (-7.99%) | Reduced | ▾ |
| 08 | ORCLORACLE CORP View history and evidence | $45.76M | 2.55% | 324.09K shares | 2.25% → 2.55%+0.30 pp +49 (+0.02%) | Added | ▾ |
| 09 | MAMASTERCARD INC - ACL A View history and evidence | $45.63M | 2.54% | 103.43K shares | 2.75% → 2.54%-0.21 pp +77 (+0.07%) | Added | ▾ |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $43.51M | 2.42% | 297.67K shares | 2.65% → 2.42%-0.23 pp -5.37K (-1.77%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTC INTEL CORP | Non-derivative | -362,675 | -$16.02M | SEC filing ↗ | SEC filing ↗ |
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | -5,365 | -$1.41M | SEC filing ↗ | SEC filing ↗ |
| HE HAWAIIAN ELECTRIC INDS | Non-derivative | -37,169 | -$419.00K | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1135077 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1794184000
}Research all 242 reported holdings.
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