Hyman Charles D
- SEC CIK
- 0001135077
- 最新申報
- 2024/7/25
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/6 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 243
- 較 2023 年第 3 季 +12
- 總值
- $16.7 億
- 較 2023 年第 3 季 +$1.34 億 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 325,293 | $1.16 億 | 6.9% | −4,202−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 276,626 | $1.04 億 | 6.2% | +1,249+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 483,191 | $9,303 萬 | 5.6% | −2,686−0.6% | 減碼 | 歷史 |
| FRPHFRP Holdings, Inc. | COM | 969,911 | $6,099 萬 | 3.6% | +1,200+0.1% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 215,859 | $4,900 萬 | 2.9% | +1,831+0.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 72,898 | $4,812 萬 | 2.9% | −598−0.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 304,534 | $4,773 萬 | 2.9% | −4,850−1.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 160,806 | $4,755 萬 | 2.8% | −2,221−1.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 159,450 | $4,728 萬 | 2.8% | +4,462+2.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 103,462 | $4,413 萬 | 2.6% | −2,836−2.7% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 75,698 | $3,841 萬 | 2.3% | −239−0.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 93,173 | $3,726 萬 | 2.2% | +453+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 101,734 | $3,526 萬 | 2.1% | +1,034+1.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 325,379 | $3,431 萬 | 2.1% | +1,101+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 193,523 | $3,287 萬 | 2.0% | −2,990−1.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 186,501 | $3,172 萬 | 1.9% | +442+0.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 447,234 | $3,136 萬 | 1.9% | −3,998−0.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 799,412 | $2,772 萬 | 1.7% | −19,900−2.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 185,027 | $2,711 萬 | 1.6% | −691−0.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 270,227 | $2,630 萬 | 1.6% | −4,244−1.5% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 169,736 | $2,260 萬 | 1.4% | −1,805−1.1% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 94,716 | $2,239 萬 | 1.3% | −4,690−4.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 247,545 | $2,042 萬 | 1.2% | +1,445+0.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 136,640 | $2,038 萬 | 1.2% | +251+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 186,076 | $2,029 萬 | 1.2% | +3,191+1.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 43,616 | $1,977 萬 | 1.2% | −969−2.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 369,744 | $1,858 萬 | 1.1% | −10,317−2.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 185,932 | $1,785 萬 | 1.1% | −2,654−1.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 108,112 | $1,768 萬 | 1.1% | −2,520−2.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 410,335 | $1,747 萬 | 1.0% | −3,140−0.8% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 95,722 | $1,712 萬 | 1.0% | −610−0.6% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 172,804 | $1,677 萬 | 1.0% | −3,887−2.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 143,568 | $1,666 萬 | 1.0% | −1,855−1.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 60,758 | $1,664 萬 | 1.0% | −241−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 109,145 | $1,658 萬 | 1.0% | +405+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 41,622 | $1,606 萬 | 1.0% | −330−0.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 272,010 | $1,603 萬 | 1.0% | −2,574−0.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 408,505 | $1,540 萬 | 0.9% | −33,972−7.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 202,424 | $1,039 萬 | 0.6% | −15,245−7.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 30,128 | $1,016 萬 | 0.6% | +5,055+20.2% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 21,218 | $993.3 萬 | 0.6% | −130−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 99,065 | $990.5 萬 | 0.6% | −2,393−2.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 108,129 | $909.8 萬 | 0.5% | −539−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,403 | $897.9 萬 | 0.5% | −20−0.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 251,089 | $845.4 萬 | 0.5% | +8,333+3.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 37,606 | $788.6 萬 | 0.5% | +3,555+10.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 70,967 | $770.5 萬 | 0.5% | +280.0% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 46,115 | $751.3 萬 | 0.4% | +1,180+2.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 73,457 | $691.1 萬 | 0.4% | +7,262+11.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 13,928 | $656.8 萬 | 0.4% | +51+0.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,151 | $622.2 萬 | 0.4% | −90−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,020 | $612.4 萬 | 0.4% | +52+0.4% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 21,459 | $564.7 萬 | 0.3% | −150−0.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 27,825 | $531.9 萬 | 0.3% | −400−1.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 47,549 | $519.8 萬 | 0.3% | −6,084−11.3% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 27,106 | $516.3 萬 | 0.3% | −975−3.5% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 66,593 | $501.8 萬 | 0.3% | +1,000+1.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 44,339 | $488.0 萬 | 0.3% | +247+0.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 60,570 | $482.8 萬 | 0.3% | −500−0.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 63,343 | $458.8 萬 | 0.3% | −150−0.2% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 110,726 | $446.7 萬 | 0.3% | −18,959−14.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,819 | $446.6 萬 | 0.3% | −25−0.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 19,136 | $445.8 萬 | 0.3% | −110−0.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,390 | $441.7 萬 | 0.3% | +434+5.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 151,886 | $437.3 萬 | 0.3% | −1,092−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,412 | $427.3 萬 | 0.3% | +16+0.1% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 16,280 | $426.4 萬 | 0.3% | +962+6.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 107,989 | $398.7 萬 | 0.2% | −3,695−3.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,902 | $391.3 萬 | 0.2% | +675+9.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 6,188 | $386.8 萬 | 0.2% | −78−1.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 30,979 | $376.4 萬 | 0.2% | −1,500−4.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,111 | $373.1 萬 | 0.2% | +218+2.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 23,280 | $367.0 萬 | 0.2% | +358+1.6% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 100,850 | $363.3 萬 | 0.2% | −6,670−6.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 70,727 | $357.3 萬 | 0.2% | +203+0.3% | 加碼 | 歷史 |
| CICigna Group | Stock | 11,725 | $351.1 萬 | 0.2% | −73−0.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 13,001 | $338.9 萬 | 0.2% | −475−3.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 55,548 | $337.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 37,241 | $336.2 萬 | 0.2% | −7,080−16.0% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 96,329 | $334.9 萬 | 0.2% | −1,903−1.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,007 | $321.4 萬 | 0.2% | +200+0.9% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 7,389 | $299.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,030 | $288.5 萬 | 0.2% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 22,856 | $272.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 10,405 | $263.2 萬 | 0.2% | +1,400+15.5% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 37,835 | $246.5 萬 | 0.1% | −430−1.1% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 15,506 | $225.9 萬 | 0.1% | −1,320−7.8% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,065 | $222.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 16,064 | $222.5 萬 | 0.1% | +25+0.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 16,873 | $220.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 7,514 | $216.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,667 | $201.6 萬 | 0.1% | −77−0.9% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 11,780 | $200.8 萬 | 0.1% | +37+0.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,934 | $192.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 8,400 | $189.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 155,513 | $189.6 萬 | 0.1% | +7,600+5.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 37,900 | $186.5 萬 | 0.1% | −1,949−4.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,777 | $179.5 萬 | 0.1% | +184+5.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,736 | $179.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,343 | $177.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（7 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PATIPatriot Transportation Holding, Inc. | COM | 369,847 | $302.5 萬 | 0.2% | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 24,285 | $163.2 萬 | 0.1% | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 3,515 | $32.9 萬 | <0.1% | 歷史 |
| VMWVmware LLC | CL A COM | 1,739 | $29.0 萬 | <0.1% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,154 | $25.6 萬 | <0.1% | 歷史 |
| EXCExelon Corp | Stock | 5,375 | $20.3 萬 | <0.1% | 歷史 |
| HSYHershey Co | COM | 1,000 | $20.0 萬 | <0.1% | 歷史 |