Hyman-Charles-D

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "FLO",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "ARCC",
  "CMI",
  "CTO",
  "DUK",
  "D",
  "EOG",
  null,
  "FCX",
  "IBKR",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  "FRPH",
  "ITW",
  "EMR",
  "META",
  "IJH",
  "CHI",
  "KMI",
  "LHX",
  "LIN",
  null,
  "MA",
  "ABCB",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "ESE",
  "FLS",
  "GPC",
  "HEI",
  "NVS",
  null,
  "BX",
  "AMP",
  "ANSS",
  "EFG",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  null,
  "REG",
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MPW",
  "AMGN",
  "MAS",
  "PKG",
  null,
  "PPG",
  "ROK",
  "IEFA",
  null,
  null,
  "NOW",
  "SLB",
  "SNA",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UL",
  "UPS",
  "VO",
  "NEM",
  "SNV",
  "SCHW",
  "VIG",
  null,
  "WY",
  null,
  "TSM",
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  "TT",
  "ATO",
  "ADSK",
  "SSB",
  "SFM",
  "AEE",
  "GM",
  "AVY",
  "AFL",
  "AMD",
  "SDY",
  "DOV",
  "F",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "VLY",
  "AEP",
  "LSTR",
  "AMZN",
  "IVE",
  "HCA",
  "CEF",
  null,
  null,
  "VEU",
  "VGT",
  "VFH",
  "VEA",
  "VBK",
  "VBR",
  "VOO",
  "VLTO",
  "V",
  "WMT",
  "WCC",
  "WFC",
  "WTM",
  "YUM",
  "SOLV",
  "DTE",
  "MTZ",
  "NSC",
  "SO",
  "SJM",
  "PSX",
  "CRM",
  "SYY",
  "SHAK",
  "TFX",
  "MCK",
  "GWW",
  "NUE",
  "EG",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  null,
  "BRK-B",
  "BDX",
  "BLK",
  "BA",
  "BMY",
  "CNI",
  "CDNS",
  "CSL",
  "CVX",
  "CHTR",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CL",
  "COP",
  "CEG",
  "ED",
  "COST",
  "CTVA",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "ADI",
  "VMC",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "ANET",
  "MO",
  "XLK",
  "MCHP",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2024-06-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-06-30
Filing Date: 2024-07-25
Total Holdings: 242
Total Value: 1794184000
Accession Number: 0001135077-24-000003
Form Type: 13F-HR
CIK: hyman-charles-d
Manager Name: Hyman-Charles-D

Data Enrichment

93% identified

224 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

242 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 13

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CSX CORP

CSX|126408103

Shares:786.8K

Value:$26.3M

% of Portfolio:1.5% ($26.3M/$1.8B)

Phillips 66

PSX|718546104

Shares:169.3K

Value:$23.9M

% of Portfolio:1.3% ($23.9M/$1.8B)

Merck & Co., Inc.

MRK|58933Y105

Shares:189.7K

Value:$23.5M

% of Portfolio:1.3% ($23.5M/$1.8B)

AFLAC INC

AFL|001055102

Shares:248.2K

Value:$22.2M

% of Portfolio:1.2% ($22.2M/$1.8B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:49.5K

Value:$22.0M

% of Portfolio:1.2% ($22.0M/$1.8B)

CHEVRON CORP

CVX|166764100

Shares:137.1K

Value:$21.4M

% of Portfolio:1.2% ($21.4M/$1.8B)

HEICO CORP

HEI|422806109

Shares:94.9K

Value:$21.2M

% of Portfolio:1.2% ($21.2M/$1.8B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:94.8K

Value:$20.4M

% of Portfolio:1.1% ($20.4M/$1.8B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:43.1K

Value:$20.1M

% of Portfolio:1.1% ($20.1M/$1.8B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:406.9K

Value:$19.8M

% of Portfolio:1.1% ($19.8M/$1.8B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:41.0K

Value:$18.6M

% of Portfolio:1.0% ($18.6M/$1.8B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:107.0K

Value:$18.5M

% of Portfolio:1.0% ($18.5M/$1.8B)

COCA COLA CO

KO|191216100

Shares:273.0K

Value:$17.4M

% of Portfolio:1.0% ($17.4M/$1.8B)

Duke Energy CORP

DUK|26441C204

Shares:170.9K

Value:$17.1M

% of Portfolio:1.0% ($17.1M/$1.8B)

CONOCOPHILLIPS

COP|20825C104

Shares:142.7K

Value:$16.3M

% of Portfolio:0.9% ($16.3M/$1.8B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:388.4K

Value:$16.0M

% of Portfolio:0.9% ($16.0M/$1.8B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:58.3K

Value:$15.0M

% of Portfolio:0.8% ($15.0M/$1.8B)

STARBUCKS CORP

SBUX|855244109

Shares:177.6K

Value:$13.8M

% of Portfolio:0.8% ($13.8M/$1.8B)

ELI LILLY & Co

LLY|532457108

Shares:15.1K

Value:$13.7M

% of Portfolio:0.8% ($13.7M/$1.8B)

EXXON MOBIL CORP

XOM|30231G102

Shares:111.1K

Value:$12.8M

% of Portfolio:0.7% ($12.8M/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CSX CORP(CSXcusip126408103)	786.8K	QoQ -1.48% (-11.8K) YoY-	All Managers (Combined)	$26.3M	1.5% ($26.3M/$1.8B)	QoQ -11.10% (-$3.3M) YoY-
Phillips 66(PSXcusip718546104)	169.3K	QoQ -0.29% (-500) YoY-	All Managers (Combined)	$23.9M	1.3% ($23.9M/$1.8B)	QoQ -13.82% (-$3.8M) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	189.7K	QoQ +1.20% (-2.3K) YoY-	All Managers (Combined)	$23.5M	1.3% ($23.5M/$1.8B)	QoQ -5.04% (-$1.2M) YoY-
AFLAC INC(AFLcusip001055102)	248.2K	QoQ -0.51% (-1.3K) YoY-	All Managers (Combined)	$22.2M	1.2% ($22.2M/$1.8B)	QoQ +3.47% (-$745.0K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	49.5K	QoQ +36.75% (+13.3K) YoY-	All Managers (Combined)	$22.0M	1.2% ($22.0M/$1.8B)	QoQ +52.43% (+$7.6M) YoY-
CHEVRON CORP(CVXcusip166764100)	137.1K	QoQ +0.07% (-105) YoY-	All Managers (Combined)	$21.4M	1.2% ($21.4M/$1.8B)	QoQ -0.76% (-$165.0K) YoY-
HEICO CORP(HEIcusip422806109)	94.9K	QoQ -0.74% (-712) YoY-	All Managers (Combined)	$21.2M	1.2% ($21.2M/$1.8B)	QoQ +16.20% (-$3.0M) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	94.8K	QoQ -0.36% (-352) YoY-	All Managers (Combined)	$20.4M	1.1% ($20.4M/$1.8B)	QoQ -16.07% (-$3.9M) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	43.1K	QoQ -0.17% (-75) YoY-	All Managers (Combined)	$20.1M	1.1% ($20.1M/$1.8B)	QoQ +2.50% (-$493.0K) YoY-
FREEPORT-MCMORAN INC(FCXcusip35671D857)	406.9K	QoQ -0.63% (-2.6K) YoY-	All Managers (Combined)	$19.8M	1.1% ($19.8M/$1.8B)	QoQ +2.70% (-$521.0K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	41.0K	QoQ -0.84% (-350) YoY-	All Managers (Combined)	$18.6M	1.0% ($18.6M/$1.8B)	QoQ +7.37% (-$1.3M) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	107.0K	QoQ -1.22% (-1.3K) YoY-	All Managers (Combined)	$18.5M	1.0% ($18.5M/$1.8B)	QoQ -10.53% (-$2.2M) YoY-
COCA COLA CO(KOcusip191216100)	273.0K	QoQ -0.09% (-254) YoY-	All Managers (Combined)	$17.4M	1.0% ($17.4M/$1.8B)	QoQ +3.93% (-$658.0K) YoY-
Duke Energy CORP(DUKcusip26441C204)	170.9K	QoQ -0.83% (-1.4K) YoY-	All Managers (Combined)	$17.1M	1.0% ($17.1M/$1.8B)	QoQ +2.76% (-$461.0K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	142.7K	QoQ -0.59% (-850) YoY-	All Managers (Combined)	$16.3M	0.9% ($16.3M/$1.8B)	QoQ -10.66% (-$1.9M) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	388.4K	QoQ -2.91% (-11.6K) YoY-	All Managers (Combined)	$16.0M	0.9% ($16.0M/$1.8B)	QoQ -4.57% (-$768.0K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	58.3K	QoQ -0.61% (-360) YoY-	All Managers (Combined)	$15.0M	0.8% ($15.0M/$1.8B)	QoQ +5.85% (-$833.0K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	177.6K	QoQ -2.53% (-4.6K) YoY-	All Managers (Combined)	$13.8M	0.8% ($13.8M/$1.8B)	QoQ -16.96% (-$2.8M) YoY-
ELI LILLY & Co(LLYcusip532457108)	15.1K	QoQ -0.81% (-125) YoY-	All Managers (Combined)	$13.7M	0.8% ($13.7M/$1.8B)	QoQ +15.42% (-$1.8M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	111.1K	QoQ +12.50% (+12.4K) YoY-	All Managers (Combined)	$12.8M	0.7% ($12.8M/$1.8B)	QoQ +11.42% (+$1.3M) YoY-