HYMAN CHARLES D
224 PONTE VEDRA PARK DRIVE, PONTE VEDRA BEACH, Florida, 32082,
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 146 |
| New Positions | 8 |
| Increased Positions | 50 |
| Decreased Positions | 57 |
| Positions with Activity | 107 |
| Sold Out Positions | 7 |
| Total Mkt Value (in $ millions) |
487 |
Sector Weighting
| Basic Materials | 2.51% |
| Capital Goods | 9.38% |
| Conglomerates | |
| Consumer Cyclical | 1.82% |
| Consumer/Non-Cyclical | 13.6% |
| Energy | 9.49% |
| Financial | 22.75% |
| Healthcare | 8.87% |
| Services | 9.13% |
| Technology | 9.07% |
| Transportation | 3.65% |
| Utilities | 7.69% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
107 Activity Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 22,179 | 575 | 2.66 | 255,455 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 21,544 | 1,693 | 8.53 | 194,384 |
| PEPSICO INC | COM | 14,979 | 18 | .12 | 181,387 |
| PROCTER & GAMBLE CO | COM | 14,090 | -167 | (1.17) | 172,083 |
| EMERSON ELEC CO | COM | 13,939 | 198 | 1.44 | 244,809 |
| MCDONALDS CORP | COM | 13,866 | 602 | 4.54 | 138,257 |
| GENERAL ELECTRIC CO | COM | 13,522 | 525 | 4.04 | 574,688 |
| SOUTHERN CO | COM | 12,661 | 22 | .18 | 280,112 |
| CONOCOPHILLIPS | COM | 11,779 | 342 | 2.99 | 188,376 |
| CATERPILLAR INC DEL | COM | 11,541 | 709 | 6.55 | 133,876 |
| EXXON MOBIL CORP | COM | 11,363 | 277 | 2.50 | 124,149 |
| BRISTOL MYERS SQUIBB CO | COM | 11,164 | 16 | .14 | 235,536 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 11,116 | 2,191 | 24.55 | 51,339 |
| METLIFE INC | PFD A FLT RATE | 10,881 | -31 | (0.28) | 423,075 |
| INTERNATIONAL BUSINESS MACHS | COM | 10,200 | 566 | 5.87 | 49,584 |
| DUKE ENERGY CORP NEW | COM NEW | 8,922 | -2 | (0.02) | 129,535 |
| COCA COLA CO | COM | 8,831 | 730 | 9.02 | 209,066 |
| 3M CO | COM | 8,752 | 396 | 4.74 | 79,368 |
| HEINZ H J CO | COM | 8,417 | -343 | (3.92) | 116,164 |
| PATRIOT TRANSN HLDG INC | COM | 8,157 | 135 | 1.68 | 278,033 |
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