Our Mission

Our mission at Charles D. Hyman & Company is to craft a long-term client relationship built on integrity of purpose and expertise in portfolio management.  We are committed to a high level of personalized client service.  We believe that an understandable strategic design, based upon the unique needs of the client, is essential for nourishing long-term investing success.  We manage portfolios primarily utilizing individual common and/or preferred stocks, as well as fixed income securities where appropriate.

We steadfastly believe in the importance of full disclosure, clear transparency, and the harmonious alignment of our interests with our client’s. To view our ADV, Click Here.

“The end object of investment should be serenity. ”
— Adam Smith

Top 20 Holdings

April 30, 2024

 

  • Berkshire Hathaway Class B

  • Microsoft Corporation

  • Apple Computer

  • FRP Holdings, Inc.

  • Caterpillar Inc.

  • Vulcan Materials Company 

  • Costco Wholesale Corp. 

  • MasterCard Incorporated

  • Johnson & Johnson

  • McDonald's Corp.

  • S&P 400 MidCap SPDRs

  • Oracle Corporation

  • Deere & Company 

  • J.P Morgan Chase & Co.

  • Home Depot

  • Pepsico Inc.

  • Southern Company

  • Procter & Gamble

  • Emerson Electric

  • Csx Corporation

 

Assets Under Management 2.2 Billion Dollars.  

Investment Strategy Reports Available Below.

The securities identified and described do not represent all of the securities purchased, sold or recommended by us.
The reader should not assume that an investment in the securities identified will be profitable. Per our latest 13F filing.