Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HYMAN CHARLES D 07-25-2024 06-30-2024 242 1,794,184,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 1 $132,771,000 326,378 0.01 0.01 -360 -0.11 06-30-2024
MICROSOFT CORP COM 2 $123,050,000 275,311 0.01 0.01 -1,135 -0.41 06-30-2024
APPLE INC COM 3 $101,360,000 481,246 0.01 0.00 -904 -0.19 06-30-2024
COSTCO WHSL CORP NEW COM 4 $62,039,000 72,988 0.00 0.00 225 0.31 06-30-2024
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