 | |
Mark Hillman13F | |
| Hillman Capital Management | |
| Last update 2025-05-15 | 51 Stocks (3 new) |
| Value $203.00 Mil | Turnover 8 % |
Mark Hillman Investing Philosophy
Mark Hillman invests companies which have quantitative competitive advantages, and have temporarily fallen out of favor for reasons that are considered non-recurring or short-term and whose value is not currently well known or whose value is not fully recognized by the public. In determining valuation, Hillman looks at factors including cash flow, dividends, sales, earnings, book value and projected growth rates.
Mark Hillman Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
T | AT&T Inc | 263,773 | 7,459.5 | -41.41% | 3.670 | -1.57% | 0.000 | +0.21% | +27.46% | 204,067.3 | Telecommunication Services | |
WBD | Warner Bros. Discovery Inc | 658,034 | 7,060.7 | -28.67% | 3.470 | -1.04% | 0.030 | +22.49% | +6.15% | 27,759.1 | Media - Diversified | |
CVS | CVS Health Corp | 100,450 | 6,805.5 | -16.04% | 3.350 | -0.32% | 0.010 | +0.91% | +53.69% | 85,300.3 | Healthcare Plans | |
ZBH | Zimmer Biomet Holdings Inc | 58,557 | 6,627.5 | -25.82% | 3.260 | -0.80% | 0.030 | -16.64% | -10.90% | 18,532.4 | Medical Devices & Instruments | |
KMX | CarMax Inc | 84,101 | 6,553.1 | -26.14% | 3.220 | -0.90% | 0.060 | -7.65% | -13.64% | 10,596.6 | Vehicles & Parts | |
BF.B | Brown-Forman Corp | 190,279 | 6,458.1 | +30.17% | 3.180 | +0.74% | 0.040 | -13.40% | -24.48% | 13,474.7 | Beverages - Alcoholic | |
BA | Boeing Co | 37,538 | 6,402.1 | -34.26% | 3.150 | -1.28% | 0.000 | +43.08% | +21.99% | 162,804.9 | Aerospace & Defense | |
GSK | GSK PLC | 165,143 | 6,397.6 | -28.56% | 3.150 | -0.83% | 0.010 | -1.00% | +15.45% | 77,212.2 | Drug Manufacturers | |
BUD | Anheuser-Busch InBev SA/NV | 103,850 | 6,393.0 | -13.76% | 3.150 | -0.31% | 0.010 | +11.32% | +39.85% | 134,285.4 | Beverages - Alcoholic | |
EL | The Estee Lauder Companies Inc | 95,274 | 6,288.1 | -8.95% | 3.090 | -0.26% | 0.030 | +53.25% | +19.50% | 31,917.2 | Consumer Packaged Goods |
Mark Hillman's Historical Top Holdings Breakdowns
Mark Hillman's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -3.96% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Sold Out | 0 | -48,661 | |
STZ | Constellation Brands Inc | 2025-03-31 | Add Add | +1.87% | 161.05 ($181.67) 222.93 | $172.32 | -5.15% | Add 1628.4% | 21,968 | 20,697 | |
HSY | The Hershey Co | 2025-03-31 | New Buy New Buy | +1.84% | 144.74 ($163.72) 186.36 | $176.47 | 7.79% | New holding | 21,808 | 21,808 | |
MCHP | Microchip Technology Inc | 2025-03-31 | Add Add | +1.70% | 48.41 ($55.72) 64.3 | $73.06 | 31.12% | Add 1469.43% | 76,353 | 71,488 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | New Buy New Buy | +1.62% | 96.63 ($111.19) 129.55 | $137.91 | 24.03% | New holding | 31,987 | 31,987 | |
T | AT&T Inc | 2025-03-31 | Reduce Reduce | -1.57% | 21.56 ($25.15) 28.28 | $28.36 | 12.76% | Reduce -41.41% | 263,773 | -186,403 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -1.36% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Sold Out | 0 | -6,236 | |
INTC | Intel Corp | 2025-03-31 | Sold Out Sold Out | -1.36% | 19.1 ($21.88) 27.39 | $22.49 | 2.79% | Sold Out | 0 | -183,000 | |
BA | Boeing Co | 2025-03-31 | Reduce Reduce | -1.28% | 148.15 ($173.09) 186.25 | $215.92 | 24.74% | Reduce -34.26% | 37,538 | -19,560 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -1.15% | 96.87 ($107.47) 114 | $124.00 | 15.38% | Reduce -40.78% | 40,310 | -27,755 |
Mark Hillman Total Holding History ($B)
Mark Hillman's Asset Allocation
Mark Hillman Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mark Hillman's Hypothetical Growth since 2025-03-31
Mark Hillman's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mark Hillman's Holdings Heat Map
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Mark Hillman's Holdings Bubble Chart
Mark Hillman News
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