- Portfolio
- Activity
Mark A. Hillman Holdings Activity
Hillman Value Fund Portfolio 13F
Hillman Value Fund has disclosed a total of 8 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 5, bought 1 totally new and decreased the number of shares of 2 position(s).
What stocks is Mark A. Hillman buying now?
In the recent quarter Mark A. Hillman has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (IFF) INTL FLAVORS & FRAGRANCES (new buy), (WBD) WARNER BROS DISCOVERY INC (added shares +38.76%), (WU) WESTERN UNION CO (added shares +29.34%), (CMP) COMPASS MINERALS INTERNATION (added shares +21.62%) and (VZ) VERIZON COMMUNICATIONS INC (added shares +22.4%).
What does Mark A. Hillman invest in?
Mark A. Hillman's top 5 holdings (by % of portfolio) are (LRCX) LAM RESEARCH CORP (3.71%), (MSFT) MICROSOFT CORP (3.65%), (META) META PLATFORMS INC-CLASS A (3.62%), (UMBXX) MONEY MARKET FIDUCIA (3.48%) and (AMZN) AMAZONCOM INC (3.47%).
In the latest report(s) the following change has been made to the top investments: (UMBXX) MONEY MARKET FIDUCIA (reduced shares -21.91%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.