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Mark A. Hillman

Hillman Value Fund

Hillman Value Fund Portfolio 13F

Mark A. Hillman Holdings Activity

Portfolio value:
$71.70M≈
# of changes:
32
New positions:
32
Reported for:
31 Mar 2020 (Q1)
Latest filing date:
28 May 2020
Hillman Value Fund has disclosed a total of 32 changes to the portfolio in the (2020 Q1) SEC report(s): bought 32 totally new position(s).

What stocks did Mark A. Hillman buy in 2020 Q1?

During 2020 Q1 Mark A. Hillman has bought 32 securities out of which top 5 purchases (by % change to portfolio) were (UMBXX) MONEY MARKET FIDUCIA (new buy), (BIIB) Biogen Inc (new buy), (AMZN) Amazon.com Inc (new buy), (MRK) Merck & Company Inc (new buy) and (K) Kellanova (new buy).

What did Mark A. Hillman invest in during 2020 Q1?

Mark A. Hillman's top 5 holdings (by % of portfolio) were (UMBXX) MONEY MARKET FIDUCIA (7.69%), (BIIB) Biogen Inc (4.41%), (AMZN) Amazon.com Inc (4.35%), (MRK) Merck & Company Inc (3.91%) and (K) Kellanova (3.87%).
In the 2020 Q1 report(s) the following changes have been made to the top investments: (UMBXX) MONEY MARKET FIDUCIA (new buy), (BIIB) Biogen Inc (new buy), (AMZN) Amazon.com Inc (new buy), (MRK) Merck & Company Inc (new buy) and (K) Kellanova (new buy).
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.