- Portfolio
- Activity
Mark A. Hillman Holdings Activity
Hillman Value Fund Portfolio 13F
Hillman Value Fund has disclosed a total of 11 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 3 and completely sold out 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 (NUE) NUCOR CORP (new buy), (EL) ESTEE LAUDER COMPANIES-CL A (added shares +31.82%), (DIS) WALT DISNEY CO/THE (added shares +25%), (NKE) NIKE INC -CL B (added shares +19.84%) and (INTC) INTEL CORP (added shares +32.32%).
What does Mark A. Hillman invest in?
Mark A. Hillman's top 5 holdings (by % of portfolio) are (BMY) BRISTOL-MYERS SQUIBB CO (3.48%), (UMBXX) MONEY MARKET FIDUCIA (3.33%), (USB) US BANCORP (3.12%), (T) AT&T INC (2.99%) and (DD) DUPONT DE NEMOURS INC (2.96%).
In the latest report(s) the following change has been made to the top investments: (UMBXX) MONEY MARKET FIDUCIA (reduced shares -21.65%).
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.