- Portfolio
- Activity
Mark A. Hillman Holdings Activity
Hillman Value Fund Portfolio 13F
Hillman Value Fund has disclosed a total of 16 changes to the portfolio in the latest (2026 Q1) SEC report(s): bought 2 totally new, decreased the number of shares of 11 and completely sold out 3 position(s).
What stocks is Mark A. Hillman buying now?
In the recent quarter Mark A. Hillman has purchased 2 securities: (UMBXX) MONEY MARKET FIDUCIA (new buy) and (ORCL) ORACLE CORP (new buy).
What does Mark A. Hillman invest in?
Mark A. Hillman's top 5 holdings (by % of portfolio) are (UMBXX) MONEY MARKET FIDUCIA (4.04%), (VZ) VERIZON COMMUNICATIONS INC (3.44%), (BMY) BRISTOL-MYERS SQUIBB CO (3.39%), (PFE) PFIZER INC (3.13%) and (BIIB) BIOGEN INC (3.11%).
In the latest report(s) the following change has been made to the top investments: (UMBXX) MONEY MARKET FIDUCIA (new buy).
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.