Mark Hillman — Hillman Capital Management, Inc.

Mark HillmanHillman Capital Management, Inc.

13F portfolio as reported for Q2 2026 · total reported value $138.2M · source: public SEC filings

Top 10 reported holdings
TickerCompanyShares Reported valuePortfolio weight
CVSCVS Health Corp.55,475$5.7M4.2%
BIIBBiogen Inc.23,993$5.2M3.8%
DDDuPont de Nemours, Inc.37,745$5.1M3.7%
WBDWarner Bros. Discovery, Inc.189,986$5.1M3.7%
BAXBaxter International Inc.236,032$5.0M3.6%
IFFInternational Flavors & Fragrances Inc.62,875$5.0M3.6%
GSKGSK plc92,383$4.8M3.5%
KMXCarMax, Inc.91,385$4.8M3.5%
BAThe Boeing Company21,574$4.7M3.4%
ZBHZimmer Biomet Holdings, Inc.53,943$4.6M3.4%

13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.