Mark A. Hillman - Hillman Value Fund 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Hillman Value Fund portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2013, the filing reported:
New Buys - Apple Inc., Allstate Corporation (The), Amgen Inc., American Express Company, Boeing Company (The), and 28 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+5,389
|
|
Q2 2013
|
ALL
Allstate Corporation (The)
|
Buy - Position Entry |
+19,208
|
|
Q2 2013
|
AMGN
Amgen Inc.
|
Buy - Position Entry |
+8,969
|
|
Q2 2013
|
AXP
American Express Company
|
Buy - Position Entry |
+37,891
|
|
Q2 2013
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+20,167
|
|
Q2 2013
|
BAC
Bank of America Corporation
|
Buy - Position Entry |
+227,282
|
|
Q2 2013
|
CL
Colgate-Palmolive Company
|
Buy - Position Entry |
+12,000
|
|
Q2 2013
|
CMP
Compass Minerals Intl Inc
|
Buy - Position Entry |
+9,514
|
|
Q2 2013
|
CPB
The Campbell's Company
|
Buy - Position Entry |
+18,995
|
|
Q2 2013
|
CSCO
Cisco Systems, Inc.
|
Buy - Position Entry |
+109,393
|
|
Q2 2013
|
FDX
FedEx Corporation
|
Buy - Position Entry |
+8,000
|
|
Q2 2013
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy - Position Entry |
+16,382
|
|
Q2 2013
|
H8817H100
Transocean
|
Buy - Position Entry |
+40,795
|
|
Q2 2013
|
IBM
International Business Machines
|
Buy - Position Entry |
+4,603
|
|
Q2 2013
|
INTC
Intel Corporation
|
Buy - Position Entry |
+101,762
|
|
Q2 2013
|
JNJ
Johnson & Johnson
|
Buy - Position Entry |
+31,147
|
|
Q2 2013
|
JPM
JP Morgan Chase & Co.
|
Buy - Position Entry |
+48,795
|
|
Q2 2013
|
JWN
Nordstrom, Inc.
|
Buy - Position Entry |
+37,115
|
|
Q2 2013
|
MRK
Merck & Company, Inc.
|
Buy - Position Entry |
+17,807
|
|
Q2 2013
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+66,233
|
|
Q2 2013
|
NSC
Norfolk Southern Corporation
|
Buy - Position Entry |
+9,000
|
|
Q2 2013
|
NUE
Nucor Corporation
|
Buy - Position Entry |
+19,890
|
|
Q2 2013
|
OLED
Universal Display Corporation
|
Buy - Position Entry |
+23,895
|
|
Q2 2013
|
ORCL
Oracle Corporation
|
Buy - Position Entry |
+68,899
|
|
Q2 2013
|
PFE
Pfizer, Inc.
|
Buy - Position Entry |
+23,982
|
|
Q2 2013
|
PH
Parker-Hannifin Corporation
|
Buy - Position Entry |
+8,363
|
|
Q2 2013
|
SYY
Sysco Corporation
|
Buy - Position Entry |
+18,760
|
|
Q2 2013
|
TXN
Texas Instruments Incorporated
|
Buy - Position Entry |
+18,581
|
|
Q2 2013
|
WFC
Wells Fargo & Company
|
Buy - Position Entry |
+21,724
|
|
Q2 2013
|
WMT
Walmart Inc.
|
Buy - Position Entry |
+9,571
|
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