Mark A. Hillman - Hillman Value Fund 13F Activity & Position Changes (Q2 2013)
According to the SEC 13F filed on Aug 14, 2026, the Hillman Value Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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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