ASML Dominates Portfolio with Healthcare Focus

Portfolio Analysis: ASML Leads with Healthcare Focus

As of 2025-09-30, Mark A. Hillman's portfolio highlights a strong presence in technology and healthcare.

• ASML Holding: The largest single stock in the portfolio, valued at $6,552,033, representing 3.81% of total assets.
• Healthcare Dominance: Healthcare sector allocations account for approximately 17.49%, with key holdings including GSK (3.56%), BA (3.58%), and CVS (3.61%).
• Consumer Defensive Influence: EL (LAUDER ESTEE COS INC) leads with a 3.62% allocation, reflecting stability in the sector.
• Notable Decreases: All holdings except ASML experienced changes, with WBD showing the most significant drop of 44.47%, followed by EL (-13.37%) and others at double-digit percentages.

The portfolio strategy appears conservative, emphasizing stability through sector diversification in Healthcare and Consumer Defensive, while ASML provides growth potential within a balanced tech exposure.

Analysis of Portfolio Strategy

Mark A. Hillman's portfolio demonstrates a prudent investment approach, focusing on sectors with consistent demand and moderate risk profiles.

• Healthcare Sector Focus: The largest allocation (17.49%) underscores an emphasis on stability and growth potential in the sector.
• Diversification Across Sectors: Balances technology, consumer defensive, and basic materials to mitigate risk.
• ASML's Role: While ASML (3.81%) is a smaller allocation compared to Healthcare, it offers growth potential in the tech sector.

The portfolio's structure reflects a calculated risk management approach, prioritizing sectors with historical performance and investor confidence.

Conclusion

Mark A. Hillman's portfolio is characterized by a strong presence in Healthcare, moderate exposure to Consumer Defensive, and balanced growth opportunities through ASML. The strategy aligns with conservative investing principles, emphasizing stability over aggressive speculation.