Mark A. Hillman Portfolio Update: March 2026

Mark A. Hillman's Hillman Value Fund portfolio totaled $144,004,744 as of March 31, 2026.

Warner Bros Discovery (WBD) saw a significant reduction, with shares decreased by 40.64% and 46,727 shares sold. Pfizer (PFE) also experienced a substantial decrease, with shares down 13.21% and 28,615 shares sold. BioGen (BIIB) and GSK PLC (GSK) both saw significant reductions in holdings, with share decreases of 22.98% and 31.28% respectively.

Conversely, CARMAX (KMX) increased its position substantially, adding 19.34% (17,692 shares) to its holdings. Zimmer Biomet Holdings (ZBH) also increased, albeit modestly, by 5.46% (2,885 shares). Brown-Forman (BF-B) and International Flavors & Fragrances (IFF) maintained stable positions despite small share changes.

Healthcare remains a dominant sector in Hillman's portfolio, with seven of the ten largest holdings belonging to this sector. The fund also holds companies in Basic Materials, Consumer Cyclical, and Consumer Defensive sectors.