Mark Hillman Hillman Capital Management Top Holdings Analysis March 2026

Mark A. Hillman, managing the Hillman Value Fund with a total portfolio value of $144,047,440 as of March 31, 2026, maintains a diversified portfolio with significant allocations to various sectors. His top holdings, representing approximately 33.3% of the total portfolio value, showcase a focus on healthcare, consumer staples, and select cyclical sectors.

Among his largest positions, BIOGEN INC (BIIB) stands out with a portfolio allocation of 3.76%. This German biopharmaceutical company specializes in innovative therapies for serious neurological and neurodegenerative diseases. Hillman's stake in BIIB decreased by 22.98% from the previous period, indicating a reduction in exposure to this position.

DUPONT DE NEMOURS INC (DD) is another major holding, allocated 3.75% of the fund. DD is a global science and engineering company focused on providing solutions in materials science, life sciences, and food and beverage. Hillman increased his stake in DD by 65.65% during the prior period, signaling strong confidence in this industrial giant.

WARNER BROS DISCOVERY INC (WBD), allocated 3.74% of the portfolio, represents the media and entertainment sector. Hillman significantly reduced his position in WBD by 40.64%, suggesting a shift away from this entertainment company.

GSK PLC (GSK), holding 3.73% allocation, is a global healthcare company with interests in pharmaceuticals, vaccines, and over-the-counter medicines. The fund's position in GSK saw a sharp decline of 31.28% in shares, indicating a substantial reduction in this position.

PFIZER INC (PFE), allocated 3.66% of the portfolio, is one of the world's premier biopharmaceutical companies. Hillman's investment in PFE decreased by 13.21% during the prior period, showing a moderate reduction in exposure to this pharmaceutical leader.

ZIMMER BIOMET HOLDINGS INC (ZBH), representing 3.50% allocation, focuses on musculoskeletal healthcare products. Notably, Hillman increased his stake in ZBH by 5.46% during the prior period, indicating a slight confidence in this medical device company.

Completing the top ten holdings is CVS HEALTH CORP (CVS) at 3.36% allocation, a major healthcare provider and pharmacy benefits manager. Hillman reduced his position in CVS by 18.09% during the prior period.

Further diversification is shown in holdings like BROWN FORMAN CORP (BF-B) and CARMAX INC (KMX), allocated 3.24% and 3.15% respectively. Hillman's investment in Brown-Forman saw a decrease of 6.28%, while his stake in CarMax increased by 19.34% during the prior period.

For comprehensive insights into Mark Hillman's investment strategy and performance, readers can visit his profile on Insiderset: Mark Hillman profile. Detailed analysis of each stock, including financials and news, can be found on Insiderset: BIOGEN INC (BIIB), DUPONT DE NEMOURS INC (DD), WARNER BROS DISCOVERY INC (WBD), GSK PLC (GSK), INTERNATIONAL FLAVORS&FRAGRA (IFF), PFIZER INC (PFE), ZIMMER BIOMET HOLDINGS INC (ZBH)", CVS HEALTH CORP (CVS)", BROWN FORMAN CORP (BF-B)", and CARMAX INC (KMX)">