Mark A. Hillman - Hillman Value Fund Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 51 | |
| Portfolio Value | $203.25M |
Portfolio Overview
Comprehensive analysis of Mark A. Hillman's investment portfolio
48
Total Holdings
$203.3M
Portfolio Value
Mar 31, 2025
Latest Filing
3.7%
Largest Position
Top Holdings
1
T
AT&T INC
$7.5M
3.7%
↓-0.4%
2
WBD
WARNER BROS DISCOVERY INC
$7.1M
3.5%
↓-0.3%
3
CVS
CVS HEALTH CORP
$6.8M
3.3%
↓-0.2%
4
ZBH
ZIMMER BIOMET HOLDINGS INC
$6.6M
3.3%
↓-0.3%
5
KMX
CARMAX INC
$6.6M
3.2%
↓-0.3%
Recent Activity
IVV
iShares Core S&P 500 ETF
-732
Jun 30, 2025
APD
Air Products and Chemicals, Inc
-1,033
Jun 30, 2025
GE
GE Aerospace
-1,706
Jun 30, 2025