Mark Hillman / Mark A. Hillman
@Hillman Capital Management, Inc.
Latest period2024 - Q3ReportedManaged Assets$291.577MTotal holdings52
Assets growth rate2.95%Assets growth rate (2-Q avg)-3.01%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Hillman Capital Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 52 positions.
Assets under management
The assets under management (AUM) of Hillman Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 291.577M in assets, with a quarterly growth rate of 2.95% and a 2-quarter average growth rate of -3.01%. The portfolio is managed by Mark Hillman, Mark A. Hillman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CMCSAComcast Corp New
| 2.14% | $6.224M 149,005 shares@ $41.78 avg price | Decreased -0.02% |
BDXBecton Dickinson & Co
| 2.08% | $6.06M 25,133 shares@ $241.1 avg price | Increased 0.08% |
GOOGLAlphabet Inc
| 2.04% | $5.921M 35,700 shares@ $165.85 avg price | |
CRMSalesforce Inc
| 2% | $5.804M 21,205 shares@ $273.72 avg price | Increased 0.06% |
TROWPrice T Rowe Group Inc
| 1.96% | $5.714M 52,455 shares@ $108.93 avg price | Increased 0.03% |
WUWestern Un Co
| 1.87% | $5.447M 456,575 shares@ $11.94 avg price | Increased 0.1% |
ADBEAdobe Inc
| 1.76% | $5.126M 9,900 shares@ $517.78 avg price | Decreased -29.28% |
EFXEquifax Inc
| 1.2% | $3.481M 11,845 shares@ $293.87 avg price | Increased 0.65% |
EFAIshares Tr
| 0.72% | $2.088M 24,967 shares@ $83.63 avg price | Increased 5.1% |
SPYSpdr S&p 500 Etf Tr
| 0.44% | $1.278M 2,228 shares@ $573.76 avg price | New Position |