Mark Hillman Hillman Capital Management
Mark Hillman is associated with Hillman Capital Management, a firm focused on fundamental equity research and long-term portfolio management. The firm’s public filings are followed by investors interested in actively managed, research-driven U.S. equity exposure. Hillman’s process emphasizes business analysis and valuation discipline rather than short-term trading.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ASML
ASML
|
+$9.13M |
| 2 |
Diageo
DEO
|
+$6.54M |
| 3 |
Brown-Forman Class B
BF.B
|
+$6.43M |
| 4 |
Nike
NKE
|
+$2.66M |
| 5 |
Pfizer
PFE
|
+$2.41M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simon Property Group
SPG
|
+$9.55M |
| 2 |
Wells Fargo
WFC
|
+$9.11M |
| 3 |
JWN
Nordstrom
JWN
|
+$6.51M |
| 4 |
Emerson Electric
EMR
|
+$6.43M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$2.56M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 20.37% |
| 2 | Communication Services | 17.05% |
| 3 | Consumer Staples | 16.72% |
| 4 | Technology | 12.53% |
| 5 | Consumer Discretionary | 10.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.79T
| $10.7M | 3.96% |
48,661
-1,109
| -2% | -$227K |
|
2
AT&T
T
$173B
| $10.3M | 3.8% |
450,176
-10,537
| -2% | -$237K |
|
3
Boeing
BA
$169B
| $10.1M | 3.75% |
57,098
+9,565
| +20% | +$1.5M |
|
4
Warner Bros
WBD
$71.6B
| $9.75M | 3.62% |
922,574
-211,198
| -19% | -$1.96M |
|
5
CarMax
KMX
$8.82B
| $9.31M | 3.45% |
113,869
-1,350
| -1% | -$106K |
|
6
Microsoft
MSFT
$3.59T
| $9.06M | 3.36% |
21,487
-2,181
| -9% | -$929K |
|
|
7
ASML
ASML
$677B
| $8.81M | 3.27% |
+12,718
| New | +$9.13M |
|
|
8
Nike
NKE
$60.5B
| $8.57M | 3.18% |
113,255
+33,847
| +43% | +$2.66M |
|
9
DuPont de Nemours
DD
$18.7B
| $8.53M | 3.17% |
89,147
-1,071
| -1% | -$111K |
|
|
10
Pfizer
PFE
$160B
| $8.49M | 3.15% |
319,969
+88,910
| +38% | +$2.41M |
|
11
Zimmer Biomet
ZBH
$19.3B
| $8.34M | 3.09% |
78,939
-1,748
| -2% | -$188K |
|
12
International Flavors & Fragrances
IFF
$21.5B
| $8.33M | 3.09% |
98,540
-1,786
| -2% | -$168K |
|
13
Estee Lauder
EL
$36.9B
| $7.85M | 2.91% |
104,638
+22,843
| +28% | +$1.8M |
|
14
GSK
GSK
$105B
| $7.82M | 2.9% |
231,151
+34,255
| +17% | +$1.23M |
|
15
Kraft Heinz
KHC
$30.3B
| $7.6M | 2.82% |
247,316
+7,597
| +3% | +$249K |
|
16
Walt Disney
DIS
$186B
| $7.58M | 2.81% |
68,065
+85
| +0.1% | +$8.93K |
|
17
Salesforce
CRM
$171B
| $7.07M | 2.62% |
21,157
-48
| -0.2% | -$15.3K |
|
18
Alphabet (Google) Class A
GOOGL
$4.22T
| $6.83M | 2.54% |
36,104
+404
| +1% | +$70.7K |
|
19
Biogen
BIIB
$32B
| $6.59M | 2.44% |
43,066
+7,813
| +22% | +$1.32M |
|
|
20
Diageo
DEO
$52.6B
| $6.53M | 2.42% |
+51,395
| New | +$6.54M |
|
|
21
Bristol-Myers Squibb
BMY
$137B
| $6.49M | 2.41% |
114,671
-45,774
| -29% | -$2.56M |
|
22
AB InBev
BUD
$155B
| $6.03M | 2.24% |
120,423
-11,678
| -9% | -$676K |
|
23
Baxter International
BAX
$13.6B
| $5.95M | 2.21% |
204,071
-18,632
| -8% | -$627K |
|
24
T. Rowe Price
TROW
$23.8B
| $5.92M | 2.2% |
52,391
-64
| -0.1% | -$7.41K |
|
25
Campbell Soup
CPB
$7.14B
| $5.92M | 2.2% |
141,340
-2,666
| -2% | -$120K |
|
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Mark Hillman's Q4 2024 Portfolio in Review
As of Q4 2024, Mark Hillman held 60 positions worth $270M, down 7.6% from $292M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Mark Hillman's Q4 2024 filing shows 8 new, 15 increased, 30 reduced and 6 closed positions. Its largest new stake was ASML: 12,718 shares worth $8.81M. The largest sale was Simon Property Group, an estimated $9.55M.
By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Communication Services and Consumer Staples.
- Mark Hillman's largest Q4 2024 buy was ASML: 12,718 shares worth $8.81M.
- Mark Hillman added most to Nike in Q4 2024, an estimated $2.66M increase.
- Mark Hillman's biggest Q4 2024 reduction was Bristol-Myers Squibb, cutting an estimated $2.56M.
- Mark Hillman fully exited Simon Property Group in Q4 2024, selling an estimated $9.55M.
- Mark Hillman's ten largest holdings make up 35% of its $270M portfolio in Q4 2024.
- Mark Hillman opened 8 new positions and closed 6 in Q4 2024.
- Mark Hillman's portfolio value fell 7.6% quarter-over-quarter to $270M.
Based on Hillman Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.