MCF Advisors’s Hillman Solutions HLMN Stock Holding History

MCF Advisors’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Hold	212,838	–	–	0.08%	121
2025 Q4	$1.84M	Sell	212,838 -7,500	-3%	-$67.6K	0.1%	94
2025 Q3	$2.02M	Sell	220,338 -10,000	-4%	-$90.3K	0.12%	60
2025 Q2	$1.64M	Hold	230,338	–	–	0.11%	65
2025 Q1	$2.02M	Hold	230,338	–	–	0.15%	54
2024 Q4	$2.24M	Sell	230,338 -32,160	-12%	-$344K	0.16%	50
2024 Q3	$2.77M	Hold	262,498	–	–	0.19%	41
2024 Q2	$2.32M	Hold	262,498	–	–	0.18%	46
2024 Q1	$2.79M	Sell	262,498 -16,482	-6%	-$154K	0.22%	37
2023 Q4	$2.57M	Hold	278,980	–	–	0.21%	43
2023 Q3	$2.3M	Hold	278,980	–	–	0.21%	45
2023 Q2	$2.51M	Hold	278,980	–	–	0.23%	36
2023 Q1	$2.35M	Sell	278,980 -19,704	-7%	-$171K	0.22%	37
2022 Q4	$2.15M	Hold	298,684	–	–	0.22%	36
2022 Q3	$2.25M	Hold	298,684	–	–	0.25%	34
2022 Q2	$2.58M	Hold	298,684	–	–	0.27%	28
2022 Q1	$3.55M	Buy	+298,684	New	+$2.94M	0.33%	23
2021 Q4	–	Sell	-298,684	Closed	-$3.56M	–	315
2021 Q3	$3.56M	Buy	+298,684	New	+$3.66M	0.36%	25

Other funds holding HLMN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return