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CIK: 0001036288
Total reported value
$282.6M
$282.6M
12 檔
51.5%
According to the latest 13F quarterly dataset, Hillman Co managed an equity portfolio of $282.6M at the end of Q1 2024, spanning 12 distinct U.S. exchange-listed positions.
During Q1 2024, Hillman Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 17.16% | — | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 15.61% | -11.54% | EXIT | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 14.75% | — | — | |
| 4 | INTU | Intuit Inc | Stock-Tech | 11.83% | — | — | |
| 5 | RKT | Rocket Cos Inc-class A | Stock-Financials | 8.55% | +0.03% | — | |
| 6 | LZ | Legalzoomcom Inc | Stock-Other | 7.51% | -0.03% | — | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 7.40% | — | -43.75% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.65% | +2.35% | +135.20% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.63% | +2.35% | +136.21% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.83% | — | +136.81% | |
| 11 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 0.79% | — | -13.69% | |
| 12 | NAUT | Nautilus Biotechnology Inc | Stock-Other | 0.27% | -0.17% | — |
According to official SEC Form 13F filings, Hillman Co reported a total U.S. public equity portfolio value of $282.6M across 12 disclosed positions in Q1 2024.
During Q1 2024, Hillman Co's top holdings by market value included FISV (17.2%)、MSFT (15.6%)、MA (14.8%). The largest single position, FISV, represented 17.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including FISV, MSFT, MA) accounted for 51.5% of total reported equity market value during Q1 2024.
In Q1 2024, Hillman Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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