Hillman Capital Management, Inc. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
HC
Hillman Capital Management, Inc.
Institutional Filer 9.38%$144.0M56

Current Portfolio Holdings

Showing all 56 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1BIIBBiogen Inc.Healthcare30K$5.4M3.76%
2DDDuPont de Nemours, Inc.Basic Materials118K$5.4M3.75%
3WBDWarner Bros. Discovery, Inc.Communication Services196K$5.4M3.74%
4GSKGSK plcHealthcare97K$5.4M3.73%
5IFFInternational Flavors & Fragrances Inc.Basic Materials73K$5.3M3.67%
6PFEPfizer Inc.Healthcare188K$5.3M3.66%
7ZBHZimmer Biomet Holdings, Inc.Healthcare56K$5.0M3.50%
8CVSCVS Health CorporationHealthcare67K$4.8M3.36%
9BFBBROWN FORMAN CORP176K$4.7M3.24%
10KMXCarMax, Inc.Consumer Cyclical109K$4.5M3.15%
11KHCThe Kraft Heinz CompanyConsumer Defensive201K$4.5M3.14%
12FISVFiserv, Inc.Technology81K$4.5M3.13%
13BAThe Boeing CompanyIndustrials22K$4.4M3.09%
14BAXBaxter International Inc.Healthcare247K$4.2M2.89%
15NKENIKE, Inc.Consumer Cyclical78K$4.1M2.86%
Showing 1 to 15 of 56 holdings