MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Mark Hillman (Hillman Capital Management, Inc. ) |
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Mark A. Hillman, President and Chief Investment Officer, founded HCM in 1998, bringing into the firm the assets of predecessor companies he established in the early 1990s, Custom Asset Management and Menocal Capital Management where he was the Chief Investment Officer.
HCM first located in Annapolis, Maryland and, due to growth, moved to Bethesda, Maryland in April, 2005 with five employees. The two mutual funds, Hillman Focused Advantage (HCMAX) and Hillman Advantage (HCMTX) were formed in 2000.
HCM relocated within Bethesda in August, 2006 with 15 employees and over $500MM in assets under management.
Mark Hillman Latest Top 20 Portfolio Holdings: (Filing Date: 2021-05-14) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2021-03-31 |
No of Shares |
% of portfolio |
WELLS FARGO CO NEW (COM) |
WFC |
9,009,000 |
230,595 |
3.95% |
EXXON MOBIL CORP (COM) |
XOM |
8,764,000 |
156,968 |
3.84% |
KELLOGG CO (COM) |
K |
8,580,000 |
135,543 |
3.76% |
KRAFT HEINZ CO (COM) |
KHC |
8,574,000 |
214,357 |
3.76% |
BOEING CO (COM) |
BA |
8,541,000 |
33,531 |
3.74% |
GLAXOSMITHKLINE PLC (SPONSORED ADR) |
GSK |
8,282,000 |
232,065 |
3.63% |
CVS HEALTH CORP (COM) |
CVS |
8,141,000 |
108,219 |
3.57% |
ANHEUSER BUSCH INBEV SA/NV (SPONSORED ADR) |
BUD |
8,032,000 |
127,801 |
3.52% |
DUPONT DE NEMOURS INC (COM) |
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7,875,000 |
101,896 |
3.45% |
SIMON PPTY GROUP INC NEW (COM) |
SPG |
7,789,000 |
68,463 |
3.41% |
PLAINS ALL AMERN PIPELINE L (UNIT LTD PARTN) |
PAA |
7,787,000 |
855,708 |
3.41% |
INTEL CORP (COM) |
INTC |
7,682,000 |
120,032 |
3.36% |
AMAZON COM INC (COM) |
AMZN |
7,642,000 |
2,470 |
3.35% |
BIOGEN INC (COM) |
BIIB |
7,634,000 |
27,289 |
3.34% |
AT&T INC (COM) |
T |
7,523,000 |
248,533 |
3.29% |
MICROSOFT CORP (COM) |
MSFT |
7,517,000 |
31,884 |
3.29% |
BRISTOL-MYERS SQUIBB CO (COM) |
BMY |
7,393,000 |
117,107 |
3.24% |
ENTERPRISE PRODS PARTNERS L (COM) |
EPD |
7,132,000 |
323,883 |
3.12% |
COMPASS MINERALS INTL INC (COM) |
CMP |
6,584,000 |
104,982 |
2.88% |
VERIZON COMMUNICATIONS INC (COM) |
VZ |
6,291,000 |
108,179 |
2.75% |
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Investing Just Like Mark Hillman
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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