Mark Hillman

SEC'da ochish

Portfel qiymati

$138.2M

Aksiyalar soni

Halol ulushi

35%

Chorak

2026 Q2

14 Avgust 2026 da topshirilgan

13F hisobotlari chorak tugaganidan keyin 45 kungacha topshiriladi — bu bugungi emas, 2026 Q2 oxiridagi holat. Faqat AQSh aksiyalaridagi uzun pozitsiyalar ko'rinadi (qisqa sotuv, opsion va naqd pul yo'q).

Eng katta 20 ta pozitsiya

Shu chorakda: 3 ta yangi xarid, 5 ta to'liq chiqish.

CVS Health CorporationCVSNohalal4.15%Kamaytirdi 17.8%
Biogen Inc.BIIBNohalal3.75%Kamaytirdi 18.8%
DuPont de Nemours, Inc.DDHalal3.71%Yangi
Warner Bros. Discovery, Inc. - WBDNohalal3.67%Kamaytirdi 3.2%
Baxter International Inc.BAXNohalal3.64%Kamaytirdi 4.6%
International Flavors & FragranIFFHalal3.61%Kamaytirdi 13.6%
GSK plcGSKHalal3.51%Kamaytirdi 5.2%
CarMax IncKMXNohalal3.50%Kamaytirdi 16.3%
Boeing Company (The)BANohalal3.38%Kamaytirdi 3.4%
Zimmer Biomet Holdings, Inc.ZBHNohalal3.36%Kamaytirdi 3.1%
The Kraft Heinz CompanyKHCNohalal3.36%Kamaytirdi 2.3%
BROWN FORMAN CORPBF.B3.33%Kamaytirdi 2.2%
Pfizer, Inc.PFENohalal3.04%Kamaytirdi 7.1%
Estee Lauder Companies, Inc. (TELHalal2.87%Kamaytirdi 3.7%
Fiserv, Inc.FISVNohalal2.79%Kamaytirdi 2.8%
Microsoft CorporationMSFTHalal2.78%Kamaytirdi 4.9%
The Campbell's CompanyCPBNohalal2.60%Kamaytirdi 3.1%
Adobe Inc.ADBEHalal2.57%Qo'shdi 6.7%
ISHARES TREFA2.39%Qo'shdi 2.9%
Nike, Inc.NKEHalal2.32%

Aksiya	Ulush	Harakat	Dona	Portfel	Hisobot narxi	Narx	O'shandan beri
CVS Health CorporationCVSNohalalHealthcare	4.15%Avval 3.36%	Kamaytirdi 17.8%	55,475	$5.7M	$103.45	$92.36	-10.7%
Biogen Inc.BIIBNohalalHealthcare	3.75%Avval 3.76%	Kamaytirdi 18.8%	23,993	$5.2M	$216.06	$232.65	+7.7%
DuPont de Nemours, Inc.DDHalalBasic Materials	3.71%	Yangi	37,745	$5.1M	$135.64	$130.45	-3.8%
Warner Bros. Discovery, Inc. - WBDNohalalCommunication Services	3.67%Avval 3.74%	Kamaytirdi 3.2%	189,986	$5.1M	$26.66	$30.95	+16.1%
Baxter International Inc.BAXNohalalHealthcare	3.64%Avval 2.89%	Kamaytirdi 4.6%	236,032	$5.0M	$21.32	$25.28	+18.6%
International Flavors & FragranIFFHalalBasic Materials	3.61%Avval 3.67%	Kamaytirdi 13.6%	62,875	$5.0M	$79.22	$90.68	+14.5%
GSK plcGSKHalalHealthcare	3.51%Avval 3.73%	Kamaytirdi 5.2%	92,383	$4.8M	$52.42	$49.51	-5.5%
CarMax IncKMXNohalalConsumer Cyclical	3.50%Avval 3.15%	Kamaytirdi 16.3%	91,385	$4.8M	$52.89	$53.33	+0.8%
Boeing Company (The)BANohalal	3.38%Avval 3.09%	Kamaytirdi 3.4%	21,574	$4.7M	$216.47	$190.21	-12.1%
Zimmer Biomet Holdings, Inc.ZBHNohalalHealthcare	3.36%Avval 3.50%	Kamaytirdi 3.1%	53,943	$4.6M	$86.09	$94.98	+10.3%
The Kraft Heinz CompanyKHCNohalalConsumer Defensive	3.36%Avval 3.14%	Kamaytirdi 2.3%	196,494	$4.6M	$23.62	$23.68	+0.3%
BROWN FORMAN CORPBF.B	3.33%Avval 3.24%	Kamaytirdi 2.2%	172,514	$4.6M	$26.65	—	—
Pfizer, Inc.PFENohalalHealthcare	3.04%Avval 3.66%	Kamaytirdi 7.1%	174,610	$4.2M	$24.08	$29.58	+22.8%
Estee Lauder Companies, Inc. (TELHalalConsumer Defensive	2.87%Avval 2.60%	Kamaytirdi 3.7%	50,226	$4.0M	$78.95	$104.54	+32.4%
Fiserv, Inc.FISVNohalal	2.79%Avval 3.13%	Kamaytirdi 2.8%	78,456	$3.8M	$49.05	$47.55	-3.1%
Microsoft CorporationMSFTHalalTechnology	2.78%Avval 2.78%	Kamaytirdi 4.9%	10,296	$3.8M	$373.02	$529.05	+41.8%
The Campbell's CompanyCPBNohalalConsumer Defensive	2.60%Avval 2.57%	Kamaytirdi 3.1%	161,043	$3.6M	$22.27	$19.87	-10.8%
Adobe Inc.ADBEHalalTechnology	2.57%Avval 2.73%	Qo'shdi 6.7%	17,288	$3.5M	$205.02	$245.20	+19.6%
ISHARES TREFA	2.39%Avval 2.08%	Qo'shdi 2.9%	31,743	$3.3M	$103.88	—	—
Nike, Inc.NKEHalalConsumer Cyclical	2.32%		78,213	$3.2M	$41.05	$37.13	-9.6%

Yana 34 ta pozitsiya, chorakdagi xarid va sotuvlar hamda choraklar tarixi — bepul hisobda.

To'liq portfelni ochish

Mark Hillman haqida

Bethesda (Merilend) shahridagi kichik qiymat investitsiyasi (value investing) butik firmasi, 1998 yilda Mark A. Hillman tomonidan asos solingan.

Hayot yo'li

Hillman Capital Management — SEC da ro'yxatdan o'tgan investitsiya maslahatchisi. Firmani 1998 yilda Mark A. Hillman tashkil etgan. Asoschining tarjimai holi, oilasi va ta'limi haqida ochiq manbalarda ma'lumot juda kam.

Sohaga kirib kelishi

Firma o'zini "qiymat aksiyalari bo'yicha butik menejer" deb ta'riflaydi. U jamg'armalar, endaumentlar, korporatsiyalar, pensiya rejalari va xususiy investorlarga xizmat ko'rsatadi hamda keng ommaga ochiq bo'lgan Hillman Capital Management Funds o'zaro fondlar oilasini boshqaradi.

Investitsiya uslubi

Hillman'ning maqsadi — barqaror raqobat ustunligiga ega, iqtisodiy sikllar davomida yaxshi natija ko'rsata oladigan, lekin bozor noto'g'ri baholagan bizneslarni topish va ularni chegirma bilan sotib olish. Firma buni o'zining maxsus portfel boshqaruv uslubi deb ataydi.

Eng yaxshi qarorlari

Ma'lumot kam

Firmaning aniq eng muvaffaqiyatli investitsiyalari haqida ishonchli ochiq ma'lumot topilmadi.

Eng katta xatolari

Ma'lumot kam

Firmaning muvaffaqiyatsiz qarorlari haqida ham ochiq manbalarda ishonchli ma'lumot yo'q.

Hozir

2026 yil holatiga ko'ra firma Bethesda'da faoliyat yuritib, o'zaro fondlarini boshqarishda davom etmoqda. Kichik firma bo'lgani uchun matbuotda kam yoritiladi.

Portfelini kuzatib nima olamiz

Kichik, kam ma'lum menejerning portfeli "mashhur" fondlardan farqli g'oyalar berishi mumkin, lekin uning tarixini tekshirish qiyinroq.
Qiymat investorlari ko'pincha banklar, sug'urta va qarzi ko'p kompaniyalarga qiziqadi — bunday sohalar odatda halol skriningdan o'tmaydi. Har pozitsiyaning halol holatini Portfel tabida ko'ring.
Uzoq ushlab turilgan pozitsiyalar menejerning haqiqiy ishonchini ko'rsatadi; bir chorakdagi o'zgarish esa ko'p narsani anglatmasligi mumkin.
13F 45 kun kechikadi va faqat uzun AQSh aksiyalarini ko'rsatadi.

Matn ochiq manbalar asosida tayyorlangan tanishtiruv — investitsiya tavsiyasi emas. Xato topsangiz, bizga yozing.

Superinvestorlarni halol filtr bilan kuzating

Bepul hisobda: har investorning to'liq portfeli, chorakdagi xarid va sotuvlar, 78 ta investorning yig'ma portfeli va har aksiyani kimlar ushlab turgani.

Bepul ro'yxatdan o'tish To'liq portfelni ochishKarta talab qilinmaydi