SI
Super Investor
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HomeClub StocksInsightsInvestorsInsidersCongressStocksAll Funds
HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Hillman Capital Management

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
54
Portfolio value:
$138,150,000
Filed:
Aug 14, 2026
Style:
Value Investing
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 262 new10 added21 reduced4 exited
≡VEEV – VEEVA SYS INCBuy14,0081.80
≡ISHARES TRAdd 27.12%3390.29
≡ACN – ACCENTURE PLC IRELANDBuy3,0550.28
≡ADBE – ADOBE INCAdd 6.72%1,088−0.17
≡CAG – CONAGRA BRANDS INCAdd 22.41%33,0890.15
≡CRM – SALESFORCE INCAdd 24.66%2,7020.13
≡BDX – BECTON DICKINSON & COAdd 7.24%1,0290.12
≡CMCSA – COMCAST CORP NEWAdd 5.90%5,615−0.11
≡MDT – MEDTRONIC PLCAdd 55.59%2,0390.10
≡INTU – INTUITAdd 25.71%246−0.06
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 14.33%940.05
≡CSGP – COSTAR GROUP INCAdd 25.57%2,188−0.02
Q1 2026filed May 15, 266 new16 added10 reduced6 exited
≡ORCL – ORACLE CORPBuy16,1091.65
≡FISV – FISERV INCAdd 110.36%42,3521.51
≡ADBE – ADOBE INCAdd 122.86%8,9311.13
≡PFE – PFIZER INCAdd 7.21%12,633
Q4 2025filed Feb 17, 263 new7 added36 reduced
≡SPDR S&P 500 ETF TRBuy6,6762.86
≡AKAM – AKAMAI TECHNOLOGIES INCAdd 655.94%27,7661.57
≡ISHARES TRAdd 10.60%2,7380.32
≡KMX – CARMAX INCAdd 21.42%19,5990.31
Q3 2025filed Nov 14, 255 new6 added25 reduced2 exited
≡FISV – FISERV INCBuy22,9001.72
≡UNH – UNITEDHEALTH GROUP INCBuy8,1811.64
≡CPB – THE CAMPBELLS COMPANYAdd 83.67%78,8241.60
≡WST – WEST PHARMACEUTICAL SVSC INCBuy
Q2 2025filed Aug 14, 251 new7 added30 reduced2 exited
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 792.41%14,2951.84
≡AKAM – AKAMAI TECHNOLOGIES INCBuy4,1490.18
≡BMY – BRISTOL-MYERS SQUIBB COAdd 10.45%6,796−0.14
≡GOOG – ALPHABET INCAdd 7.80%140
Q1 2025filed May 15, 253 new7 added33 reduced6 exited
≡STZ – CONSTELLATION BRANDS INCAdd 1628.40%20,6971.88
≡HSY – HERSHEY COBuy21,8081.84
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 1469.43%71,4881.71
≡AMD – ADVANCED MICRO DEVICES INCBuy
Q4 2024filed Feb 14, 258 new11 added8 reduced6 exited
≡ASML – ASML HOLDING N VBuy12,7183.27
≡DEO – DIAGEO PLCBuy51,3952.42
≡BF.B – BROWN FORMAN CORPBuy146,1732.06
≡BA – BOEING COAdd 20.12%9,565
Q3 2024filed Nov 14, 243 new7 added3 reduced4 exited
≡NUE – NUCOR CORPBuy42,9432.21
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 74.28%34,3891.21
≡NKE – NIKE INCAdd 26.04%16,4080.73
≡SPDR S&P 500 ETF TRBuy2,2280.44
Q2 2024filed Aug 14, 242 new4 added24 reduced1 exited
≡ADBE – ADOBE INCBuy14,0002.75
≡BMY – BRISTOL-MYERS SQUIBB COBuy160,5292.35
≡WBD – WARNER BROS DISCOVERY INCAdd 28.47%256,8480.51
≡INTC – INTEL CORPAdd 9.45%19,345
Q1 2024filed May 15, 244 new14 added8 reduced5 exited
≡CPB – CAMPBELL SOUP COBuy144,8032.07
≡CMCSA – COMCAST CORP NEWAdd 2191.43%142,9911.98
≡NKE – NIKE INCBuy63,0001.90
≡KMX – CARMAX INCAdd 44.77%35,555
Q4 2023filed Feb 14, 243 new4 added14 reduced3 exited
≡EL – LAUDER ESTEE COS INCBuy44,0002.22
≡KMX – CARMAX INCAdd 1867.40%75,3871.99
≡PFE – PFIZER INCBuy187,7951.87
≡SPDR S&P 500 ETF TRBuy5,2930.87
Q3 2023filed Nov 14, 232 new10 added15 reduced4 exited
≡BAX – BAXTER INTL INCBuy219,2483.19
≡USB – US BANCORP DELBuy156,0001.99
≡IFF – INTERNATIONAL FLAVORS&FRAGRAAdd 71.61%52,2771.24
≡CVS – CVS HEALTH CORPAdd 17.36%16,613
0.92
≡ZBH – ZIMMER BIOMET HOLDINGS INCAdd 21.17%9,7310.90
≡BF.B – BROWN FORMAN CORPAdd 19.17%28,3850.81
≡KHC – KRAFT HEINZ COAdd 13.76%24,3330.44
≡ISHARES TRAdd 8.02%2,2920.36
≡BAX – BAXTER INTL INCAdd 16.91%35,7790.34
≡CRM – SALESFORCE INCAdd 5.38%559−0.31
≡INTU – INTUITBuy9570.29
≡CLX – CLOROX CO DELBuy3,5550.26
≡NOW – SERVICENOW INCBuy3,3770.25
≡CSGP – COSTAR GROUP INCBuy8,5570.24
≡EFX – EQUIFAX INCAdd 22.36%2,4770.18
≡ISHARES TRBuy5,6080.16
≡ISHARES TRAdd 22.31%2280.13
≡NKE – NIKE INCAdd 14.33%9,7660.13
≡CPB – THE CAMPBELLS COMPANYAdd 18.12%25,4940.10
≡CAG – CONAGRA BRANDS INCAdd 6.26%8,6940.10
≡SPDR SERIES TRUSTAdd 66.41%4,1440.07
≡DEO – DIAGEO PLCAdd 7.01%1,8020.03
≡
SPDR SERIES TRUST
Buy
4,362
0.22
≡DD – DUPONT DE NEMOURS INCAdd 87.21%62,0740.14
≡FISV – FISERV INCAdd 67.58%15,476−0.10
≡SPDR SERIES TRUSTBuy6,2400.09
≡MCHP – MICROCHIP TECHNOLOGY INC.Add 21.94%1,1960.06
≡APD – AIR PRODS & CHEMS INCAdd 19.39%2220.03
10,273
1.57
≡UPS – UNITED PARCEL SERVICE INCBuy31,8841.55
≡KMX – CARMAX INCAdd 14.92%11,879−0.53
≡BF.B – BROWN FORMAN CORPAdd 7.09%12,4660.39
≡ISHARES TRAdd 74.45%5450.25
≡TMO – THERMO FISHER SCIENTIFIC INCBuy8200.23
≡BAX – BAXTER INTL INCAdd 32.60%58,1740.19
≡IFF – INTERNATIONAL FLAVORS&FRAGRAAdd 6.14%4,584−0.16
0.05
≡BLK – BLACKROCK INCAdd 5.83%200.05
≡MDT – MEDTRONIC PLCAdd 8.26%2900.03
≡APD – AIR PRODS & CHEMS INCAdd 8.71%900.02
≡XOM – EXXON MOBIL CORPAdd 7.76%2270.01
31,987
1.62
≡BF.B – BROWN FORMAN CORPAdd 30.17%44,1061.12
≡MDT – MEDTRONIC PLCBuy3,5120.16
≡SPDR SER TRAdd 6.20%4920.07
≡XOM – EXXON MOBIL CORPAdd 9.51%2540.06
≡APD – AIR PRODS & CHEMS INCAdd 11.43%1060.05
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 8.81%1460.03
1.27
≡SPDR S&P 500 ETF TRAdd 179.89%4,0080.92
≡PFE – PFIZER INCAdd 38.48%88,9100.86
≡NKE – NIKE INCAdd 42.62%33,8470.77
≡INVESCO EXCHANGE TRADED FD TBuy8,7780.57
≡SPDR SER TRBuy7,9380.20
≡GSK – GSK PLCAdd 17.40%34,2550.14
≡BLK – BLACKROCK INCBuy3310.13
≡EL – LAUDER ESTEE COS INCAdd 27.93%22,8430.11
≡XOM – EXXON MOBIL CORPBuy2,6720.11
≡MCHP – MICROCHIP TECHNOLOGY INC.Buy4,8650.10
≡BIIB – BIOGEN INCAdd 22.16%7,8130.10
≡ISHARES TRAdd 87.38%3600.09
≡ISHARES TRAdd 5.27%1,3170.02
≡STZ – CONSTELLATION BRANDS INCAdd 17.58%1900.01
≡UNH – UNITEDHEALTH GROUP INCAdd 12.31%580.01
≡BA – BOEING COAdd 8.31%3,648−0.34
≡DIS – DISNEY WALT COAdd 24.46%13,3620.33
≡INTC – INTEL CORPAdd 20.42%45,752−0.28
≡EL – LAUDER ESTEE COS INCAdd 19.26%13,2090.22
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy1,7300.10
≡ISHARES TRAdd 5.10%1,2110.06
−0.46
≡CVS – CVS HEALTH CORPAdd 9.02%10,291−0.33
≡EL – LAUDER ESTEE COS INCAdd 48.17%22,2970.28
1.11
≡BA – BOEING COAdd 22.73%8,091−0.49
≡KEL – KELLANOVAAdd 16.36%22,2860.29
≡INTC – INTEL CORPAdd 11.28%20,742−0.29
≡DD – DUPONT DE NEMOURS INCAdd 17.00%18,9210.25
≡PFE – PFIZER INCAdd 23.61%44,3470.20
≡GOOGL – ALPHABET INCAdd 6.05%2,5690.14
≡WBD – WARNER BROS DISCOVERY INCAdd 33.10%224,331−0.13
≡MMM – 3M COBuy3,1860.11
≡MDT – MEDTRONIC PLCBuy3,4930.10
≡T – AT&T INCAdd 5.73%27,7310.09
≡EL – LAUDER ESTEE COS INCAdd 5.20%2,2890.07
≡BUD – ANHEUSER BUSCH INBEV SA/NVAdd 16.70%20,5590.06
≡APD – AIR PRODS & CHEMS INCAdd 35.35%3510.01
≡ISHARES TRAdd 6.46%250.01
≡NORDSTROM INCAdd 31.60%94,8840.79
≡KEL – KELLANOVAAdd 17.86%20,643−0.02
≡RTX – RTX CORPORATIONAdd 8.07%2660.01
0.68
≡T – AT&T INCAdd 20.19%85,7640.56
≡BIIB – BIOGEN INCAdd 16.64%4,8950.44
≡BNY – BANK NEW YORK MELLON CORPAdd 14.88%17,6590.37
≡DIS – DISNEY WALT COAdd 16.67%10,8800.32
≡KHC – KRAFT HEINZ COAdd 5.58%12,4040.25
≡BA – BOEING COAdd 8.79%3,4470.23
≡CAG – CONAGRA BRANDS INCAdd 24.67%38,4430.20
≡VZ – VERIZON COMMUNICATIONS INCAdd 10.30%17,1640.11