Portfolio (Quarterly) Guide ↗

BLACKHILL CAPITAL INC

· CIK 0000872162

13F Portfolio $1.9B AUM 49 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	POTLATCHDELTIC CORP C/A EFF 02	—	8,540	$340K	0.02%	SOLD

Sector Allocation

Consumer Cyclical 73.1%

Healthcare 15.0%

Technology 5.8%

Industrials 2.2%

Energy 1.5%

Communication Services 1.0%

Consumer Defensive 0.5%

Financial Services 0.5%

Utilities 0.2%

Real Estate 0.1%