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Portfolio (Quarterly) Guide ↗

Hillman Capital Management, Inc.

· CIK 0001314620
13F Portfolio $159M AUM 56 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 8 Added 42 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 6,676.0 $4.6M 2.87% NEW $681.92 +8.9%
2 SPYM SPDR SERIES TRUST 4,362.0 $350K 0.22% NEW $80.22 +9.0%
3 BWX SPDR SERIES TRUST 6,240.0 $141K 0.09% NEW $22.53 -2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 26.9%
Consumer Defensive 19.1%
Technology 16.6%
Communication Services 9.7%
Basic Materials 7.5%
Industrials 7.4%
Financial Services 6.9%
Consumer Cyclical 5.7%
Energy 0.2%