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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 333.0 $356K 0.22% -9.0 -2.6% $1070.34 -0.6%
42 GOOGL ALPHABET INC Communication Services 6.0 $2K 0.00% -2.0 -25.0% $313.00 +23.9%
Page 3 of 3  ·  42 positions

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%