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Portfolio (Quarterly) Guide ↗

HILL ISLAND FINANCIAL LLC

· CIK 0001909798
13F Portfolio $412M AUM 84 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 28 Added 33 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VZ VERIZON COMMUNICATIONS INC Communication Services 5,040.0 $253K 0.06% NEW $50.20 -4.0%
2 LIN LINDE PLC Basic Materials 485.0 $240K 0.06% NEW $495.53 +1.4%
3 INTC INTEL CORP Technology 5,387.0 $238K 0.06% NEW $44.13 +173.4%
4 CAT CATERPILLAR INC Industrials 318.0 $225K 0.06% NEW $708.46 +27.2%
5 AMP AMERIPRISE FINL INC Financial Services 496.0 $220K 0.05% NEW $444.40 -1.3%
6 AMGN AMGEN INC Healthcare 580.0 $204K 0.05% NEW $351.85 -4.8%
7 LRCX LAM RESEARCH CORP Technology 954.0 $204K 0.05% NEW $213.66 +50.9%

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
Technology 46.4%
Financial Services 24.1%
Communication Services 14.0%
Consumer Cyclical 7.2%
Healthcare 3.8%
Industrials 2.2%
Consumer Defensive 1.6%
Basic Materials 0.6%