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Portfolio (Quarterly) Guide ↗

HILL ISLAND FINANCIAL LLC

· CIK 0001909798
13F Portfolio $418M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 934.0 $321K 0.08% NEW $344.10 -4.6%
62 TSLA TESLA INC Consumer Cyclical 707.0 $318K 0.08% NEW $449.72 -9.6%
63 DIS DISNEY WALT CO Communication Services 2,705.0 $308K 0.07% NEW $113.77 -12.1%
64 MA MASTERCARD INCORPORATED Financial Services 524.0 $299K 0.07% NEW $570.88 -14.2%
65 DE DEERE & CO Industrials 629.0 $293K 0.07% NEW $465.49 +24.1%
66 JHML JOHN HANCOCK EXCHANGE TRADED 3,664.0 $293K 0.07% NEW $79.84 +10.9%
67 BAC BANK AMERICA CORP Financial Services 5,033.0 $277K 0.07% NEW $55.00 +1.9%
68 SCHV SCHWAB STRATEGIC TR 9,001.0 $267K 0.06% NEW $29.61 +16.4%
69 JNJ JOHNSON & JOHNSON Healthcare 1,257.0 $260K 0.06% NEW $206.95 +16.4%
70 PANW PALO ALTO NETWORKS INC Technology 1,384.0 $255K 0.06% NEW $184.20 +51.8%
71 EMR EMERSON ELEC CO Industrials 1,893.0 $251K 0.06% NEW $132.72 +7.8%
72 PLTR PALANTIR TECHNOLOGIES INC Technology 1,374.0 $244K 0.06% NEW $177.75 -28.0%
73 ABBV ABBVIE INC Healthcare 1,012.0 $231K 0.06% NEW $228.59 -0.4%
74 VTEB VANGUARD MUN BD FDS 4,588.0 $231K 0.06% NEW $50.29 +0.0%
75 ORCL ORACLE CORP Technology 1,110.0 $216K 0.05% NEW $194.91 -5.5%
76 COST COSTCO WHSL CORP NEW Consumer Defensive 250.0 $216K 0.05% NEW $863.60 +13.8%
77 NFLX NETFLIX INC Communication Services 2,276.0 $213K 0.05% NEW $93.76 -14.3%
78 HMOP HARTFORD FDS EXCHANGE TRADED 5,237.0 $205K 0.05% NEW $39.11 -0.0%
79 MU MICRON TECHNOLOGY INC Technology 708.0 $202K 0.05% NEW $285.41 +243.9%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 678.0 $201K 0.05% NEW $296.05 -8.0%
Page 4 of 4  ·  80 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
Technology 51.1%
Financial Services 23.3%
Communication Services 13.1%
Consumer Cyclical 6.5%
Healthcare 3.3%
Consumer Defensive 1.3%
Industrials 1.3%