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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
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PANW PALO ALTO NETWORKS INC Technology 1,314.0 $211K 0.05% -70.0 -5.1% $160.32 +60.6%
82 AMGN AMGEN INC Healthcare 580.0 $204K 0.05% NEW $351.85 -4.4%
83 LRCX LAM RESEARCH CORP Technology 954.0 $204K 0.05% NEW $213.66 +48.9%
84 ABBV ABBVIE INC Healthcare 932.0 $203K 0.05% -80.0 -7.9% $217.45 +0.4%
Page 5 of 5  ·  84 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 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%