HILLMAN CO Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$262.9B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft Corp | 80,136 | $39.9B | 15.16% | |
| 2 | MAMastercard Inc | 69,288 | $38.9B | 14.81% | |
| 3 | RHCRH PLC | 273,452 | $25.1B | 9.55% | |
| 4 | ZZillow Group Inc | 348,301 | $24.4B | 9.28% | |
| 5 | INTUIntuit Inc | 30,968 | $24.4B | 9.28% | |
| 6 | AVGOBroadcom Inc | 87,609 | $24.1B | 9.19% | |
| 7 | FISVFiserv Inc | 129,635 | $22.4B | 8.50% | |
| 8 | RKTRocket Cos Inc | 1,259,179 | $17.9B | 6.79% | |
| 9 | VOVanguard Mid-Cap ETF | 59,730 | $16.7B | 6.36% | |
| 10 | VBRVanguard Small-Cap Value ETF | 78,406 | $15.3B | 5.82% | |
| 11 | LZLegalzoom.com Inc | 1,207,194 | $10.8B | 4.09% | |
| 12 | SPYSPDR S&P 500 ETF Trust | 4,411 | $2.7B | 1.04% | |
| 13 | CVNACarvana Co | 560 | $188.7M | 0.07% | |
| 14 | NAUTNautilus Biotechnology Inc | 200,000 | $145.0M | 0.06% |