HILLMAN CO
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.9%; sector active share 52.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 31.1% | $87,761,899 |
| Unclassified | 29.3% | $82,774,476 |
| Basic Materials | 13.4% | $37,995,761 |
| Consumer Cyclical | 8.7% | $24,691,221 |
| Technology | 7.4% | $20,925,640 |
| Financial Services | 6.1% | $17,097,475 |
| Communication Services | 3.9% | $10,978,447 |
| Healthcare | 0.1% | $374,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MTZ |
Mastec Inc
Industrials
|
Reduced | 130,909 | $54,465,998 | 19.27% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 101,738 | $27,672,736 | 9.79% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 316,332 | $25,486,869 | 9.02% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 104,335 | $25,352,361 | 8.97% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
NEW | 133,806 | $24,691,221 | 8.74% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 234,481 | $22,646,174 | 8.01% | |
| FSLR |
First Solar, Inc.
Technology
|
NEW | 88,683 | $20,925,640 | 7.40% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 183,213 | $19,603,791 | 6.94% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
NEW | 1,126,959 | $18,391,970 | 6.51% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
Held | 1,085,554 | $17,097,475 | 6.05% | |
| Z |
Zillow Group, Inc.
Communication Services
|
Held | 348,301 | $10,978,447 | 3.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 12,439 | $9,289,072 | 3.29% | |
| LZ |
Legalzoom.Com, Inc.
Industrials
|
Held | 917,319 | $5,623,165 | 1.99% | |
| NAUT |
Nautilus Biotechnology, Inc.
Healthcare
|
Held | 200,000 | $374,000 | 0.13% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.