HILL ISLAND FINANCIAL LLC

CIK

1909798

Location

GRAND RAPIDS, MI

Portfolio Value

Micro $50,454,666

Diversification

Diversified

Filing Date

Global Rank

#6,943 / 8,517 ▲ 595

Top Industry

Semiconductors 25.4%

3Y Alpha vs SPY

+9.8%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+122.3%

SPY

+75.3%

Annualised alpha

+9.9%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.7%

−0.2 pts

Top 5

54.0%

−4.0 pts

Top 10

68.5%

−4.5 pts

HHI

674

Diversified−85

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	47.9%	$24,151,736	19
Unclassified	20.6%	$10,370,504	5
Communication Services	11.1%	$5,577,754	2
Financial Services	7.6%	$3,810,499	8
Consumer Cyclical	5.6%	$2,849,061	4
Healthcare	3.7%	$1,882,998	6
Industrials	2.0%	$999,712	3
Consumer Defensive	1.1%	$563,311	2
Basic Materials	0.5%	$249,091	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+859	11,016	$4,109,188
V	Visa Inc.	+121	1,036	$355,441
MCD	Mcdonalds Corp	+78	2,466	$666,584
DIS	Walt Disney Co	+48	2,377	$228,786
AMD	Advanced Micro Devices Inc	+15	2,050	$1,190,865
CRM	Salesforce, Inc.	+8	2,407	$377,080
AVGO	Broadcom Inc.	+5	4,355	$1,645,101
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEC	Vanguard California Tax-Exempt Bond ETF	−1,800	2,478	$249,286
INTC	Intel Corp	−1,207	4,180	$583,653
AAPL	Apple Inc.	−1,028	19,436	$5,624,000
GOOGL	Alphabet Inc.	−825	15,075	$5,348,968
QQQ	Invesco Qqq Trust, Series 1	−502	9,403	$6,924,369
ABT	Abbott Laboratories	−305	2,281	$206,977
HBAN	Huntington Bancshares Inc /Md/	−232	26,917	$477,238
AMZN	Amazon Com Inc	−150	6,265	$1,493,200
NVDA	Nvidia Corp	−129	26,140	$5,230,352
MA	Mastercard Inc	−114	486	$249,609
MU	Micron Technology Inc	−100	1,062	$1,225,855
JNJ	Johnson & Johnson	−85	1,181	$299,938
ABBV	AbbVie Inc.	−83	849	$213,642
FITB	Fifth Third Bancorp	−65	21,131	$1,191,154
WMT	Walmart Inc.	−61	2,917	$330,379
TSLA	Tesla, Inc.	−52	890	$374,334
HD	Home Depot, Inc.	−36	893	$314,943
SPY	Spdr S&P 500 ETF Trust	−18	523	$390,560
LLY	ELI LILLY & Co	−15	468	$561,333
AMGN	Amgen Inc	−15	565	$204,597
NET	Cloudflare, Inc.	−9	3,667	$899,441
BAC	Bank Of America Corp /De/	−6	4,915	$280,056
DE	Deere & Co	−6	618	$392,015
EMR	Emerson Electric Co	−5	1,887	$270,124
AMP	Ameriprise Financial Inc	−5	491	$225,251
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	954	$396,511
AMAT	Applied Materials Inc /De	525	$379,575
WDC	Western Digital Corp	549	$350,657
KLAC	Kla Corp	1,140	$343,949
MRVL	Marvell Technology, Inc.	1,061	$316,061
FLEX	Flex Ltd.	1,897	$307,446
CSCO	Cisco Systems, Inc.	2,106	$247,370
ASML	Asml Holding NV	119	$236,743
GLW	Corning Inc /Ny	874	$223,245
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	5,040	$253,008
NFLX	Netflix Inc	2,505	$240,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $50,454,666 total · filing declares 93 positions · $468,665,234 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,403	-502	$6,924,369	+21.1%	13.72%
AAPL	Apple Inc. Technology	Reduced	19,436	-1,028	$5,624,000	+8.3%	11.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,075	-825	$5,348,968	+17.2%	10.60%
NVDA	Nvidia Corp Technology	Reduced	26,140	-129	$5,230,352	+14.2%	10.37%
MSFT	Microsoft Corp Technology	Added	11,016	+859	$4,109,188	+9.3%	8.14%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	21,394	0	$1,791,747	+11.5%	3.55%
AVGO	Broadcom Inc. Technology	Added	4,355	+5	$1,645,101	+22.2%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,265	-150	$1,493,200	+11.8%	2.96%
MU	Micron Technology Inc Technology	Reduced	1,062	-100	$1,225,855	+212.3%	2.43%
FITB	Fifth Third Bancorp Financial Services	Reduced	21,131	-65	$1,191,154	+21.0%	2.36%
AMD	Advanced Micro Devices Inc Technology	Added	2,050	+15	$1,190,865	+187.7%	2.36%
VB	Vanguard Morningstar Small-Cap ETF	Held	3,347	0	$1,014,542	+15.7%	2.01%
NET	Cloudflare, Inc. Technology	Reduced	3,667	-9	$899,441	+18.6%	1.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,059	-2	$673,972	+11.2%	1.34%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,466	+78	$666,584	−10.2%	1.32%
INTC	Intel Corp Technology	Reduced	4,180	-1,207	$583,653	+145.5%	1.16%
LLY	ELI LILLY & Co Healthcare	Reduced	468	-15	$561,333	+26.4%	1.11%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	26,917	-232	$477,238	+12.3%	0.95%
PANW	Palo Alto Networks Inc Technology	Reduced	1,313	-1	$447,759	+112.6%	0.89%
LRCX	Lam Research Corp Technology	Held	954	0	$413,396	+102.8%	0.82%
UNH	Unitedhealth Group Inc Healthcare	NEW	954	NEW	$396,511	NEW	0.79%
DE	Deere & Co Industrials	Reduced	618	-6	$392,015	+11.5%	0.78%
SPY	Spdr S&P 500 ETF Trust	Reduced	523	-18	$390,560	+11.0%	0.77%
AMAT	Applied Materials Inc /De Technology	NEW	525	NEW	$379,575	NEW	0.75%
CRM	Salesforce, Inc. Technology	Added	2,407	+8	$377,080	−15.8%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	890	-52	$374,334	+6.9%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	715	0	$357,778	+4.4%	0.71%
V	Visa Inc. Financial Services	Added	1,036	+121	$355,441	+28.5%	0.70%
WDC	Western Digital Corp Technology	NEW	549	NEW	$350,657	NEW	0.69%
KLAC	Kla Corp Technology	NEW	1,140	NEW	$343,949	NEW	0.68%
CAT	Caterpillar Inc Industrials	Reduced	317	-1	$337,573	+49.8%	0.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,917	-61	$330,379	−10.7%	0.65%
MRVL	Marvell Technology, Inc. Technology	NEW	1,061	NEW	$316,061	NEW	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	893	-36	$314,943	+3.1%	0.62%
FLEX	Flex Ltd. Technology	NEW	1,897	NEW	$307,446	NEW	0.61%
JNJ	Johnson & Johnson Healthcare	Reduced	1,181	-85	$299,938	−3.1%	0.59%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,915	-6	$280,056	+16.7%	0.56%
EMR	Emerson Electric Co Industrials	Reduced	1,887	-5	$270,124	+9.0%	0.54%
MA	Mastercard Inc Financial Services	Reduced	486	-114	$249,609	−16.7%	0.49%
VTEC	Vanguard California Tax-Exempt Bond ETF	Reduced	2,478	-1,800	$249,286	−41.2%	0.49%
LIN	Linde PLC Basic Materials	Reduced	480	-5	$249,091	+3.6%	0.49%
CSCO	Cisco Systems, Inc. Technology	NEW	2,106	NEW	$247,370	NEW	0.49%
ASML	Asml Holding NV Technology	NEW	119	NEW	$236,743	NEW	0.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	249	0	$232,932	−6.1%	0.46%
DIS	Walt Disney Co Communication Services	Added	2,377	+48	$228,786	+1.9%	0.45%
AMP	Ameriprise Financial Inc Financial Services	Reduced	491	-5	$225,251	+2.2%	0.45%
GLW	Corning Inc /Ny Technology	NEW	874	NEW	$223,245	NEW	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	849	-83	$213,642	+5.4%	0.42%
ABT	Abbott Laboratories Healthcare	Reduced	2,281	-305	$206,977	−22.0%	0.41%
AMGN	Amgen Inc Healthcare	Reduced	565	-15	$204,597	+0.3%	0.41%

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.