HILL ISLAND FINANCIAL LLC

CIK

1909798

Location

GRAND RAPIDS, MI

Portfolio Value

Micro $35,210,556

Diversification

Diversified

Filing Date

Global Rank

#6,890 / 8,232 ▲ 130

Top Industry

Semiconductors 23.9%

3Y Alpha vs SPY

-1.4%

Period ended 2 months ago

Filed May 13, 2026 · 32d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.1%

SPY

+76.3%

Annualised alpha

-1.4%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.2%

+0.5 pts

Top 5

59.3%

−4.3 pts

Top 10

74.0%

−3.4 pts

HHI

857

Diversified−101

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	49.8%	$17,546,150	11
Unclassified	17.2%	$6,068,800	2
Financial Services	9.6%	$3,395,203	8
Consumer Cyclical	7.8%	$2,733,944	4
Communication Services	6.7%	$2,357,136	4
Healthcare	4.0%	$1,425,986	5
Industrials	2.3%	$824,678	3
Consumer Defensive	1.8%	$618,216	2
Basic Materials	0.7%	$240,443	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	+454	1,162	$392,570
AMZN	Amazon Com Inc	+401	6,415	$1,336,052
TSLA	Tesla, Inc.	+235	942	$350,188
NFLX	Netflix Inc	+229	2,505	$240,855
AAPL	Apple Inc.	+158	20,464	$5,193,558
MCD	Mcdonalds Corp	+130	2,388	$742,166
MA	Mastercard Inc	+76	600	$299,796
AMD	Advanced Micro Devices Inc	+66	2,035	$413,980
WMT	Walmart Inc.	+58	2,978	$370,105
JNJ	Johnson & Johnson	+9	1,266	$309,461
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−4,287	26,269	$4,581,313
MSFT	Microsoft Corp	−1,299	10,157	$3,759,816
DIS	Walt Disney Co	−376	2,329	$224,469
V	Visa Inc.	−298	915	$276,549
ABT	Abbott Laboratories	−266	2,586	$265,504
FITB	Fifth Third Bancorp	−253	21,196	$984,766
CRM	Salesforce, Inc.	−232	2,399	$447,821
HBAN	Huntington Bancshares Inc /Md/	−228	27,149	$424,881
JPM	Jpmorgan Chase & Co	−139	2,061	$606,263
BAC	Bank Of America Corp /De/	−112	4,921	$239,898
ABBV	AbbVie Inc.	−80	932	$202,700
PANW	Palo Alto Networks Inc	−70	1,314	$210,660
QQQ	Invesco Qqq Trust, Series 1	−57	9,905	$5,716,967
AVGO	Broadcom Inc.	−44	4,350	$1,346,368
GOOGL	Alphabet Inc.	−12	5,699	$1,638,804
LLY	ELI LILLY & Co	−7	483	$444,248
DE	Deere & Co	−5	624	$351,499
HD	Home Depot, Inc.	−5	929	$305,538
NET	Cloudflare, Inc.	−1	3,676	$758,505
EMR	Emerson Electric Co	−1	1,892	$247,889
COST	Costco Wholesale Corp /New	−1	249	$248,111
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	5,040	$253,008
LIN	Linde PLC	485	$240,443
INTC	Intel Corp	5,387	$237,728
CAT	Caterpillar Inc	318	$225,290
AMP	Ameriprise Financial Inc	496	$220,422
AMGN	Amgen Inc	580	$204,073
LRCX	Lam Research Corp	954	$203,831
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,374	$244,228
ORCL	Oracle Corp	1,110	$216,350
IBM	International Business Machines Corp	678	$200,830
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $35,210,556 total · as of Mar 31, 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	9,905	-57	$5,716,967	−6.6%	16.24%
AAPL	Apple Inc. Technology	Added	20,464	+158	$5,193,558	−5.9%	14.75%
NVDA	Nvidia Corp Technology	Reduced	26,269	-4,287	$4,581,313	−19.6%	13.01%
MSFT	Microsoft Corp Technology	Reduced	10,157	-1,299	$3,759,816	−32.1%	10.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,699	-12	$1,638,804	−8.3%	4.65%
AVGO	Broadcom Inc. Technology	Reduced	4,350	-44	$1,346,368	−11.5%	3.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,415	+401	$1,336,052	−3.8%	3.79%
FITB	Fifth Third Bancorp Financial Services	Reduced	21,196	-253	$984,766	−1.9%	2.80%
NET	Cloudflare, Inc. Technology	Reduced	3,676	-1	$758,505	+4.6%	2.15%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,388	+130	$742,166	+7.5%	2.11%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,061	-139	$606,263	−14.5%	1.72%
CRM	Salesforce, Inc. Technology	Reduced	2,399	-232	$447,821	−35.7%	1.27%
LLY	ELI LILLY & Co Healthcare	Reduced	483	-7	$444,248	−15.6%	1.26%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	27,149	-228	$424,881	−10.5%	1.21%
AMD	Advanced Micro Devices Inc Technology	Added	2,035	+66	$413,980	−1.8%	1.18%
MU	Micron Technology Inc Technology	Added	1,162	+454	$392,570	+94.3%	1.11%
WMT	Walmart Inc. Consumer Defensive	Added	2,978	+58	$370,105	+13.8%	1.05%
SPY	Spdr S&P 500 ETF Trust	Held	541	0	$351,833	−4.6%	1.00%
DE	Deere & Co Industrials	Reduced	624	-5	$351,499	+20.0%	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Added	942	+235	$350,188	+10.1%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	715	0	$342,628	−4.7%	0.97%
JNJ	Johnson & Johnson Healthcare	Added	1,266	+9	$309,461	+19.0%	0.88%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	929	-5	$305,538	−4.9%	0.87%
MA	Mastercard Inc Financial Services	Added	600	+76	$299,796	+0.2%	0.85%
V	Visa Inc. Financial Services	Reduced	915	-298	$276,549	−35.0%	0.79%
ABT	Abbott Laboratories Healthcare	Reduced	2,586	-266	$265,504	−25.7%	0.75%
VZ	Verizon Communications Inc Communication Services	NEW	5,040	NEW	$253,008	NEW	0.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	249	-1	$248,111	+15.1%	0.70%
EMR	Emerson Electric Co Industrials	Reduced	1,892	-1	$247,889	−1.3%	0.70%
NFLX	Netflix Inc Communication Services	Added	2,505	+229	$240,855	+12.9%	0.68%
LIN	Linde PLC Basic Materials	NEW	485	NEW	$240,443	NEW	0.68%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,921	-112	$239,898	−13.3%	0.68%
INTC	Intel Corp Technology	NEW	5,387	NEW	$237,728	NEW	0.68%
CAT	Caterpillar Inc Industrials	NEW	318	NEW	$225,290	NEW	0.64%
DIS	Walt Disney Co Communication Services	Reduced	2,329	-376	$224,469	−27.1%	0.64%
AMP	Ameriprise Financial Inc Financial Services	NEW	496	NEW	$220,422	NEW	0.63%
PANW	Palo Alto Networks Inc Technology	Reduced	1,314	-70	$210,660	−17.4%	0.60%
AMGN	Amgen Inc Healthcare	NEW	580	NEW	$204,073	NEW	0.58%
LRCX	Lam Research Corp Technology	NEW	954	NEW	$203,831	NEW	0.58%
ABBV	AbbVie Inc. Healthcare	Reduced	932	-80	$202,700	−12.3%	0.58%