Hillman Capital Management Inc
- Regulatory AUM
- $196M
- Discretionary
- $196M
- Clients
- 185
- Avg AUM / client
- $1.1M
- Accounts
- 185
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Investments (13F portfolio — 56 positions, $144,004,744)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Biogen Inc | COM | $5,415,568 | 29,540 | 3.76% | 2.76% |
| 2 | Dupont De Nemours Inc | COM | $5,399,866 | 117,901 | 3.75% | 2.76% |
| 3 | Warner Bros Discovery Inc | COM SER A | $5,390,645 | 196,309 | 3.74% | 2.75% |
| 4 | Gsk Plc | SPONSORED ADR | $5,377,272 | 97,432 | 3.73% | 2.75% |
| 5 | International Flavors&Fragra | COM | $5,279,681 | 72,773 | 3.67% | 2.7% |
| 6 | Pfizer Inc | COM | $5,277,271 | 187,937 | 3.66% | 2.69% |
| 7 | Zimmer Biomet Holdings Inc | COM | $5,036,394 | 55,700 | 3.5% | 2.57% |
| 8 | Cvs Health Corp | COM | $4,845,121 | 67,462 | 3.36% | 2.47% |
| 9 | Brown Forman Corp | CL B | $4,664,994 | 176,437 | 3.24% | 2.38% |
| 10 | Carmax Inc | COM | $4,539,746 | 109,181 | 3.15% | 2.32% |
| 11 | Kraft Heinz Co | COM | $4,523,639 | 201,140 | 3.14% | 2.31% |
| 12 | Fiserv Inc | COM | $4,504,622 | 80,728 | 3.13% | 2.3% |
| 13 | Boeing Co | COM | $4,443,544 | 22,326 | 3.09% | 2.27% |
| 14 | Baxter Intl Inc | COM | $4,154,976 | 247,320 | 2.89% | 2.12% |
| 15 | Nike Inc | CL B | $4,114,995 | 77,906 | 2.86% | 2.1% |
| 16 | Microsoft Corp | COM | $4,008,201 | 10,828 | 2.78% | 2.05% |
| 17 | Adobe Inc | COM | $3,937,896 | 16,200 | 2.73% | 2.01% |
| 18 | Lauder Estee Cos Inc | CL A | $3,744,384 | 52,172 | 2.6% | 1.91% |
| 19 | The Campbells Company | COM | $3,700,784 | 166,178 | 2.57% | 1.89% |
| 20 | Verizon Communications Inc | COM | $3,262,900 | 64,998 | 2.27% | 1.67% |
| 21 | Bristol Myers Squibb Co | COM | $3,220,636 | 53,102 | 2.24% | 1.64% |
| 22 | Ishares Tr | MSCI EAFE ETF | $2,996,829 | 30,854 | 2.08% | 1.53% |
| 23 | Constellation Brands Inc | CL A | $2,819,250 | 18,795 | 1.96% | 1.44% |
| 24 | Comcast Corp New | CL A | $2,733,996 | 95,228 | 1.9% | 1.4% |
| 25 | Us Bancorp | COM NEW | $2,731,981 | 52,528 | 1.9% | 1.39% |
Top 25 of 56 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 117 | $24.9M | 12.7% |
| High net worth individuals | 61 | $67.4M | 34.4% |
| Investment companies | 1 | $93.5M | 47.7% |
| Pension and profit sharing plans | 3 | $2.8M | 1.41% |
| Corporations and other businesses | 3 | $7.3M | 3.73% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Alan Hillman | Ceo And Cio | Feb 1998 (29y) | 50% – 75% | |
| Quizon, Melba, Bagaporo | Shareholder | Feb 1998 (29y) | 50% – 75% | |
| Watson, Cyrus, Franklin | Chief Compliance Officer | Apr 2006 (20y) | Less than 5% | |
| Long, Jeff, Thomas | Director, Operations & Systems | Jul 2024 (2y) | 5% – 10% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $56.2M (29% of AUM) Mar 2026
- Morgan Stanley $21.1M (11% of AUM) Mar 2026
- Wells Fargo $11.9M (6% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗