Mark A. Hillman – Hillman Value Fund Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Hillman Value Fund portfolio managed by Mark A. Hillman was diversified across 10 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Healthcare sector represents the largest share at 21.8% of total portfolio value, followed by Consumer Defensive and Communication Services and Technology. Together, the top three sectors account for 57.3% of the portfolio, reflecting Mark A. Hillman's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.