What Hillman Capital Management bought and sold in Q2 2026
In Q2 2026, Hillman Capital Management (Hillman Capital Management) opened 2 new positions — including VEEV (1.8%), ACN (0.3%), added to 6, trimmed 8, exited 5 (DD, GE, SPYM). The book stood at $138M across 54 positions, filed Aug 14, 2026.
2New6Added8Trimmed5Exited
New positions (2)
Added to (6)
- CAGConagra Brands Inc+22% shares · 1.8% · $2M
- CRMSalesforce Inc+25% shares · 1.5% · $2M
- IVVIshares Core S&p 500 Etf+27% shares · 0.9% · $1M
- MDTMedtronic Plc+56% shares · 0.3% · $446K
- INTUIntuit Inc+26% shares · 0.2% · $314K
- CSGPCostar Group Inc+26% shares · 0.2% · $304K
Trimmed (8)
- TSMTaiwan Semiconductor-sp Adr-30% shares · 1.9% · $3M
- WSTWest Pharmaceutical Services-20% shares · 1.8% · $3M
- USBUS Bancorp-21% shares · 1.8% · $2M
- UNHUnitedhealth Group Inc-27% shares · 1.6% · $2M
- AKAMAkamai Technologies Inc-28% shares · 1.4% · $2M
- ORCLOracle Corp-29% shares · 1.2% · $2M
- TROWT Rowe Price Group Inc-86% shares · 0.3% · $410K
- GOOGLAlphabet Inc-cl A-33% shares · <0.1% · $1K
Exited (5)
- DDDupont DE Nemours Incwas 3.8% of book
- GEGeneral Electricwas 0.3% of book
- SPYMSte Str Spdr PT S&p 500 Etfwas 0.2% of book
- IGOVIshares International Treasuwas 0.2% of book
- BWXState Street Spdr Bloombergwas 0.2% of book
Hillman Capital Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.