Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BLACKHILL CAPITAL INC (CIK 872162) reported $2.41B across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: WSM ($1.79B, 74.32%), LLY ($174.1M, 7.22%), AAPL ($71.8M, 2.98%), ABBV ($66.2M, 2.75%), CAT ($63.4M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WSM | WILLIAMS SONOMA INC COM | $1.79B | 74.32% | 7.7M | Trimmed |
| 2 | LLY | LILLY ELI & CO COM | $174.1M | 7.22% | 145,121 | Trimmed |
| 3 | AAPL | APPLE INC COM | $71.8M | 2.98% | 248,200 | Hold |
| 4 | ABBV | ABBVIE INC COM | $66.2M | 2.75% | 263,110 | Hold |
| 5 | CAT | CATERPILLAR INC COM | $63.4M | 2.63% | 59,500 | Hold |
| 6 | ET | ENERGY TRANSFER L P COM UNIT L | $30.6M | 1.27% | 1.6M | Added |
| 7 | NVDA | NVIDIA CORP COM | $28.0M | 1.16% | 139,950 | Hold |
| 8 | MSFT | MICROSOFT CORP COM | $24.6M | 1.02% | 66,050 | Hold |
| 9 | MRK | MERCK & CO INC NEW COM | $21.7M | 0.90% | 168,857 | Hold |
| 10 | JNJ | JOHNSON & JOHNSON COM | $16.3M | 0.68% | 64,187 | Hold |
| 11 | ABT | ABBOTT LABS COM | $16.1M | 0.67% | 177,930 | Trimmed |
| 12 | BMY | BRISTOL MYERS SQUIBB CO COM | $15.9M | 0.66% | 275,364 | Hold |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL | $10.6M | 0.44% | 21,237 | Hold |
| 14 | MA | MASTERCARD INC CL A | $10.3M | 0.43% | 20,000 | Hold |
| 15 | DIS | DISNEY WALT CO DISNEY COM | $9.8M | 0.41% | 101,500 | Hold |
| 16 | AMZN | AMAZON COM INC COM | $8.7M | 0.36% | 36,580 | Hold |
| 17 | PG | PROCTER & GAMBLE CO COM | $6.6M | 0.27% | 44,871 | Hold |
| 18 | GOOG | ALPHABET INC CAP STK CL C | $6.2M | 0.26% | 17,660 | Hold |
| 19 | GOOGL | ALPHABET INC CL A | $5.7M | 0.24% | 15,980 | Hold |
| 20 | ZTS | ZOETIS INC COM | $4.9M | 0.20% | 68,296 | Trimmed |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL | $4.5M | 0.19% | 6 | Hold |
| 22 | EPD | ENTERPRISE PRODS PARTNERS L P | $4.0M | 0.16% | 107,704 | Hold |
| 23 | ZBH | ZIMMER BIOMET HLDGS INC COM | $3.6M | 0.15% | 42,079 | Hold |
| 24 | KMB | KIMBERLY-CLARK CORP COM | $3.2M | 0.13% | 29,000 | Hold |
| 25 | CVX | CHEVRON CORP NEW COM | $1.9M | 0.08% | 11,550 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30