Blackhill Capital
$1.9B Assets Reported
50 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC COM | 7,684,524 | $1.4B | 72.1% |
| LLY | LILLY ELI & CO COM | 145,721 | $134M | 6.9% |
| AAPL | APPLE INC COM | 248,200 | $63M | 3.2% |
| ABBV | ABBVIE INC COM | 263,110 | $57M | 2.9% |
| CAT | CATERPILLAR INC COM | 59,500 | $42M | 2.2% |
| ABT | ABBOTT LABS COM | 268,530 | $28M | 1.4% |
| MSFT | MICROSOFT CORP COM | 66,050 | $24M | 1.3% |
| NVDA | NVIDIA CORP COM | 139,950 | $24M | 1.3% |
| ET | ENERGY TRANSFER L P COM UNIT L | 1,200,000 | $23M | 1.2% |
| MRK | MERCK & CO INC NEW COM | 168,857 | $20M | 1.0% |
Track Blackhill Capital's 13F portfolio: $1.9B in reported holdings, 50 positions. Top holdings, AUM, and quarterly changes on SentiSense.