Copy Invest | Sonar Terminal

Mark Hillman - Hillman Capital Management

311 trades · 255 closed · 56 open · Win rate: 50.5% · Avg return: +19.3% · Median return: +0.3%

⚠ 4 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
MSFT - Microsoft Corp.	Q1 2011	$25.39	Open	$384.93	+1,416.07%	Open	History

GE - GE Aerospace	Q3 2021	$64.16	Open	$353.73	+451.34%	Open	History

AXP - American Express Co.	Q4 2008	$18.54	Q4 2013	$90.72	+389.32%	Closed	History

GOOG - Alphabet Inc.	Q4 2020	$87.40	Open	$357.33	+308.87%	Open	History

GOOGL - Alphabet Inc.	Q1 2021	$103.13	Open	$359.51	+248.59%	Open	History

BA - The Boeing Co.	Q4 2008	$42.67	Q4 2013	$136.46	+219.80%	Closed	History

RTX - RTX Corp.	Q2 2020	$61.63	Open	$193.39	+213.79%	Open	History

JPM - JPMorgan Chase & Co.	Q4 2006	$48.30	Q4 2019	$140.00	+189.86%	Closed	History

GR - Goodrich Corp Com	Q2 2008	$47.46	Q3 2011	$122.50	+158.11%	Closed	History

TSM - Taiwan Semiconductor	Q3 2024	$173.67	Open	$420.39	+142.06%	Open	History

GLW - Corning Inc.	Q4 2004	$11.77	Q1 2006	$26.92	+128.72%	Closed	History

BAC - Bank of America Corp.	Q2 2010	$14.37	Q4 2020	$30.31	+110.93%	Closed	History

GR - Goodrich Corp	Q4 2004	$32.64	Q3 2007	$68.23	+109.04%	Closed	History

WBD - Warner Bros. Discovery, Inc.	Q2 2022	$13.42	Open	$27.48	+104.77%	Open	History

TSM - Taiwan Semiconductor	Q3 2022	$68.56	Q1 2024	$136.05	+98.44%	Closed	History

AAPL - Apple Inc.	Q3 2010	$10.13	Q4 2013	$20.04	+97.74%	Closed	History

IVV - iShares Core S&P 500 ETF	Q4 2022	$384.21	Open	$755.12	+96.54%	Open	History

IBM - International Business Machines Corp.	Q4 2004	$94.21	Q3 2012	$182.44	+93.66%	Closed	History

RTN - Raytheon Co Com New Common	Q3 2009	$47.97	Q4 2013	$90.71	+89.10%	Closed	History

USB - U.S. Bancorp	Q3 2023	$33.06	Open	$62.14	+87.96%	Open	History

MRK - Merck & Co., Inc.	Q2 2013	$46.19	Q3 2022	$86.12	+86.44%	Closed	History

DD - DuPont de Nemours, Inc.	Q3 2008	$72.00	Open	$134.17	+86.35%	Open	History

PAA - Plains All American Pipeline, L.P.	Q1 2020	$5.28	Q2 2022	$9.82	+85.98%	Closed	History

BA - The Boeing Co.	Q4 2004	$51.77	Q2 2007	$96.16	+85.74%	Closed	History

AMGN - Amgen Inc.	Q2 2013	$109.60	Q1 2020	$202.75	+84.99%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q4 2019	$59.59	Open	$109.80	+84.26%	Open	History

LRCX - Lam Research Corp.	Q2 2022	$42.62	Q4 2023	$78.33	+83.78%	Closed	History

GSK - GSK plc	Q3 2022	$29.43	Open	$51.25	+74.14%	Open	History

META - Meta Platforms, Inc.	Q4 2019	$205.24	Q4 2023	$353.96	+72.46%	Closed	History

HNZ - Heinz H J Co Com Common	Q2 2009	$35.69	Q4 2012	$60.67	+69.99%	Closed	History

V - Visa Inc.	Q1 2011	$18.41	Q2 2012	$30.88	+67.75%	Closed	History

NOW - ServiceNow, Inc.	Q2 2021	$109.88	Q3 2024	$178.88	+62.79%	Closed	History

CAT - Caterpillar Inc.	Q4 2013	$90.80	Q4 2019	$147.74	+62.71%	Closed	History

DIS - The Walt Disney Co.	Q4 2004	$27.42	Q1 2012	$43.80	+59.71%	Closed	History

3022239Q - Wendys Intl Inc	Q4 2004	$39.24	Q1 2006	$62.11	+58.28%	Closed	History

AKAM - Akamai Technologies, Inc.	Q2 2025	$79.76	Open	$126.11	+58.11%	Open	History

LAB - Standard BioTools Inc.	Q4 2004	$49.82	Q2 2007	$78.26	+57.09%	Closed	History

EBAY - eBay Inc.	Q4 2013	$23.09	Q4 2019	$36.05	+56.13%	Closed	History

PFE - Pfizer Inc.	Q2 2013	$27.73	Q3 2021	$43.01	+55.09%	Closed	History

ASML - ASML Holdings N.V.	Q4 2024	$693.08	Q4 2025	$1,069.86	+54.36%	Closed	History

GD - General Dynamics Corp.	Q3 2020	$138.43	Q4 2021	$208.46	+50.59%	Closed	History

EFA - iShares MSCI EAFE ETF	Q4 2019	$69.42	Open	$103.96	+49.76%	Open	History

AMZN - Amazon.com, Inc.	Q4 2019	$92.39	Q2 2020	$137.95	+49.31%	Closed	History

AMGN - Amgen Inc.	Q4 2008	$57.72	Q3 2012	$85.48	+48.09%	Closed	History

SBUX - Starbucks Corp.	Q2 2005	$12.91	Q1 2006	$18.82	+45.77%	Closed	History

JNJ - Johnson & Johnson	Q4 2004	$63.39	Q4 2013	$91.59	+44.49%	Closed	History

GRPFF - Grupo Televisa	Q2 2006	$3.75	Q4 2006	$5.40	+44.00%	Closed	History

EMR - Emerson Electric Co.	Q4 2019	$76.26	Q3 2024	$109.37	+43.42%	Closed	History

CVS - CVS Health Corp.	Q4 2019	$74.29	Open	$106.18	+42.93%	Open	History

AMZN - Amazon.com, Inc.	Q1 2021	$154.70	Q4 2024	$219.39	+41.82%	Closed	History

NKE - NIKE, Inc.	Q4 2004	$11.34	Q4 2007	$16.06	+41.71%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2020	$42.44	Q2 2024	$59.89	+41.12%	Closed	History

TSM - Taiwan Semiconductor	Q3 2005	$7.94	Q2 2007	$11.07	+39.46%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q1 2025	$102.74	Q2 2025	$141.90	+38.12%	Closed	History

WU - The Western Union Co.	Q1 2009	$12.57	Q4 2013	$17.25	+37.23%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q2 2024	$41.53	Open	$56.95	+37.13%	Open	History

WMT - Walmart Inc.	Q1 2011	$17.35	Q4 2012	$23.74	+36.81%	Closed	History

WST - West Pharmaceutical Services, Inc.	Q3 2025	$262.33	Open	$357.65	+36.34%	Open	History

UPS - United Parcel Service, Inc.	Q3 2025	$83.53	Open	$113.67	+36.08%	Open	History

ALL - The Allstate Corp.	Q4 2008	$32.75	Q4 2012	$44.33	+35.36%	Closed	History

JPM - JPMorgan Chase & Co.	Q2 2020	$94.06	Q4 2020	$127.06	+35.08%	Closed	History

CSCO - Cisco Systems, Inc.	Q3 2020	$39.39	Q2 2021	$53.00	+34.55%	Closed	History

TSCDF - Tesco Plc Ord	Q2 2006	$7.48	Q4 2006	$10.04	+34.24%	Closed	History

6684 - Hewlett Packard Co	Q4 2004	$20.97	Q4 2013	$27.99	+33.48%	Closed	History

PG - The Procter & Gamble Co.	Q4 2004	$55.07	Q4 2007	$73.42	+33.32%	Closed	History

ADBE - Adobe Inc.	Q1 2009	$21.39	Q2 2009	$28.30	+32.30%	Closed	History

GGQ1 - Google Inc Cl A	Q1 2011	$586.76	Q4 2012	$770.54	+31.32%	Closed	History

ORCL - Oracle Corp.	Q4 2004	$13.72	Q3 2006	$17.74	+29.30%	Closed	History

CPB - The Campbell's Co.	Q4 2004	$29.90	Q3 2008	$38.61	+29.13%	Closed	History

950478Q - Centracore Properties Tr	Q1 2006	$25.03	Q4 2006	$32.28	+28.97%	Closed	History

SHU - Shurgard Storage Ctrs Inc	Q4 2004	$44.04	Q4 2005	$56.67	+28.68%	Closed	History

HNZ - Heinz H J Co	Q4 2004	$38.98	Q3 2008	$49.97	+28.19%	Closed	History

AEP - American Electric Power Co., Inc.	Q1 2009	$25.28	Q2 2010	$32.30	+27.77%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q1 2007	$206.63	Q4 2020	$263.70	+27.62%	Closed	History

CPB - The Campbell's Co.	Q2 2009	$29.41	Q4 2012	$37.07	+26.05%	Closed	History

K - Kellogg Co	Q4 2004	$44.65	Q3 2008	$56.11	+25.67%	Closed	History

MMM - 3M Co.	Q4 2004	$68.63	Q4 2012	$85.86	+25.11%	Closed	History

FDX - FedEx Corp.	Q1 2009	$35.84	Q2 2009	$44.82	+25.04%	Closed	History

WFC - Wells Fargo & Co.	Q2 2011	$28.05	Q4 2012	$35.00	+24.78%	Closed	History

SYY - Sysco Corp.	Q4 2008	$22.93	Q2 2010	$28.57	+24.60%	Closed	History

AEP - American Electric Power Co., Inc.	Q4 2004	$34.34	Q4 2006	$42.58	+24.00%	Closed	History

NKE - NIKE, Inc.	Q4 2019	$101.30	Q3 2020	$125.53	+23.92%	Closed	History

T - AT&T Inc.	Q4 2005	$18.50	Q4 2011	$22.84	+23.48%	Closed	History

HD - The Home Depot, Inc.	Q4 2022	$315.86	Q4 2024	$388.99	+23.15%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2025	$345.30	Open	$425.19	+23.14%	Open	History

CLX - The Clorox Co.	Q4 2004	$58.93	Q2 2012	$72.55	+23.11%	Closed	History

PH - Parker-Hannifin Corp.	Q4 2011	$76.27	Q4 2012	$93.39	+22.45%	Closed	History

MCD - McDonald's Corp.	Q4 2004	$32.06	Q3 2006	$39.12	+22.02%	Closed	History

EMC - E M C Corp Mass	Q4 2004	$14.87	Q2 2007	$18.10	+21.72%	Closed	History

6683 - General Electric Co	Q4 2019	$11.16	Q2 2021	$13.44	+20.43%	Closed	History

DHI - D.R. Horton, Inc.	Q4 2007	$13.17	Q1 2008	$15.75	+19.59%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 2004	$51.23	Q4 2021	$61.19	+19.44%	Closed	History

NSC - Norfolk Southern Corp.	Q2 2013	$74.00	Q3 2013	$88.00	+18.92%	Closed	History

BA - The Boeing Co.	Q2 2020	$183.30	Open	$217.11	+18.45%	Open	History

AP47 - Glaxosmithkline Plc	Q4 2020	$36.83	Q2 2022	$43.53	+18.19%	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2011	$57.32	Q4 2012	$67.51	+17.78%	Closed	History

8215820Q - Allied Cap Corp New	Q4 2004	$25.83	Q3 2006	$30.21	+16.96%	Closed	History

AET - Aetna Inc New Com	Q3 2012	$42.74	Q4 2012	$49.69	+16.26%	Closed	History

SBUX - Starbucks Corp.	Q1 2011	$18.48	Q3 2011	$21.48	+16.24%	Closed	History

SO - The Southern Co.	Q4 2004	$33.52	Q4 2007	$38.74	+15.57%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.