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
EOP - Equity Office Properties Tru	Q4 2004	$29.12	Q1 2006	$33.58	+15.32%	Closed	History

MMM - 3M Co.	Q1 2024	$88.69	Q2 2024	$102.19	+15.23%	Closed	History

JOY - Joy Global Inc	Q2 2013	$51.09	Q4 2013	$58.47	+14.45%	Closed	History

ORCL - Oracle Corp.	Q1 2011	$33.43	Q4 2013	$38.26	+14.45%	Closed	History

MRK - Merck & Co., Inc.	Q4 2009	$34.87	Q2 2012	$39.89	+14.40%	Closed	History

TXN - Texas Instruments Inc.	Q4 2004	$24.61	Q2 2005	$28.07	+14.06%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q4 2019	$64.18	Q1 2022	$73.03	+13.79%	Closed	History

SYY - Sysco Corp.	Q1 2011	$27.70	Q4 2012	$31.48	+13.65%	Closed	History

SPG - Simon Property Group, Inc.	Q4 2019	$148.96	Q3 2024	$169.02	+13.47%	Closed	History

ASML - ASML Holdings N.V.	Q1 2022	$667.88	Q4 2023	$756.92	+13.33%	Closed	History

PFE - Pfizer Inc.	Q1 2011	$19.27	Q2 2012	$21.82	+13.24%	Closed	History

MMP - Magellan Midstream Prtnrs LP	Q1 2021	$43.36	Q1 2022	$49.07	+13.17%	Closed	History

MAR - Marriott International, Inc.	Q4 2020	$132.00	Q3 2021	$148.12	+12.21%	Closed	History

ADBE - Adobe Inc.	Q1 2022	$455.65	Q3 2023	$509.90	+11.91%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 2024	$107.57	Q4 2025	$120.34	+11.87%	Closed	History

MCHP - Microchip Technology Inc.	Q4 2024	$57.35	Q4 2025	$63.72	+11.11%	Closed	History

WMT - Walmart Inc.	Q4 2007	$15.84	Q1 2008	$17.56	+10.86%	Closed	History

BDK - Black & Decker Corp C Common	Q4 2008	$41.79	Q3 2009	$46.29	+10.77%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2021	$429.45	Q4 2021	$475.11	+10.63%	Closed	History

DIS - The Walt Disney Co.	Q4 2022	$86.88	Open	$95.87	+10.35%	Open	History

SPYM - State Street SPDR Portfolio S&P 500 ETF	Q4 2025	$80.22	Open	$88.50	+10.32%	Open	History

ADP - Automatic Data Processing, Inc.	Q1 2012	$48.45	Q4 2012	$53.43	+10.29%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q3 2025	$485.02	Open	$534.07	+10.11%	Open	History

IREUR - Ingersoll-Rand Plc	Q1 2011	$48.31	Q4 2012	$52.78	+9.25%	Closed	History

K - Kellogg Co Com	Q3 2012	$54.14	Q4 2012	$58.91	+8.81%	Closed	History

NUE - Nucor Corp.	Q3 2024	$150.34	Q4 2025	$163.11	+8.49%	Closed	History

NUE - Nucor Corp.	Q2 2013	$49.22	Q4 2013	$53.39	+8.47%	Closed	History

KO - The Coca-Cola Co.	Q4 2020	$54.73	Q4 2021	$59.19	+8.15%	Closed	History

DNKN - Dunkin Brands Group Inc	Q2 2013	$44.36	Q3 2013	$47.92	+8.03%	Closed	History

EMC - E M C Corp Mass	Q1 2013	$23.34	Q4 2013	$25.15	+7.75%	Closed	History

ALL - The Allstate Corp.	Q2 2013	$50.66	Q4 2013	$54.56	+7.70%	Closed	History

AET - Aetna Inc	Q2 2013	$63.85	Q4 2013	$68.62	+7.47%	Closed	History

INTC - Intel Corp.	Q3 2009	$19.57	Q4 2012	$21.03	+7.46%	Closed	History

T - AT&T Inc.	Q3 2013	$27.38	Q2 2025	$28.94	+5.70%	Closed	History

PFE - Pfizer Inc.	Q4 2004	$25.50	Q3 2006	$26.91	+5.51%	Closed	History

C - Citigroup Inc.	Q1 2006	$472.20	Q3 2006	$496.70	+5.19%	Closed	History

JOY - Joy Global Inc Com	Q3 2012	$59.40	Q4 2012	$62.36	+4.98%	Closed	History

WFC - Wells Fargo & Co.	Q4 2019	$53.81	Q3 2024	$56.49	+4.98%	Closed	History

SYK - Stryker Corp.	Q1 2023	$285.47	Q4 2023	$299.46	+4.90%	Closed	History

HOG - Harley-Davidson, Inc.	Q2 2005	$49.56	Q1 2006	$51.89	+4.70%	Closed	History

RIG - Transocean Ltd.	Q4 2008	$47.25	Q4 2013	$49.43	+4.61%	Closed	History

HON - Honeywell International Inc.	Q1 2011	$56.27	Q3 2012	$58.63	+4.19%	Closed	History

VKQ - Invesco Van Kampen Mu Common	Q2 2010	$13.89	Q3 2010	$14.41	+3.74%	Closed	History

MDT - Medtronic plc	Q1 2024	$87.15	Q3 2024	$90.03	+3.30%	Closed	History

SYY - Sysco Corp.	Q2 2013	$35.02	Q4 2013	$36.11	+3.11%	Closed	History

TSM - Taiwan Semiconductor	Q4 2007	$9.91	Q1 2008	$10.22	+3.11%	Closed	History

BLK - BlackRock, Inc.	Q1 2022	$764.09	Q2 2024	$787.32	+3.04%	Closed	History

WMT - Walmart Inc.	Q2 2013	$25.63	Q4 2013	$26.25	+2.41%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2024	$573.76	Q4 2024	$586.08	+2.15%	Closed	History

GLW - Corning Inc.	Q3 2013	$17.51	Q4 2013	$17.82	+1.77%	Closed	History

EQR - Equity Residential	Q4 2004	$36.17	Q2 2005	$36.80	+1.74%	Closed	History

YUM - Yum! Brands, Inc.	Q2 2013	$53.47	Q4 2013	$54.39	+1.71%	Closed	History

AMGN - Amgen Inc.	Q4 2007	$46.43	Q2 2008	$47.16	+1.57%	Closed	History

NUE - Nucor Corp.	Q4 2009	$46.64	Q4 2012	$46.88	+0.51%	Closed	History

NOW - ServiceNow, Inc.	Q1 2026	$104.55	Open	$104.85	+0.29%	Open	History

HSY - The Hershey Co.	Q1 2025	$171.03	Open	$171.46	+0.25%	Open	History

BLK - BlackRock, Inc.	Q4 2024	$1,025.11	Open	$1,025.44	+0.03%	Open	History

2323070Q - General Mtrs Corp	Q4 2004	$40.06	Q4 2004	$40.06	+0.00%	Closed	History

3304849Q - Putnam Master Incm Tr S	Q4 2004	$6.56	Q4 2004	$6.56	+0.00%	Closed	History

723072Q - Van Kampen Invt Grade Mun Tr	Q2 2005	$9.05	Q2 2005	$9.05	+0.00%	Closed	History

ADBE - Adobe Inc.	Q4 2019	$329.59	Q4 2019	$329.59	+0.00%	Closed	History

AGG - iShares Core U.S. Aggregate Bond ETF	Q2 2021	$113.88	Q3 2021	$113.88	+0.00%	Closed	History

APOL - Apollo Group Inc	Q2 2013	$20.14	Q2 2013	$20.14	+0.00%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2019	$50.42	Q4 2019	$50.42	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2013	$60.67	Q2 2013	$60.67	+0.00%	Closed	History

CMCSA - Comcast Corp.	Q4 2019	$42.06	Q4 2019	$42.06	+0.00%	Closed	History

CPB - The Campbell's Co.	Q2 2013	$47.75	Q2 2013	$47.75	+0.00%	Closed	History

CPB - The Campbell's Co.	Q4 2019	$49.48	Q4 2019	$49.48	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q4 2021	$48.00	Q4 2021	$48.00	+0.00%	Closed	History

FDX - FedEx Corp.	Q2 2013	$87.23	Q2 2013	$87.23	+0.00%	Closed	History

FDX - FedEx Corp.	Q4 2019	$121.86	Q4 2019	$121.86	+0.00%	Closed	History

GIS - General Mills, Inc.	Q4 2019	$53.56	Q4 2019	$53.56	+0.00%	Closed	History

GOOG - Alphabet Inc.	Q4 2019	$66.77	Q4 2019	$66.77	+0.00%	Closed	History

HON - Honeywell International Inc.	Q4 2019	$174.98	Q4 2019	$174.98	+0.00%	Closed	History

INFY - Infosys Ltd.	Q3 2008	$4.17	Q3 2008	$4.17	+0.00%	Closed	History

IVV - iShares Core S&P 500 ETF	Q4 2007	$146.65	Q4 2007	$146.65	+0.00%	Closed	History

IVV - iShares Core S&P 500 ETF	Q4 2019	$324.03	Q4 2019	$324.03	+0.00%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2021	$168.83	Q4 2021	$168.83	+0.00%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q4 2021	$75.47	Q4 2021	$75.47	+0.00%	Closed	History

IWN - iShares Russell 2000 Value ETF	Q4 2021	$176.47	Q4 2021	$176.47	+0.00%	Closed	History

IWP - Ishares Tr	Q4 2021	$121.21	Q4 2021	$121.21	+0.00%	Closed	History

IWS - iShares Russell Mid-Cap Value ETF	Q4 2021	$113.64	Q4 2021	$113.64	+0.00%	Closed	History

IYW - iShares U.S. Technology ETF	Q2 2023	$108.87	Q2 2023	$108.87	+0.00%	Closed	History

JASO - Ja Solar Holdings Co Common	Q3 2008	$10.54	Q3 2008	$10.54	+0.00%	Closed	History

LRCX - Lam Research Corp.	Q4 2019	$29.24	Q4 2019	$29.24	+0.00%	Closed	History

MCHP - Microchip Technology Inc.	Q4 2019	$52.38	Q4 2019	$52.38	+0.00%	Closed	History

MSE - Matsushita Elec Indl Common	Q4 2006	$19.93	Q4 2006	$19.93	+0.00%	Closed	History

OLED - Universal Display Corp.	Q2 2013	$31.47	Q2 2013	$31.47	+0.00%	Closed	History

PH - Parker-Hannifin Corp.	Q2 2013	$104.15	Q2 2013	$104.15	+0.00%	Closed	History

PTRCY - Petrochina Co Ltd Spo Common	Q1 2007	$117.09	Q1 2007	$117.09	+0.00%	Closed	History

RSP - Invesco S&P 500 Equal Weight ETF	Q2 2023	$149.64	Q2 2023	$149.64	+0.00%	Closed	History

RSP - Invesco S&P 500 Equal Weight ETF	Q4 2024	$175.23	Q4 2024	$175.23	+0.00%	Closed	History

RTN - Raytheon Co	Q1 2020	$131.14	Q1 2020	$131.14	+0.00%	Closed	History

SCHW - The Charles Schwab Corp.	Q4 2019	$47.56	Q4 2019	$47.56	+0.00%	Closed	History

SCHW - The Charles Schwab Corp.	Q4 2020	$53.08	Q4 2020	$53.08	+0.00%	Closed	History

SPLS* - Staples Inc	Q2 2013	$16.95	Q2 2013	$16.95	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2008	$90.24	Q4 2008	$90.24	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2019	$322.22	Q4 2019	$322.22	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2020	$308.64	Q2 2020	$308.64	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2020	$373.84	Q4 2020	$373.84	+0.00%	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.