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
SPY - State Street SPDR S&P 500 ETF Trust	Q4 2022	$382.43	Q4 2022	$382.43	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2023	$475.31	Q4 2023	$475.31	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2025	$681.92	Q4 2025	$681.92	+0.00%	Closed	History

TGT - Target Corp.	Q4 2013	$63.30	Q4 2013	$63.30	+0.00%	Closed	History

TSM - Taiwan Semiconductor	Q3 2008	$9.32	Q3 2008	$9.32	+0.00%	Closed	History

TTM - Tata Mtrs Ltd Sponsor Common	Q1 2007	$16.21	Q1 2007	$16.21	+0.00%	Closed	History

TTM - Tata Mtrs Ltd Sponsor	Q4 2007	$18.86	Q4 2007	$18.86	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q2 2013	$39.77	Q2 2013	$39.77	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2013	$98.29	Q3 2013	$98.29	+0.00%	Closed	History

WFC - Wells Fargo & Co.	Q2 2013	$43.22	Q2 2013	$43.22	+0.00%	Closed	History

BDK - Black & Decker Corp	Q4 2004	$88.35	Q2 2007	$88.32	-0.03%	Closed	History

LMT - Lockheed Martin Corp.	Q4 2020	$355.59	Q4 2021	$355.44	-0.04%	Closed	History

CSCO - Cisco Systems, Inc.	Q3 2008	$22.55	Q4 2013	$22.43	-0.53%	Closed	History

IGOV - iShares International Treasury Bond ETF	Q1 2026	$41.06	Open	$40.79	-0.65%	Open	History

MKC - McCormick & Co., Inc.	Q4 2004	$19.29	Q3 2006	$18.99	-1.53%	Closed	History

APD - Air Products and Chemicals, Inc.	Q4 2021	$304.17	Open	$299.40	-1.57%	Open	History

MRKC - Merck & Co Inc	Q4 2004	$32.13	Q3 2009	$31.62	-1.59%	Closed	History

PETM - Petsmart Inc	Q2 2013	$74.00	Q4 2013	$72.73	-1.72%	Closed	History

VZ - Verizon Communications Inc.	Q4 2004	$36.43	Q4 2010	$35.78	-1.79%	Closed	History

AET - Aetna Inc New	Q4 2004	$31.19	Q4 2010	$30.51	-2.16%	Closed	History

MKC - McCormick & Co., Inc.	Q4 2007	$18.96	Q1 2008	$18.49	-2.51%	Closed	History

TXN - Texas Instruments Inc.	Q1 2011	$34.56	Q4 2012	$33.56	-2.89%	Closed	History

BWX - State Street SPDR Bloomberg International Treasury Bond ETF	Q4 2025	$22.53	Open	$21.59	-4.17%	Open	History

IJR - iShares Core S&P Small-Cap ETF	Q2 2021	$113.21	Q3 2021	$108.49	-4.17%	Closed	History

BCT - Black Rock Broad Invt Grd 200	Q4 2004	$15.79	Q2 2006	$15.10	-4.37%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2022	$530.18	Q4 2024	$505.86	-4.59%	Closed	History

SPYM - State Street SPDR Portfolio S&P 500 ETF	Q4 2024	$68.94	Q1 2025	$65.76	-4.61%	Closed	History

DD - DuPont de Nemours, Inc.	Q4 2004	$87.68	Q1 2008	$83.54	-4.73%	Closed	History

MCD - McDonald's Corp.	Q4 2007	$58.92	Q1 2008	$55.75	-5.38%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q2 2023	$79.59	Open	$74.67	-6.18%	Open	History

TWX - Time Warner Inc	Q4 2004	$58.38	Q3 2006	$54.69	-6.32%	Closed	History

EPD - Enterprise Products Partners L.P.	Q4 2019	$28.16	Q2 2023	$26.35	-6.43%	Closed	History

WMT - Walmart Inc.	Q4 2004	$17.60	Q3 2006	$16.44	-6.59%	Closed	History

MCD - McDonald's Corp.	Q4 2019	$197.61	Q2 2020	$184.49	-6.64%	Closed	History

CMP - Compass Minerals International, Inc.	Q3 2012	$77.89	Q4 2012	$72.65	-6.73%	Closed	History

SBC - Sbc Communications Inc	Q4 2004	$25.77	Q3 2005	$23.97	-6.98%	Closed	History

HOG - Harley-Davidson, Inc.	Q1 2008	$37.50	Q4 2010	$34.67	-7.55%	Closed	History

PFE - Pfizer Inc.	Q4 2007	$21.57	Q1 2008	$19.85	-8.00%	Closed	History

OSI - Osi Restaurant Partners Inc	Q2 2006	$34.60	Q3 2006	$31.71	-8.35%	Closed	History

CLX - The Clorox Co.	Q1 2026	$103.63	Open	$94.75	-8.57%	Open	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2007	$146.14	Q1 2008	$131.91	-9.74%	Closed	History

INTC - Intel Corp.	Q2 2013	$22.51	Q4 2024	$20.05	-10.93%	Closed	History

MDT - Medtronic plc	Q1 2025	$89.86	Open	$79.30	-11.75%	Open	History

SRCL - Stericycle Inc	Q4 2019	$63.81	Q2 2020	$55.98	-12.27%	Closed	History

MSFT - Microsoft Corp.	Q4 2004	$26.75	Q2 2006	$23.33	-12.79%	Closed	History

ORCL - Oracle Corp.	Q1 2026	$147.11	Open	$127.94	-13.03%	Open	History

ORCL - Oracle Corp.	Q4 2007	$22.58	Q1 2008	$19.55	-13.42%	Closed	History

AMGN - Amgen Inc.	Q4 2004	$64.16	Q2 2007	$55.29	-13.82%	Closed	History

AMXVF - America Movil SA De C	Q4 2007	$3.07	Q2 2008	$2.64	-14.01%	Closed	History

8215820Q - Allied Cap Corp New C	Q4 2007	$21.50	Q1 2008	$18.43	-14.28%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2020	$176.22	Open	$150.65	-14.51%	Open	History

JWN - Nordstrom Inc	Q3 2021	$26.45	Q3 2024	$22.49	-14.97%	Closed	History

TWX - Time Warner Inc	Q4 2007	$49.50	Q1 2008	$42.06	-15.03%	Closed	History

PFE - Pfizer Inc.	Q4 2023	$28.79	Open	$24.25	-15.77%	Open	History

LFCHY - China Life Ins Co Ltd	Q1 2006	$51.05	Q1 2007	$42.89	-15.98%	Closed	History

K - Kellogg Co	Q4 2019	$69.16	Q2 2024	$57.68	-16.60%	Closed	History

SPLS* - Staples Inc Com	Q1 2012	$16.19	Q4 2012	$13.44	-16.99%	Closed	History

BDK - Black & Decker Corp C	Q4 2007	$69.64	Q2 2008	$57.51	-17.42%	Closed	History

ERJG - Embraer-Empresa Brasileira D Sp Adr	Q2 2005	$33.07	Q3 2008	$27.01	-18.32%	Closed	History

DISCA - Discovery Inc	Q2 2021	$30.68	Q1 2022	$24.92	-18.77%	Closed	History

T3K - Transocean Inc New Sh	Q1 2008	$135.24	Q3 2008	$109.84	-18.78%	Closed	History

INTC - Intel Corp.	Q1 2005	$23.24	Q3 2008	$18.73	-19.41%	Closed	History

FDX - FedEx Corp.	Q4 2004	$79.36	Q2 2008	$63.40	-20.11%	Closed	History

DHI - D.R. Horton, Inc.	Q4 2004	$30.23	Q3 2006	$23.95	-20.78%	Closed	History

INFY - Infosys Ltd.	Q4 2007	$5.67	Q1 2008	$4.47	-21.16%	Closed	History

PPT - Putnam Premier Income Tr Sh	Q1 2005	$6.30	Q2 2009	$4.94	-21.59%	Closed	History

BUD - Anheuser-Busch InBev SA/NV	Q4 2019	$82.03	Q4 2025	$64.04	-21.93%	Closed	History

KHC - The Kraft Heinz Co.	Q4 2019	$32.13	Open	$25.08	-21.94%	Open	History

TROW - T. Rowe Price Group, Inc.	Q1 2022	$151.18	Open	$116.07	-23.22%	Open	History

BBY - Best Buy Co., Inc.	Q2 2009	$33.49	Q1 2013	$25.37	-24.25%	Closed	History

SPLS* - Staples Inc	Q4 2004	$33.71	Q1 2006	$25.52	-24.30%	Closed	History

BA - The Boeing Co.	Q4 2007	$87.46	Q2 2008	$65.72	-24.86%	Closed	History

C - Citigroup Inc.	Q4 2007	$294.40	Q1 2008	$214.20	-27.24%	Closed	History

6683 - General Elec Co	Q4 2004	$36.50	Q3 2013	$26.21	-28.19%	Closed	History

IBM - International Business Machines Corp.	Q2 2013	$179.66	Q4 2019	$128.14	-28.68%	Closed	History

EFX - Equifax Inc.	Q1 2022	$237.12	Open	$166.93	-29.60%	Open	History

APOL - Apollo Group Inc Cl A Common	Q3 2010	$51.35	Q2 2012	$36.12	-29.66%	Closed	History

VZ - Verizon Communications Inc.	Q4 2019	$61.40	Open	$42.47	-30.83%	Open	History

MDT - Medtronic plc	Q4 2019	$113.43	Q3 2023	$78.36	-30.92%	Closed	History

CSGP - CoStar Group, Inc.	Q1 2026	$40.34	Open	$27.68	-31.38%	Open	History

CRM - Salesforce, Inc.	Q2 2021	$244.24	Open	$167.56	-31.40%	Open	History

TGT - Target Corp.	Q4 2004	$51.94	Q1 2009	$34.39	-33.79%	Closed	History

BF.B - Brown-Forman CL B	Q4 2024	$37.98	Open	$25.10	-33.91%	Open	History

INTU - Intuit Inc.	Q1 2026	$432.38	Open	$282.43	-34.68%	Open	History

BIIB - Biogen Inc.	Q4 2019	$296.73	Open	$191.95	-35.31%	Open	History

EAT - Brinker International, Inc.	Q4 2004	$23.39	Q1 2009	$15.09	-35.48%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q3 2021	$142.09	Open	$91.03	-35.93%	Open	History

DEO - Diageo plc	Q4 2024	$127.13	Open	$80.94	-36.33%	Open	History

KMX - CarMax, Inc.	Q2 2022	$90.46	Open	$55.73	-38.39%	Open	History

STZ - Constellation Brands, Inc.	Q4 2020	$218.90	Open	$131.34	-40.00%	Open	History

BAX - Baxter International Inc.	Q3 2023	$37.74	Open	$21.80	-42.24%	Open	History

EL - The Estée Lauder Companies Inc.	Q4 2023	$146.25	Open	$80.86	-44.71%	Open	History

GLW - Corning Inc.	Q1 2008	$24.04	Q4 2011	$12.98	-46.01%	Closed	History

HD - The Home Depot, Inc.	Q4 2004	$42.78	Q4 2008	$23.02	-46.19%	Closed	History

MMM - 3M Co.	Q4 2020	$146.39	Q3 2023	$78.28	-46.53%	Closed	History

JWN - Nordstrom Inc	Q1 2013	$59.16	Q4 2020	$31.21	-47.24%	Closed	History

AKAM - Akamai Technologies, Inc.	Q3 2007	$28.73	Q4 2008	$15.09	-47.48%	Closed	History

WU - The Western Union Co.	Q3 2021	$20.21	Q1 2025	$10.58	-47.65%	Closed	History

CPB - The Campbell's Co.	Q1 2024	$44.45	Open	$22.10	-50.28%	Open	History

IBN - ICICI Bank Ltd.	Q2 2007	$8.94	Q3 2008	$4.28	-52.15%	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.