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Portfolio (Quarterly) Guide ↗

HILL ISLAND FINANCIAL LLC

· CIK 0001909798
13F Portfolio $412M AUM 84 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 28 Added 33 Reduced 3 Exited
Page 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 2,388.0 $742K 0.18% +130.0 +5.8% $310.77 -10.3%
42 JPM JPMORGAN CHASE & CO Financial Services 2,061.0 $606K 0.15% -139.0 -6.3% $294.16 +10.6%
43 QQMG INVESCO EXCH TRADED FD TR II 15,086.0 $597K 0.14% +1K +7.1% $39.56 +29.8%
44 ESML ISHARES TR 11,056.0 $520K 0.13% +517.0 +4.9% $47.02 +15.9%
45 IWF ISHARES TR 1,126.0 $480K 0.12% $426.40 -71.1%
46 PWZ INVESCO EXCH TRADED FD TR II 20,039.0 $478K 0.12% $23.87 +2.3%
47 VWO VANGUARD INTL EQUITY INDEX F 8,383.0 $453K 0.11% $54.05 +12.4%
48 CRM SALESFORCE INC Technology 2,399.0 $448K 0.11% -232.0 -8.8% $186.70 -18.7%
49 LLY ELI LILLY & CO Healthcare 483.0 $444K 0.11% -7.0 -1.4% $919.94 +19.4%
50 HBAN HUNTINGTON BANCSHARES INC Financial Services 27,149.0 $425K 0.10% -228.0 -0.8% $15.65 +7.7%
51 VANGUARD CALIF TAX FREE FDS 4,278.0 $424K 0.10% $99.07
52 PARNASSUS INCOME FDS 15,356.0 $423K 0.10% +446.0 +3.0% $27.54
53 AMD ADVANCED MICRO DEVICES INC Technology 2,035.0 $414K 0.10% +66.0 +3.4% $203.43 +164.2%
54 MU MICRON TECHNOLOGY INC Technology 1,162.0 $393K 0.10% +454.0 +64.1% $337.84 +235.7%
55 CMF ISHARES TR 6,760.0 $384K 0.09% $56.86 +1.1%
56 WMT WALMART INC Consumer Defensive 2,978.0 $370K 0.09% +58.0 +2.0% $124.27 -5.7%
57 SPY STATE STR SPDR S&P 500 ETF T Financial Services 541.0 $352K 0.09% $649.92 +14.9%
58 DE DEERE & CO Industrials 624.0 $351K 0.09% -5.0 -0.8% $563.21 +4.6%
59 TSLA TESLA INC Consumer Cyclical 942.0 $350K 0.09% +235.0 +33.2% $371.75 +7.7%
60 BERKSHIRE HATHAWAY INC DEL 715.0 $343K 0.08% $479.44
Page 3 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Financial Services 24.1%
Communication Services 14.0%
Consumer Cyclical 7.2%
Healthcare 3.8%
Industrials 2.2%
Consumer Defensive 1.6%
Basic Materials 0.6%