Fund HoldingsBLACKHILL CAPITAL INC

Total Portfolio Value
$1.61B
Total Bought
$5.10M
Total Sold
$172.32M
Net Transaction
-$167.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LILLY ELI & CO COM(LLY)147,398147,198-200114,670133,2708.26%+18,600
APPLE INC COM(AAPL)261,400261,400044,82555,0563.41%+10,231
NVIDIA CORP COM(NVDA)13,850138,500+124,65012,51417,1101.06%+4,596
MICROSOFT CORP COM(MSFT)72,05072,050030,31332,2032.00%+1,890
ZOETIS INC COM(ZTS)146,499146,499024,78925,3971.57%+608
ALPHABET INC CAP STK CL C(GOOG)17,66017,66002,6893,2390.20%+550
ABBVIE INC COM(ABBV)250,410268,810+18,40045,60046,1062.86%+507
ALPHABET INC CL A(GOOG)15,98015,98002,4122,9110.18%+499
KIMBERLY-CLARK CORP COM(KMB)54,00054,00006,9857,4630.46%+478
AMAZON COM INC COM(AMZN)20,10020,10003,6263,8840.24%+259
PROCTER & GAMBLE CO COM(PG)44,87144,87107,2807,4000.46%+120
PHILIP MORRIS INTL INC COM(PM)5,2005,20004765270.03%+50
MAGNITE INC COM(MGNI)18,77918,77902022500.02%+48
AMERICAN WTR WKS CO INC NEW CO6,0006,00007337750.05%+42
COLGATE PALMOLIVE CO COM(CL)5,0005,00004504850.03%+35
CALIFORNIA WTR SVC GROUP COM(CWT)7,6007,60003533690.02%+15
PFIZER INC COM(PFE)53,14653,14601,4751,4870.09%+12
SPDR S&P 500 ETF TR TR UNIT(SPY)47847802502600.02%+10
ESSENTIAL UTILS INC COM(WTRG)26,04126,04109659720.06%+7
TESLA INC COM(TSLA)200200035400.00%+4
AMERICAN STS WTR CO COM10,80010,80007807840.05%+4
AVANOS MED INC COM(AVNS)4,5184,518090900.01%0
DANAHER CORP COM(DHR)120120030300.00%0
CONSOLIDATED EDISON INC COM(ED)253253023230.00%-0
TOOTSIE ROLL INDS INC COM(TR)1,2061,242+3639380.00%-1
MIDDLESEX WTR CO COM(MSEX)6,6666,66603503480.02%-2
HERSHEY CO COM(HSY)60060001171100.01%-6
SPDR S&P MIDCAP 400 ETF TR UNI(MDY)35135101951880.01%-7
NORFOLK SOUTHN CORP COM(NSC)200200051430.00%-8
CHEVRON CORP NEW COM(CVX)11,55011,55001,8221,8070.11%-15
ENTERPRISE PRODS PARTNERS L P(EPD)108,704108,70403,1723,1500.20%-22
RESMED INC COM(RMD)3,4003,40006736510.04%-22
F5 INC COM(FFIV)1,6001,60003032760.02%-28
RAYONIER INC COM(RYN)8,2508,25002742400.01%-34
ELANCO ANIMAL HEALTH INC COM(ELAN)19,80319,80303222860.02%-37
BAXTER INTL INC COM5,0005,00002141670.01%-46
POTLATCHDELTIC CORP COM8,5408,54004023360.02%-65
MCDONALDS CORP COM(MCD)3,0003,00008467650.05%-81
BERKSHIRE HATHAWAY INC DEL CL6603,8073,6730.23%-133
ADVANCED MICRO DEVICES INC COM(AMD)9,1409,14001,6501,4830.09%-167
WEYERHAEUSER CO COM(WY)26,24026,24009427450.05%-197
BERKSHIRE HATHAWAY INC DEL CL21,24421,24408,9348,6420.54%-291
CIGNA GROUP COM(CI)21,77921,77907,9107,1990.45%-710
MASTERCARD INC CL A(MA)20,00020,00009,6318,8230.55%-808
MERCK & CO INC NEW COM(MRK)208,500208,500027,51225,8121.60%-1,699
JOHNSON & JOHNSON COM(JNJ)157,238157,238024,87322,9821.43%-1,892
ZIMMER BIOMET HLDGS INC COM(ZBH)82,95082,700-25010,9488,9750.56%-1,972
CATERPILLAR INS COM(CAT)60,00060,000021,98619,9861.24%-2,000
DISNEY WALT CO DISNEY COM(DIS)101,500101,500012,42010,0780.62%-2,342
ABBOTT LABS COM298,230298,230033,89730,9891.92%-2,908
KENVUE INC COM(KVUE)444,887181,516-263,3719,5473,3000.20%-6,247
BRISTOL MYERS SQUIBB CO COM(BMY)314,464214,464-100,00017,0538,9070.55%-8,147
WILLIAMS SONOMA INC COM(WSM)3,904,4543,904,214-2401,239,7811,102,43368.37%-137,348
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