Fund HoldingsBLACKHILL CAPITAL INC

Total Portfolio Value
$1.74B
Total Bought
$107.25M
Total Sold
$13.04M
Net Transaction
+$94.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WILLIAMS SONOMA INC COM(WSM)3,904,2147,808,428+3,904,2141,102,4331,209,68269.63%+107,249
APPLE INC COM(AAPL)261,400261,400055,05660,9063.51%+5,850
ABBVIE INC COM(ABBV)268,810258,810-10,00046,10651,1102.94%+5,004
CATERPILLAR INS COM(CAT)60,00060,000019,98623,4671.35%+3,481
ZOETIS INC COM(ZTS)146,499146,499025,39728,6231.65%+3,226
ABBOTT LABS COM298,230298,230030,98934,0011.96%+3,012
BRISTOL MYERS SQUIBB CO COM(BMY)214,464214,46408,90711,0960.64%+2,190
BERKSHIRE HATHAWAY INC DEL CL21,24421,241-38,6429,7760.56%+1,134
MASTERCARD INC CL A(MA)20,00020,00008,8239,8760.57%+1,053
BERKSHIRE HATHAWAY INC DEL CL6603,6734,1470.24%+474
KENVUE INC COM(KVUE)181,516160,396-21,1203,3003,7100.21%+410
PROCTER & GAMBLE CO COM(PG)44,87144,87107,4007,7720.45%+372
CIGNA GROUP COM(CI)21,77921,77907,1997,5450.43%+346
JOHNSON & JOHNSON COM(JNJ)157,238143,500-13,73822,98223,2561.34%+274
KIMBERLY-CLARK CORP COM(KMB)54,00054,00007,4637,6830.44%+220
RESMED INC COM(RMD)3,4003,40006518300.05%+179
MCDONALDS CORP COM(MCD)3,0003,00007659140.05%+149
WEYERHAEUSER CO COM(WY)26,24026,24007458880.05%+144
AMERICAN STS WTR CO COM10,80010,80007849000.05%+116
PHILIP MORRIS INTL INC COM(PM)5,2005,20005276310.04%+104
AMERICAN WTR WKS CO INC NEW CO6,0006,00007758770.05%+102
MIDDLESEX WTR CO COM(MSEX)6,6666,66603484350.03%+87
F5 INC COM(FFIV)1,6001,60002763520.02%+77
PFIZER INC COM(PFE)53,14653,14601,4871,5380.09%+51
POTLATCHDELTIC CORP COM8,5408,54003363850.02%+48
CALIFORNIA WTR SVC GROUP COM(CWT)7,6007,60003694120.02%+44
COLGATE PALMOLIVE CO COM(CL)5,0005,00004855190.03%+34
ESSENTIAL UTILS INC COM(WTRG)26,04126,04109721,0040.06%+32
RAYONIER INC COM(RYN)8,2508,25002402650.02%+25
AVANOS MED INC COM(AVNS)4,5184,5180901090.01%+19
ADVANCED MICRO DEVICES INC COM(AMD)9,1409,14001,4831,5000.09%+17
ENTERPRISE PRODS PARTNERS L P(EPD)108,704108,70403,1503,1640.18%+14
SPDR S&P 500 ETF TR TR UNIT(SPY)47847802602740.02%+14
TESLA INC COM(TSLA)200200040520.00%+13
SPDR S&P MIDCAP 400 ETF TR UNI(MDY)35135101882000.01%+12
MAGNITE INC COM(MGNI)18,77918,77902502600.01%+11
NORFOLK SOUTHN CORP COM(NSC)200200043500.00%+7
ELANCO ANIMAL HEALTH INC COM(ELAN)19,80319,80302862910.02%+5
HERSHEY CO COM(HSY)60060001101150.01%+5
CONSOLIDATED EDISON INC COM(ED)253253023260.00%+4
DANAHER CORP COM(DHR)120120030330.00%+3
TOOTSIE ROLL INDS INC COM(TR)1,2421,242038380.00%0
CHEVRON CORP NEW COM(CVX)11,55011,55001,8071,7010.10%-106
AMAZON COM INC COM(AMZN)20,10020,10003,8843,7450.22%-139
BAXTER INTL INC COM5,0000-5,0001670-167
ALPHABET INC CL A(GOOG)15,98015,98002,9112,6500.15%-260
ALPHABET INC CAP STK CL C(GOOG)17,66017,66003,2392,9530.17%-287
NVIDIA CORP COM(NVDA)138,500138,500017,11016,8190.97%-291
DISNEY WALT CO DISNEY COM(DIS)101,500101,500010,0789,7630.56%-315
MICROSOFT CORP COM(MSFT)72,05072,050032,20331,0031.78%-1,200
MERCK & CO INC NEW COM(MRK)208,500208,500025,81223,6771.36%-2,135
LILLY ELI & CO COM(LLY)147,198147,163-35133,270130,3787.50%-2,893
ZIMMER BIOMET HLDGS INC COM(ZBH)82,70053,900-28,8008,9755,8190.33%-3,157
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