BLACKHILL CAPITAL INC
BLACKHILL CAPITAL INC runs BLACKHILL CAPITAL INC and currently holds 47 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.41B. Their top holdings are WSM, LLY, AAPL, ABBV, CAT. The top five represent 89.9% of reported portfolio weight. BLACKHILL CAPITAL INC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 4 positions. Their current best-performing preview position is AVNS with returns of +77.59%.
47 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
WSM WILLIAMS SONOMA INC COM | 74.32% | $29.01 | $237.52 | +718.75% | Trimmed -0.00% |
LLY LILLY ELI & CO COM | 7.22% | $64.39 | $1,254.77 | +1,848.70% | Trimmed -0.41% |
AAPL APPLE INC COM | 2.98% | $32.73 | $309.35 | +845.16% | Held |
ABBV ABBVIE INC COM | 2.75% | $79.80 | $265.01 | +232.09% | Held |
CAT CATERPILLAR INC COM | 2.63% | $82.72 | $827.65 | +900.54% | Held |
ET ENERGY TRANSFER L P COM UNIT L | 1.27% | $17.51 | $21.20 | +21.05% | Added +33.33% |
NVDA NVIDIA CORP COM | 1.16% | $63.05 | $214.76 | +240.62% | Held |
MSFT MICROSOFT CORP COM | 1.02% | $95.73 | $483.24 | +404.79% | Held |
MRK MERCK & CO INC NEW COM | 0.90% | $70.54 | $152.52 | +116.22% | Held |
JNJ JOHNSON & JOHNSON COM | 0.68% | $116.70 | $270.30 | +131.62% | Held |
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