Filer Name: BLACKHILL CAPITAL INC
CIK: 872162
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 50
Portfolio Value: $1.93B

Blackhill Capital Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
WSM US WILLIAMS-SONOMA INC 7,816,428 $1,447M 75.00% 0.1% -
LLY US ELI LILLY & CO 147,068 $114M 5.88% -0.1% -
AAPL US APPLE INC 261,400 $65M 3.39% - -
ABBV US ABBVIE INC 258,810 $46M 2.38% - -
ABT US ABBOTT LABORATORIES 298,230 $34M 1.75% - -
MSFT US MICROSOFT CORP 72,050 $30M 1.57% - -
ZTS US ZOETIS INC 146,499 $24M 1.24% - -
CAT US CATERPILLAR INC 60,000 $22M 1.13% - -
MRK US MERCK & CO. INC. 205,807 $20M 1.06% -1.3% -
NVDA US NVIDIA CORP 139,300 $19M 0.97% 0.6% -
BMY US BRISTOL-MYERS SQUIBB CO 223,164 $13M 0.65% 4.1% -
DIS US WALT DISNEY CO/THE 101,500 $11M 0.59% - -
JNJ US JOHNSON & JOHNSON 73,327 $11M 0.55% -48.9% -
MA US MASTERCARD INC - A 20,000 $11M 0.55% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 21,241 $10M 0.50% - -
PG US PROCTER & GAMBLE CO/THE 44,871 $8M 0.39% - -
KMB US KIMBERLY-CLARK CORP 54,000 $7M 0.37% - -
ZBH US ZIMMER BIOMET HOLDINGS INC 53,850 $6M 0.29% -0.1% -
AMZN US AMAZON.COM INC 20,100 $4M 0.23% - -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 6 $4M 0.21% - -
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