BLACKHILL CAPITAL INC

PrivateCIK: 872162
Location

MORRISTOWN, NJ

49
Positions
$1.94B
Total AUM (reported)
11.33M
Total Shares

Allocation by class

TOTAL AUM$1.94B49 positions
COM$1.94B100.0%

Portfolio Concentration

Top 382.3%4–1011.3%11–255.9%Rest0.5%TOP 1093.5%0%100%
Top 3$1.60B82.3%
4–10$219.28M11.3%
11–25$114.82M5.9%
Rest$10.61M0.5%

Top 3 weight

82.3%

Top 10 weight

93.5%

Voting Authority Distribution

Total shares with voting rights: 11.33M

Sole

Full voting authority

11.33M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:

WILLIAMS SONOMA INC COM

SOLE
COM
Shares7.68M
TypeSH
Market value$1.40B
72.12%
Sole
7.68M
Shared
0.00
None
0.00

LILLY ELI & CO COM

SOLE
COM
Shares145.72K
TypeSH
Market value$134.03M
6.90%
Sole
145.72K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares248.20K
TypeSH
Market value$62.99M
3.24%
Sole
248.20K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
COM
Shares263.11K
TypeSH
Market value$57.22M
2.95%
Sole
263.11K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
COM
Shares59.50K
TypeSH
Market value$42.15M
2.17%
Sole
59.50K
Shared
0.00
None
0.00

ABBOTT LABS COM

SOLE
COM
Shares268.53K
TypeSH
Market value$27.57M
1.42%
Sole
268.53K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
COM
Shares66.05K
TypeSH
Market value$24.45M
1.26%
Sole
66.05K
Shared
0.00
None
0.00

NVIDIA CORP COM

SOLE
COM
Shares139.95K
TypeSH
Market value$24.41M
1.26%
Sole
139.95K
Shared
0.00
None
0.00

ENERGY TRANSFER L P COM UNIT L

SOLE
COM
Shares1.20M
TypeSH
Market value$23.16M
1.19%
Sole
1.20M
Shared
0.00
None
0.00

MERCK & CO INC NEW COM

SOLE
COM
Shares168.86K
TypeSH
Market value$20.31M
1.05%
Sole
168.86K
Shared
0.00
None
0.00

BRISTOL MYERS SQUIBB CO COM

SOLE
COM
Shares275.36K
TypeSH
Market value$16.70M
0.86%
Sole
275.36K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
COM
Shares64.19K
TypeSH
Market value$15.69M
0.81%
Sole
64.19K
Shared
0.00
None
0.00

ZOETIS INC COM

SOLE
COM
Shares95.90K
TypeSH
Market value$11.34M
0.58%
Sole
95.90K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL CL

SOLE
COM
Shares21.24K
TypeSH
Market value$10.18M
0.52%
Sole
21.24K
Shared
0.00
None
0.00

MASTERCARD INC CL A

SOLE
COM
Shares20K
TypeSH
Market value$9.99M
0.51%
Sole
20K
Shared
0.00
None
0.00

DISNEY WALT CO DISNEY COM

SOLE
COM
Shares101.50K
TypeSH
Market value$9.78M
0.50%
Sole
101.50K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
COM
Shares36.58K
TypeSH
Market value$7.62M
0.39%
Sole
36.58K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO COM

SOLE
COM
Shares44.87K
TypeSH
Market value$6.48M
0.33%
Sole
44.87K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
COM
Shares17.66K
TypeSH
Market value$5.07M
0.26%
Sole
17.66K
Shared
0.00
None
0.00

ALPHABET INC CL A

SOLE
COM
Shares15.98K
TypeSH
Market value$4.60M
0.24%
Sole
15.98K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL CL

SOLE
COM
Shares6.00
TypeSH
Market value$4.31M
0.22%
Sole
6.00
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L P

SOLE
COM
Shares107.70K
TypeSH
Market value$4.08M
0.21%
Sole
107.70K
Shared
0.00
None
0.00

ZIMMER BIOMET HLDGS INC COM

SOLE
COM
Shares42.08K
TypeSH
Market value$3.80M
0.20%
Sole
42.08K
Shared
0.00
None
0.00

KIMBERLY-CLARK CORP COM

SOLE
COM
Shares29K
TypeSH
Market value$2.80M
0.14%
Sole
29K
Shared
0.00
None
0.00

CHEVRON CORP NEW COM

SOLE
COM
Shares11.55K
TypeSH
Market value$2.39M
0.12%
Sole
11.55K
Shared
0.00
None
0.00
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