Blackhill Capital Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.94B
Q ending 2026-03-31
Prior quarter
$1.94B
Q ending 2025-12-31
Change
+0.0% QoQ · +12.9% YoY
Positions
49
reported holdings

Largest positions

All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Williams Sonoma Inc ComWSMShares$1.40B7.7M
Lilly Eli & Co ComLLYShares$134.0M146K
Apple Inc ComAAPLShares$63.0M248K
Abbvie Inc ComABBVShares$57.2M263K
Caterpillar Inc ComCATShares$42.2M60K
Abbott Labs ComABTShares$27.6M269K
Microsoft Corp ComMSFTShares$24.4M66K
Nvidia Corp ComNVDAShares$24.4M140K
Energy Transfer L P Com Unit LETShares$23.2M1.2M
Merck & Co Inc New ComMRKShares$20.3M169K
Bristol Myers Squibb Co ComBMYShares$16.7M275K
Johnson & Johnson ComJNJShares$15.7M64K
Zoetis Inc ComZTSShares$11.3M96K
Berkshire Hathaway Inc Del ClBRK/BShares$10.2M21K
Mastercard Inc Cl AMAShares$10.0M20K
Disney Walt Co Disney ComDISShares$9.8M102K
Amazon Com Inc ComAMZNShares$7.6M37K
Procter & Gamble Co ComPGShares$6.5M45K
Alphabet Inc Cap Stk Cl CGOOGShares$5.1M18K
Alphabet Inc Cl AGOOGLShares$4.6M16K
Berkshire Hathaway Inc Del ClBRK/AShares$4.3M6
Enterprise Prods Partners L PEPDShares$4.1M108K
Zimmer Biomet Hldgs Inc ComZBHShares$3.8M42K
Kimberly-Clark Corp ComKMBShares$2.8M29K
Chevron Corp New ComCVXShares$2.4M12K
Pfizer Inc ComPFEShares$1.3M47K
Essential Utils Inc ComWTRGShares$1.0M26K
Mcdonalds Corp ComMCDShares$932K3K
American Sts Wtr Co ComAWRShares$817K11K
American Wtr Wks Co Inc New CoAWKShares$817K6K
Resmed Inc ComRMDShares$763K3K
Philip Morris Intl Inc ComPMShares$694K4K
Weyerhaeuser Co ComWYShares$641K26K
Rayonier Inc ComRYNShares$508K25K
F5 Inc ComFFIVShares$463K2K
Elanco Animal Health Inc ComELANShares$452K19K
Colgate Palmolive Co ComCLShares$426K5K
Middlesex Wtr Co ComMSEXShares$347K7K
California Wtr Svc Group ComCWTShares$345K8K
State Str Spdr S&P 500 Etf TrSPYShares$311K478
Spdr S&P Midcap 400 Etf Tr UniMDYShares$216K351
Hershey Co ComHSYShares$125K600
Tesla Inc ComTSLAShares$74K200
Magnite Inc ComMGNIShares$71K6K
Netflix Inc ComNFLXShares$62K650
Norfolk Southn Corp ComNSCShares$57K200
Tootsie Roll Inds Inc ComTRShares$55K1K
Avanos Med Inc ComAVNSShares$33K2K
Consolidated Edison Inc ComEDShares$29K253

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.