BLACKHILL CAPITAL INC

data from 30/09/2025

Capitalization

$ 2.020 B 16.47 %

Average holding period

39 ans

Performance

$ 1.693 B 196.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BLACKHILL CAPITAL INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 WSM WILLIAMS SONOMA INC COM 74.52% 1.505 B $ 7701571 2013/06/30 247.836 M $ 19.64 %
2025/09/30 LLY LILLY ELI & CO COM 5.52% 111.442 M $ 146058 2013/06/30 -2.419 M $ -2.12 %
2025/09/30 AAPL APPLE INC COM 3.15% 63.607 M $ 249800 2015/03/31 12.652 M $ 24.11 %
2025/09/30 ABBV ABBVIE INC COM 2.83% 57.146 M $ 246810 2013/06/30 11.609 M $ 24.74 %
2025/09/30 ABT ABBOTT LABS COM 1.78% 35.927 M $ 268230 2013/06/30 -575.936 K $ -1.52 %
2025/09/30 MSFT MICROSOFT CORP COM 1.69% 34.211 M $ 66050 2017/09/30 1.357 M $ 4.13 %
2025/09/30 CAT CATERPILLAR INC COM 1.42% 28.629 M $ 60000 2013/06/30 5.336 M $ 22.91 %
2025/09/30 NVDA NVIDIA CORP COM 1.29% 26.037 M $ 139550 2023/12/31 3.990 M $ 18.10 %
2025/09/30 ZTS ZOETIS INC COM 0.95% 19.212 M $ 131299 2013/06/30 -1.218 M $ -6.18 %
2025/09/30 MRK MERCK & CO INC NEW COM 0.70% 14.172 M $ 168857 2013/06/30 842.892 K $ 6.03 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO COM 0.63% 12.653 M $ 280564 2015/03/31 -334.704 K $ -2.57 %
2025/09/30 ET ENERGY TRANSFER L P COM UNIT L 0.59% 12.012 M $ 700000 2025/09/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON COM 0.59% 11.902 M $ 64187 2013/06/30 2.162 M $ 21.39 %
2025/09/30 DIS DISNEY WALT CO DISNEY COM 0.58% 11.622 M $ 101500 2015/03/31 -965.265 K $ -7.67 %
2025/09/30 MA MASTERCARD INC CL A 0.56% 11.376 M $ 20000 2013/06/30 137.399 K $ 1.22 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL CL 0.53% 10.677 M $ 21237 2015/03/31 360.459 K $ 3.49 %
2025/09/30 AMZN AMAZON COM INC COM 0.40% 8.032 M $ 36580 2016/12/31 6.584 K $ 0.08 %
2025/09/30 PG PROCTER & GAMBLE CO COM 0.34% 6.894 M $ 44871 2013/06/30 -254.418 K $ -3.56 %
2025/09/30 ZBH ZIMMER BIOMET HLDGS INC COM 0.26% 5.304 M $ 53850 2013/06/30 392.566 K $ 7.99 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL CL 0.22% 4.525 M $ 6 2013/06/30 152.400 K $ 3.49 %
2025/09/30 GOOG ALPHABET INC CAP STK CL C 0.21% 4.301 M $ 17660 2015/09/30 1.168 M $ 37.30 %
2025/09/30 GOOGL ALPHABET INC CL A 0.19% 3.885 M $ 15980 2015/09/30 1.069 M $ 37.94 %
2025/09/30 KMB KIMBERLY-CLARK CORP COM 0.18% 3.606 M $ 29000 2013/06/30 -132.819 K $ -3.55 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L P 0.17% 3.368 M $ 107704 2013/06/30 28.263 K $ 0.84 %
2025/09/30 CVX CHEVRON CORP NEW COM 0.09% 1.794 M $ 11550 2013/06/30 139.754 K $ 8.45 %
2025/09/30 KVUE KENVUE INC COM 0.07% 1.399 M $ 86184 2023/09/30 -419.239 K $ -22.46 %
2025/09/30 PFE PFIZER INC COM 0.06% 1.202 M $ 47178 2013/06/30 59.064 K $ 5.12 %
2025/09/30 WTRG ESSENTIAL UTILS INC COM 0.05% 1.039 M $ 26041 2020/03/31 71.873 K $ 7.43 %
2025/09/30 RMD RESMED INC COM 0.05% 930.682 K $ 3400 2018/09/30 53.482 K $ 6.10 %
2025/09/30 MCD MCDONALDS CORP COM 0.05% 911.670 K $ 3000 2013/06/30 35.159 K $ 4.01 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW CO 0.04% 835.140 K $ 6000 2013/06/30 479.000 $ 0.06 %
2025/09/30 AWR AMERICAN STS WTR CO COM 0.04% 791.856 K $ 10800 2015/03/31 -36.072 K $ -4.36 %
2025/09/30 PM PHILIP MORRIS INTL INC COM 0.03% 681.240 K $ 4200 2013/06/30 -83.706 K $ -10.94 %
2025/09/30 WY WEYERHAEUSER CO COM 0.03% 650.490 K $ 26240 2015/03/31 -23.616 K $ -3.50 %
2025/09/30 FFIV F5 INC COM 0.03% 517.104 K $ 1600 2019/03/31 46.192 K $ 9.81 %
2025/09/30 CL COLGATE PALMOLIVE CO COM 0.02% 399.700 K $ 5000 2013/06/30 -54.800 K $ -12.06 %
2025/09/30 ELAN ELANCO ANIMAL HEALTH INC COM 0.02% 398.832 K $ 19803 2019/03/31 116.045 K $ 41.04 %
2025/09/30 MSEX MIDDLESEX WTR CO COM 0.02% 360.764 K $ 6666 2013/06/30 -399.000 $ -0.11 %
2025/09/30 CWT CALIFORNIA WTR SVC GROUP COM 0.02% 348.764 K $ 7600 2013/06/30 3.116 K $ 0.90 %
2025/09/30 PCH POTLATCHDELTIC CORP COM 0.02% 348.005 K $ 8540 2015/03/31 20.325 K $ 6.20 %
2025/09/30 SPY SPDR S&P 500 ETF TR TR UNIT 0.02% 318.434 K $ 478 2023/06/30 23.101 K $ 7.82 %
2025/09/30 MGNI MAGNITE INC COM 0.01% 253.127 K $ 11622 2020/09/30 -27.195 K $ -9.70 %
2025/09/30 RYN RAYONIER INC COM 0.01% 230.102 K $ 8670 2013/06/30 37.801 K $ 19.66 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR UNI 0.01% 209.207 K $ 351 2023/06/30 10.372 K $ 5.22 %
2025/09/30 HSY HERSHEY CO COM 0.01% 112.230 K $ 600 2014/03/31 12.660 K $ 12.71 %
2025/09/30 TSLA TESLA INC COM 0.00% 88.944 K $ 200 2024/03/31 25.412 K $ 40.00 %
2025/09/30 NSC NORFOLK SOUTHN CORP COM 0.00% 60.082 K $ 200 2013/06/30 8.888 K $ 17.36 %
2025/09/30 NFLX NETFLIX INC COM 0.00% 59.946 K $ 50 2025/09/30 0.000 $ 0.00 %
2025/09/30 TR TOOTSIE ROLL INDS INC COM 0.00% 53.616 K $ 1279 2013/06/30 10.833 K $ 25.32 %
2025/09/30 AVNS AVANOS MED INC COM 0.00% 35.813 K $ 3098 2018/09/30 -2.106 K $ -5.56 %
2025/09/30 ED CONSOLIDATED EDISON INC COM 0.00% 25.432 K $ 253 2013/06/30 43.000 $ 0.17 %