Blackhill Capital Inc Top Holdings and 13F Report (2025) About Blackhill Capital IncInvestment ActivityBlackhill Capital Inc has $1.72 billion in total holdings as of March 31, 2025.Blackhill Capital Inc owns shares of 49 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 0.27% of the portfolio was purchased this quarter.About 0.62% of the portfolio was sold this quarter.This quarter, Blackhill Capital Inc has purchased 50 new stocks and bought additional shares in 4 stocks.Blackhill Capital Inc sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Williams-Sonoma $1,230,847,393Eli Lilly and Company $120,878,536Apple $58,064,782AbbVie $54,225,871Abbott Laboratories $39,560,210 Largest Purchases this Quarter Bristol-Myers Squibb 61,100 shares (about $3.73M)Amazon.com 4,240 shares (about $806.70K)NVIDIA 250 shares (about $27.10K)Rayonier 420 shares (about $11.71K) Largest Sales this Quarter Williams-Sonoma 31,182 shares (about $4.93M)Kenvue 71,196 shares (about $1.71M)Zoetis 10,000 shares (about $1.65M)Johnson & Johnson 5,140 shares (about $852.42K)Kimberly-Clark 5,000 shares (about $711.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlackhill Capital Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWSMWilliams-Sonoma$1,230,847,393$4,929,874 ▼-0.4%7,785,24671.5%Retail/WholesaleLLYEli Lilly and Company$120,878,536$586,396 ▼-0.5%146,3587.0%MedicalAAPLApple$58,064,7820.0%261,4003.4%Computer and TechnologyABBVAbbVie$54,225,8710.0%258,8103.2%MedicalABTAbbott Laboratories$39,560,2100.0%298,2302.3%MedicalMSFTMicrosoft$27,046,8500.0%72,0501.6%Computer and TechnologyZTSZoetis$22,474,560$1,646,500 ▼-6.8%136,4991.3%MedicalCATCaterpillar$19,788,0000.0%60,0001.1%IndustrialsMRKMerck & Co., Inc.$18,365,524$107,712 ▼-0.6%204,6071.1%MedicalBMYBristol-Myers Squibb$17,337,261$3,726,489 ▲27.4%284,2641.0%MedicalNVDANVIDIA$15,124,429$27,095 ▲0.2%139,5500.9%Computer and TechnologyBRK.BBerkshire Hathaway$11,312,5320.0%21,2410.7%FinanceJNJJohnson & Johnson$11,308,132$852,418 ▼-7.0%68,1870.7%MedicalMAMastercard$10,962,4000.0%20,0000.6%Business ServicesDISWalt Disney$10,018,0500.0%101,5000.6%Consumer DiscretionaryPGProcter & Gamble$7,646,9160.0%44,8710.4%Consumer StaplesKMBKimberly-Clark$6,968,780$711,100 ▼-9.3%49,0000.4%Consumer StaplesZBHZimmer Biomet$6,094,7430.0%53,8500.4%MedicalBRK.ABerkshire Hathaway$4,790,6500.0%60.3%FinanceAMZNAmazon.com$4,630,928$806,702 ▲21.1%24,3400.3%Retail/WholesaleEPDEnterprise Products Partners$3,711,1550.0%108,7040.2%EnergyGOOGAlphabet$2,759,0220.0%17,6600.2%Computer and TechnologyGOOGLAlphabet$2,471,1470.0%15,9800.1%Computer and TechnologyKVUEKenvue$2,139,016$1,707,280 ▼-44.4%89,2000.1%Consumer StaplesCVXChevron$1,932,2000.0%11,5500.1%EnergyPFEPfizer$1,207,020$89,019 ▼-6.9%47,6330.1%MedicalWTRGEssential Utilities$1,029,4010.0%26,0410.1%UtilitiesMCDMcDonald's$937,1100.0%3,0000.1%Retail/WholesaleAWKAmerican Water Works$885,1200.0%6,0000.1%UtilitiesAWRAmerican States Water$849,7440.0%10,8000.0%UtilitiesWYWeyerhaeuser$768,3070.0%26,2400.0%ConstructionRMDResMed$761,0900.0%3,4000.0%MedicalPMPhilip Morris International$666,6660.0%4,2000.0%Consumer StaplesCLColgate-Palmolive$468,5000.0%5,0000.0%Consumer StaplesMSEXMiddlesex Water$427,2910.0%6,6660.0%UtilitiesFFIVF5$426,0320.0%1,6000.0%Computer and TechnologyPCHPotlatchDeltic$385,3250.0%8,5400.0%ConstructionCWTCalifornia Water Service Group$368,2960.0%7,6000.0%UtilitiesSPYSPDR S&P 500 ETF Trust$267,3880.0%4780.0%FinanceRYNRayonier$241,720$11,710 ▲5.1%8,6700.0%ConstructionELANElanco Animal Health$207,9320.0%19,8030.0%MedicalMDYSPDR S&P MidCap 400 ETF Trust$187,2510.0%3510.0%ETFMGNIMagnite$132,6070.0%11,6220.0%Computer and TechnologyHSYHershey$102,6180.0%6000.0%Consumer StaplesTSLATesla$51,8320.0%2000.0%Auto/Tires/TrucksNSCNorfolk Southern$47,3700.0%2000.0%TransportationAVNSAvanos Medical$44,3940.0%3,0980.0%MedicalTRTootsie Roll Industries$39,0980.0%1,2420.0%Consumer StaplesEDConsolidated Edison$27,9790.0%2530.0%UtilitiesDHRDanaher$0$27,546 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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