Mark Hillman's Stock Picks (2025 Q2): Full Hillman Capital Management, Inc. Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
T	AT&T Inc.	06/30/2025	Reduce -10.6%	235,864	-27,909	$807,686.44
ADBE	Adobe Inc.	06/30/2025	Reduce -15.9%	8,328	-1,577	$610,109.83
AMD	Advanced Micro Devices, Inc.	06/30/2025	Reduce -24.5%	24,163	-7,824	$1.11 M
APD	Air Products and Chemicals, Inc.	06/30/2025	Add 8.7%	1,123	+90	$25,385.37
AKAM	Akamai Technologies, Inc.	06/30/2025	New Buy	4,149	+4,149	$330,924
GOOG	Alphabet Inc.	06/30/2025	Add 7.8%	1,935	+140	$24,834.63
GOOGL	Alphabet Inc.	06/30/2025	Reduce -22.9%	17,208	-5,100	$898,773.05
BUD	Anheuser-Busch InBev SA/NV	06/30/2025	Reduce -16.1%	87,093	-16,757	$1.15 M
BAX	Baxter International Inc.	06/30/2025	Reduce -2.0%	178,429	-3,583	$108,493.24
BDX	Becton, Dickinson and Company	06/30/2025	Reduce -1.2%	16,823	-200	$34,450
BIIB	Biogen Inc.	06/30/2025	Reduce -4.7%	41,972	-2,053	$257,836.25
BLK	BlackRock, Inc.	06/30/2025	Add 5.8%	363	+20	$20,985.01
BA	The Boeing Company	06/30/2025	Reduce -15.9%	31,577	-5,961	$1.25 M
BMY	Bristol-Myers Squibb Company	06/30/2025	Add 10.5%	71,815	+6,796	$314,586.81
BF.B	Brown-Forman Corporation	06/30/2025	Reduce -7.6%	175,788	-14,491	$389,952.8
CVS	CVS Health Corporation	06/30/2025	Reduce -7.4%	92,997	-7,453	$514,107.94
CPB	The Campbell's Company	06/30/2025	Reduce -9.2%	94,210	-9,562	$293,075.35
KMX	CarMax, Inc.	06/30/2025	Reduce -5.3%	79,610	-4,491	$301,840.1
CMCSA	Comcast Corporation	06/30/2025	Reduce -8.6%	99,263	-9,312	$332,345.24
CAG	Conagra Brands, Inc.	06/30/2025	Reduce -6.9%	140,744	-10,405	$212,990.37

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