BLACKHILL CAPITAL INC — 13F holdings

BLACKHILL CAPITAL INC reported 47 holdings worth $2.41B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. WSM WILLIAMS SONOMA INC — $1.79B (74.3%)
2. LLY ELI LILLY & CO — $174M (7.2%)
3. AAPL APPLE INC — $71.8M (3.0%)
4. ABBV ABBVIE INC — $66.2M (2.7%)
5. CAT CATERPILLAR INC — $63.4M (2.6%)
6. ET ENERGY TRANSFER L P — $30.6M (1.3%)
7. NVDA NVIDIA CORPORATION — $28.0M (1.2%)
8. MSFT MICROSOFT CORP — $24.6M (1.0%)
9. MRK MERCK & CO INC — $21.7M (0.9%)
10. JNJ JOHNSON & JOHNSON — $16.3M (0.7%)