BLACKHILL CAPITAL INC 13F Holdings

CIK 0000872162 · MORRISTOWN, NJ

As of Sep 30, 2025, BLACKHILL CAPITAL INC reported 51 positions worth $2.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
WILLIAMS SONOMA INCWSMConsumer Cyclical7,701,571 .5B74.52%
ELI LILLY & COLLYHealthcare146,058 11.4M5.52%
APPLE INCAAPLTechnology249,800$63.6M3.15%
ABBVIE INCABBVEquity246,810$57.1M2.83%
ABBOTT LABORATORIESABTHealthcare268,230$35.9M1.78%
MICROSOFT CORPMSFTTechnology66,050$34.2M1.69%
CATERPILLAR INCCATIndustrials60,000$28.6M1.42%
NVIDIA CORPNVDATechnology139,550$26.0M1.29%
ZOETIS INCZTSHealthcare131,299 9.2M0.95%
MERCK & CO INCMRKHealthcare168,857 4.2M0.70%
BRISTOL MYERS SQUIBB COBMYHealthcare280,564 2.7M0.63%
ENERGY TRANSFER LPETEnergy700,000 2.0M0.59%
JOHNSON & JOHNSONJNJHealthcare64,187 1.9M0.59%
WALT DISNEY CODISCommunication Services101,500 1.6M0.58%
MASTERCARD INCMAFinancial Services20,000 1.4M0.56%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services21,237 0.7M0.53%
AMAZON.COM INCAMZNEquity36,580$8.0M0.40%
PROCTER & GAMBLE COPGConsumer Defensive44,871$6.9M0.34%
ZIMMER BIOMET HOLDINGS INCZBHHealthcare53,850$5.3M0.26%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services6$4.5M0.22%
ALPHABET INCGOOGEquity17,660$4.3M0.21%
ALPHABET INCGOOGLEquity15,980$3.9M0.19%
KIMBERLY CLARK CORPKMBConsumer Defensive29,000$3.6M0.18%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy107,704$3.4M0.17%
CHEVRON CORPCHVEnergy11,550 .8M0.09%