Hill Investment Partners 13F annual report

Hill Investment Partners is an investment fund managing more than $708 billion ran by Nell Schiffer. There are currently 37 companies in Mrs. Schiffer’s portfolio. The largest investments include Dimensional Etf Trust and American Centy Etf Tr, together worth $613 billion.

Limited to 30 biggest holdings

$708 billion Assets Under Management (AUM)

As of 7th May 2024, Hill Investment Partners’s top holding is 12,136,584 shares of Dimensional Etf Trust currently worth over $401 billion and making up 56.6% of the portfolio value. In addition, the fund holds 3,788,581 shares of American Centy Etf Tr worth $212 billion. The third-largest holding is Dimensional Etf Trust worth $32.3 billion and the next is EA Series Trust worth $32.7 billion, with 1,449,321 shares owned.

Currently, Hill Investment Partners's portfolio is worth at least $708 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Hill Investment Partners

The Hill Investment Partners office and employees reside in St. Louis, Missouri. According to the last 13-F report filed with the SEC, Nell Schiffer serves as the CCO at Hill Investment Partners.

Recent trades

In the most recent 13F filing, Hill Investment Partners revealed that it had opened a new position in Dimensional Etf Trust and bought 609,987 shares worth $32.3 billion.

The investment fund also strengthened its position in EA Series Trust by buying 16,092 additional shares. This makes their stake in EA Series Trust total 1,449,321 shares worth $32.7 billion. EA Series Trust dropped approximately 0.1% in the past year.

On the other hand, there are companies that Hill Investment Partners is getting rid of from its portfolio. Hill Investment Partners closed its position in NiSource Inc on 14th May 2024. It sold the previously owned 15,305 shares for $406 million. Nell Schiffer also disclosed a decreased stake in Dimensional Etf Trust by approximately 0.1%. This leaves the value of the investment at $401 billion and 12,136,584 shares.

One of the average hedge funds

The two most similar investment funds to Hill Investment Partners are Baxter Bros Inc and Adams Natural Resources Fund, Inc. They manage $707 billion and $709 billion respectively.

Nell Schiffer investment strategy

Hill Investment Partners’s portfolio is diversified across 8 sectors. Currently, their heaviest sector is Miscellaneous — making up 4.6% of the total portfolio value. The fund focuses on investments in the United States as 43.2% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 38% of the total holdings value. On the other hand, small-cap stocks make up only 5.4% of the portfolio. The average market cap of the portfolio companies is close to $487 billion.

The complete list of Hill Investment Partners trades based on 13F SEC filings

These positions were updated on May 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Dimensional Etf Trust	0.75% 12,136,584	$401,129,242,000	56.64%
American Centy Etf Tr	15.87% 3,788,581	$212,212,250,000	29.96%
Dimensional Etf Trust	Opened 609,987	$32,338,095,000	4.57%
EA Series Trust	1.12% 1,449,321	$32,697,092,000	4.62%
Vanguard Index Fds	2.41% 21,516	$4,865,043,000	0.69%
Black Stone Minerals L.P.	No change 177,487	$2,836,242,000	0.40%
Exxon Mobil Corp.	8.93% 15,536	$1,805,905,000	0.25%
Microsoft Corporation	5.55% 4,169	$1,753,982,000	0.25%
Apple Inc	10.00% 9,113	$1,562,697,000	0.22%
NVIDIA Corp	0.64% 1,719	$1,553,220,000	0.22%
Vanguard Bd Index Fds	3.82% 27,601	$2,032,843,000	0.29%
Ishares Tr	5.38% 22,405	$1,820,602,000	0.26%
Berkshire Hathaway Inc.	27.50% 2,579	$1,084,521,000	0.15%
Merck & Co Inc	No change 7,158	$944,498,000	0.13%
Vanguard Scottsdale Fds	1.19% 15,724	$920,640,000	0.13%
Vanguard Mun Bd Fds	6.90% 17,079	$864,197,000	0.12%
Eli Lilly & Co	41.35% 905	$704,054,000	0.10%
Vanguard Intl Equity Index F	0.02% 5,834	$681,645,000	0.10%
Alphabet Inc	0.02% 5,926	$897,312,000	0.13%
Spdr S&p Midcap 400 Etf Tr	No change 1,000	$556,400,000	0.08%
Amazon.com Inc.	48.90% 2,727	$491,896,000	0.07%
Schwab Strategic Tr	7.59% 17,995	$454,374,000	0.06%
NiSource Inc	Closed 15,305	$406,348,000
Spdr S&p 500 Etf Tr	No change 725	$379,226,000	0.05%
Costco Whsl Corp New	27.27% 496	$363,384,000	0.05%
Vanguard Tax-managed Fds	No change 7,214	$361,937,000	0.05%
Meta Platforms Inc	2.50% 615	$298,632,000	0.04%
Pnc Finl Svcs Group Inc	No change 1,845	$298,152,000	0.04%
Truist Finl Corp	No change 7,564	$294,845,000	0.04%
Home Depot, Inc.	No change 753	$288,851,000	0.04%
Godaddy Inc	No change 2,358	$279,847,000	0.04%
Transdigm Group Incorporated	No change 215	$264,794,000	0.04%
Lpl Finl Hldgs Inc	0.11% 926	$244,732,000	0.03%
Vanguard Index Fds	Closed 2,608	$230,443,000
Mastercard Incorporated	Opened 453	$218,151,000	0.03%
S&P Global Inc	No change 500	$212,725,000	0.03%
Bank America Corp	Opened 5,593	$212,087,000	0.03%
Procter And Gamble Co	Opened 1,243	$201,677,000	0.03%
Public Storage	Closed 659	$200,995,000
National Cinemedia Inc	No change 17,116	$88,147,000	0.01%
No transactions found
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