Heather Brilliant

Heather Brilliant

Diamond Hill Capital Management Inc | CIK: 0001217541

Filing Date
Aug 6, 2026
Market Value
$12.65B
Holdings
168
Turnover
4.73%
Avg. Hold
25.45 Qtrs
Buys
9
Sells
25

Q2 2026 Holdings

Holding Asset Type Portfolio % Recent Activity Shares Market Value AVG Price Paid Current Price Performance
ABT Abbott Laboratories Stock 4.00% Reduced 8.22% 4.94M $506.27M $62.30 $102.55 +64.61%
AIG American International Stock 3.71% Reduced 27.33% 6.23M $469.53M $44.78 $75.33 +68.22%
BRK-B Berkshire Hathaway Stock 3.53% Reduced 31.10% 876.73K $446.93M $360.67 $509.77 +41.34%
MSFT Microsoft Stock 3.24% Reduced 18.86% 830.65K $410.16M $389.41 $493.78 +26.80%
AON Aon plc Stock 2.60% Reduced 25.12% 1.11M $329.39M $340.29 $295.64 -13.12%
CL Colgate-Palmolive Company Stock 2.87% Reduced 23.20% 4.15M $363.18M $90.92 $87.47 -3.80%
COF Capital One Financial Stock 2.32% Reduced 28.21% 1.45M $293.52M $186.06 $202.43 +8.80%
FANG Diamondback Energy Stock 2.33% Reduced 23.85% 1.53M $294.31M $164.49 $192.42 +16.98%
ZTS Zoetis Stock 2.01% Added 21.52% 3.56M $254.18M $136.45 $71.45 -47.64%
WM Waste Management Stock 1.96% Reduced 25.52% 1.18M $248.29M $181.83 $211.10 +16.10%
CRM Salesforce Stock 2.65% Reduced 21.81% 1.41M $334.5M $284.53 $237.92 -16.38%
EQH Equitable Stock 2.02% Reduced 34.04% 4.74M $255.91M $46.72 $53.95 +15.48%
DIS The Walt Disney Company Stock 1.90% Reduced 26.46% 2.34M $240.43M $106.77 $102.67 -3.84%
SBAC SBA Communications Stock 1.83% Reduced 33.10% 1.29M $231.12M $227.72 $178.59 -21.57%
HUM Humana Stock 1.89% Added 120.57% 618.19K $238.62M $260.47 $386.00 +48.19%
TXN Texas Instruments Incorporated Stock 1.70% Reduced 60.64% 805.39K $214.75M $162.73 $266.64 +63.85%
ADBE Adobe Stock 1.67% Reduced 20.99% 846.87K $210.8M $369.38 $248.92 -32.61%
EXR Extra Space Storage Stock 1.59% Reduced 28.36% 1.47M $200.59M $138.18 $136.71 -1.06%
COP ConocoPhillips Stock 1.95% Reduced 35.96% 1.87M $246.16M $96.83 $131.83 +36.14%
BAC Bank of America Stock 1.50% Reduced 36.26% 3.28M $189.58M $28.08 $57.73 +105.58%
SYY Sysco Stock 1.52% Reduced 29.95% 2.44M $192.81M $77.00 $79.05 +2.67%
AMZN Amazon.com Stock 1.48% Reduced 29.39% 739.14K $187.53M $135.35 $253.71 +87.44%
COO The Cooper Companies Stock 1.19% Reduced 19.63% 2.73M $151.01M $74.51 $55.29 -25.79%
UNP Union Pacific Stock 1.49% Reduced 34.82% 673.86K $188.26M $228.20 $279.37 +22.42%
LH Labcorp Stock 1.52% Reduced 21.39% 600.79K $192.68M $208.03 $320.71 +54.17%
KMB Kimberly-Clark Stock 1.33% Reduced 26.63% 1.72M $168.41M $101.97 $97.86 -4.04%
V Visa Stock 1.27% Reduced 28.65% 437.72K $161.21M $193.37 $368.29 +90.46%
SOLV Solventum Stock 1.37% Reduced 19.63% 1.95M $172.8M $74.88 $88.84 +18.64%
TMO Thermo Fisher Scientific Stock 1.30% Reduced 29.97% 252.56K $164.53M $461.80 $651.45 +41.07%
MDT Medtronic plc Stock 1.23% Reduced 15.11% 1.68M $155.16M $74.73 $92.13 +23.28%
LHX L3Harris Stock 0.90% Reduced 19.51% 459.12K $113.53M $180.06 $247.29 +37.34%
GIS General Mills Stock 1.04% Reduced 24.38% 3.62M $131.6M $57.15 $36.32 -36.45%
DE Deere & Company Stock 1.14% Reduced 27.49% 210.28K $143.83M $345.70 $683.99 +97.86%
FERG Ferguson plc Stock 0.81% Reduced 30.43% 475.63K $101.99M $166.00 $214.43 +29.18%
RRR Red Rock Resorts Stock 0.75% Reduced 1.84% 1.86M $94.48M $25.98 $50.91 +95.92%
ASH Ashland Stock 0.87% Reduced 8.56% 1.6M $110.55M $75.35 $69.06 -8.34%
MLM Martin Marietta Materials Stock 0.83% Reduced 26.02% 213.91K $104.95M $437.04 $490.64 +12.26%
CARR Carrier Global Stock 0.76% Reduced 38.34% 1.79M $96.37M $59.16 $53.88 -8.92%
TSM Taiwan Semiconductor Manufacturing Company Stock 0.92% Reduced 9.16% 268.86K $116.86M $118.10 $434.67 +268.05%
MET MetLife Stock 0.86% Reduced 52.40% 1.12M $108.5M $83.12 $97.04 +16.74%
PFE Pfizer Stock 0.92% Reduced 31.07% 4.21M $116.21M $28.06 $27.60 -1.63%
BLDR Builders FirstSource Stock 0.69% Reduced 14.53% 1.51M $87.63M $154.15 $58.12 -62.30%
NVR NVR Stock 0.84% Reduced 18.24% 17.3K $106.46M $3934.78 $6154.26 +56.41%
EQT EQT Stock 0.82% Reduced 26.43% 2.07M $103.59M $56.83 $49.99 -12.04%
DOV Dover Stock 0.75% Reduced 25.22% 506.1K $94.85M $180.82 $187.42 +3.65%
ACN Accenture plc Stock 0.87% Reduced 28.69% 609.4K $110.48M $319.65 $181.29 -43.28%
AR Antero Resources Stock 0.79% Added 67.18% 2.85M $99.41M $36.50 $34.86 -4.50%
ELV Elevance Health Stock 0.81% Bought 249.72K $102.62M $368.97 $410.95 +11.38%
META Meta Platforms Stock 0.86% Added 11.41% 163.31K $108.72M $336.66 $665.75 +97.75%
GOOGL Alphabet Stock 0.74% Reduced 17.11% 266.78K $93.25M $118.89 $349.54 +194.00%
Page 1 of 4

Sold Positions (100% Exited)

Company Asset Type Shares Sold Status
WIX Wix.Com Stock -1.94M 100% Sold
SBUX Starbucks Stock -1.65M 100% Sold
GM General Motors Stock -1.48M 100% Sold
Cnh Industrial Nv
- -261.8K 100% Sold
CTRA Coterra Energy
- -742.81K 100% Sold
WBS Webster Financial Stock -374K 100% Sold
CIEN Ciena Stock -58.55K 100% Sold
BDX Becton, Dickinson And Stock -93.36K 100% Sold
AMEH Astrana Health
- -544.03K 100% Sold
ERII Energy Recovery Stock -673.04K 100% Sold
PAL Proficient Auto Logistics, Inc Stock -875.89K 100% Sold
MS Morgan Stanley Stock -33.69K 100% Sold
THR Thermon
- -100.2K 100% Sold
BBCP Concrete Pumping , Inc Stock -466.4K 100% Sold
TRNS Transcat Stock -38.93K 100% Sold
SAMG Silvercrest Asset Management G Stock -190.06K 100% Sold
RCKY Rocky Brands Stock -30.6K 100% Sold
HDB Hdfc Bank Adr Stock -45.15K 100% Sold
ALOT Astronova Stock -119.7K 100% Sold
HURC Hurco Cos. Stock -68.98K 100% Sold
Page 1 of 2

Sector Breakdown

Sector Weight
Financial Services
21.67%
Healthcare
19.27%
Technology
13.72%
Industrials
12.71%
Consumer Defensive
7.87%
Energy
6.67%
Real Estate
5.37%
Consumer Cyclical
4.38%
Basic Materials
4.01%
Communication Services
3.88%
Utilities
0.46%

Industry Breakdown

Industry Weight
Insurance - Diversified
7.40%
Oil & Gas Exploration & Production
6.35%
Medical - Devices
5.42%
Software - Infrastructure
4.64%
Software - Application
4.60%
Household & Personal Products
4.20%
Medical - Diagnostics & Research
4.09%
Financial - Credit Services
3.60%
Medical - Instruments & Supplies
3.04%
Insurance - Brokers
3.02%
Medical - Healthcare Plans
2.95%
Industrial - Machinery
2.68%
Semiconductors
2.64%
REIT - Industrial
2.21%
Entertainment
2.14%
Waste Management
2.05%
Drug Manufacturers - Specialty & Generic
2.05%
REIT - Specialty
2.02%
Asset Management
2.02%
Packaged Foods
1.93%
Banks - Diversified
1.89%
Construction Materials
1.88%
Internet Content & Information
1.74%
Specialty Retail
1.66%
Information Technology Services
1.60%
Food Distribution
1.52%
Banks - Regional
1.52%
Railroads
1.49%
Aerospace & Defense
1.49%
Agricultural - Machinery
1.14%
Industrial - Distribution
1.13%
Chemicals - Specialty
0.99%
Consulting Services
0.98%
Drug Manufacturers - General
0.95%
Residential Construction
0.88%
Insurance - Life
0.86%
Gambling, Resorts & Casinos
0.81%
Auto - Dealerships
0.74%
Integrated Freight & Logistics
0.71%
Steel
0.61%
Copper
0.52%
REIT - Hotel & Motel
0.46%
REIT - Residential
0.43%
Medical - Healthcare Information Services
0.43%
Financial - Mortgages
0.42%
Financial - Data & Stock Exchanges
0.41%
Financial - Capital Markets
0.34%
Regulated Gas
0.33%
Specialty Business Services
0.32%
Oil & Gas Integrated
0.30%
Industrial - Pollution & Treatment Controls
0.30%
Hardware, Equipment & Parts
0.23%
Beverages - Alcoholic
0.21%
Insurance - Reinsurance
0.19%
Manufacturing - Tools & Accessories
0.18%
Medical - Care Facilities
0.18%
Medical - Specialties
0.16%
Apparel - Retail
0.15%
Auto - Parts
0.13%
Regulated Electric
0.13%
REIT - Healthcare Facilities
0.11%
REIT - Office
0.10%
Manufacturing - Metal Fabrication
0.07%
Electrical Equipment & Parts
0.06%
Airlines, Airports & Air Services
0.05%
Conglomerates
0.04%
REIT - Retail
0.04%
Industrial - Specialties
0.02%
Biotechnology
0.02%
Uranium
0.01%
Leisure
0.01%
Communication Equipment
0.00%

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