Mark Hillman's Hillman Capital Management Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

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Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
AETNA INC AET 1,099 1.53% 17,213 63.85 0 0.00 New investment 100.00%
ALLSTATE CORPORATION ALL 973 1.35% 19,208 50.66 0 0.00 New investment 100.00%
AMERICAN EXPRESS COMPANY AXP 2,861 3.98% 37,891 75.51 27,726 70.08 Add 36.66%
AMGEN INC AMGN 983 1.37% 8,969 109.60 0 0.00 New investment 100.00%
APOLLO GROUP INC APOL 668 0.93% 33,173 20.14 0 0.00 New investment 100.00%
APPLE INC AAPL 2,449 3.41% 5,389 454.44 2,663 452.87 Add 102.37%
BANK OF AMERICA CORPORATION BAC 3,284 4.57% 227,282 14.45 156,438 13.02 Add 45.29%
BEST BUY COMPANY BBY 0 0.00% 0 0.00 74,523 25.37 Sold out -100.00%
BOEING CO BA 2,124 2.96% 20,167 105.32 20,832 94.23 Reduce -3.19%
CAMPBELL SOUP CO CPB 907 1.26% 18,995 47.75 0 0.00 New investment 100.00%
CISCO SYSTEMS INC CSCO 2,850 3.97% 109,393 26.05 81,241 21.10 Add 34.65%
COLGATE PALMOLIVE CO CL 728 1.01% 12,000 60.67 0 0.00 New investment 100.00%
COMPASS MINERALS INTERNATIONAL INC CMP 722 1.00% 9,514 75.89 0 0.00 New investment 100.00%
DU PONT DE NEMOURS AND COMPANY DD 2,432 3.38% 40,714 59.73 30,580 55.46 Add 33.14%
DUNKIN BRANDS GROUP INC DNKN 1,863 2.59% 42,001 44.36 0 0.00 New investment 100.00%
EMC CORP EMC 2,475 3.44% 92,195 26.85 66,058 23.34 Add 39.57%
EXXON MOBIL CORP XOM 2,200 3.06% 24,250 90.72 17,958 90.15 Add 35.04%
FEDEX CORP FDX 866 1.21% 8,000 108.25 0 0.00 New investment 100.00%
GENERAL ELECTRIC COMPANY GE 2,507 3.49% 103,390 24.25 73,895 22.90 Add 39.91%
GOLDMAN SACHS GROUP INC GS 2,656 3.70% 16,382 162.13 11,958 149.11 Add 37.00%
HEWLETT PACKARD CO HPQ 980 1.36% 36,618 26.76 89,870 21.54 Reduce -59.25%
INTEL CORPORATION INTC 2,291 3.19% 101,762 22.51 0 0.00 New investment 100.00%
INTERNATIONAL BUSINESS MACHINES CORP IBM 865 1.20% 4,603 187.92 0 0.00 New investment 100.00%
J P MORGAN CHASE AND COMPANY JPM 2,660 3.70% 48,795 54.51 35,236 48.96 Add 38.48%
JOHNSON AND JOHNSON JNJ 2,877 4.00% 31,147 92.37 23,319 85.72 Add 33.57%
JOY GLOBAL INC JOY 718 1.00% 14,055 51.09 0 0.00 New investment 100.00%
LABORATORY CORP LH 1,098 1.53% 11,226 97.81 0 0.00 New investment 100.00%
Merck & Co., Inc. MRK 862 1.20% 17,807 48.41 0 0.00 New investment 100.00%
MICROSOFT CORP MSFT 2,166 3.01% 66,233 32.70 48,428 32.69 Add 36.77%
NORDSTROM INC JWN 2,182 3.04% 37,115 58.79 26,706 59.16 Add 38.98%
NORFOLK SOUTHERN CORP NSC 666 0.93% 9,000 74.00 0 0.00 New investment 100.00%
NUCOR CORPORATION NUE 979 1.36% 19,890 49.22 0 0.00 New investment 100.00%
ORACLE CORP ORCL 2,268 3.16% 68,899 32.92 47,939 34.02 Add 43.72%
PARKER HANNIFIN CORP PH 871 1.21% 8,363 104.15 0 0.00 New investment 100.00%
PETSMART INC PETM 814 1.13% 11,000 74.00 0 0.00 New investment 100.00%
PFIZER INC PFE 701 0.98% 23,982 29.23 0 0.00 New investment 100.00%
RAYTHEON CO RTN 3,334 4.64% 43,304 76.99 28,999 64.28 Add 49.33%
STAPLES INC SPLS 1,670 2.32% 98,525 16.95 0 0.00 New investment 100.00%
SYSCO CORP SYY 657 0.91% 18,760 35.02 0 0.00 New investment 100.00%
TEXAS INSTRUMENTS INCORPORATED TXN 739 1.03% 18,581 39.77 0 0.00 New investment 100.00%
TRANSOCEAN LTD RIG 1,938 2.70% 40,795 47.51 23,035 54.66 Add 77.10%
UNIVERSAL DISPLAY CORP PANL 752 1.05% 23,895 31.47 0 0.00 New investment 100.00%
WALMART STORES INC WMT 736 1.02% 9,571 76.90 0 0.00 New investment 100.00%
WELLS FARGO AND COMPANY WFC 939 1.31% 21,724 43.22 0 0.00 New investment 100.00%
WESTERN UNION COMPANY WU 2,571 3.58% 139,280 18.46 81,564 15.99 Add 70.76%
YUM BRANDS INC YUM 880 1.22% 11,831 74.38 0 0.00 New investment 100.00%
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