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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.7B AUM 1,353 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 98 New 281 Added 434 Reduced 121 Exited
Page 12 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PHYL PGIM ETF TR 11,095.0 $394K 0.02% +2K +16.1% $35.48 -1.1%
222 CSX CSX CORP Industrials 10,828.0 $393K 0.02% +2K +19.9% $36.25 +25.6%
223 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 24,688.0 $392K 0.02% +821.0 +3.4% $15.86 +22.3%
224 NVT Nvent Electric PLC Industrials 3,836.0 $391K 0.02% +401.0 +11.7% $101.97 +61.5%
225 LNC Lincoln Natl Corp Financial Services 8,645.0 $385K 0.02% +58.0 +0.7% $44.53 -19.1%
226 WY Weyerhaeuser CO Real Estate 16,204.0 $384K 0.02% +653.0 +4.2% $23.69 -0.1%
227 YUM Yum Brands Inc Consumer Cyclical 2,525.0 $382K 0.02% +68.0 +2.8% $151.26 +2.0%
228 HSBC HSBC HLDGS PLC Financial Services 4,848.0 $381K 0.02% +555.0 +12.9% $78.66 +17.0%
229 AM ANTERO MIDSTREAM CORP Energy 21,223.0 $378K 0.02% +273.0 +1.3% $17.79 +24.6%
230 RIO RIO TINTO PLC Basic Materials 4,664.0 $373K 0.02% +440.0 +10.4% $80.03 +30.2%
231 GIS General Mills Inc Consumer Defensive 7,861.0 $366K 0.02% +584.0 +8.0% $46.50 -27.5%
232 CQP CHENIERE ENERGY PARTNERS LP Energy 6,804.0 $364K 0.02% +450.0 +7.1% $53.48 +18.5%
233 HARD SIMPLIFY EXCHANGE TRADED FUN 12,182.0 $361K 0.02% +101.0 +0.8% $29.64 +17.1%
234 FTCB FIRST TR EXCHANGE-TRADED FD 16,952.0 $360K 0.02% +2K +17.3% $21.23 -2.4%
235 OWL Blue Owl Capital Inc Financial Services 23,791.0 $355K 0.02% +8K +49.0% $14.94 -32.7%
236 RBLX Roblox Corp Technology 4,221.0 $342K 0.02% +186.0 +4.6% $81.03 -40.6%
237 QTUM ETF SER SOLUTIONS 3,109.0 $341K 0.02% +894.0 +40.4% $109.66 +39.9%
238 DOC Healthpeak Pptys Real Estate 21,198.0 $341K 0.02% +510.0 +2.5% $16.08 +22.7%
239 NTRA Natera Inc Healthcare 1,481.0 $339K 0.02% +37.0 +2.6% $229.09 -11.3%
240 GTY GETTY RLTY CORP NEW Real Estate 12,339.0 $338K 0.02% +3K +30.3% $27.37 +21.4%
Page 12 of 15  ·  281 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Financial Services 22.8%
Industrials 10.6%
Healthcare 8.9%
Communication Services 8.1%
Consumer Cyclical 6.4%
Consumer Defensive 6.2%
Energy 5.7%
Utilities 3.4%
Basic Materials 2.1%