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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 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRH PLC 8,890.0 $1.1M 0.07% +234.0 +2.7% $124.80
122 EBAY EBAY INC. Consumer Cyclical 12,693.0 $1.1M 0.07% +9K +210.9% $87.10 +32.9%
123 ITA ISHARES TR 5,118.0 $1.1M 0.07% +345.0 +7.2% $214.69 +5.0%
124 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,930.0 $1.1M 0.07% +274.0 +7.5% $278.87 -8.2%
125 ARES Ares Management Financial Services 6,750.0 $1.1M 0.07% +230.0 +3.5% $161.63 -23.0%
126 GTO INVESCO ACTIVELY MANAGED EXC 22,993.0 $1.1M 0.07% +6K +34.4% $47.42 -1.7%
127 SLV ISHARES SILVER TR Financial Services 16,651.0 $1.1M 0.06% +958.0 +6.1% $64.42 +6.1%
128 CTA SIMPLIFY EXCHANGE TRADED FUN 37,087.0 $1.0M 0.06% +1K +3.4% $27.26 +12.6%
129 ISHARES TR 22,149.0 $1.0M 0.06% +4K +19.0% $45.45
130 WPM Wheaton Precious Metals Corp Basic Materials 8,547.0 $1.0M 0.06% +2K +32.4% $117.52 +7.7%
131 ING ING GROEP N.V. Financial Services 35,608.0 $997K 0.06% +9K +35.8% $28.00 +8.9%
132 CIEN CIENA CORP Technology 4,157.0 $972K 0.06% +3K +164.8% $233.87 +149.6%
133 SAP Aktiengesellschaft Technology 3,962.0 $962K 0.06% +242.0 +6.5% $242.87 -27.6%
134 LVHI LEGG MASON ETF INVT 25,773.0 $949K 0.06% +279.0 +1.1% $36.82 +12.7%
135 J Jacobs Solutions Inc Industrials 7,033.0 $931K 0.06% +156.0 +2.3% $132.44 -13.4%
136 VIKING HOLDINGS LTD 12,381.0 $884K 0.05% +413.0 +3.5% $71.41
137 SONY Sony Group Corp Technology 33,972.0 $870K 0.05% +3K +8.9% $25.60 -13.5%
138 FCX FREEPORT-MCMORAN INC Basic Materials 17,109.0 $869K 0.05% +3K +22.2% $50.79 +22.1%
139 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 11,314.0 $867K 0.05% +333.0 +3.0% $76.67 +13.2%
140 XNTK SPDR SERIES TRUST 3,111.0 $864K 0.05% +2K +99.8% $277.84 +25.5%
Page 7 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%