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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 8 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DBEF DBX ETF TR 17,866.0 $860K 0.05% +698.0 +4.1% $48.11 +9.7%
142 ES Eversource Energy Utilities 12,589.0 $848K 0.05% +3K +30.4% $67.33 +4.0%
143 ROK ROCKWELL AUTOMATION INC Industrials 2,155.0 $838K 0.05% +882.0 +69.3% $389.07 +16.2%
144 LUV Southwest Airlines Industrials 20,209.0 $835K 0.05% +595.0 +3.0% $41.33 -1.1%
145 KR KROGER CO Consumer Defensive 13,232.0 $827K 0.05% +8K +158.8% $62.48 +7.6%
146 SYY Sysco Corp Consumer Defensive 11,211.0 $826K 0.05% +1K +10.7% $73.68 +3.5%
147 DRI Darden Restaurants Consumer Cyclical 4,338.0 $798K 0.05% +702.0 +19.3% $184.00 +10.6%
148 TT Trane Tech Industrials 2,004.0 $780K 0.05% +133.0 +7.1% $389.13 +15.9%
149 HAS Hasbro Inc Consumer Cyclical 9,491.0 $778K 0.05% +283.0 +3.1% $82.00 +7.4%
150 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 16,847.0 $765K 0.04% +367.0 +2.2% $45.40 -7.2%
151 GBIL GOLDMAN SACHS ETF TR 7,599.0 $759K 0.04% +2K +28.6% $99.94 +0.2%
152 IXG ISHARES TR 6,257.0 $756K 0.04% +2K +32.5% $120.78 +1.2%
153 GCOW PACER FDS TR 17,740.0 $731K 0.04% +500.0 +2.9% $41.22 +13.2%
154 MKC MCCORMICK & CO INC Consumer Defensive 10,596.0 $722K 0.04% +863.0 +8.9% $68.11 -29.8%
155 FLS Flowserve Corp Industrials 10,366.0 $719K 0.04% +220.0 +2.2% $69.38 +0.3%
156 VST Vistra Corp Utilities 4,415.0 $712K 0.04% +1K +43.2% $161.32 -3.1%
157 MELI Mercadolibre Inc Consumer Cyclical 352.0 $709K 0.04% +10.0 +2.9% $2014.26 -17.4%
158 NEM Newmont Corp Basic Materials 7,030.0 $702K 0.04% +3K +57.0% $99.85 +7.8%
159 SE Sea Ltd Consumer Cyclical 5,489.0 $700K 0.04% +4K +254.8% $127.57 -31.6%
160 NKE NIKE INC Consumer Cyclical 10,968.0 $699K 0.04% +445.0 +4.2% $63.71 -29.9%
Page 8 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%