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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 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SMCI SUPER MICRO COMPUTER INC Technology 10,415 $499K 0.03% SOLD
42 FISV FISERV INC Technology 3,845 $496K 0.03% SOLD
43 BYD Boyd Gaming Corp Consumer Cyclical 5,580 $482K 0.03% SOLD
44 EXEL EXELIXIS INC Healthcare 11,074 $457K 0.02% SOLD
45 NXT NEXTRACKER INC Technology 5,857 $433K 0.02% SOLD
46 BDX BECTON DICKINSON & CO Healthcare 2,251 $421K 0.02% SOLD
47 BE BLOOM ENERGY CORP Industrials 4,904 $415K 0.02% SOLD
48 PZZA PAPA JOHNS INTL INC Consumer Cyclical 8,548 $412K 0.02% SOLD
49 BINC BLACKROCK ETF TRUST II 7,710 $410K 0.02% SOLD
50 CRCL CIRCLE INTERNET GROUP INC Financial Services 3,050 $404K 0.02% SOLD
51 BKH BLACK HILLS CORP Utilities 6,555 $404K 0.02% SOLD
52 FPE FIRST TR EXCH TRADED FD III 21,773 $397K 0.02% SOLD
53 TTEK TETRA TECH INC NEW Industrials 11,715 $391K 0.02% SOLD
54 BIDU BAIDU INC Communication Services 2,956 $390K 0.02% SOLD
55 CELH CELSIUS HLDGS INC Consumer Defensive 6,500 $374K 0.02% SOLD
56 DT DYNATRACE INC Technology 7,452 $361K 0.02% SOLD
57 AVB Avalonbay Cmntys Inc Real Estate 1,850 $357K 0.02% SOLD
58 Fortinet Inc 4,201 $353K 0.02% SOLD
59 IT GARTNER INC Technology 1,312 $345K 0.02% SOLD
60 TOL TOLL BROTHERS INC Consumer Cyclical 2,476 $342K 0.02% SOLD
Page 3 of 7  ·  121 positions
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%