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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 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMH CALL VANECK ETF TRUST 46,100.0 $16.6M 0.98% NEW $360.13 +60.0%
2 IWM CALL ISHARES TR 43,100.0 $10.6M 0.63% NEW $246.16 +15.8%
3 BTAL Agf Investments/agf Us Mkt Neutral 282,916.0 $4.1M 0.24% NEW $14.39 -15.2%
4 MKTN Federated Herme/mdt Mkt Neutral Etf 146,267.0 $3.8M 0.22% NEW $25.65 +0.2%
5 EWK iShares MSCI Belgium ETF 104,071.0 $2.5M 0.15% NEW $24.30 +10.6%
6 TFLO Blackrock Institutional Trust Company N.a. 41,768.0 $2.1M 0.12% NEW $50.46 +0.3%
7 PFIX Simplify Exchan/simplify Int Rate H 42,295.0 $2.0M 0.12% NEW $47.93 +3.6%
8 ILF iShares Latin America 40 ETF 62,156.0 $1.9M 0.11% NEW $30.45 +14.7%
9 GNR S&P Global Natural Resource Producers 27,034.0 $1.7M 0.10% NEW $62.14 +18.7%
10 AKRE PROFESIONALLY MANAGED PORTFO 25,558.0 $1.7M 0.10% NEW $65.51 -16.9%
11 INDA iShares MSCI India ETF 29,883.0 $1.6M 0.10% NEW $54.05 -10.5%
12 BNDD Kraneshares Tr/quadratic Deflation 15,375.0 $1.5M 0.09% NEW $95.77 +1.5%
13 DFNL DAVIS FUNDAMENTAL ETF TR 29,239.0 $1.4M 0.08% NEW $48.33 -3.9%
14 QLC Flexshares Tr/us Qlty Large Cap Ix 17,242.0 $1.4M 0.08% NEW $80.99 +9.8%
15 EIRL iShares MSCI Ireland ETF 18,056.0 $1.3M 0.08% NEW $73.51 +1.9%
16 TBLU TORTOISE CAPITAL SERIES TRUS 24,319.0 $1.2M 0.07% NEW $50.81 -1.7%
17 IGLB iShares 10 PLUS Yr Cred 24,233.0 $1.2M 0.07% NEW $50.45 -1.9%
18 USDU Wisdomtree Tr Blmbg 46,607.0 $1.2M 0.07% NEW $25.80 +1.6%
19 ROBO EXCHANGE TRADED CONCEPTS TRU 14,274.0 $989K 0.06% NEW $69.31 +26.0%
20 VCLT VANGUARD SCOTTSDALE FDS 12,817.0 $972K 0.06% NEW $75.85 -1.8%
Page 1 of 5  ·  98 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%