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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.9B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 904 New
Page 12 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EWC ISHARES INC 37,537.0 $1.9M 0.10% NEW $50.55 +16.0%
222 EMR EMERSON ELEC CO Industrials 14,457.0 $1.9M 0.10% NEW $131.18 +7.2%
223 MSTR STRATEGY INC Technology 5,879.0 $1.9M 0.10% NEW $322.21 -50.3%
224 TIP iShares TIPS Bd ETF 17,010.0 $1.9M 0.10% NEW $111.22 -0.4%
225 KMB Kimberly-Clark Corp Consumer Defensive 15,211.0 $1.9M 0.10% NEW $124.34 -20.5%
226 TMUS T Mobile US Inc Communication Services 7,893.0 $1.9M 0.10% NEW $239.37 -19.8%
227 BRO BROWN & BROWN INC Financial Services 20,127.0 $1.9M 0.10% NEW $93.79 -39.0%
228 PHO Invesco Water Resources ETF 26,150.0 $1.9M 0.10% NEW $72.11 -8.7%
229 BMY Bristol Myers Squibb Healthcare 41,518.0 $1.9M 0.10% NEW $45.10 +28.9%
230 PYLD PIMCO ETF TR 69,638.0 $1.9M 0.10% NEW $26.84 -1.7%
231 EWA ISHARES INC 67,993.0 $1.8M 0.10% NEW $27.00 +7.2%
232 C CITIGROUP INC Financial Services 18,053.0 $1.8M 0.10% NEW $101.50 +23.6%
233 INTC Intel Corp Technology 54,525.0 $1.8M 0.10% NEW $33.55 +267.2%
234 MMM 3M CO Industrials 11,771.0 $1.8M 0.10% NEW $155.19 -0.9%
235 PFF iShares Preferred & Income Securities ETF 57,595.0 $1.8M 0.10% NEW $31.62 -1.0%
236 IMCG ISHARES TR 21,998.0 $1.8M 0.10% NEW $82.73 +12.3%
237 WFC Wells Fargo & Co New Financial Services 21,622.0 $1.8M 0.10% NEW $83.82 -7.9%
238 OKLO OKLO INC Utilities 16,192.0 $1.8M 0.10% NEW $111.63 -38.5%
239 HWM HOWMET AEROSPACE INC Industrials 9,146.0 $1.8M 0.10% NEW $196.22 +32.8%
240 DSTL ETF SER SOLUTIONS 30,678.0 $1.8M 0.09% NEW $57.96 +2.4%
Page 12 of 46  ·  904 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 28.6%
Financial Services 20.9%
Industrials 10.2%
Healthcare 8.8%
Consumer Cyclical 7.9%
Communication Services 6.5%
Consumer Defensive 5.6%
Energy 5.0%
Utilities 2.8%
Basic Materials 2.0%