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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 14 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LONZ PIMCO ETF TR 31,542.0 $1.6M 0.09% NEW $51.07 -2.8%
262 VCIT Vanguard Intermediate-Term Corporate Bond ETF 18,965.0 $1.6M 0.08% NEW $84.11 -1.9%
263 NVS Novartis Healthcare 12,334.0 $1.6M 0.08% NEW $128.24 +17.6%
264 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 14,649.0 $1.6M 0.08% NEW $107.81 -16.6%
265 BSX Boston Scientific Healthcare 16,143.0 $1.6M 0.08% NEW $97.63 -41.0%
266 SHEL Shell PLC Energy 21,953.0 $1.6M 0.08% NEW $71.53 +18.9%
267 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 17,126.0 $1.6M 0.08% NEW $91.37 -37.8%
268 SGOL ETFS GOLD TR Financial Services 41,167.0 $1.5M 0.08% NEW $36.81 +16.6%
269 OMC Omnicom Group Inc Communication Services 18,541.0 $1.5M 0.08% NEW $81.53 -8.7%
270 IWB iShares Russell 1000 ETF 4,115.0 $1.5M 0.08% NEW $365.48 +12.0%
271 FLRN SPDR Barclays Inv 47,942.0 $1.5M 0.08% NEW $30.86 -0.1%
272 VEU VANGUARD INTL EQUITY INDEX F 20,715.0 $1.5M 0.08% NEW $71.37 +17.8%
273 FV FIRST TR EXCHANGE TRADED FD 23,797.0 $1.5M 0.08% NEW $61.92 +16.3%
274 ASML ASML HOLDING N V Technology 1,521.0 $1.5M 0.08% NEW $968.21 +68.6%
275 KLAC KLA CORP Technology 1,359.0 $1.5M 0.08% NEW $1078.40 +86.5%
276 ICE Intercon Exch Inc Financial Services 8,693.0 $1.5M 0.08% NEW $168.48 -10.6%
277 WM Waste Management Inc Industrials 6,588.0 $1.5M 0.08% NEW $220.83 -2.4%
278 BA BOEING CO Industrials 6,693.0 $1.4M 0.08% NEW $215.83 +1.4%
279 IEMG iShares Core MSCI Emerging Markets ETF 21,884.0 $1.4M 0.08% NEW $65.92 +26.8%
280 AMLP Alerian MLP ETF 30,519.0 $1.4M 0.08% NEW $46.93 +13.6%
Page 14 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%