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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 16 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FDV Federated Hermes ETF 45,861.0 $1.3M 0.07% NEW $28.62 +9.7%
302 GD General Dynamics Industrials 3,836.0 $1.3M 0.07% NEW $341.04 +1.1%
303 KMI Kinder Morgan Inc Energy 46,057.0 $1.3M 0.07% NEW $28.31 +16.1%
304 IXN iShares Global Tech ETF 12,600.0 $1.3M 0.07% NEW $103.21 +35.4%
305 XLG INVESCO EXCHANGE TRADED FD T 21,938.0 $1.3M 0.07% NEW $57.52 +10.6%
306 LMBS FIRST TR EXCHANGE-TRADED FD 25,317.0 $1.3M 0.07% NEW $49.79 +0.0%
307 TEL Te Connectivity Plc Technology 5,707.0 $1.3M 0.07% NEW $219.52 -5.0%
308 JKHY Henry Jack & Assoc Technology 8,411.0 $1.3M 0.07% NEW $148.93 -7.8%
309 MRVL Marvell Tech Inc Technology 14,870.0 $1.3M 0.07% NEW $84.07 +147.7%
310 TYA Simplify Exchan/risk Parity Treas E 91,763.0 $1.2M 0.07% NEW $13.61 -6.8%
311 DOCU DOCUSIGN INC Technology 17,028.0 $1.2M 0.07% NEW $72.09 -31.6%
312 XLP Consumer Staples Select Sector SPDR Fund 15,614.0 $1.2M 0.07% NEW $78.37 +6.7%
313 JCI Johnson Ctls Intl Industrials 11,095.0 $1.2M 0.07% NEW $109.95 +27.5%
314 MUB iShares S&P Ntl Muni 11,412.0 $1.2M 0.06% NEW $106.49 +0.2%
315 VCSH ETF Van Sh Tm Corp 15,148.0 $1.2M 0.06% NEW $79.93 -1.1%
316 XYL XYLEM INC Industrials 8,191.0 $1.2M 0.06% NEW $147.49 -25.2%
317 BK Bank New York Mellon Financial Services 10,942.0 $1.2M 0.06% NEW $108.96 +29.5%
318 RSPN INVESCO EXCHANGE TRADED FD T 21,240.0 $1.2M 0.06% NEW $56.10 +8.5%
319 BBY Best Buy Co Inc Consumer Cyclical 15,702.0 $1.2M 0.06% NEW $75.62 -16.4%
320 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,656.0 $1.2M 0.06% NEW $323.57 -17.3%
Page 16 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%