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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 38 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IYJ ISHARES TR 2,045.0 $298K 0.02% NEW $145.87 +7.8%
742 TSN Tyson Foods Consumer Defensive 5,477.0 $297K 0.02% NEW $54.30 +19.8%
743 CE Celanese Corp Basic Materials 7,035.0 $296K 0.02% NEW $42.08 +26.0%
744 WDC WESTERN DIGITAL CORP Technology 2,464.0 $296K 0.02% NEW $120.06 +340.3%
745 AIZ ASSURANT INC Financial Services 1,354.0 $293K 0.02% NEW $216.56 +18.0%
746 SHLD GLOBAL X FDS 4,150.0 $291K 0.01% NEW $70.24 -6.5%
747 LANDBRIDGE COMPANY LLC 5,458.0 $291K 0.01% NEW $53.35
748 DUHP Dimensional US High Profitability ETF 7,702.0 $291K 0.01% NEW $37.77 +8.3%
749 SPMD SPDR SERIES TRUST 5,068.0 $290K 0.01% NEW $57.19 +13.9%
750 IETC ISHARES U S ETF TR 2,830.0 $288K 0.01% NEW $101.93 +7.4%
751 CDW CDW Corp Technology 1,804.0 $287K 0.01% NEW $159.29 -31.0%
752 EUAD SPINNAKER ETF SERIES 6,084.0 $286K 0.01% NEW $46.97 -12.2%
753 NFG NATIONAL FUEL GAS CO Energy 3,088.0 $285K 0.01% NEW $92.38 -12.5%
754 BXP Boston Properties Real Estate 3,798.0 $282K 0.01% NEW $74.34 -18.4%
755 CGUS CAPITAL GROUP CORE EQUITY ET 7,092.0 $280K 0.01% NEW $39.54 +11.0%
756 IUSV iShares Core S&P US Value ETF 2,803.0 $280K 0.01% NEW $99.95 +10.7%
757 RIO RIO TINTO PLC Basic Materials 4,224.0 $279K 0.01% NEW $66.01 +62.1%
758 AYI ACUITY INC Industrials 804.0 $277K 0.01% NEW $344.41 -14.4%
759 SE Sea Ltd Consumer Cyclical 1,547.0 $276K 0.01% NEW $178.73 -50.3%
760 STXG EA SERIES TRUST 5,500.0 $275K 0.01% NEW $49.92 +11.0%
Page 38 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%