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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TRMB Trimble Inc Technology 3,840.0 $301K 0.02% NEW $78.35 -28.1%
62 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,024.0 $294K 0.02% NEW $287.00 +11.9%
63 CGGE CAPITAL GROUP GLOBAL EQUITY 9,107.0 $288K 0.02% NEW $31.63 +7.1%
64 PINK SIMPLIFY EXCHANGE TRADED FUN 7,708.0 $282K 0.02% NEW $36.60 +0.7%
65 TOTALENERGIES SE 4,202.0 $275K 0.02% NEW $65.42
66 RKLB ROCKET LAB CORP Industrials 3,932.0 $274K 0.02% NEW $69.76 +94.6%
67 EQNR EQUINOR ASA Energy 11,487.0 $271K 0.02% NEW $23.63 +64.3%
68 MLI MUELLER INDS INC Industrials 2,210.0 $254K 0.01% NEW $114.78 +16.2%
69 GPIX GOLDMAN SACHS ETF TR 4,759.0 $251K 0.01% NEW $52.79 +5.1%
70 EMN EASTMAN CHEM CO Basic Materials 3,854.0 $246K 0.01% NEW $63.82 +16.1%
71 LEU CENTRUS ENERGY CORP Energy 1,013.0 $246K 0.01% NEW $242.76 -26.1%
72 LIT GLOBAL X FDS 3,750.0 $243K 0.01% NEW $64.86 +31.5%
73 NDSN Nordson Corp Industrials 994.0 $239K 0.01% NEW $240.43 +20.6%
74 NWN NORTHWEST NAT HLDG CO Utilities 5,032.0 $235K 0.01% NEW $46.74 +6.8%
75 XYLD GLOBAL X FDS 5,756.0 $234K 0.01% NEW $40.63 -0.5%
76 EDV Vanguard Ext Dur 3,562.0 $232K 0.01% NEW $65.01 -3.7%
77 HYMB SPDR SERIES TRUST 9,257.0 $231K 0.01% NEW $24.94 +0.1%
78 MDB MONGODB INC Technology 542.0 $227K 0.01% NEW $419.69 -22.3%
79 CNQ CANADIAN NAT RES LTD Energy 6,691.0 $226K 0.01% NEW $33.85 +43.6%
80 SU SUNCOR ENERGY INC NEW Energy 4,944.0 $219K 0.01% NEW $44.36 +51.8%
Page 4 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%