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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 41 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 Blackrock Institutional Trust Company N.a. 5,000.0 $246K 0.01% NEW $49.27
802 CGGR CAPITAL GROUP GROWTH ETF 5,606.0 $246K 0.01% NEW $43.92 +4.9%
803 SAMM Advisors Inner /strategas Macro Mom 8,500.0 $245K 0.01% NEW $28.86 +11.2%
804 AME AMETEK INC Industrials 1,303.0 $245K 0.01% NEW $187.97 +19.4%
805 VMI Valmont Inds Inc Industrials 631.0 $245K 0.01% NEW $387.73 +32.4%
806 BROOKFIELD ASSET MANAGMT LTD 4,293.0 $244K 0.01% NEW $56.94
807 SMG Scotts Miracle-Gro Basic Materials 4,286.0 $244K 0.01% NEW $56.95 +3.9%
808 IDU ISHARES TR 2,196.0 $244K 0.01% NEW $110.90 +3.2%
809 FNDF SCHWAB STRATEGIC TR 5,635.0 $242K 0.01% NEW $42.96 +24.2%
810 BRX BRIXMOR PPTY GROUP INC Real Estate 8,688.0 $240K 0.01% NEW $27.68 +11.4%
811 IWP iShares Russell Midcap Growth ETF 1,688.0 $240K 0.01% NEW $142.41 -2.1%
812 UTES ETFIS SER TR I 2,875.0 $240K 0.01% NEW $83.44 -2.2%
813 MUSA Murphy USA Inc Consumer Cyclical 611.0 $237K 0.01% NEW $388.30 +39.8%
814 Leidos Hldgs Inc 1,252.0 $237K 0.01% NEW $188.94
815 LNTH LANTHEUS HLDGS INC Healthcare 4,604.0 $236K 0.01% NEW $51.29 +100.8%
816 KRP KIMBELL RTY PARTNERS LP Energy 17,500.0 $236K 0.01% NEW $13.49 +12.6%
817 SLB Schlumberger Ltd Energy 6,868.0 $236K 0.01% NEW $34.37 +66.7%
818 S SENTINELONE INC Technology 13,395.0 $236K 0.01% NEW $17.61 +6.2%
819 CALF PACER FDS TR 5,383.0 $236K 0.01% NEW $43.78 +11.4%
820 CERY SPDR SERIES TRUST 8,214.0 $235K 0.01% NEW $28.65 +30.0%
Page 41 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%