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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 14 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KKR KKR & CO INC Financial Services 4,375.0 $558K 0.03% -696.0 -13.7% $127.45 -26.2%
262 BSL BLACKSTONE SENI FLTN RAT 202 Financial Services 40,910.0 $552K 0.03% -1K -3.4% $13.50 -4.0%
263 STIP iShares 0-5 Yr ETF 5,379.0 $551K 0.03% -2K -25.7% $102.38 +0.9%
264 GLOBUS MED INC 6,117.0 $534K 0.03% -1K -14.5% $87.31
265 VMBS VANGUARD SCOTTSDALE FDS 11,297.0 $532K 0.03% -380.0 -3.2% $47.08 -1.1%
266 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,613.0 $529K 0.03% -1K -23.0% $146.55 -11.3%
267 B Barrick Mining Corp. Basic Materials 12,037.0 $524K 0.03% -252.0 -2.0% $43.55 -6.6%
268 VFH VANGUARD WORLD FD 3,915.0 $523K 0.03% -92.0 -2.3% $133.47 -4.6%
269 ROKU ROKU INC Communication Services 4,812.0 $522K 0.03% -3K -34.4% $108.49 +15.7%
270 DELL Dell Tech Inc Technology 4,105.0 $517K 0.03% -1K -24.8% $125.85 +134.6%
271 DYNF BLACKROCK ETF TRUST 8,469.0 $515K 0.03% -386.0 -4.4% $60.80 +9.6%
272 QUAL iShares MSCI USA Quality Factor ETF 2,585.0 $513K 0.03% -614.0 -19.2% $198.59 +8.0%
273 PAVE GLOBAL X FDS 10,701.0 $511K 0.03% -97.0 -0.9% $47.79 +15.0%
274 TRU Transunion Industrials 5,956.0 $511K 0.03% -438.0 -6.8% $85.74 -17.6%
275 DDOG Datadog In Cl A Technology 3,747.0 $510K 0.03% -111.0 -2.9% $135.99 +63.5%
276 BK Bank New York Mellon Financial Services 4,335.0 $503K 0.03% -7K -60.4% $116.09 +19.9%
277 HBAN HUNTINGTON BANCSHARES INC Financial Services 28,961.0 $502K 0.03% -4K -12.3% $17.35 -8.2%
278 TSCO Tractor Supply CO Consumer Cyclical 9,891.0 $495K 0.03% -741.0 -7.0% $50.01 -36.8%
279 BIZD VANECK ETF TRUST 34,766.0 $493K 0.03% -391K -91.8% $14.18 -12.7%
280 CARR Carrier Glo Corp Industrials 9,267.0 $490K 0.03% -4K -28.5% $52.84 +19.5%
Page 14 of 22  ·  434 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%