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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 15 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VYM VANGUARD WHITEHALL FDS 3,349.0 $481K 0.03% -154.0 -4.4% $143.51 +10.6%
282 AMT AMERICAN TOWER CORP NEW Real Estate 2,673.0 $469K 0.03% -1K -28.7% $175.54 +4.7%
283 PFF iShares Preferred & Income Securities ETF 15,018.0 $465K 0.03% -43K -73.9% $30.96 +0.9%
284 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 24,315.0 $462K 0.03% -209.0 -0.8% $19.00 +18.4%
285 TDG Transdigm Group Industrials 345.0 $459K 0.03% -37.0 -9.7% $1329.85 -8.7%
286 JEPI J P MORGAN EXCHANGE TRADED F 8,005.0 $458K 0.03% -3K -30.4% $57.24 -1.6%
287 VAW VANGUARD WORLD FD 2,193.0 $455K 0.03% -120.0 -5.2% $207.54 +9.8%
288 DFLV Dimensional ETF/US Large Cap Value 13,299.0 $455K 0.03% -4K -21.2% $34.21 +13.3%
289 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,139.0 $453K 0.03% -50.0 -4.2% $397.65 -25.2%
290 EFX Equifax Inc Industrials 2,073.0 $450K 0.03% -64.0 -3.0% $216.89 -24.4%
291 VDE VANGUARD WORLD FD 3,551.0 $447K 0.03% -139.0 -3.8% $125.91 +33.4%
292 EQIX EQUINIX INC Real Estate 579.0 $444K 0.03% -4K -87.8% $766.00 +41.0%
293 UBS UBS Group Ag Financial Services 9,490.0 $441K 0.03% -103.0 -1.1% $46.48 +1.0%
294 IFRA ISHARES TR 8,371.0 $440K 0.03% -142.0 -1.7% $52.62 +15.8%
295 CSGP COSTAR GROUP INC Real Estate 6,507.0 $438K 0.03% -177.0 -2.6% $67.24 -49.5%
296 FTEC FIDELITY COVINGTON TRUST 1,946.0 $437K 0.03% -552.0 -22.1% $224.58 +23.1%
297 CLX CLOROX CO DEL Consumer Defensive 4,283.0 $432K 0.03% -3K -41.4% $100.83 -5.7%
298 SPSM SPDR SERIES TRUST 9,164.0 $429K 0.03% -2K -21.3% $46.86 +14.1%
299 NTAP Netapp Technology 4,005.0 $429K 0.03% -1K -25.9% $107.08 +30.1%
300 VPL VANGUARD INTL EQUITY INDEX F 4,705.0 $425K 0.03% -935.0 -16.6% $90.38 +23.8%
Page 15 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%