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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 17 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WYNN WYNN RESORTS LTD Consumer Cyclical 3,115.0 $375K 0.02% -850.0 -21.4% $120.33 -19.2%
322 VCR VANGUARD WORLD FD 947.0 $373K 0.02% -34.0 -3.5% $393.59 +0.3%
323 OTIS Otis Worldwide Industrials 4,260.0 $372K 0.02% -206.0 -4.6% $87.35 -16.7%
324 ABT Abbott Laboratories Healthcare 2,962.0 $371K 0.02% -84K -96.6% $125.29 -30.2%
325 AGI Alamos Gold Inc Basic Materials 9,583.0 $370K 0.02% -2K -13.5% $38.58 -0.6%
326 HOOD Robinhood Markets Inc Financial Services 3,257.0 $368K 0.02% -633.0 -16.3% $113.10 -34.9%
327 TRV Travelers Cos Inc Financial Services 1,267.0 $368K 0.02% -8K -86.5% $290.06 +5.7%
328 EVR EVERCORE INC Financial Services 1,077.0 $366K 0.02% -69.0 -6.0% $340.04 +1.8%
329 SBR Sabine Royalty Trust Energy 5,337.0 $366K 0.02% -70.0 -1.3% $68.57 +12.4%
330 CCJ CAMECO CORP Energy 3,977.0 $364K 0.02% -160.0 -3.9% $91.48 +14.5%
331 CW CURTISS WRIGHT CORP Industrials 654.0 $360K 0.02% -765.0 -53.9% $550.46 +32.8%
332 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,840.0 $359K 0.02% -92.0 -3.1% $126.56 +21.0%
333 ICLR Icon PLC Healthcare 1,958.0 $357K 0.02% -13.0 -0.7% $182.22 -35.9%
334 IRM Iron Mount Com Npv Real Estate 4,281.0 $355K 0.02% -237.0 -5.2% $82.95 +52.5%
335 NXST Nexstar Media Group Communication Services 1,717.0 $349K 0.02% -848.0 -33.1% $203.05 -7.1%
336 CTVA Corteva Inc Basic Materials 5,192.0 $348K 0.02% -247.0 -4.5% $67.02 +18.7%
337 AEP American Elec. Pwr Utilities 2,980.0 $344K 0.02% -5K -60.9% $115.31 +14.1%
338 FID FIRST TR EXCHANGE TRADED FD 16,442.0 $338K 0.02% -463.0 -2.7% $20.55 +7.7%
339 SSNC Ss&c Technologies Technology 3,830.0 $335K 0.02% -204.0 -5.1% $87.41 -23.3%
340 URA GLOBAL X FDS 7,800.0 $333K 0.02% -2K -18.1% $42.73 +14.6%
Page 17 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%