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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 19 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CE Celanese Corp Basic Materials 6,891.0 $291K 0.02% -144.0 -2.0% $42.28 +23.9%
362 PDBA Invesco Exchange-traded Fund Trust Ii 8,506.0 $289K 0.02% -73K -89.5% $34.00 +8.1%
363 ITM VANECK ETF TRUST 6,112.0 $288K 0.02% -5K -45.1% $47.16 -1.4%
364 SPMD SPDR SERIES TRUST 4,935.0 $286K 0.02% -133.0 -2.6% $57.91 +11.3%
365 SJM J.M. Smucker Consumer Defensive 2,919.0 $285K 0.02% -384.0 -11.6% $97.78 +5.7%
366 QLTA ISHARES TR 5,854.0 $281K 0.02% -3K -31.0% $48.08 -1.7%
367 CORPAY INC 935.0 $281K 0.02% -216.0 -18.8% $300.93
368 ESGU ISHARES TR 1,853.0 $276K 0.02% -242.0 -11.6% $148.96 +9.2%
369 RELX RELX PLC Communication Services 6,825.0 $276K 0.02% -336.0 -4.7% $40.42 -18.3%
370 FLR FLUOR CORP NEW Industrials 6,942.0 $275K 0.02% -3K -33.5% $39.63 +13.2%
371 TGT Target Corp Consumer Defensive 2,809.0 $275K 0.02% -7K -72.5% $97.75 +28.5%
372 SF Stifel Financial Corp Financial Services 2,110.0 $264K 0.02% -143.0 -6.3% $125.21 -42.0%
373 NIM NUVEEN SELECT MAT MUN FD Financial Services 28,268.0 $263K 0.02% -1K -4.2% $9.31 -0.9%
374 TOTL SSGA ACTIVE ETF TR 6,459.0 $260K 0.01% -1K -14.9% $40.24 -2.3%
375 IVOL Kraneshares Tr 13,399.0 $257K 0.01% -127K -90.5% $19.16 -6.6%
376 ADI Analog Devices Inc Technology 946.0 $257K 0.01% -2K -67.0% $271.20 +46.4%
377 AMAT Applied Materials Technology 997.0 $256K 0.01% -13K -92.9% $256.99 +68.2%
378 FOXA FOX CORP Communication Services 3,494.0 $255K 0.01% -3K -44.7% $73.07 -12.4%
379 BBY Best Buy Co Inc Consumer Cyclical 3,783.0 $253K 0.01% -12K -75.9% $66.93 -7.9%
380 ITOT ISHARES TR 1,683.0 $250K 0.01% -89.0 -5.0% $148.69 +9.6%
Page 19 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%