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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 22 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HDV iShares Core High Dividend ETF 1,648.0 $200K 0.01% -131.0 -7.4% $121.61 -77.0%
422 VOD VODAFONE GROUP PLC NEW Communication Services 14,619.0 $193K 0.01% -7K -32.2% $13.21 +13.1%
423 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 12,965.0 $186K 0.01% -596.0 -4.4% $14.31 -2.5%
424 FDD FIRST TR EXCHANGE-TRADED FD 10,442.0 $183K 0.01% -589.0 -5.3% $17.50 +12.4%
425 BSM BLACK STONE MINERALS L P Energy 12,600.0 $167K 0.01% -300.0 -2.3% $13.29 +4.0%
426 KYN Kayne Anderson Energy Infrastructrure Fund Financial Services 13,391.0 $166K 0.01% -36K -73.0% $12.38 +14.5%
427 PGX INVESCO EXCH TRADED FD TR II 14,332.0 $161K 0.01% -655.0 -4.4% $11.24 -2.6%
428 PBR Petroleo Brasileir Energy 12,146.0 $144K 0.01% -544.0 -4.3% $11.85 +67.9%
429 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 12,298.0 $143K 0.01% -5K -27.4% $11.63 -2.8%
430 AGNC AGNC INVT CORP Real Estate 12,843.0 $138K 0.01% -1K -9.8% $10.72 -4.8%
431 CRNC CERENCE INC Technology 12,000.0 $128K 0.01% -21K -64.0% $10.69 +2.7%
432 SOUNDHOUND AI INC 19,100.0 $66K 0.00% -16K -45.6% $3.48
433 NWL Newell Brands Inc Consumer Defensive 16,003.0 $60K 0.00% -114K -87.7% $3.72 -2.1%
434 ATOM ATOMERA INC Technology 24,200.0 $53K 0.00% -62K -71.8% $2.21 +318.1%
Page 22 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%