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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 4 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA Vanguard FTSE Developed Markets ETF 59,344.0 $3.7M 0.22% -552.0 -0.9% $62.47 +12.8%
62 HYG iShares Iboxx Usd 45,219.0 $3.6M 0.22% -76K -62.7% $80.63 -0.9%
63 MCHP Microchip Tech Inc Technology 56,743.0 $3.6M 0.21% -4K -6.7% $63.72 +46.6%
64 COF Capital One Fin Financial Services 14,144.0 $3.4M 0.20% -2K -10.9% $242.35 -22.5%
65 GS GOLDMAN SACHS GROUP INC Financial Services 3,881.0 $3.4M 0.20% -274.0 -6.6% $878.80 +13.4%
66 TXN TEXAS INSTRS INC Technology 19,210.0 $3.3M 0.20% -708.0 -3.5% $173.49 +78.2%
67 USB US Bancorp Del Financial Services 61,232.0 $3.3M 0.19% -4K -5.7% $53.36 +2.8%
68 DUK Duke Energy Corp New Utilities 26,680.0 $3.1M 0.18% -2K -5.6% $117.21 +7.2%
69 DXJ WISDOMTREE TR 21,551.0 $3.1M 0.18% -1K -4.9% $144.16 +17.6%
70 SNA SNAP ON INC Industrials 8,763.0 $3.0M 0.18% -784.0 -8.2% $344.58 +6.4%
71 DEXC Dimensional Etf/dimensional Emergin 49,399.0 $3.0M 0.18% -33K -40.0% $60.52 +28.5%
72 TMO Thermo Fisher Scien Healthcare 5,137.0 $3.0M 0.18% -786.0 -13.3% $579.35 -22.6%
73 ZTS Zoetis Inc Healthcare 23,324.0 $2.9M 0.17% -11K -32.5% $125.82 -36.4%
74 QCOM Qualcomm Inc Technology 16,954.0 $2.9M 0.17% -2K -10.6% $171.04 +39.2%
75 AMP Ameriprise Financial Financial Services 5,782.0 $2.8M 0.17% -647.0 -10.1% $490.27 -7.7%
76 SHOP Shopify Inc Technology 16,539.0 $2.7M 0.16% -1K -6.0% $160.97 -36.0%
77 AJG Gallagher Arthur J Financial Services 10,253.0 $2.7M 0.16% -2K -13.8% $258.77 -20.9%
78 FDVV FIDELITY COVINGTON TRUST 46,474.0 $2.6M 0.16% -996.0 -2.1% $56.69 +7.1%
79 VFLO VICTORY PORTFOLIOS II 66,288.0 $2.6M 0.15% -1K -1.9% $39.38 +12.2%
80 SBUX Starbucks Corp Consumer Cyclical 30,616.0 $2.6M 0.15% -3K -10.2% $84.21 +22.4%
Page 4 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%