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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 8 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CCOR Core Alternative ETF 50,599.0 $1.3M 0.08% -3K -5.5% $26.25 -2.4%
142 SPEM SPDR INDEX SHS FDS 28,251.0 $1.3M 0.08% -1K -4.9% $46.81 +9.8%
143 BSX Boston Scientific Healthcare 13,620.0 $1.3M 0.08% -3K -15.6% $95.35 -39.4%
144 PNC PNC Financial Serv Financial Services 6,090.0 $1.3M 0.07% -462.0 -7.0% $208.72 +5.0%
145 KMI KINDER MORGAN INC DEL Energy 45,504.0 $1.3M 0.07% -553.0 -1.2% $27.49 +22.9%
146 FDV Federated Hermes ETF 43,660.0 $1.2M 0.07% -2K -4.8% $28.61 +10.7%
147 BKLN Invesco Ex Sr Ln 59,388.0 $1.2M 0.07% -46K -43.5% $21.00 -2.5%
148 OMC Omnicom Group Inc Communication Services 15,292.0 $1.2M 0.07% -3K -17.5% $80.75 -7.2%
149 FSMD FIDELITY COVINGTON TRUST 27,912.0 $1.2M 0.07% -3K -10.8% $44.13 +12.6%
150 HPQ Hp Inc Technology 55,153.0 $1.2M 0.07% -10K -15.2% $22.28 +13.3%
151 GEV GE VERNOVA INC Utilities 1,872.0 $1.2M 0.07% -427.0 -18.6% $653.26 +59.0%
152 PYPL Paypal Hldgs Inc Financial Services 20,910.0 $1.2M 0.07% -5K -19.8% $58.38 -24.2%
153 DE Deere & CO Industrials 2,607.0 $1.2M 0.07% -272.0 -9.4% $465.53 +13.7%
154 MTUM iShares MSCI USA Momentum Factor ETF 4,832.0 $1.2M 0.07% -9K -66.2% $250.29 +21.3%
155 RSPN INVESCO EXCHANGE TRADED FD T 20,871.0 $1.2M 0.07% -369.0 -1.7% $56.63 +6.0%
156 MLM Martin Marietta Matl Basic Materials 1,888.0 $1.2M 0.07% -279.0 -12.9% $622.54 -13.8%
157 SCHW Schwab Charles Corp Financial Services 11,584.0 $1.2M 0.07% -423.0 -3.5% $99.91 -9.8%
158 MRVL Marvell Tech Inc Technology 13,486.0 $1.1M 0.07% -1K -9.3% $84.98 +131.0%
159 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 14,840.0 $1.1M 0.07% -2K -13.3% $75.91 -26.0%
160 AMGN Amgen Incorporated Healthcare 3,436.0 $1.1M 0.07% -26K -88.4% $327.31 +3.7%
Page 8 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%