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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 9 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRSH Marsh & McLennan Financial Services 6,041.0 $1.1M 0.07% -4K -39.5% $185.49 -11.5%
162 PDBC INVESCO ACTVELY MNGD ETC FD 83,744.0 $1.1M 0.07% -18K -18.1% $13.25 +37.4%
163 IVW ISHARES TR 8,992.0 $1.1M 0.07% -181.0 -2.0% $123.25 +10.9%
164 LMBS FIRST TR EXCHANGE-TRADED FD 22,130.0 $1.1M 0.07% -3K -12.6% $49.99 -0.7%
165 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,924.0 $1.1M 0.07% -207.0 -2.9% $159.38 +42.8%
166 DGRO iShares Core Dividend Growth ETF 15,599.0 $1.1M 0.06% -37K -70.5% $69.42 +7.8%
167 ITW Illinois Tool Wks Industrials 4,250.0 $1.0M 0.06% -4K -45.6% $246.29 +2.4%
168 FSIG FIRST TR EXCHANGE-TRADED FD 52,905.0 $1.0M 0.06% -4K -6.8% $19.19 -1.8%
169 SDY SPDR SERIES TRUST 7,261.0 $1.0M 0.06% -411.0 -5.4% $139.15 +7.8%
170 DISV DIMENSIONAL ETF TRUST 26,526.0 $1.0M 0.06% -44K -62.4% $38.00 +10.7%
171 BIV VANGUARD BD INDEX FDS 12,833.0 $999K 0.06% -1K -7.6% $77.88 -2.0%
172 VCSH ETF Van Sh Tm Corp 12,532.0 $999K 0.06% -3K -17.3% $79.73 -1.1%
173 XYL XYLEM INC Industrials 7,283.0 $992K 0.06% -908.0 -11.1% $136.17 -20.2%
174 BTI British American ADR Consumer Defensive 17,293.0 $979K 0.06% -1K -5.9% $56.62 +15.4%
175 SPYG SPDR S Tr/S&P 500 Growth ETF 9,103.0 $971K 0.06% -167.0 -1.8% $106.70 +10.9%
176 DOX Amdocs Limited Technology 12,021.0 $968K 0.06% -571.0 -4.5% $80.51 -22.2%
177 RDVY FIRST TR EXCHANGE TRADED FD 13,805.0 $959K 0.06% -350.0 -2.5% $69.47 +8.3%
178 BRO BROWN & BROWN INC Financial Services 11,991.0 $956K 0.06% -8K -40.4% $79.70 -27.4%
179 ENB Enbridge Inc Energy 19,711.0 $943K 0.06% -1K -6.5% $47.83 +21.3%
180 MAR Marriott Intl Cl A Consumer Cyclical 3,015.0 $935K 0.06% -144.0 -4.6% $310.14 +19.0%
Page 9 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%