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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 15 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CLS CELESTICA INC Technology 4,445.0 $1.3M 0.08% +1K +32.2% $295.61 +25.5%
282 BSX Boston Scientific Healthcare 13,620.0 $1.3M 0.08% -3K -15.6% $95.35 -39.8%
283 PNC PNC Financial Serv Financial Services 6,090.0 $1.3M 0.07% -462.0 -7.0% $208.72 +5.6%
284 IDXX IDEXX LABS INC Healthcare 1,878.0 $1.3M 0.07% +133.0 +7.6% $676.53 -17.8%
285 SPDW SPDR INDEX SHS FDS 28,599.0 $1.3M 0.07% +5K +21.4% $44.41 +15.1%
286 IOO ISHARES TR 9,908.0 $1.3M 0.07% +893.0 +9.9% $126.67 +12.4%
287 KMI KINDER MORGAN INC DEL Energy 45,504.0 $1.3M 0.07% -553.0 -1.2% $27.49 +21.9%
288 FDV Federated Hermes ETF 43,660.0 $1.2M 0.07% -2K -4.8% $28.61 +10.3%
289 BKLN Invesco Ex Sr Ln 59,388.0 $1.2M 0.07% -46K -43.5% $21.00 -2.4%
290 TBLU TORTOISE CAPITAL SERIES TRUS 24,319.0 $1.2M 0.07% NEW $50.81 -1.7%
291 OMC Omnicom Group Inc Communication Services 15,292.0 $1.2M 0.07% -3K -17.5% $80.75 -8.7%
292 FSMD FIDELITY COVINGTON TRUST 27,912.0 $1.2M 0.07% -3K -10.8% $44.13 +13.9%
293 HPQ Hp Inc Technology 55,153.0 $1.2M 0.07% -10K -15.2% $22.28 +10.6%
294 GEV GE VERNOVA INC Utilities 1,872.0 $1.2M 0.07% -427.0 -18.6% $653.26 +65.7%
295 IGLB iShares 10 PLUS Yr Cred 24,233.0 $1.2M 0.07% NEW $50.45 -1.3%
296 PYPL Paypal Hldgs Inc Financial Services 20,910.0 $1.2M 0.07% -5K -19.8% $58.38 -24.4%
297 DE Deere & CO Industrials 2,607.0 $1.2M 0.07% -272.0 -9.4% $465.53 +13.6%
298 MTUM iShares MSCI USA Momentum Factor ETF 4,832.0 $1.2M 0.07% -9K -66.2% $250.29 +24.8%
299 USDU Wisdomtree Tr Blmbg 46,607.0 $1.2M 0.07% NEW $25.80 +1.5%
300 CMI Cummins Inc Industrials 2,354.0 $1.2M 0.07% +248.0 +11.8% $510.29 +29.3%
Page 15 of 45  ·  881 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%