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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 16 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UTES ETFIS SER TR I 15,017.0 $1.2M 0.07% +12K +422.3% $78.95 +4.2%
302 RSPN INVESCO EXCHANGE TRADED FD T 20,871.0 $1.2M 0.07% -369.0 -1.7% $56.63 +7.6%
303 FTSL FIRST TR EXCHANGE-TRADED FD 25,690.0 $1.2M 0.07% +2K +10.7% $45.88 -2.1%
304 MLM Martin Marietta Matl Basic Materials 1,888.0 $1.2M 0.07% -279.0 -12.9% $622.54 -11.0%
305 SCHW Schwab Charles Corp Financial Services 11,584.0 $1.2M 0.07% -423.0 -3.5% $99.91 -9.8%
306 MRVL Marvell Tech Inc Technology 13,486.0 $1.1M 0.07% -1K -9.3% $84.98 +141.3%
307 DFAC DIMENSIONAL ETF TRUST 28,528.0 $1.1M 0.07% +10K +50.8% $39.59 +11.1%
308 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 14,840.0 $1.1M 0.07% -2K -13.3% $75.91 -22.5%
309 AMGN Amgen Incorporated Healthcare 3,436.0 $1.1M 0.07% -26K -88.4% $327.31 +3.2%
310 MRSH Marsh & McLennan Financial Services 6,041.0 $1.1M 0.07% -4K -39.5% $185.49 -12.3%
311 PDBC INVESCO ACTVELY MNGD ETC FD 83,744.0 $1.1M 0.07% -18K -18.1% $13.25 +36.0%
312 CRH PLC 8,890.0 $1.1M 0.07% +234.0 +2.7% $124.80
313 IVW ISHARES TR 8,992.0 $1.1M 0.07% -181.0 -2.0% $123.25 +12.3%
314 LMBS FIRST TR EXCHANGE-TRADED FD 22,130.0 $1.1M 0.07% -3K -12.6% $49.99 -0.6%
315 EBAY EBAY INC. Consumer Cyclical 12,693.0 $1.1M 0.07% +9K +210.9% $87.10 +32.7%
316 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,924.0 $1.1M 0.07% -207.0 -2.9% $159.38 +44.2%
317 ITA ISHARES TR 5,118.0 $1.1M 0.07% +345.0 +7.2% $214.69 +6.8%
318 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,930.0 $1.1M 0.07% +274.0 +7.5% $278.87 -4.4%
319 ARES Ares Management Financial Services 6,750.0 $1.1M 0.07% +230.0 +3.5% $161.63 -20.7%
320 GTO INVESCO ACTIVELY MANAGED EXC 22,993.0 $1.1M 0.07% +6K +34.4% $47.42 -1.5%
Page 16 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%