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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 17 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DGRO iShares Core Dividend Growth ETF 15,599.0 $1.1M 0.06% -37K -70.5% $69.42 +7.8%
322 SLV ISHARES SILVER TR Financial Services 16,651.0 $1.1M 0.06% +958.0 +6.1% $64.42 +7.2%
323 ITW Illinois Tool Wks Industrials 4,250.0 $1.0M 0.06% -4K -45.6% $246.29 +2.0%
324 FSIG FIRST TR EXCHANGE-TRADED FD 52,905.0 $1.0M 0.06% -4K -6.8% $19.19 -1.6%
325 CTA SIMPLIFY EXCHANGE TRADED FUN 37,087.0 $1.0M 0.06% +1K +3.4% $27.26 +10.1%
326 SDY SPDR SERIES TRUST 7,261.0 $1.0M 0.06% -411.0 -5.4% $139.15 +8.0%
327 DISV DIMENSIONAL ETF TRUST 26,526.0 $1.0M 0.06% -44K -62.4% $38.00 +12.2%
328 ISHARES TR 22,149.0 $1.0M 0.06% +4K +19.0% $45.45
329 WPM Wheaton Precious Metals Corp Basic Materials 8,547.0 $1.0M 0.06% +2K +32.4% $117.52 +10.6%
330 BIV VANGUARD BD INDEX FDS 12,833.0 $999K 0.06% -1K -7.6% $77.88 -1.8%
331 VCSH ETF Van Sh Tm Corp 12,532.0 $999K 0.06% -3K -17.3% $79.73 -0.9%
332 ING ING GROEP N.V. Financial Services 35,608.0 $997K 0.06% +9K +35.8% $28.00 +11.6%
333 VNLA JANUS DETROIT STR TR 20,191.0 $992K 0.06% $49.14 -0.2%
334 XYL XYLEM INC Industrials 7,283.0 $992K 0.06% -908.0 -11.1% $136.17 -18.1%
335 ROBO EXCHANGE TRADED CONCEPTS TRU 14,274.0 $989K 0.06% NEW $69.31 +29.8%
336 BTI British American ADR Consumer Defensive 17,293.0 $979K 0.06% -1K -5.9% $56.62 +14.7%
337 HUBB HUBBELL INC Industrials 2,192.0 $973K 0.06% $444.11 +8.1%
338 CIEN CIENA CORP Technology 4,157.0 $972K 0.06% +3K +164.8% $233.87 +156.8%
339 VCLT VANGUARD SCOTTSDALE FDS 12,817.0 $972K 0.06% NEW $75.85 -1.3%
340 SPYG SPDR S Tr/S&P 500 Growth ETF 9,103.0 $971K 0.06% -167.0 -1.8% $106.70 +12.3%
Page 17 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%