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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 18 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DOX Amdocs Limited Technology 12,021.0 $968K 0.06% -571.0 -4.5% $80.51 -22.4%
342 SPLV INVESCO EXCH TRADED FD TR II 13,523.0 $966K 0.06% $71.42 +3.5%
343 SAP Aktiengesellschaft Technology 3,962.0 $962K 0.06% +242.0 +6.5% $242.87 -27.8%
344 SPLB SPDR SERIES TRUST 42,496.0 $960K 0.06% NEW $22.58 -1.5%
345 RDVY FIRST TR EXCHANGE TRADED FD 13,805.0 $959K 0.06% -350.0 -2.5% $69.47 +9.6%
346 BRO BROWN & BROWN INC Financial Services 11,991.0 $956K 0.06% -8K -40.4% $79.70 -28.1%
347 LVHI LEGG MASON ETF INVT 25,773.0 $949K 0.06% +279.0 +1.1% $36.82 +12.5%
348 ENB Enbridge Inc Energy 19,711.0 $943K 0.06% -1K -6.5% $47.83 +19.0%
349 MAR Marriott Intl Cl A Consumer Cyclical 3,015.0 $935K 0.06% -144.0 -4.6% $310.14 +20.3%
350 J Jacobs Solutions Inc Industrials 7,033.0 $931K 0.06% +156.0 +2.3% $132.44 -12.1%
351 IBB ISHARES TR 5,515.0 $931K 0.06% NEW $168.76 +0.4%
352 FBND FIDELITY MERRIMACK STR TR 20,088.0 $925K 0.06% -2K -7.3% $46.04 -1.2%
353 KVUE KENVUE INC Consumer Defensive 53,595.0 $925K 0.06% -11K -16.4% $17.25 +1.7%
354 RWJ INVESCO EXCH TRADED FD TR II 18,837.0 $918K 0.05% $48.72 +14.4%
355 TRGP TARGA RES CORP Energy 4,959.0 $915K 0.05% $184.49 +47.8%
356 FVD FIRST TR EXCHANGE-TRADED FD 19,764.0 $911K 0.05% $46.08 +3.8%
357 SPHB INVESCO EXCH TRADED FD TR II 7,685.0 $899K 0.05% -49K -86.5% $116.97 +24.5%
358 FLTR VANECK ETF TRUST 35,195.0 $897K 0.05% $25.48 +0.4%
359 AMD Advanced Micro Devic Technology 4,187.0 $897K 0.05% -22K -83.8% $214.16 +131.9%
360 OVL LISTED FDS TR 16,842.0 $896K 0.05% -454.0 -2.6% $53.21 +8.6%
Page 18 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%