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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 19 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DCI Donaldson Co Inc Industrials 10,032.0 $889K 0.05% $88.66 -4.4%
362 BLV VANGUARD BD INDEX FDS 12,779.0 $888K 0.05% -2K -12.7% $69.51 -1.9%
363 VIKING HOLDINGS LTD 12,381.0 $884K 0.05% +413.0 +3.5% $71.41
364 SNPS Synopsys Inc Technology 1,872.0 $879K 0.05% -888.0 -32.2% $469.72 +13.8%
365 SONY Sony Group Corp Technology 33,972.0 $870K 0.05% +3K +8.9% $25.60 -13.4%
366 FCX FREEPORT-MCMORAN INC Basic Materials 17,109.0 $869K 0.05% +3K +22.2% $50.79 +26.7%
367 MGV VANGUARD WORLD FD 6,146.0 $867K 0.05% -633.0 -9.3% $141.15 +11.9%
368 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 11,314.0 $867K 0.05% +333.0 +3.0% $76.67 +14.0%
369 XNTK SPDR SERIES TRUST 3,111.0 $864K 0.05% +2K +99.8% $277.84 +29.8%
370 DBEF DBX ETF TR 17,866.0 $860K 0.05% +698.0 +4.1% $48.11 +10.7%
371 PCAR Paccar Inc Industrials 7,825.0 $857K 0.05% -3K -30.1% $109.51 +2.3%
372 MPC Marathon Pete Corp Energy 5,269.0 $857K 0.05% -828.0 -13.6% $162.63 +52.5%
373 MUB iShares S&P Ntl Muni 7,967.0 $853K 0.05% -3K -30.2% $107.10 -0.4%
374 INSP INSPIRE MED SYS INC Healthcare 9,244.0 $853K 0.05% NEW $92.23 -54.5%
375 GPC Genuine Parts CO Consumer Cyclical 6,911.0 $850K 0.05% -1K -13.8% $122.96 -21.1%
376 GSIE GOLDMAN SACHS ETF TR 19,787.0 $850K 0.05% -588.0 -2.9% $42.94 +7.2%
377 ES Eversource Energy Utilities 12,589.0 $848K 0.05% +3K +30.4% $67.33 +3.5%
378 IYW ISHARES TR 4,234.0 $845K 0.05% -805.0 -16.0% $199.64 +23.9%
379 NUE Nucor Corp Basic Materials 5,180.0 $845K 0.05% -2K -30.4% $163.10 +47.3%
380 USMV Blackrock Institutional Trust Company N.a. 8,928.0 $841K 0.05% -284.0 -3.1% $94.16 +2.5%
Page 19 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%