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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 21 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 16,847.0 $765K 0.04% +367.0 +2.2% $45.40 -7.5%
402 REV GROUP INC 12,569.0 $764K 0.04% NEW $60.81
403 ANGL VANECK ETF TRUST 25,888.0 $760K 0.04% -2K -5.8% $29.36 -0.9%
404 CDNS Cadence Design Sys Technology 2,431.0 $760K 0.04% -41.0 -1.7% $312.58 +22.1%
405 GBIL GOLDMAN SACHS ETF TR 7,599.0 $759K 0.04% +2K +28.6% $99.94 +0.2%
406 IXG ISHARES TR 6,257.0 $756K 0.04% +2K +32.5% $120.78 +1.6%
407 DG DOLLAR GEN CORP NEW Consumer Defensive 5,690.0 $755K 0.04% -922.0 -13.9% $132.76 -21.9%
408 VRSK Verisk Ana Usd 0.001 Industrials 3,368.0 $753K 0.04% -1K -26.2% $223.65 -23.3%
409 VNT VONTIER CORPORATION Technology 20,149.0 $749K 0.04% NEW $37.18 -20.6%
410 EXPE Expedia Group Inc Consumer Cyclical 2,645.0 $749K 0.04% -983.0 -27.1% $283.22 -21.3%
411 ECL Ecolab Inc Basic Materials 2,846.0 $747K 0.04% -2K -40.8% $262.46 -3.1%
412 FDL FIRST TR EXCHANGE-TRADED FD 16,817.0 $746K 0.04% -4K -17.7% $44.34 +13.5%
413 UNILEVER PLC 11,333.0 $741K 0.04% NEW $65.40
414 DKNG Draftkings Inc New Consumer Cyclical 21,330.0 $735K 0.04% -2K -8.5% $34.46 -30.9%
415 CWEN CLEARWAY ENERGY INC Utilities 22,080.0 $734K 0.04% $33.26 +20.8%
416 FOX FOX CORP Communication Services 11,264.0 $731K 0.04% NEW $64.93 -10.5%
417 GCOW PACER FDS TR 17,740.0 $731K 0.04% +500.0 +2.9% $41.22 +12.4%
418 SPG Simon Ppty Group Inc Real Estate 3,945.0 $730K 0.04% -314.0 -7.4% $185.11 +11.8%
419 VNOM VIPER ENERGY INC Energy 18,879.0 $729K 0.04% -10K -35.1% $38.63 +18.0%
420 AEM Agnico Eagle Mines Basic Materials 4,297.0 $728K 0.04% -711.0 -14.2% $169.53 +6.5%
Page 21 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%