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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.9B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 904 New
Page 23 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DOW Dow Hldgs Inc Basic Materials 32,710.0 $750K 0.04% NEW $22.93 +53.9%
442 IDV iShares Intl Select Dividend ETF 20,512.0 $750K 0.04% NEW $36.55 +23.7%
443 STIP iShares 0-5 Yr ETF 7,236.0 $748K 0.04% NEW $103.35 +0.1%
444 USHY ISHARES TR 19,784.0 $747K 0.04% NEW $37.78 -1.8%
445 PWR QUANTA SVCS INC Industrials 1,801.0 $746K 0.04% NEW $414.42 +79.1%
446 SNY Sanofi Eur 2.0 ADR Healthcare 15,772.0 $744K 0.04% NEW $47.20 -6.5%
447 VIKING HOLDINGS LTD 11,968.0 $744K 0.04% NEW $62.16
448 MNST Monster Beverage Consumer Defensive 10,981.0 $739K 0.04% NEW $67.31 +29.9%
449 ROKU ROKU INC Communication Services 7,335.0 $734K 0.04% NEW $100.13 +27.4%
450 NKE NIKE INC Consumer Cyclical 10,523.0 $734K 0.04% NEW $69.73 -35.6%
451 DFAC DIMENSIONAL ETF TRUST 18,922.0 $730K 0.04% NEW $38.57 +13.9%
452 CCI Crown Castle Inc Real Estate 7,541.0 $728K 0.04% NEW $96.50 -6.1%
453 WPM Wheaton Precious Metals Corp Basic Materials 6,458.0 $722K 0.04% NEW $111.84 +13.1%
454 AMT AMERICAN TOWER CORP NEW Real Estate 3,748.0 $721K 0.04% NEW $192.30 -3.8%
455 SCHG SCHWAB STRATEGIC TR 22,552.0 $720K 0.04% NEW $31.91 +8.3%
456 JBL JABIL INC Technology 3,294.0 $715K 0.04% NEW $217.17 +75.1%
457 VIGI VANGUARD WHITEHALL FDS 7,937.0 $711K 0.04% NEW $89.57 +5.0%
458 ADI Analog Devices Inc Technology 2,863.0 $703K 0.04% NEW $245.71 +70.9%
459 XEL Xcel Energy Inc Utilities 8,721.0 $703K 0.04% NEW $80.65 +0.5%
460 NSC Norfolk Southern Industrials 2,340.0 $703K 0.04% NEW $300.40 +6.6%
Page 23 of 46  ·  904 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 28.6%
Financial Services 20.9%
Industrials 10.2%
Healthcare 8.8%
Consumer Cyclical 7.9%
Communication Services 6.5%
Consumer Defensive 5.6%
Energy 5.0%
Utilities 2.8%
Basic Materials 2.0%