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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 24 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AVDE AMERICAN CENTY ETF TR 8,855.0 $699K 0.04% NEW $78.90 +16.6%
462 HAS Hasbro Inc Consumer Cyclical 9,208.0 $698K 0.04% NEW $75.85 +16.0%
463 CANADIAN PACIFIC KANSAS CITY 9,361.0 $697K 0.04% NEW $74.49
464 HTH Hilltop Holdings Inc Financial Services 20,828.0 $696K 0.04% NEW $33.42 +13.0%
465 PPL Ppl Corp Utilities 18,683.0 $694K 0.04% NEW $37.16 -2.8%
466 VICI Vici Pptys Inc Real Estate 21,287.0 $694K 0.04% NEW $32.61 -12.2%
467 NGG National Grid Utilities 9,546.0 $694K 0.04% NEW $72.67 +20.7%
468 DRI Darden Restaurants Consumer Cyclical 3,636.0 $692K 0.04% NEW $190.34 +7.1%
469 ES Eversource Energy Utilities 9,654.0 $687K 0.04% NEW $71.14 -2.0%
470 VGSH ETF Vanguard S/T Gov 11,669.0 $687K 0.04% NEW $58.85 -1.0%
471 ARGX ARGENX SE Healthcare 929.0 $685K 0.04% NEW $737.56 +9.6%
472 ING ING GROEP N.V. Financial Services 26,224.0 $684K 0.04% NEW $26.08 +20.1%
473 NWL Newell Brands Inc Consumer Defensive 130,430.0 $683K 0.04% NEW $5.24 -31.3%
474 DG DOLLAR GEN CORP NEW Consumer Defensive 6,612.0 $683K 0.04% NEW $103.35 +0.3%
475 BLDR Builders Firstsource Industrials 5,634.0 $683K 0.04% NEW $121.25 -38.6%
476 GCOW PACER FDS TR 17,240.0 $683K 0.04% NEW $39.62 +16.9%
477 BAB INVESCO EXCH TRADED FD TR II 24,969.0 $681K 0.04% NEW $27.29 -2.4%
478 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 16,480.0 $678K 0.04% NEW $41.12 +2.1%
479 TYL TYLER TECHNOLOGIES INC Technology 1,293.0 $676K 0.04% NEW $523.16 -41.2%
480 EVRG Evergy Inc Utilities 8,848.0 $673K 0.04% NEW $76.02 +10.6%
Page 24 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%