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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 26 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CMG Chipotle Mexican Gri Consumer Cyclical 15,961.0 $626K 0.03% NEW $39.19 -18.2%
502 CWEN CLEARWAY ENERGY INC Utilities 22,043.0 $623K 0.03% NEW $28.25 +41.3%
503 QUAL iShares MSCI USA Quality Factor ETF 3,199.0 $622K 0.03% NEW $194.48 +10.8%
504 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 14,967.0 $619K 0.03% NEW $41.36 +14.0%
505 KYN Kayne Anderson Energy Infrastructrure Fund Financial Services 49,628.0 $614K 0.03% NEW $12.37 +13.7%
506 WSO Watsco Inc Industrials 1,518.0 $614K 0.03% NEW $404.28 -6.2%
507 TUR iShares MSCI Turkey ETF 17,750.0 $608K 0.03% NEW $34.23 +12.2%
508 TTWO Take-2 Interactive Communication Services 2,351.0 $607K 0.03% NEW $258.36 -13.9%
509 PGR Progressive Corp Financial Services 2,454.0 $606K 0.03% NEW $246.99 -20.0%
510 TSCO Tractor Supply CO Consumer Cyclical 10,632.0 $605K 0.03% NEW $56.87 -47.5%
511 VST Vistra Corp Utilities 3,084.0 $604K 0.03% NEW $195.90 -15.9%
512 SHYG ISHARES TR 13,895.0 $602K 0.03% NEW $43.30 -1.9%
513 CRS CARPENTER TECHNOLOGY CORP Industrials 2,447.0 $601K 0.03% NEW $245.58 +86.1%
514 DVN Devon Energy Corp Energy 17,078.0 $599K 0.03% NEW $35.06 +30.2%
515 XMHQ INVESCO EXCHANGE TRADED FD T 5,684.0 $597K 0.03% NEW $104.96 +4.6%
516 BSL BLACKSTONE SENI FLTN RAT 202 Financial Services 42,360.0 $596K 0.03% NEW $14.06 -8.1%
517 CFR CULLEN FROST BANKERS INC Financial Services 4,685.0 $594K 0.03% NEW $126.76 +9.6%
518 GBIL GOLDMAN SACHS ETF TR 5,911.0 $592K 0.03% NEW $100.23 -0.1%
519 SUN SUNOCO LP/SUNOCO FIN CORP Energy 11,802.0 $590K 0.03% NEW $50.01 +37.8%
520 COWZ PACER FDS TR 10,210.0 $587K 0.03% NEW $57.47 +11.9%
Page 26 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%