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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 28 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DDOG Datadog In Cl A Technology 3,747.0 $510K 0.03% -111.0 -2.9% $135.99 +65.9%
542 DEO DIAGEO PLC Consumer Defensive 5,885.0 $508K 0.03% +344.0 +6.2% $86.26 +0.8%
543 HEQT SIMPLIFY EXCHANGE TRADED FUN 15,781.0 $506K 0.03% $32.05 +4.2%
544 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 18,605.0 $505K 0.03% NEW $27.15 -30.3%
545 BK Bank New York Mellon Financial Services 4,335.0 $503K 0.03% -7K -60.4% $116.09 +21.5%
546 HBAN HUNTINGTON BANCSHARES INC Financial Services 28,961.0 $502K 0.03% -4K -12.3% $17.35 -6.7%
547 MSGE SPHERE ENTERTAINMENT CO Communication Services 5,263.0 $500K 0.03% NEW $95.08 -25.0%
548 TSCO Tractor Supply CO Consumer Cyclical 9,891.0 $495K 0.03% -741.0 -7.0% $50.01 -40.0%
549 JEF Jefferies Finl Group Financial Services 7,982.0 $495K 0.03% +2K +28.4% $61.97 -15.2%
550 SOUN SOUNDHOUND AI INC Technology 49,605.0 $495K 0.03% $9.97 -18.2%
551 BIZD VANECK ETF TRUST 34,766.0 $493K 0.03% -391K -91.8% $14.18 -11.3%
552 NUVEEN S&P 500 BUY-WRITE INC 33,370.0 $491K 0.03% +2K +5.9% $14.70
553 BEN FRANKLIN RESOURCES INC Financial Services 20,530.0 $490K 0.03% +337.0 +1.7% $23.89 +32.6%
554 OGE Oge Energy Corp Utilities 11,470.0 $490K 0.03% $42.70 +12.2%
555 CARR Carrier Glo Corp Industrials 9,267.0 $490K 0.03% -4K -28.5% $52.84 +23.8%
556 CGUS CAPITAL GROUP CORE EQUITY ET 12,103.0 $487K 0.03% +5K +70.7% $40.23 +8.9%
557 FDX FEDEX CORP Industrials 1,679.0 $485K 0.03% +413.0 +32.6% $288.86 +41.7%
558 TFSL TFS Financial Financial Services 36,020.0 $482K 0.03% NEW $13.38 +18.9%
559 XOP SPDR S&P Oil & Gas Expl & Prod ETF 3,817.0 $482K 0.03% +906.0 +31.1% $126.26 +30.0%
560 UUP INVESCO DB US DLR INDEX TR Financial Services 17,798.0 $481K 0.03% NEW $27.03 +2.8%
Page 28 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%