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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 29 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HYLS FIRST TR EXCHANGE-TRADED FD 11,485.0 $481K 0.03% +956.0 +9.1% $41.86 -2.4%
562 VYM VANGUARD WHITEHALL FDS 3,349.0 $481K 0.03% -154.0 -4.4% $143.51 +10.6%
563 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,476.0 $479K 0.03% +559.0 +19.2% $137.78 -1.8%
564 Iqvia Hldgs Inc 2,121.0 $478K 0.03% +23.0 +1.1% $225.41
565 JEPQ J P MORGAN EXCHANGE TRADED F 8,154.0 $474K 0.03% +1K +17.4% $58.12 +4.3%
566 COLB COLUMBIA BKG SYS INC Financial Services 16,950.0 $474K 0.03% +129.0 +0.8% $27.95 +7.6%
567 VMC VULCAN MATLS CO Basic Materials 1,658.0 $473K 0.03% +69.0 +4.3% $285.22 -5.7%
568 AMT AMERICAN TOWER CORP NEW Real Estate 2,673.0 $469K 0.03% -1K -28.7% $175.54 +5.4%
569 FMF FIRST TR EXCHANGE-TRADED FD 9,962.0 $469K 0.03% +107.0 +1.1% $47.05 +9.3%
570 RSPT INVESCO EXCHANGE TRADED FD T 10,274.0 $468K 0.03% +164.0 +1.6% $45.51 +37.1%
571 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 9,612.0 $467K 0.03% NEW $48.58 +74.2%
572 PFF iShares Preferred & Income Securities ETF 15,018.0 $465K 0.03% -43K -73.9% $30.96 +1.2%
573 WLKP WESTLAKE CHEM PARTNERS LP Basic Materials 24,315.0 $462K 0.03% -209.0 -0.8% $19.00 +18.4%
574 TDG Transdigm Group Industrials 345.0 $459K 0.03% -37.0 -9.7% $1329.85 -7.8%
575 JEPI J P MORGAN EXCHANGE TRADED F 8,005.0 $458K 0.03% -3K -30.4% $57.24 -1.8%
576 HST Host Hotels & Resort Real Estate 25,761.0 $457K 0.03% +673.0 +2.7% $17.73 +30.3%
577 BXP Boston Properties Real Estate 6,763.0 $456K 0.03% +3K +78.1% $67.47 -10.2%
578 VAW VANGUARD WORLD FD 2,193.0 $455K 0.03% -120.0 -5.2% $207.54 +11.7%
579 DFLV Dimensional ETF/US Large Cap Value 13,299.0 $455K 0.03% -4K -21.2% $34.21 +14.2%
580 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,139.0 $453K 0.03% -50.0 -4.2% $397.65 -25.7%
Page 29 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%