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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 3 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ Johnson & Johnson Healthcare 42,269.0 $7.8M 0.41% NEW $185.42 +26.4%
42 SGOV ISHARES TR 76,663.0 $7.7M 0.41% NEW $100.70 -0.1%
43 NEE Nextera Energy Inc Utilities 101,660.0 $7.7M 0.41% NEW $75.49 +17.3%
44 PH Parker Hannifin Corp Industrials 10,018.0 $7.6M 0.40% NEW $758.13 +14.4%
45 XLF Financial Select Sector SPDR Fund 140,301.0 $7.6M 0.40% NEW $53.87 -3.6%
46 BNDX Vang Ttl Intl Bond 152,169.0 $7.5M 0.40% NEW $49.46 -2.8%
47 TLT iShares Barclays 20 PLUS 81,430.0 $7.3M 0.39% NEW $89.37 -5.2%
48 SPGI S&P GLOBAL INC Financial Services 14,830.0 $7.2M 0.38% NEW $486.72 -14.2%
49 UNH United Health Grp Healthcare 20,728.0 $7.2M 0.38% NEW $345.29 +12.5%
50 CWB SPDR Blmberg Barclay 77,572.0 $7.0M 0.37% NEW $90.50 +16.7%
51 VOO VANGUARD INDEX FDS 11,356.0 $7.0M 0.37% NEW $612.38 +11.9%
52 GOVT ISHARES TR 297,374.0 $6.9M 0.36% NEW $23.12 -2.0%
53 COST Costco Whsl Corp New Consumer Defensive 7,419.0 $6.9M 0.36% NEW $925.63 +11.1%
54 HON Honeywell Intl Inc Industrials 32,482.0 $6.8M 0.36% NEW $210.50 +8.3%
55 IWF iShares Russell 1000 Growth ETF 14,363.0 $6.7M 0.36% NEW $468.41 -73.3%
56 PG Procter & Gamble CO Consumer Defensive 43,543.0 $6.7M 0.35% NEW $153.65 -6.0%
57 IBM IBM Technology 23,594.0 $6.7M 0.35% NEW $282.16 -10.0%
58 NFLX Netflix Com Inc Communication Services 5,513.0 $6.6M 0.35% NEW $1198.92 -92.6%
59 VGT Vanguard Information Technology ETF 8,817.0 $6.6M 0.35% NEW $746.64 -84.5%
60 BIZD VANECK ETF TRUST 426,244.0 $6.4M 0.34% NEW $14.94 -17.1%
Page 3 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%