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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 3 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWF iShares Russell 1000 Growth ETF 17,199.0 $8.1M 0.48% +3K +19.8% $473.30 -73.6%
42 BND ETF Vang Tot Bd Mkt 107,717.0 $8.0M 0.47% -4K -3.8% $74.07 -1.4%
43 IWD iShares Russell 1000 Value ETF 36,660.0 $7.7M 0.46% +32K +696.1% $210.34 +12.4%
44 GOVT ISHARES TR 326,086.0 $7.5M 0.44% +29K +9.7% $23.02 -1.6%
45 LIN LINDE PLC Basic Materials 17,485.0 $7.5M 0.44% -90.0 -0.5% $426.37 +21.4%
46 BNDX Vang Ttl Intl Bond 151,566.0 $7.3M 0.43% $48.32 -0.5%
47 XLV Health Care Select Sector SPDR Fund 46,451.0 $7.2M 0.43% +18K +64.2% $154.80 -3.2%
48 TYA Simplify Exchan/risk Parity Treas E 529,725.0 $7.2M 0.42% +438K +477.3% $13.50 -6.8%
49 IBM IBM Technology 22,875.0 $6.8M 0.40% -719.0 -3.0% $296.20 -14.3%
50 BIL SPDR Bloomberg 74,009.0 $6.8M 0.40% +30K +68.9% $91.38 +0.2%
51 IEF iShares 7-10 Yr Trea 68,972.0 $6.6M 0.39% +65K +1580.2% $96.16 -2.4%
52 SPGI S&P GLOBAL INC Financial Services 12,536.0 $6.6M 0.39% -2K -15.5% $522.58 -20.1%
53 IVV iShares Core S&P 500 ETF 9,520.0 $6.5M 0.39% +310.0 +3.4% $684.87 +9.4%
54 FLOT iShares Floatingrate 127,941.0 $6.5M 0.39% +4K +3.0% $50.86 +0.3%
55 VGT Vanguard Information Technology ETF 8,620.0 $6.5M 0.39% -197.0 -2.2% $753.71 -84.6%
56 UNH United Health Grp Healthcare 19,447.0 $6.4M 0.38% -1K -6.2% $330.10 +17.7%
57 DIA SPDR DOW JONES INDL AVERAGE Financial Services 13,293.0 $6.4M 0.38% +289.0 +2.2% $480.57 +5.3%
58 JNK SPDR Bloomberg ETF 64,079.0 $6.2M 0.37% +10K +18.5% $97.21 -1.0%
59 COST Costco Whsl Corp New Consumer Defensive 7,078.0 $6.1M 0.36% -341.0 -4.6% $862.23 +19.3%
60 XLF Financial Select Sector SPDR Fund 111,166.0 $6.1M 0.36% -29K -20.8% $54.77 -5.2%
Page 3 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%