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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 30 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EFX Equifax Inc Industrials 2,073.0 $450K 0.03% -64.0 -3.0% $216.89 -24.9%
582 VDE VANGUARD WORLD FD 3,551.0 $447K 0.03% -139.0 -3.8% $125.91 +30.0%
583 EQIX EQUINIX INC Real Estate 579.0 $444K 0.03% -4K -87.8% $766.00 +40.7%
584 UBS UBS Group Ag Financial Services 9,490.0 $441K 0.03% -103.0 -1.1% $46.48 +2.8%
585 IFRA ISHARES TR 8,371.0 $440K 0.03% -142.0 -1.7% $52.62 +17.3%
586 LECO LINCOLN ELEC HLDGS INC Industrials 1,832.0 $439K 0.03% +45.0 +2.5% $239.52 +10.8%
587 CSGP COSTAR GROUP INC Real Estate 6,507.0 $438K 0.03% -177.0 -2.6% $67.24 -51.6%
588 FTEC FIDELITY COVINGTON TRUST 1,946.0 $437K 0.03% -552.0 -22.1% $224.58 +25.6%
589 SPHD INVESCO EXCH TRADED FD TR II 9,016.0 $433K 0.03% $48.00 +4.7%
590 CGDV CAPITAL GROUP DIVIDEND VALUE 9,904.0 $432K 0.03% +5K +92.5% $43.64 +10.5%
591 CLX CLOROX CO DEL Consumer Defensive 4,283.0 $432K 0.03% -3K -41.4% $100.83 -4.6%
592 OEF iShares S&P 100 ETF 1,257.0 $431K 0.03% +144.0 +12.9% $342.70 +8.9%
593 SPSM SPDR SERIES TRUST 9,164.0 $429K 0.03% -2K -21.3% $46.86 +15.9%
594 NTAP Netapp Technology 4,005.0 $429K 0.03% -1K -25.9% $107.08 +29.8%
595 VPL VANGUARD INTL EQUITY INDEX F 4,705.0 $425K 0.03% -935.0 -16.6% $90.38 +27.8%
596 AIRR FIRST TR EXCHANGE TRADED FD 4,311.0 $424K 0.03% +165.0 +4.0% $98.32 +30.5%
597 MSCI MSCI Inc Financial Services 733.0 $421K 0.03% -27.0 -3.5% $573.73 +2.6%
598 RSPH INVESCO EXCHANGE TRADED FD T 13,185.0 $420K 0.03% +250.0 +1.9% $31.85 -3.4%
599 EEMA ISHARES INC 4,442.0 $418K 0.03% +315.0 +7.6% $94.01 +25.2%
600 RSG Republic Services Industrials 1,966.0 $417K 0.03% +39.0 +2.0% $211.92 -2.3%
Page 30 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%