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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 34 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,840.0 $359K 0.02% -92.0 -3.1% $126.56 +21.8%
662 IJJ iShares S&P Midcap 400 Value ETF 2,730.0 $359K 0.02% $131.59 +8.2%
663 ICLR Icon PLC Healthcare 1,958.0 $357K 0.02% -13.0 -0.7% $182.22 -37.5%
664 OWL Blue Owl Capital Inc Financial Services 23,791.0 $355K 0.02% +8K +49.0% $14.94 -32.4%
665 IRM Iron Mount Com Npv Real Estate 4,281.0 $355K 0.02% -237.0 -5.2% $82.95 +54.8%
666 EPAM EPAM SYS INC Technology 1,731.0 $355K 0.02% NEW $204.88 -51.3%
667 DEEP ETF SER SOLUTIONS 9,850.0 $353K 0.02% $35.82 +10.4%
668 NXST Nexstar Media Group Communication Services 1,717.0 $349K 0.02% -848.0 -33.1% $203.05 -7.4%
669 CTVA Corteva Inc Basic Materials 5,192.0 $348K 0.02% -247.0 -4.5% $67.02 +18.0%
670 CGBL CAPITAL GROUP CORE BALANCED 9,750.0 $344K 0.02% $35.33 +6.1%
671 AEP American Elec. Pwr Utilities 2,980.0 $344K 0.02% -5K -60.9% $115.31 +13.5%
672 RBLX Roblox Corp Technology 4,221.0 $342K 0.02% +186.0 +4.6% $81.03 -43.2%
673 QTUM ETF SER SOLUTIONS 3,109.0 $341K 0.02% +894.0 +40.4% $109.66 +44.6%
674 DOC Healthpeak Pptys Real Estate 21,198.0 $341K 0.02% +510.0 +2.5% $16.08 +24.6%
675 NTRA Natera Inc Healthcare 1,481.0 $339K 0.02% +37.0 +2.6% $229.09 -12.3%
676 FID FIRST TR EXCHANGE TRADED FD 16,442.0 $338K 0.02% -463.0 -2.7% $20.55 +8.6%
677 GTY GETTY RLTY CORP NEW Real Estate 12,339.0 $338K 0.02% +3K +30.3% $27.37 +22.1%
678 TPR Tapestry Inc Consumer Cyclical 2,642.0 $338K 0.02% +296.0 +12.6% $127.77 +10.1%
679 SSNC Ss&c Technologies Technology 3,830.0 $335K 0.02% -204.0 -5.1% $87.41 -23.7%
680 HMC Honda Motor CO Consumer Cyclical 11,323.0 $334K 0.02% NEW $29.48 -10.4%
Page 34 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%