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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 39 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ADI Analog Devices Inc Technology 946.0 $257K 0.01% -2K -67.0% $271.20 +46.4%
762 AMAT Applied Materials Technology 997.0 $256K 0.01% -13K -92.9% $256.99 +68.2%
763 SAMM Advisors Inner /strategas Macro Mom 8,500.0 $256K 0.01% $30.08 +6.7%
764 FOXA FOX CORP Communication Services 3,494.0 $255K 0.01% -3K -44.7% $73.07 -12.4%
765 QUS SPDR SERIES TRUST 1,466.0 $255K 0.01% $174.12 +7.0%
766 CEFS EXCHANGE LISTED FDS TR 11,074.0 $255K 0.01% $23.04 +7.9%
767 HAL HALLIBURTON CO Energy 8,998.0 $254K 0.01% +584.0 +6.9% $28.26 +46.7%
768 MLI MUELLER INDS INC Industrials 2,210.0 $254K 0.01% NEW $114.78 +16.2%
769 BBY Best Buy Co Inc Consumer Cyclical 3,783.0 $253K 0.01% -12K -75.9% $66.93 -7.9%
770 GPIX GOLDMAN SACHS ETF TR 4,759.0 $251K 0.01% NEW $52.79 +5.1%
771 ITOT ISHARES TR 1,683.0 $250K 0.01% -89.0 -5.0% $148.69 +9.6%
772 RL RALPH LAUREN CORP Consumer Cyclical 704.0 $249K 0.01% -422.0 -37.5% $353.39 +6.9%
773 CBOE CBOE Global Mkts Financial Services 986.0 $247K 0.01% -238.0 -19.4% $250.81 +42.5%
774 EMN EASTMAN CHEM CO Basic Materials 3,854.0 $246K 0.01% NEW $63.82 +16.1%
775 LEU CENTRUS ENERGY CORP Energy 1,013.0 $246K 0.01% NEW $242.76 -26.1%
776 STRL STERLING INFRASTRUCTURE INC Industrials 797.0 $244K 0.01% -839.0 -51.3% $306.23 +139.3%
777 New Gold Inc Ca 28,000.0 $244K 0.01% $8.71
778 IDU ISHARES TR 2,250.0 $244K 0.01% +54.0 +2.5% $108.36 +5.6%
779 LIT GLOBAL X FDS 3,750.0 $243K 0.01% NEW $64.86 +31.5%
780 ENSG Ensign Gro Healthcare 1,390.0 $242K 0.01% -998.0 -41.8% $174.11 -1.2%
Page 39 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%