BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 41 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 WAB Wabtec Industrials 1,069.0 $228K 0.01% +40.0 +3.9% $213.30 +20.2%
802 MOD Modine Manufacturing Co. Consumer Cyclical 1,704.0 $228K 0.01% -72.0 -4.0% $133.51 +95.1%
803 MDB MONGODB INC Technology 542.0 $227K 0.01% NEW $419.69 -22.3%
804 BDYN BLACKROCK ETF TRUST 8,878.0 $227K 0.01% +401.0 +4.7% $25.61 +6.8%
805 CNQ CANADIAN NAT RES LTD Energy 6,691.0 $226K 0.01% NEW $33.85 +43.6%
806 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,445.0 $226K 0.01% -2K -54.7% $156.73 +34.3%
807 FAST Fastenal Industrials 5,638.0 $226K 0.01% -2K -23.9% $40.13 +9.5%
808 PSA Public Sto Real Estate 869.0 $226K 0.01% -37.0 -4.1% $259.50 +17.6%
809 RDIV INVESCO EXCH TRADED FD TR II 4,330.0 $225K 0.01% +180.0 +4.3% $52.04 +12.5%
810 FPEI FIRST TR EXCH TRADED FD III 11,553.0 $224K 0.01% -378.0 -3.2% $19.39 -1.2%
811 TSN Tyson Foods Consumer Defensive 3,819.0 $224K 0.01% -2K -30.3% $58.61 +11.0%
812 AVNT Avient Corporation Basic Materials 7,117.0 $222K 0.01% -650.0 -8.4% $31.24 +9.8%
813 Leidos Hldgs Inc 1,231.0 $222K 0.01% -21.0 -1.7% $180.26
814 CALF PACER FDS TR 4,984.0 $221K 0.01% -399.0 -7.4% $44.36 +10.0%
815 EQT EQT Corp Energy 4,120.0 $221K 0.01% -719.0 -14.9% $53.59 +8.1%
816 BWXT BWX TECHNOLOGIES INC Industrials 1,277.0 $221K 0.01% -127.0 -9.1% $172.74 +17.5%
817 ORI OLD REP INTL CORP Financial Services 4,811.0 $220K 0.01% -500.0 -9.4% $45.64 -13.8%
818 SU SUNCOR ENERGY INC NEW Energy 4,944.0 $219K 0.01% NEW $44.36 +51.8%
819 FIRST TR EXCHANGE TRADED FD 9,281.0 $219K 0.01% $23.62
820 ALC ALCON AG Healthcare 2,780.0 $219K 0.01% NEW $78.79 -14.0%
Page 41 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%