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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.9B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 904 New
Page 42 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 PPG PPG INDS INC Basic Materials 2,236.0 $235K 0.01% NEW $105.11 +2.5%
822 HEGD LISTED FDS TR 9,424.0 $235K 0.01% NEW $24.92 +7.1%
823 VYMI VANGUARD WHITEHALL FDS 2,773.0 $235K 0.01% NEW $84.69 +17.8%
824 FIS Fidelity Nat'l Info Technology 3,561.0 $235K 0.01% NEW $65.94 -33.9%
825 NTRA Natera Inc Healthcare 1,444.0 $232K 0.01% NEW $160.97 +26.2%
826 QTUM ETF SER SOLUTIONS 2,215.0 $232K 0.01% NEW $104.91 +46.3%
827 ALLE Allegion PLC Industrials 1,309.0 $232K 0.01% NEW $177.29 -26.4%
828 PAYC PAYCOM SOFTWARE INC Technology 1,111.0 $231K 0.01% NEW $208.10 -33.8%
829 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 3,130.0 $231K 0.01% NEW $73.86 -10.2%
830 EMXC ISHARES INC 3,424.0 $231K 0.01% NEW $67.50 +41.6%
831 MSA Msa Safety Inc Industrials 1,343.0 $231K 0.01% NEW $172.10 -0.7%
832 FPEI FIRST TR EXCH TRADED FD III 11,931.0 $231K 0.01% NEW $19.34 -1.0%
833 HDB HDFC BANK LTD Financial Services 6,750.0 $231K 0.01% NEW $34.16 -27.6%
834 LEN LENNAR CORP Consumer Cyclical 1,824.0 $230K 0.01% NEW $126.06 -29.5%
835 CIEN CIENA CORP Technology 1,570.0 $229K 0.01% NEW $145.67 +300.7%
836 DD Dupont DE Nemours Basic Materials 2,933.0 $228K 0.01% NEW $77.90 -38.2%
837 FSMB FIRST TR EXCH TRADED FD III 11,328.0 $227K 0.01% NEW $20.08 -0.9%
838 FE First Energy Corp Utilities 4,948.0 $227K 0.01% NEW $45.82 +1.1%
839 ORI OLD REP INTL CORP Financial Services 5,311.0 $226K 0.01% NEW $42.47 -7.3%
840 SNEX STONEX GROUP INC Financial Services 2,197.0 $222K 0.01% NEW $100.92 +11.1%
Page 42 of 46  ·  904 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 28.6%
Financial Services 20.9%
Industrials 10.2%
Healthcare 8.8%
Consumer Cyclical 7.9%
Communication Services 6.5%
Consumer Defensive 5.6%
Energy 5.0%
Utilities 2.8%
Basic Materials 2.0%