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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $421M AUM 1,068 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 228 Added 173 Reduced 45 Exited
Page 1 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES TR 183,136.0 $17.8M 4.23% +19K +11.8% $97.13 +8.0%
2 INFL LISTED FDS TR 280,389.0 $14.6M 3.47% +31K +12.5% $52.06 +2.0%
3 VOO VANGUARD INDEX FDS 22,490.0 $13.4M 3.20% +2K +7.4% $597.55 +15.2%
4 AAPL APPLE INC Technology 42,036.0 $10.7M 2.54% +235.0 +0.6% $253.79 +21.8%
5 RSP INVESCO EXCHANGE TRADED FD T 38,025.0 $7.3M 1.74% +17K +79.8% $191.92 +8.2%
6 IAU ISHARES GOLD TR Financial Services 75,172.0 $6.6M 1.58% +732.0 +1.0% $88.16 -4.0%
7 XOM EXXON MOBIL CORP Energy 36,418.0 $6.2M 1.47% +352.0 +1.0% $169.66 -11.3%
8 IWP ISHARES TR 43,633.0 $5.6M 1.33% +229.0 +0.5% $128.12 +10.1%
9 BERKSHIRE HATHAWAY INC DEL 11,636.0 $5.6M 1.33% +102.0 +0.9% $479.20
10 VBR VANGUARD INDEX FDS 20,565.0 $4.5M 1.06% +510.0 +2.5% $217.25 +8.1%
11 VBK VANGUARD INDEX FDS 12,730.0 $3.8M 0.92% +396.0 +3.2% $302.25 +16.7%
12 WMT WALMART INC Consumer Defensive 27,865.0 $3.5M 0.82% +354.0 +1.3% $124.28 -4.9%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,987.0 $3.2M 0.77% +687.0 +16.0% $650.34 +15.1%
14 META META PLATFORMS INC Communication Services 4,464.0 $2.6M 0.61% +140.0 +3.2% $572.13 +6.5%
15 BX BLACKSTONE INC Financial Services 19,664.0 $2.3M 0.54% +5K +37.0% $114.99 +2.5%
16 GOOGL ALPHABET INC Communication Services 7,520.0 $2.2M 0.51% +42.0 +0.6% $287.56 +34.4%
17 MRVL MARVELL TECHNOLOGY INC Technology 21,295.0 $2.1M 0.50% +234.0 +1.1% $99.05 +109.4%
18 VO VANGUARD INDEX FDS 6,948.0 $2.0M 0.47% +80.0 +1.2% $287.18 -72.6%
19 AMZN AMAZON COM INC Consumer Cyclical 9,258.0 $1.9M 0.46% +421.0 +4.8% $208.27 +26.0%
20 CVX CHEVRON CORPORATION Energy 8,722.0 $1.8M 0.43% +153.0 +1.8% $206.90 -10.1%
Page 1 of 12  ·  228 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 31.3%
Financial Services 16.7%
Industrials 10.3%
Healthcare 9.7%
Energy 8.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.7%
Communication Services 5.0%
Utilities 2.7%
Basic Materials 2.1%