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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 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CINF CINCINNATI FINL CORP Financial Services 114.0 $18K 0.00% +26.0 +29.6% $157.35 +6.2%
222 BSM BLACK STONE MINERALS L P Energy 1,000.0 $15K 0.00% +300.0 +42.9% $15.12 -9.3%
223 WBD WARNER BROS DISCOVERY INC Communication Services 471.0 $13K 0.00% +52.0 +12.4% $27.46 -1.6%
224 COIN COINBASE GLOBAL INC Financial Services 70.0 $12K 0.00% +25.0 +55.6% $174.61 +3.1%
225 IONQ IONQ INC Technology 325.0 $9K 0.00% +100.0 +44.4% $28.83 +120.7%
226 MC MOELIS & CO Financial Services 150.0 $9K 0.00% +50.0 +50.0% $57.00 +16.0%
227 OKLO OKLO INC Utilities 150.0 $7K 0.00% +50.0 +50.0% $49.59 +38.5%
228 QUBT QUANTUM COMPUTING INC Technology 400.0 $3K 0.00% +200.0 +100.0% $6.85 +70.5%
Page 12 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%