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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SONY SONY GROUP CORP Technology 4,776.0 $99K 0.02% +343.0 +7.7% $20.70 +7.1%
162 SNDR SCHNEIDER NATIONAL INC Industrials 3,681.0 $97K 0.02% +96.0 +2.7% $26.36 +31.4%
163 STAG STAG INDUSTRIAL INC Real Estate 2,677.0 $97K 0.02% +69.0 +2.6% $36.06 +6.8%
164 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 324.0 $95K 0.02% +61.0 +23.2% $292.75 +32.5%
165 CMCSA COMCAST CORP NEW Communication Services 3,302.0 $95K 0.02% +739.0 +28.8% $28.71 -12.4%
166 TKR TIMKEN CO Industrials 931.0 $94K 0.02% +43.0 +4.8% $100.57 +26.7%
167 AIG AMERICAN INTL GROUP INC Financial Services 1,226.0 $92K 0.02% +219.0 +21.8% $75.25 +2.6%
168 SCCO SOUTHERN COPPER CORP Basic Materials 533.0 $92K 0.02% +3.0 +0.6% $172.06 +10.4%
169 WDC WESTERN DIGITAL CORP Technology 337.0 $91K 0.02% +29.0 +9.4% $270.49 +79.0%
170 EMN EASTMAN CHEM CO Basic Materials 1,173.0 $90K 0.02% +450.0 +62.2% $76.32 -2.5%
171 WEX WEX INC Technology 577.0 $88K 0.02% +36.0 +6.7% $153.04 -1.6%
172 CIEN CIENA CORP Technology 208.0 $81K 0.02% +59.0 +39.6% $388.23 +55.2%
173 EXP EAGLE MATLS INC Basic Materials 426.0 $81K 0.02% +13.0 +3.1% $189.45 +9.0%
174 SNOW SNOWFLAKE INC Technology 524.0 $79K 0.02% +329.0 +168.7% $150.82 +17.8%
175 SBUX STARBUCKS CORP Consumer Cyclical 875.0 $78K 0.02% +147.0 +20.2% $89.59 +13.2%
176 GD GENERAL DYNAMICS CORP Industrials 228.0 $78K 0.02% +216.0 +1800.0% $343.22 +0.4%
177 LRCX LAM RESEARCH CORP Technology 363.0 $78K 0.02% +183.0 +101.7% $213.66 +51.0%
178 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 6,867.0 $77K 0.02% +3K +72.7% $11.28 +2.7%
179 NTRA NATERA INC Healthcare 373.0 $75K 0.02% +28.0 +8.1% $199.99 +0.5%
180 BBD BANCO BRADESCO S A Financial Services 20,373.0 $74K 0.02% +1K +6.7% $3.65 -3.0%
Page 9 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%