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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $414M AUM 1,040 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 779 New
Page 18 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WSBC WESBANCO INC Financial Services 2,975.0 $99K 0.02% NEW $33.24 +4.8%
342 EL LAUDER ESTEE COS INC Consumer Defensive 942.0 $99K 0.02% NEW $104.72 -14.3%
343 SBRA SABRA HEALTH CARE REIT INC Real Estate 5,200.0 $98K 0.02% NEW $18.94 +9.4%
344 TM TOYOTA MOTOR CORP Consumer Cyclical 460.0 $98K 0.02% NEW $214.06 -11.2%
345 PR PERMIAN RESOURCES CORP Energy 7,009.0 $98K 0.02% NEW $14.03 +37.6%
346 VTWO VANGUARD SCOTTSDALE FDS 982.0 $98K 0.02% NEW $99.52 +17.7%
347 CVS CVS HEALTH CORP Healthcare 1,218.0 $97K 0.02% NEW $79.36 +15.3%
348 SEALED AIR CORP NEW 2,315.0 $96K 0.02% NEW $41.43
349 STAG STAG INDL INC Real Estate 2,608.0 $96K 0.02% NEW $36.76 +4.9%
350 SNDR SCHNEIDER NATIONAL INC Industrials 3,585.0 $95K 0.02% NEW $26.53 +32.1%
351 EXC EXELON CORP Utilities 2,172.0 $95K 0.02% NEW $43.59 +6.0%
352 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 263.0 $92K 0.02% NEW $350.55 +11.2%
353 ET ENERGY TRANSFER L P Energy 5,584.0 $92K 0.02% NEW $16.49 +17.7%
354 EVRG EVERGY INC Utilities 1,267.0 $92K 0.02% NEW $72.49 +16.2%
355 F FORD MTR CO Consumer Cyclical 6,944.0 $91K 0.02% NEW $13.12 +19.3%
356 PCTY PAYLOCITY HLDG CORP Technology 597.0 $91K 0.02% NEW $152.50 -27.2%
357 URI UNITED RENTALS INC Industrials 111.0 $90K 0.02% NEW $809.32 +20.1%
358 DAR DARLING INGREDIENTS INC Consumer Defensive 2,489.0 $90K 0.02% NEW $36.00 +62.9%
359 FTA FIRST TR EXCHANGE-TRADED ALP 1,037.0 $89K 0.02% NEW $86.15 +10.8%
360 IJS ISHARES TR 780.0 $89K 0.02% NEW $113.72 +15.8%
Page 18 of 39  ·  779 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 35.4%
Financial Services 17.2%
Healthcare 9.9%
Industrials 9.0%
Energy 6.6%
Consumer Cyclical 5.5%
Consumer Defensive 5.5%
Communication Services 5.0%
Utilities 2.5%
Basic Materials 1.9%