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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 20 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PKG PACKAGING CORP AMER Consumer Cyclical 404.0 $83K 0.02% NEW $206.23 +5.4%
382 NOV NOV INC Energy 5,302.0 $83K 0.02% NEW $15.63 +29.5%
383 HUBB HUBBELL INC Industrials 186.0 $83K 0.02% NEW $444.11 +9.6%
384 WBS WEBSTER FINL CORP Financial Services 1,291.0 $81K 0.02% NEW $62.94 +15.8%
385 NSC NORFOLK SOUTHN CORP Industrials 280.0 $81K 0.02% NEW $288.72 +12.2%
386 WEX WEX INC Technology 541.0 $81K 0.02% NEW $148.98 -3.3%
387 BKH BLACK HILLS CORP Utilities 1,153.0 $80K 0.02% NEW $69.42 +7.1%
388 XLE SELECT SECTOR SPDR TR 1,780.0 $80K 0.02% NEW $44.71 +28.3%
389 MDLZ MONDELEZ INTL INC Consumer Defensive 1,478.0 $80K 0.02% NEW $53.83 +15.3%
390 VGK VANGUARD INTL EQUITY INDEX F 951.0 $80K 0.02% NEW $83.61 +6.7%
391 EQT EQT CORP Energy 1,478.0 $79K 0.02% NEW $53.60 +3.6%
392 NTRA NATERA INC Healthcare 345.0 $79K 0.02% NEW $229.09 -10.9%
393 PSO PEARSON PLC Communication Services 5,585.0 $78K 0.02% NEW $14.04 +7.4%
394 VYM VANGUARD WHITEHALL FDS 542.0 $78K 0.02% NEW $143.52 +10.4%
395 HIG HARTFORD INSURANCE GROUP INC Financial Services 562.0 $77K 0.02% NEW $137.80 -3.8%
396 DFAS DIMENSIONAL ETF TRUST 1,109.0 $77K 0.02% NEW $69.67 +13.0%
397 CMCSA COMCAST CORP NEW Communication Services 2,563.0 $77K 0.02% NEW $29.89 -15.3%
398 AKAM AKAMAI TECHNOLOGIES INC Technology 875.0 $76K 0.02% NEW $87.25 +64.2%
399 SCCO SOUTHERN COPPER CORP Basic Materials 530.0 $76K 0.02% NEW $143.47 +30.8%
400 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 125.0 $75K 0.02% NEW $603.28 +12.6%
Page 20 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%