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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 28 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VST VISTRA CORP Utilities 174.0 $28K 0.01% NEW $161.33 +0.6%
542 FVD FIRST TR EXCHANGE-TRADED FD 605.0 $28K 0.01% NEW $46.08 +4.3%
543 IP INTERNATIONAL PAPER CO Consumer Cyclical 704.0 $28K 0.01% NEW $39.39 -17.7%
544 IYH ISHARES TR 425.0 $28K 0.01% NEW $65.10 -3.2%
545 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 400.0 $28K 0.01% NEW $68.80 +15.2%
546 FUTY FIDELITY COVINGTON TRUST 495.0 $27K 0.01% NEW $55.22 +6.1%
547 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 722.0 $27K 0.01% NEW $37.00 -10.3%
548 JOBY JOBY AVIATION INC Industrials 2,000.0 $26K 0.01% NEW $13.20 -16.4%
549 ZTS ZOETIS INC Healthcare 209.0 $26K 0.01% NEW $125.82 -36.4%
550 WRB BERKLEY W R CORP Financial Services 364.0 $26K 0.01% NEW $70.12 -3.6%
551 BK BANK NEW YORK MELLON CORP Financial Services 216.0 $25K 0.01% NEW $116.09 +21.5%
552 AMT AMERICAN TOWER CORP NEW Real Estate 142.0 $25K 0.01% NEW $175.57 +7.1%
553 FAST FASTENAL CO Industrials 615.0 $25K 0.01% NEW $40.13 +11.4%
554 AQN ALGONQUIN PWR UTILS CORP Utilities 4,000.0 $25K 0.01% NEW $6.15 -2.2%
555 SOLV SOLVENTUM CORP Healthcare 310.0 $25K 0.01% NEW $79.24 -2.7%
556 DBEM DBX ETF TR 765.0 $24K 0.01% NEW $31.84 +27.9%
557 XAR SPDR SERIES TRUST 100.0 $24K 0.01% NEW $241.24 +14.3%
558 DEO DIAGEO PLC Consumer Defensive 279.0 $24K 0.01% NEW $86.27 +1.2%
559 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 480.0 $24K 0.01% NEW $50.02 -21.2%
560 HIMS HIMS & HERS HEALTH INC Healthcare 735.0 $24K 0.01% NEW $32.47 -22.9%
Page 28 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%