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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 22 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KAI KADANT INC Industrials 235.0 $69K 0.02% +39.0 +19.9% $292.35 +13.6%
422 DXJ WISDOMTREE TR 433.0 $69K 0.02% -27.0 -5.9% $158.58 +7.8%
423 HIG HARTFORD INSURANCE GROUP INC Financial Services 506.0 $68K 0.02% -56.0 -10.0% $135.23 -2.6%
424 BWA BORGWARNER INC Consumer Cyclical 1,254.0 $68K 0.02% +46.0 +3.8% $54.26 +30.5%
425 AIN ALBANY INTL CORP Consumer Cyclical 1,295.0 $68K 0.02% +42.0 +3.4% $52.21 +22.1%
426 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,874.0 $67K 0.02% +1K +166.2% $35.70 -9.2%
427 CSL CARLISLE COS INC Industrials 200.0 $67K 0.02% +67.0 +50.4% $333.62 +3.3%
428 DTE DTE ENERGY CO Utilities 456.0 $67K 0.02% $146.22 -0.6%
429 VXUS VANGUARD STAR FDS 862.0 $66K 0.02% $77.11 +11.3%
430 CME CME GROUP INC Financial Services 224.0 $66K 0.02% +86.0 +62.3% $295.35 -5.5%
431 SHOP SHOPIFY INC Technology 556.0 $66K 0.02% -501.0 -47.4% $118.62 -10.1%
432 TM TOYOTA MOTOR CORP Consumer Cyclical 313.0 $65K 0.01% -147.0 -32.0% $206.09 -7.8%
433 SON SONOCO PRODS CO Consumer Cyclical 1,187.0 $64K 0.01% +49.0 +4.3% $54.09 -7.9%
434 KEY KEYCORP Financial Services 3,190.0 $64K 0.01% -200.0 -5.9% $20.05 +7.2%
435 DGRO ISHARES TR 904.0 $63K 0.01% $70.18 +6.3%
436 DOV DOVER CORP Industrials 303.0 $63K 0.01% -12.0 -3.8% $208.45 +2.4%
437 NSC NORFOLK SOUTHN CORP Industrials 220.0 $63K 0.01% -60.0 -21.4% $287.00 +13.5%
438 NVO NOVO-NORDISK A S Healthcare 1,716.0 $63K 0.01% -1K -45.0% $36.75 +21.2%
439 EIX EDISON INTL Utilities 861.0 $63K 0.01% $73.18 -2.1%
440 LH LABCORP HOLDINGS INC Healthcare 236.0 $63K 0.01% $266.81 -3.2%
Page 22 of 40  ·  795 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%