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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 27 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,755.0 $35K 0.01% $20.22 +19.4%
522 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 122.0 $35K 0.01% -69.0 -36.1% $290.49 -1.6%
523 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 749.0 $35K 0.01% $46.42 +7.6%
524 ALL ALLSTATE CORP Financial Services 164.0 $34K 0.01% $207.34 +0.7%
525 FIDU FIDELITY COVINGTON TRUST 390.0 $34K 0.01% $86.52 +9.6%
526 AFL AFLAC INC Financial Services 300.0 $33K 0.01% $109.71 +4.7%
527 ZTS ZOETIS INC Healthcare 276.0 $33K 0.01% +67.0 +32.1% $118.21 -32.8%
528 FDS FACTSET RESH SYS INC Financial Services 150.0 $33K 0.01% $216.99 +8.6%
529 KHC KRAFT HEINZ CO Consumer Defensive 1,441.0 $32K 0.01% $22.49 +8.4%
530 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 400.0 $32K 0.01% $80.94 +3.7%
531 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,222.0 $32K 0.01% $26.43 +8.9%
532 FRT FEDERAL RLTY INVT TR NEW Real Estate 300.0 $32K 0.01% $106.21 +14.0%
533 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,250.0 $30K 0.01% $24.39 -2.1%
534 PPG PPG INDS INC Basic Materials 282.0 $30K 0.01% +157.0 +125.6% $106.88 +5.6%
535 WEC WEC ENERGY GROUP INC Utilities 259.0 $30K 0.01% NEW $115.77 -2.3%
536 NUE NUCOR CORP Basic Materials 175.0 $30K 0.01% $169.10 +45.8%
537 BN BROOKFIELD CORP Financial Services 724.0 $29K 0.01% $40.47 +13.7%
538 FUTY FIDELITY COVINGTON TRUST 495.0 $29K 0.01% $59.07 -1.1%
539 MP MP MATERIALS CORP Basic Materials 600.0 $29K 0.01% $48.26 +35.1%
540 IRM IRON MTN INC DEL Real Estate 283.0 $29K 0.01% NEW $102.14 +24.3%
Page 27 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%