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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 3 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 19,664.0 $2.3M 0.54% +5K +37.0% $114.99 +2.2%
42 AMP AMERIPRISE FINL INC Financial Services 5,001.0 $2.2M 0.53% -158.0 -3.1% $444.40 +2.5%
43 GOOGL ALPHABET INC Communication Services 7,520.0 $2.2M 0.51% +42.0 +0.6% $287.56 +34.7%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 8,891.0 $2.2M 0.51% $242.39 +3.3%
45 SHEL SHELL PLC Energy 22,999.0 $2.1M 0.51% $93.00 -8.4%
46 PSX PHILLIPS 66 Energy 11,673.0 $2.1M 0.51% $182.18 -3.8%
47 EEMV ISHARES INC 32,698.0 $2.1M 0.50% -2K -5.3% $64.73 +15.3%
48 MRVL MARVELL TECHNOLOGY INC Technology 21,295.0 $2.1M 0.50% +234.0 +1.1% $99.05 +109.8%
49 CAT CATERPILLAR INC Industrials 2,879.0 $2.0M 0.48% $708.46 +27.8%
50 IJR ISHARES TR 16,174.0 $2.0M 0.48% -933.0 -5.5% $124.31 +12.1%
51 KLAC KLA CORP Technology 1,365.0 $2.0M 0.48% -781.0 -36.4% $1472.41 +36.6%
52 VO VANGUARD INDEX FDS 6,948.0 $2.0M 0.47% +80.0 +1.2% $287.18 -72.6%
53 TMUS T-MOBILE US INC Communication Services 9,330.0 $2.0M 0.47% $210.03 -8.6%
54 AMZN AMAZON COM INC Consumer Cyclical 9,258.0 $1.9M 0.46% +421.0 +4.8% $208.27 +26.9%
55 CVX CHEVRON CORPORATION Energy 8,722.0 $1.8M 0.43% +153.0 +1.8% $206.90 -10.7%
56 CSX CSX CORP Industrials 42,646.0 $1.8M 0.42% +336.0 +0.8% $41.05 +13.1%
57 DE DEERE & CO Industrials 3,097.0 $1.7M 0.41% -112.0 -3.5% $563.30 -6.1%
58 COP CONOCOPHILLIPS Energy 13,164.0 $1.7M 0.41% -1K -8.5% $132.00 -11.8%
59 MDT MEDTRONIC PLC Healthcare 19,992.0 $1.7M 0.41% -873.0 -4.2% $86.65 -10.3%
60 GLD SPDR GOLD TR Financial Services 3,981.0 $1.7M 0.41% $430.29 -3.9%
Page 3 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%