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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 38 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IEMG ISHARES INC 48.0 $3K 0.00% $69.75 +19.7%
742 KRO KRONOS WORLDWIDE INC Basic Materials 496.0 $3K 0.00% $6.57 +5.1%
743 WTV WISDOMTREE TR 34.0 $3K 0.00% -104.0 -75.4% $94.74 +7.5%
744 FCPT FOUR CORNERS PPTY TR INC Real Estate 136.0 $3K 0.00% $23.65 +6.9%
745 ARTNA ARTESIAN RES CORP Utilities 100.0 $3K 0.00% $31.85 +2.4%
746 EA ELECTRONIC ARTS INC Communication Services 15.0 $3K 0.00% -7.0 -31.8% $203.87 -1.5%
747 HE HAWAIIAN ELEC INDS INC MTN B Utilities 200.0 $3K 0.00% $14.84 -7.6%
748 TTD THE TRADE DESK INC Technology 129.0 $3K 0.00% NEW $22.69 -2.3%
749 FEDERATED HERMES INC 50.0 $3K 0.00% $56.72
750 NL NL INDS INC Industrials 473.0 $3K 0.00% $5.83 +31.9%
751 QUBT QUANTUM COMPUTING INC Technology 400.0 $3K 0.00% +200.0 +100.0% $6.85 +68.3%
752 WHR WHIRLPOOL CORP Consumer Cyclical 50.0 $3K 0.00% $53.92 -22.1%
753 WDS WOODSIDE ENERGY GROUP LTD Energy 108.0 $3K 0.00% $23.88 -8.6%
754 GRMN GARMIN LTD Technology 11.0 $3K 0.00% -31.0 -73.8% $232.00 +2.8%
755 APTIV PLC 35.0 $2K 0.00% $69.43
756 SNAP SNAP INC Communication Services 500.0 $2K 0.00% $4.60 +24.9%
757 IWR ISHARES TR 23.0 $2K 0.00% -64.0 -73.6% $97.22 +10.0%
758 FDL FIRST TR EXCHANGE-TRADED FD 44.0 $2K 0.00% -135.0 -75.4% $50.80 -0.9%
759 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 280.0 $2K $6.62 +2.5%
760 NVAX NOVAVAX INC Healthcare 208.0 $2K $8.14 +27.6%
Page 38 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%