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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 5 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORP NEW Energy 8,569.0 $1.3M 0.32% NEW $152.41 +21.8%
82 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,587.0 $1.3M 0.32% NEW $197.97 +15.4%
83 V VISA INC Financial Services 3,714.0 $1.3M 0.32% NEW $350.71 -7.0%
84 HON HONEYWELL INTL INC Industrials 6,590.0 $1.3M 0.31% NEW $195.09 +19.1%
85 BLK BLACKROCK INC Financial Services 1,190.0 $1.3M 0.31% NEW $1070.34 +0.4%
86 SLF SUN LIFE FINANCIAL INC. Financial Services 20,239.0 $1.3M 0.30% NEW $62.40 +16.5%
87 PRU PRUDENTIAL FINL INC Financial Services 11,117.0 $1.3M 0.30% NEW $112.88 -9.1%
88 SCHD SCHWAB STRATEGIC TR 45,150.0 $1.2M 0.30% NEW $27.43 +19.2%
89 XLG INVESCO EXCHANGE TRADED FD T 20,650.0 $1.2M 0.30% NEW $59.28 +7.0%
90 TXN TEXAS INSTRS INC Technology 7,015.0 $1.2M 0.29% NEW $173.49 +86.6%
91 COF CAPITAL ONE FINL CORP Financial Services 5,013.0 $1.2M 0.29% NEW $242.36 -23.3%
92 J JACOBS SOLUTIONS INC Industrials 8,642.0 $1.1M 0.28% NEW $132.46 -12.1%
93 KR KROGER CO Consumer Defensive 18,155.0 $1.1M 0.27% NEW $62.48 +3.3%
94 OKE ONEOK INC NEW Energy 15,419.0 $1.1M 0.27% NEW $73.50 +24.5%
95 TOL TOLL BROTHERS INC Consumer Cyclical 8,380.0 $1.1M 0.27% NEW $135.22 +0.9%
96 RY ROYAL BK CDA Financial Services 6,597.0 $1.1M 0.27% NEW $170.49 +11.1%
97 ASTRAZENECA PLC 12,184.0 $1.1M 0.27% NEW $91.93
98 ABBV ABBVIE INC Healthcare 4,901.0 $1.1M 0.27% NEW $228.49 -7.1%
99 MRK MERCK & CO INC Healthcare 10,400.0 $1.1M 0.27% NEW $105.26 +14.4%
100 VTI VANGUARD INDEX FDS 3,211.0 $1.1M 0.26% NEW $335.27 +10.0%
Page 5 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%