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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.7B AUM 1,353 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 98 New 281 Added 434 Reduced 121 Exited
Page 5 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLUE ISHARES TR 13,861.0 $1.9M 0.11% +489.0 +3.7% $136.73 +37.0%
82 SNOW Snowflake Inc Technology 8,617.0 $1.9M 0.11% +3K +42.4% $219.36 -21.5%
83 SHW SHERWIN WILLIAMS CO Basic Materials 5,811.0 $1.9M 0.11% +35.0 +0.6% $324.02 -4.6%
84 CLOZ SERIES PORTFOLIOS TR 70,700.0 $1.9M 0.11% +29K +68.7% $26.48 +0.0%
85 DSTL ETF SER SOLUTIONS 31,683.0 $1.9M 0.11% +1K +3.3% $58.90 +0.9%
86 EME Emcor Group Inc Industrials 3,039.0 $1.9M 0.11% +1K +50.2% $611.79 +38.8%
87 HPE Hewlett Packard Technology 77,010.0 $1.8M 0.11% +5K +7.7% $24.02 +56.5%
88 DLN WISDOMTREE TR 20,719.0 $1.8M 0.11% +8K +58.0% $88.08 +9.3%
89 FLRN SPDR Barclays Inv 59,299.0 $1.8M 0.11% +11K +23.7% $30.73 +0.3%
90 VB VANGUARD INDEX FDS 6,969.0 $1.8M 0.11% +197.0 +2.9% $257.92 +12.1%
91 SDVY FIRST TR EXCHANGE-TRADED FD 46,657.0 $1.8M 0.11% +3K +8.1% $38.32 +8.4%
92 HYLB DBX ETF TR 47,885.0 $1.8M 0.10% +18K +59.8% $36.83 -0.9%
93 SGOL ETFS GOLD TR Financial Services 42,869.0 $1.8M 0.10% +2K +4.1% $41.08 +4.5%
94 XLP Consumer Staples Select Sector SPDR Fund 22,406.0 $1.7M 0.10% +7K +43.5% $77.68 +9.2%
95 DIS Disney (Walt) CO Communication Services 14,936.0 $1.7M 0.10% +441.0 +3.0% $113.77 -9.5%
96 JCI Johnson Ctls Intl Industrials 13,974.0 $1.7M 0.10% +3K +25.9% $119.74 +15.5%
97 AGG iShares Core US Agg 16,633.0 $1.7M 0.10% +7K +67.1% $99.88 -1.4%
98 VDC VANGUARD WORLD FD 7,834.0 $1.7M 0.10% +2K +25.1% $211.22 +8.7%
99 TMUS T Mobile US Inc Communication Services 8,122.0 $1.6M 0.10% +229.0 +2.9% $203.02 -5.7%
100 O Realty Income Corp Real Estate 29,162.0 $1.6M 0.10% +1K +4.5% $56.37 +10.0%
Page 5 of 15  ·  281 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 24.3%
Financial Services 22.8%
Industrials 10.6%
Healthcare 8.9%
Communication Services 8.1%
Consumer Cyclical 6.4%
Consumer Defensive 6.2%
Energy 5.7%
Utilities 3.4%
Basic Materials 2.1%