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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 1 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 PCY Invesco ETF Tr II 275,471 $5.9M 0.31% SOLD
2 SPUC Simplify Exchan/us Equity Plus Upsi 97,229 $4.9M 0.26% SOLD
3 AVEM AMERICAN CENTY ETF TR 44,482 $3.3M 0.18% SOLD
4 INFL Listed Funds Tr/horizon Kinetics In 66,556 $3.0M 0.16% SOLD
5 ANET ARISTA NETWORKS INC Technology 20,382 $3.0M 0.16% SOLD
6 WRB BERKLEY W R CORP Financial Services 38,718 $3.0M 0.16% SOLD
7 VRSN Verisign Inc Technology 8,004 $2.2M 0.12% SOLD
8 EPP iShares MSCI Pacific Ex-Japan ETF 38,335 $2.0M 0.10% SOLD
9 OZ BELPOINTE PREP LLC Real Estate 30,700 $2.0M 0.10% SOLD
10 EWC ISHARES INC 37,537 $1.9M 0.10% SOLD
11 MSTR STRATEGY INC Technology 5,879 $1.9M 0.10% SOLD
12 EWA ISHARES INC 67,993 $1.8M 0.10% SOLD
13 BA BOEING CO Industrials 6,693 $1.4M 0.08% SOLD
14 JKHY Henry Jack & Assoc Technology 8,411 $1.3M 0.07% SOLD
15 UL UNILEVER PLC Consumer Defensive 19,091 $1.1M 0.06% SOLD
16 FIW FIRST TR EXCHANGE-TRADED FD 9,947 $1.1M 0.06% SOLD
17 ONEV SPDR SERIES TRUST 8,313 $1.1M 0.06% SOLD
18 EIS iShares MSCI Israel ETF 11,003 $1.1M 0.06% SOLD
19 DIVO AMPLIFY ETF TR 24,336 $1.1M 0.06% SOLD
20 HACK AMPLIFY ETF TR 11,537 $1.0M 0.05% SOLD
Page 1 of 7  ·  121 positions
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%