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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 SMR NUSCALE PWR CORP Utilities 9,369 $337K 0.02% SOLD
62 FTCS FIRST TR EXCHANGE-TRADED FD 3,480 $326K 0.02% SOLD
63 MINT PIMCO Enh Sh Mat ETF 3,183 $320K 0.02% SOLD
64 TREX Trex CO Industrials 6,065 $313K 0.02% SOLD
65 ELV Elevance Health Inc Healthcare 957 $309K 0.02% SOLD
66 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,717 $304K 0.02% SOLD
67 LRN STRIDE INC Consumer Defensive 2,031 $302K 0.02% SOLD
68 TKR Timken CO Industrials 3,997 $300K 0.02% SOLD
69 AIZ ASSURANT INC Financial Services 1,354 $293K 0.02% SOLD
70 SHLD GLOBAL X FDS 4,150 $291K 0.01% SOLD
71 LANDBRIDGE COMPANY LLC 5,458 $291K 0.01% SOLD
72 NFG NATIONAL FUEL GAS CO Energy 3,088 $285K 0.01% SOLD
73 AYI ACUITY INC Industrials 804 $277K 0.01% SOLD
74 RGTI RIGETTI COMPUTING INC Technology 9,200 $274K 0.01% SOLD
75 CACI Caci International Inc Technology 545 $272K 0.01% SOLD
76 MAN Manpowergroup I/sh Sh Industrials 7,074 $268K 0.01% SOLD
77 BP BP P.L.C. Energy 7,722 $266K 0.01% SOLD
78 OSIS OSI SYSTEMS INC Technology 1,062 $265K 0.01% SOLD
79 TPB TURNING PT BRANDS INC Consumer Defensive 2,675 $264K 0.01% SOLD
80 AFRM AFFIRM HLDGS INC Technology 3,566 $261K 0.01% SOLD
Page 4 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%