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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALC ALCON AG Healthcare 2,780.0 $219K 0.01% NEW $78.79 -14.0%
82 STE Steris PLC Healthcare 859.0 $218K 0.01% NEW $253.24 -14.5%
83 BALI Blackrock Etf T/advantage Large Cap 6,834.0 $216K 0.01% NEW $31.68 +7.2%
84 TEM TEMPUS AI INC Healthcare 3,650.0 $216K 0.01% NEW $59.05 -21.8%
85 SAM Boston Beer CO Consumer Defensive 1,103.0 $215K 0.01% NEW $195.13 -2.6%
86 IEUR ISHARES TR 3,032.0 $215K 0.01% NEW $70.97 +6.4%
87 SPYI NEOS ETF TRUST 4,090.0 $215K 0.01% NEW $52.53 +1.6%
88 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3,076.0 $212K 0.01% NEW $68.80 +16.5%
89 DFAX DIMENSIONAL ETF TRUST 6,369.0 $208K 0.01% NEW $32.73 +13.4%
90 WWJD NORTHERN LTS FD TR IV 5,663.0 $207K 0.01% NEW $36.48 +7.5%
91 DAR DARLING INGREDIENTS INC Consumer Defensive 5,655.0 $204K 0.01% NEW $36.00 +62.8%
92 ACGL ARCH CAP GROUP LTD Financial Services 2,108.0 $202K 0.01% NEW $95.91 +0.4%
93 DFIC Dimensional Intl Core Equity 2 ETF 5,849.0 $202K 0.01% NEW $34.46 +10.0%
94 FICO FAIR ISAAC CORP Technology 119.0 $201K 0.01% NEW $1690.61 -26.7%
95 RKT ROCKET COS INC Financial Services 10,361.0 $201K 0.01% NEW $19.36 -28.8%
96 INFY INFOSYS LTD Technology 10,033.0 $179K 0.01% NEW $17.82 -28.9%
97 PSKY PARAMOUNT SKYDANCE CORP Communication Services 10,332.0 $138K 0.01% NEW $13.40 -21.9%
98 Borr Drilling L/sh Sh 31,884.0 $130K 0.01% NEW $4.09
Page 5 of 5  ·  98 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%