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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 18 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WCN Waste Conn Inc Npv Industrials 1,877.0 $329K 0.02% -117.0 -5.9% $175.36 -11.2%
342 VTIP VANGUARD MALVERN FDS 6,581.0 $325K 0.02% -3K -33.8% $49.46 +1.7%
343 CI Cigna Group Healthcare 1,175.0 $323K 0.02% -525.0 -30.9% $275.09 +2.1%
344 ED Consolidated Edison Utilities 3,223.0 $320K 0.02% -61.0 -1.9% $99.29 +8.5%
345 LYB Lyondellbasell Basic Materials 7,336.0 $318K 0.02% -2K -20.7% $43.30 +59.4%
346 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,204.0 $317K 0.02% -100.0 -4.3% $143.89 +54.0%
347 DKS Dicks Sporting Goods Consumer Cyclical 1,595.0 $316K 0.02% -509.0 -24.2% $197.97 +17.8%
348 ALL Allstate Corp Common Financial Services 1,512.0 $315K 0.02% -1K -42.2% $208.15 +2.2%
349 IBKR Interactive Brokers Financial Services 4,892.0 $315K 0.02% -2K -29.4% $64.31 +28.9%
350 FLEX Flex Ltd Technology 5,183.0 $313K 0.02% -650.0 -11.1% $60.42 +137.1%
351 AZO Autozone Inc Consumer Cyclical 91.0 $309K 0.02% -518.0 -85.1% $3391.51 -8.6%
352 NXPI NXP Semiconductor NV Technology 1,420.0 $308K 0.02% -10.0 -0.7% $217.06 +53.3%
353 GM GENERAL MTRS CO Consumer Cyclical 3,787.0 $308K 0.02% -317.0 -7.7% $81.31 -1.9%
354 SPAB SPDR SERIES TRUST 11,867.0 $306K 0.02% -1K -7.9% $25.75 -1.2%
355 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,942.0 $303K 0.02% -3K -47.8% $102.89 -27.7%
356 NJR NEW JERSEY RES CORP Utilities 6,544.0 $302K 0.02% -500.0 -7.1% $46.12 +24.7%
357 CAG Conagra Brands Inc Consumer Defensive 17,290.0 $299K 0.02% -132.0 -0.8% $17.31 -24.0%
358 BMO Bank of Montreal Financial Services 2,297.0 $298K 0.02% -889.0 -27.9% $129.79 +24.7%
359 IYJ ISHARES TR 2,005.0 $297K 0.02% -40.0 -2.0% $148.17 +6.7%
360 FTSM FIRST TR EXCHANGE-TRADED FD 4,934.0 $296K 0.02% -143.0 -2.8% $59.92 +0.0%
Page 18 of 22  ·  434 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%