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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 21 of 22  ·  434 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CALF PACER FDS TR 4,984.0 $221K 0.01% -399.0 -7.4% $44.36 +10.2%
402 EQT EQT Corp Energy 4,120.0 $221K 0.01% -719.0 -14.9% $53.59 +5.2%
403 BWXT BWX TECHNOLOGIES INC Industrials 1,277.0 $221K 0.01% -127.0 -9.1% $172.74 +17.8%
404 ORI OLD REP INTL CORP Financial Services 4,811.0 $220K 0.01% -500.0 -9.4% $45.64 -14.0%
405 RPRX ROYALTY PHARMA PLC Healthcare 5,668.0 $219K 0.01% -145.0 -2.5% $38.64 +39.8%
406 MCO MOODYS CORP Financial Services 426.0 $217K 0.01% -2K -78.4% $509.67 -11.2%
407 EYLD CAMBRIA ETF TR 5,621.0 $215K 0.01% -236.0 -4.0% $38.33 +22.2%
408 ALSN Allison Transmission Consumer Cyclical 2,197.0 $215K 0.01% -941.0 -30.0% $97.86 +15.5%
409 KDP Keurig Dr Pepper Inc Consumer Defensive 7,630.0 $214K 0.01% -6K -42.4% $28.01 +6.1%
410 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,488.0 $212K 0.01% -3K -63.9% $142.50 +17.1%
411 VMI Valmont Inds Inc Industrials 526.0 $212K 0.01% -105.0 -16.6% $402.32 +31.6%
412 CTRA Coterra Energy Inc Energy 7,986.0 $210K 0.01% -5K -38.0% $26.32 +23.7%
413 ADP Automatic Data Proc Industrials 813.0 $209K 0.01% -17K -95.5% $257.23 -14.7%
414 ENTG ENTEGRIS INC Technology 2,461.0 $207K 0.01% -267.0 -9.8% $84.24 +67.8%
415 EMXC ISHARES INC 2,844.0 $207K 0.01% -580.0 -16.9% $72.66 +37.1%
416 IWP iShares Russell Midcap Growth ETF 1,504.0 $206K 0.01% -184.0 -10.9% $136.94 +3.0%
417 AWI Armstrong World Inds Industrials 1,077.0 $206K 0.01% -6.0 -0.6% $191.10 -16.9%
418 GSLC GOLDMAN SACHS ETF TR 1,554.0 $206K 0.01% -42.0 -2.6% $132.37 +7.5%
419 ADSK Autodesk Inc. Technology 691.0 $205K 0.01% -2K -74.7% $296.01 -19.4%
420 CWB SPDR Blmberg Barclay 2,291.0 $204K 0.01% -75K -97.0% $89.20 +19.9%
Page 21 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%