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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 22 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IONQ IONQ INC Technology 16,199.0 $727K 0.04% $44.87 +41.8%
422 CRWD Crowdstrike Hldgs Technology 1,546.0 $725K 0.04% -115.0 -6.9% $468.76 +43.3%
423 MKC MCCORMICK & CO INC Consumer Defensive 10,596.0 $722K 0.04% +863.0 +8.9% $68.11 -31.3%
424 IUSB ISHARES TR 15,473.0 $720K 0.04% -2K -13.3% $46.54 -1.1%
425 FLS Flowserve Corp Industrials 10,366.0 $719K 0.04% +220.0 +2.2% $69.38 +5.7%
426 SCHG SCHWAB STRATEGIC TR 21,981.0 $717K 0.04% -571.0 -2.5% $32.62 +6.0%
427 SNY Sanofi Eur 2.0 ADR Healthcare 14,796.0 $717K 0.04% -976.0 -6.2% $48.46 -8.9%
428 LNG Cheniere Energy Energy 3,675.0 $714K 0.04% -51.0 -1.4% $194.39 +20.4%
429 VST Vistra Corp Utilities 4,415.0 $712K 0.04% +1K +43.2% $161.32 -3.1%
430 VLO Valero Energy Energy 4,356.0 $709K 0.04% -55.0 -1.2% $162.78 +48.3%
431 MELI Mercadolibre Inc Consumer Cyclical 352.0 $709K 0.04% +10.0 +2.9% $2014.26 -18.2%
432 HTH Hilltop Holdings Inc Financial Services 20,828.0 $707K 0.04% $33.94 +11.2%
433 VIGI VANGUARD WHITEHALL FDS 7,717.0 $706K 0.04% -220.0 -2.8% $91.45 +2.9%
434 DHI D R Horton Inc Consumer Cyclical 4,897.0 $705K 0.04% -2K -26.6% $144.02 +1.1%
435 GNRC Generac Hldgs Inc Industrials 5,153.0 $703K 0.04% -119.0 -2.3% $136.37 +101.5%
436 NEM Newmont Corp Basic Materials 7,030.0 $702K 0.04% +3K +57.0% $99.85 +11.8%
437 SE Sea Ltd Consumer Cyclical 5,489.0 $700K 0.04% +4K +254.8% $127.57 -30.2%
438 NKE NIKE INC Consumer Cyclical 10,968.0 $699K 0.04% +445.0 +4.2% $63.71 -29.5%
439 SOXX ISHARES TR 2,308.0 $695K 0.04% +488.0 +26.8% $301.15 +89.3%
440 CCI Crown Castle Inc Real Estate 7,782.0 $692K 0.04% +241.0 +3.2% $88.87 +2.0%
Page 22 of 45  ·  881 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%