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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 23 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EOG Eog Res Inc Energy 6,580.0 $691K 0.04% -1K -18.1% $105.00 +29.7%
442 NGG National Grid Utilities 8,889.0 $688K 0.04% -657.0 -6.9% $77.34 +13.4%
443 VGSH ETF Vanguard S/T Gov 11,703.0 $687K 0.04% $58.73 -0.8%
444 GEL GENESIS ENERGY L P Energy 44,000.0 $686K 0.04% -4K -8.1% $15.60 -1.7%
445 VIPS Vipshop Consumer Cyclical 38,696.0 $685K 0.04% NEW $17.69 -16.7%
446 BCS Barclays PLC ADR Financial Services 26,863.0 $684K 0.04% -5K -14.8% $25.45 -3.6%
447 GREK Global X MSCI Greece ETF 10,353.0 $682K 0.04% NEW $65.91 +11.3%
448 CANADIAN PACIFIC KANSAS CITY 9,223.0 $679K 0.04% -138.0 -1.5% $73.63
449 BAB INVESCO EXCH TRADED FD TR II 24,845.0 $676K 0.04% $27.20 -2.1%
450 TIGR UP FINTECH HLDG LTD Financial Services 70,237.0 $671K 0.04% NEW $9.56 -47.6%
451 DOW Dow Hldgs Inc Basic Materials 28,630.0 $669K 0.04% -4K -12.5% $23.38 +50.9%
452 NIO NIO INC Consumer Cyclical 130,509.0 $666K 0.04% NEW $5.10 +3.0%
453 DOCU DOCUSIGN INC Technology 9,729.0 $665K 0.04% -7K -42.9% $68.40 -27.9%
454 USHY ISHARES TR 17,643.0 $660K 0.04% -2K -10.8% $37.40 -0.8%
455 NSC Norfolk Southern Industrials 2,281.0 $658K 0.04% -59.0 -2.5% $288.68 +10.9%
456 IMCB ISHARES TR 7,953.0 $658K 0.04% +282.0 +3.7% $82.73 +12.3%
457 APH Amphenol Corp Technology 4,833.0 $653K 0.04% -75K -93.9% $135.14 +3.3%
458 EWZ iShares MSCI Brazil ETF 20,544.0 $653K 0.04% +6K +37.2% $31.77 +14.9%
459 BR Broadridge Finl Sol Technology 2,923.0 $652K 0.04% -278.0 -8.7% $223.15 -34.1%
460 EVRG Evergy Inc Utilities 8,990.0 $652K 0.04% +142.0 +1.6% $72.48 +16.0%
Page 23 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%