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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 25 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CFR CULLEN FROST BANKERS INC Financial Services 4,923.0 $623K 0.04% +238.0 +5.1% $126.61 +8.6%
482 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,050.0 $622K 0.04% $88.20 +18.2%
483 SAN Banco Santander S A Financial Services 52,963.0 $621K 0.04% +2K +4.5% $11.73 +7.3%
484 DNN DENISON MINES CORP Energy 232,677.0 $619K 0.04% NEW $2.66 +27.4%
485 XBI SPDR SERIES TRUST 5,072.0 $618K 0.04% NEW $121.93 +10.5%
486 PFFA ETFIS SER TR I 28,680.0 $618K 0.04% +10K +55.4% $21.55 -0.8%
487 AON AON PLC Financial Services 1,748.0 $617K 0.04% -49.0 -2.7% $352.72 -9.9%
488 APP APPLOVIN CORP Technology 908.0 $612K 0.04% -293.0 -24.4% $673.82 -16.3%
489 TYL TYLER TECHNOLOGIES INC Technology 1,344.0 $610K 0.04% +51.0 +3.9% $453.95 -33.3%
490 ARGX ARGENX SE Healthcare 723.0 $608K 0.04% -206.0 -22.2% $840.95 -2.0%
491 ECH Blackrock Institutional Trust Company N.a. 15,023.0 $607K 0.04% NEW $40.40 +4.1%
492 MGM Mgm Mirage Consumer Cyclical 16,632.0 $607K 0.04% +656.0 +4.1% $36.49 +15.4%
493 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 14,870.0 $603K 0.04% -97.0 -0.7% $40.54 +19.8%
494 STT STATE STR CORP Financial Services 4,656.0 $601K 0.04% -123.0 -2.6% $129.01 +22.3%
495 ROST ROSS STORES INC Consumer Cyclical 3,302.0 $595K 0.04% +310.0 +10.4% $180.09 +30.2%
496 DVN Devon Energy Corp Energy 16,194.0 $593K 0.04% -884.0 -5.2% $36.63 +21.5%
497 WPC W.P. Carey Inc Real Estate 9,201.0 $592K 0.04% -186.0 -2.0% $64.36 +15.5%
498 LITE LUMENTUM HLDGS INC Technology 1,598.0 $589K 0.04% NEW $368.59 +147.3%
499 VNM Vaneck Etf Tr/vietnam Etf 30,818.0 $588K 0.04% +4K +15.9% $19.08 -1.9%
500 SEDG SOLAREDGE TECHNOLOGIES INC Energy 20,361.0 $587K 0.04% NEW $28.85 +156.9%
Page 25 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%