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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 26 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FBTC Fidelity Wise Origin Bitcoin Fund Financial Services 7,703.0 $587K 0.04% +2K +31.6% $76.23 -13.3%
502 TM Toyota Motor Corp Consumer Cyclical 2,743.0 $587K 0.04% NEW $214.03 -11.2%
503 GSY INVESCO ACTIVELY MANAGED EXC 11,615.0 $584K 0.04% +244.0 +2.1% $50.25 -0.3%
504 NVO Novo Nordisk A/S ADR Healthcare 11,419.0 $581K 0.03% -4K -25.4% $50.88 -13.1%
505 CPRT Copart Inc Industrials 14,768.0 $578K 0.03% -2K -12.9% $39.15 -15.1%
506 JBL JABIL INC Technology 2,530.0 $577K 0.03% -764.0 -23.2% $227.93 +66.8%
507 COWZ PACER FDS TR 9,528.0 $573K 0.03% -682.0 -6.7% $60.17 +6.6%
508 WELL Welltower Inc Real Estate 3,088.0 $573K 0.03% +89.0 +3.0% $185.57 +16.5%
509 KEY KEYCORP Financial Services 27,726.0 $572K 0.03% +188.0 +0.7% $20.64 +5.5%
510 UI UBIQUITI INC Technology 1,028.0 $569K 0.03% -200.0 -16.3% $553.35 +9.9%
511 APD Air Products & Chem Basic Materials 2,279.0 $563K 0.03% -8K -78.5% $247.02 +17.2%
512 SHY iShares 1-3 Yr Treas 6,795.0 $563K 0.03% +4K +159.4% $82.82 -0.7%
513 XMHQ INVESCO EXCHANGE TRADED FD T 5,493.0 $563K 0.03% -191.0 -3.4% $102.41 +7.4%
514 VICI Vici Pptys Inc Real Estate 19,851.0 $558K 0.03% -1K -6.8% $28.12 +1.8%
515 SHYG ISHARES TR 13,014.0 $558K 0.03% -881.0 -6.3% $42.87 -0.8%
516 KKR KKR & CO INC Financial Services 4,375.0 $558K 0.03% -696.0 -13.7% $127.45 -25.5%
517 FIRST TR EXCH TRADED FD III 7,850.0 $557K 0.03% $70.98
518 BSL BLACKSTONE SENI FLTN RAT 202 Financial Services 40,910.0 $552K 0.03% -1K -3.4% $13.50 -4.1%
519 STIP iShares 0-5 Yr ETF 5,379.0 $551K 0.03% -2K -25.7% $102.38 +1.0%
520 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,996.0 $550K 0.03% +45.0 +2.3% $275.36 +207.2%
Page 26 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%