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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 42 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 RPRX ROYALTY PHARMA PLC Healthcare 5,668.0 $219K 0.01% -145.0 -2.5% $38.64 +39.8%
822 STE Steris PLC Healthcare 859.0 $218K 0.01% NEW $253.24 -14.5%
823 MCO MOODYS CORP Financial Services 426.0 $217K 0.01% -2K -78.4% $509.67 -10.9%
824 BALI Blackrock Etf T/advantage Large Cap 6,834.0 $216K 0.01% NEW $31.68 +7.7%
825 SKYY FIRST TR EXCHANGE TRADED FD 1,663.0 $216K 0.01% +55.0 +3.4% $130.08 +2.9%
826 TEM TEMPUS AI INC Healthcare 3,650.0 $216K 0.01% NEW $59.05 -20.3%
827 EYLD CAMBRIA ETF TR 5,621.0 $215K 0.01% -236.0 -4.0% $38.33 +22.3%
828 SAM Boston Beer CO Consumer Defensive 1,103.0 $215K 0.01% NEW $195.13 -5.5%
829 IEUR ISHARES TR 3,032.0 $215K 0.01% NEW $70.97 +7.4%
830 ALSN Allison Transmission Consumer Cyclical 2,197.0 $215K 0.01% -941.0 -30.0% $97.86 +15.9%
831 SPYI NEOS ETF TRUST 4,090.0 $215K 0.01% NEW $52.53 +2.0%
832 KDP Keurig Dr Pepper Inc Consumer Defensive 7,630.0 $214K 0.01% -6K -42.4% $28.01 +6.6%
833 ALLE Allegion PLC Industrials 1,340.0 $213K 0.01% +31.0 +2.4% $159.18 -17.1%
834 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,488.0 $212K 0.01% -3K -63.9% $142.50 +17.1%
835 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 3,076.0 $212K 0.01% NEW $68.80 +16.5%
836 VMI Valmont Inds Inc Industrials 526.0 $212K 0.01% -105.0 -16.6% $402.32 +31.9%
837 CTRA Coterra Energy Inc Energy 7,986.0 $210K 0.01% -5K -38.0% $26.32 +23.7%
838 ADP Automatic Data Proc Industrials 813.0 $209K 0.01% -17K -95.5% $257.23 -14.4%
839 DFAX DIMENSIONAL ETF TRUST 6,369.0 $208K 0.01% NEW $32.73 +15.4%
840 ENTG ENTEGRIS INC Technology 2,461.0 $207K 0.01% -267.0 -9.8% $84.24 +68.2%
Page 42 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%