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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 7 of 45  ·  881 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COF Capital One Fin Financial Services 14,144.0 $3.4M 0.20% -2K -10.9% $242.35 -22.3%
122 GLW CORNING INC Technology 39,094.0 $3.4M 0.20% +2K +5.2% $87.56 +125.5%
123 GS GOLDMAN SACHS GROUP INC Financial Services 3,881.0 $3.4M 0.20% -274.0 -6.6% $878.80 +14.5%
124 TXN TEXAS INSTRS INC Technology 19,210.0 $3.3M 0.20% -708.0 -3.5% $173.49 +85.7%
125 IWB iShares Russell 1000 ETF 8,800.0 $3.3M 0.19% +5K +113.8% $373.44 +9.6%
126 USB US Bancorp Del Financial Services 61,232.0 $3.3M 0.19% -4K -5.7% $53.36 +3.2%
127 TUA Simplify Exchan/short Term Treas F 145,310.0 $3.2M 0.19% +52K +56.3% $21.90 -6.1%
128 DUK Duke Energy Corp New Utilities 26,680.0 $3.1M 0.18% -2K -5.6% $117.21 +6.9%
129 DXJ WISDOMTREE TR 21,551.0 $3.1M 0.18% -1K -4.9% $144.16 +19.0%
130 NOW Servicenow Inc Technology 20,032.0 $3.1M 0.18% +16K +370.4% $153.19 -34.1%
131 XME SPDR S&P Metals & Mining ETF 29,498.0 $3.1M 0.18% +3K +10.2% $103.61 +17.3%
132 SNA SNAP ON INC Industrials 8,763.0 $3.0M 0.18% -784.0 -8.2% $344.58 +7.4%
133 DEXC Dimensional Etf/dimensional Emergin 49,399.0 $3.0M 0.18% -33K -40.0% $60.52 +33.4%
134 XLY Consumer Discretionary Select Sector SPDR Fd 24,932.0 $3.0M 0.18% +3K +12.2% $119.41 +0.1%
135 TMO Thermo Fisher Scien Healthcare 5,137.0 $3.0M 0.18% -786.0 -13.3% $579.35 -22.9%
136 SMH VANECK ETF TRUST 8,218.0 $3.0M 0.17% +535.0 +7.0% $360.09 +65.9%
137 ZTS Zoetis Inc Healthcare 23,324.0 $2.9M 0.17% -11K -32.5% $125.82 -36.0%
138 BMY Bristol Myers Squibb Healthcare 54,003.0 $2.9M 0.17% +12K +30.1% $53.94 +8.3%
139 QCOM Qualcomm Inc Technology 16,954.0 $2.9M 0.17% -2K -10.6% $171.04 +40.9%
140 VONG Vanguard Scotts/Vanguard Russell 1000 Growth 23,737.0 $2.9M 0.17% +3K +12.8% $121.75 +6.3%
Page 7 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%