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Portfolio (Quarterly) Guide ↗

Hilltop Holdings Inc.

· CIK 0001265131
13F Portfolio $1.9B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 904 New
Page 8 of 46  ·  904 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CAT CATERPILLAR INC Industrials 6,318.0 $3.0M 0.16% NEW $477.17 +69.5%
142 CRM Salesforce Inc Technology 12,676.0 $3.0M 0.16% NEW $237.00 +0.4%
143 IAU ISHARES GOLD TR Financial Services 41,021.0 $3.0M 0.16% NEW $72.77 +13.0%
144 XLI Industrial Select Sector SPDR Fund 19,313.0 $3.0M 0.16% NEW $154.23 +10.1%
145 INFL Listed Funds Tr/horizon Kinetics In 66,556.0 $3.0M 0.16% NEW $44.70 +19.3%
146 WMB Williams Cos Energy 46,939.0 $3.0M 0.16% NEW $63.35 +13.7%
147 BAC BANK AMERICA CORP Financial Services 57,589.0 $3.0M 0.16% NEW $51.59 +11.9%
148 ANET ARISTA NETWORKS INC Technology 20,382.0 $3.0M 0.16% NEW $145.71 +36.8%
149 WRB BERKLEY W R CORP Financial Services 38,718.0 $3.0M 0.16% NEW $76.62 -8.7%
150 DXJ WISDOMTREE TR 22,664.0 $2.9M 0.15% NEW $128.03 +39.4%
151 PDBA Invesco Exchange-traded Fund Trust Ii 81,137.0 $2.9M 0.15% NEW $35.66 +5.3%
152 APD AIR PRODS & CHEMS INC Basic Materials 10,582.0 $2.9M 0.15% NEW $272.71 +4.2%
153 SBUX Starbucks Corp Consumer Cyclical 34,076.0 $2.9M 0.15% NEW $84.60 +13.3%
154 TMO Thermo Fisher Scien Healthcare 5,923.0 $2.9M 0.15% NEW $485.01 +34.3%
155 AMAT Applied Materials Technology 14,007.0 $2.9M 0.15% NEW $204.73 +117.1%
156 CME CME Group Inc Financial Services 10,534.0 $2.8M 0.15% NEW $270.19 +2.2%
157 GILD Gilead Sciences Inc Healthcare 25,306.0 $2.8M 0.15% NEW $111.00 +35.2%
158 PSX Phillips 66 Energy 20,458.0 $2.8M 0.15% NEW $136.02 +100.8%
159 VO VANGUARD INDEX FDS 9,399.0 $2.8M 0.15% NEW $293.74 -72.8%
160 HSY HERSHEY CO Consumer Defensive 14,729.0 $2.8M 0.15% NEW $187.05 -9.2%
Page 8 of 46  ·  904 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 29.0%
Financial Services 21.2%
Industrials 10.3%
Healthcare 9.0%
Consumer Cyclical 8.1%
Consumer Defensive 5.6%
Communication Services 5.5%
Energy 4.7%
Utilities 2.9%
Basic Materials 2.0%