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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $468M AUM 1,072 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 114 Added 174 Reduced 30 Exited
Page 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KRMN KARMAN HLDGS INC Industrials 1,258.0 $63K 0.01% +588.0 +87.8% $49.92 +0.7%
102 UUUU ENERGY FUELS INC Energy 4,284.0 $62K 0.01% +1K +39.1% $14.50 +10.2%
103 LITE LUMENTUM HLDGS INC Technology 71.0 $61K 0.01% +15.0 +26.8% $858.06 -0.4%
104 D DOMINION ENERGY INC Utilities 823.0 $56K 0.01% +100.0 +13.8% $68.29 -2.2%
105 NOBL PROSHARES TR 910.0 $51K 0.01% +455.0 +100.0% $56.16 +4.3%
106 RKLB ROCKET LAB CORP Industrials 495.0 $50K 0.01% +175.0 +54.7% $101.65 -33.7%
107 DTM DT MIDSTREAM INC Energy 341.0 $50K 0.01% +281.0 +468.3% $146.74 -13.7%
108 EQT EQT CORP Energy 936.0 $50K 0.01% +72.0 +8.3% $53.17 +2.3%
109 AGG ISHARES TR 471.0 $47K 0.01% +251.0 +114.1% $98.98 -1.1%
110 DOC HEALTHPEAK PROPERTIES INC Real Estate 2,080.0 $45K 0.01% +2K +2500.0% $21.40 +1.4%
111 ITOT ISHARES TR 223.0 $37K 0.01% +113.0 +102.7% $164.27 +2.1%
112 AQN ALGONQUIN POWER & UTILITIES Utilities 5,000.0 $29K 0.01% +1K +25.0% $5.86 -2.3%
113 PALL ABRDN PALLADIUM ETF TRUST Financial Services 300.0 $7K 0.00% +240.0 +400.0% $22.08 +9.5%
114 PDBC INVESCO ACTVELY MNGD ETC FD 203.0 $3K 0.00% +175.0 +625.0% $15.88 +14.8%
Page 6 of 6  ·  114 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 38.2%
Financial Services 15.6%
Industrials 10.0%
Healthcare 9.3%
Energy 6.4%
Consumer Defensive 5.4%
Consumer Cyclical 5.3%
Communication Services 3.8%
Utilities 2.9%
Real Estate 1.7%