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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 6,593 $1.5M 0.35% SOLD
2 DD DUPONT DE NEMOURS INC Basic Materials 19,147 $877K 0.21% SOLD
3 CME CME GROUP INC Financial Services 224 $66K 0.02% SOLD
4 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 465 $58K 0.01% SOLD
5 KMPR KEMPER CORP Financial Services 1,800 $55K 0.01% SOLD
6 EXPAND ENERGY CORPORATION 436 $48K 0.01% SOLD
7 CCC CCC INTELLIGENT SOLUTIONS HL Technology 7,279 $44K 0.01% SOLD
8 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 131 $43K 0.01% SOLD
9 MASI MASIMO CORP Healthcare 218 $39K 0.01% SOLD
10 CWAN CLEARWATER ANALYTICS HLDGS I Technology 1,634 $39K 0.01% SOLD
11 LISTED FDS TR 1,580 $36K 0.01% SOLD
12 ADSK AUTODESK INC Technology 100 $24K 0.01% SOLD
13 ALAB ASTERA LABS INC Technology 200 $22K 0.01% SOLD
14 CTRA COTERRA ENERGY INC Energy 567 $20K 0.01% SOLD
15 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 705 $19K 0.01% SOLD
16 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 1,118 $19K 0.01% SOLD
17 VRTS VIRTUS INVT PARTNERS INC Financial Services 141 $19K 0.01% SOLD
18 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 480 $19K 0.00% SOLD
19 GRNY TIDAL TRUST I 400 $10K 0.00% SOLD
20 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 200 $8K 0.00% SOLD
Page 1 of 2  ·  30 positions
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%