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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WAGN PROFESIONALLY MANAGED PORTFO 2,680.0 $37K 0.01% NEW $13.76 +15.6%
22 RVMD REVOLUTION MEDICINES INC Healthcare 116.0 $22K 0.01% NEW $187.28 +12.9%
23 MKSI MKS INC. Technology 42.0 $19K 0.00% NEW $444.81 -39.2%
24 ASTS AST SPACEMOBILE INC Technology 200.0 $18K 0.00% NEW $88.86 -30.2%
25 RDW REDWIRE CORPORATION Industrials 1,350.0 $17K 0.00% NEW $12.23 -6.1%
26 SATS ECHOSTAR CORP Technology 153.0 $16K 0.00% NEW $101.50 -15.9%
27 FLY FIREFLY AEROSPACE INC Industrials 500.0 $15K 0.00% NEW $29.40 -24.3%
28 LUNR INTUITIVE MACHINES INC Industrials 650.0 $14K 0.00% NEW $21.39 -22.4%
29 IUSB ISHARES TR 289.0 $13K 0.00% NEW $46.15 -0.9%
30 GSLC GOLDMAN SACHS ETF TR 65.0 $9K 0.00% NEW $141.89 +3.1%
31 PCG PG&E CORP Utilities 500.0 $8K 0.00% NEW $16.82 +9.2%
32 SWMR SWARMER INC Technology 180.0 $8K 0.00% NEW $44.31 -12.4%
33 VTS VITESSE ENERGY INC Energy 500.0 $8K 0.00% NEW $15.77 +7.7%
34 UCO PROSHARES TR II Financial Services 200.0 $7K 0.00% NEW $32.95 +25.2%
35 EMB ISHARES TR 50.0 $5K 0.00% NEW $96.44 -1.1%
36 GSIE GOLDMAN SACHS ETF TR 47.0 $2K NEW $45.70 +6.0%
37 BLV VANGUARD BD INDEX FDS 31.0 $2K NEW $68.94 -3.1%
38 MINT PIMCO ETF TR 16.0 $2K NEW $100.81 -0.1%
39 ADEA ADEIA INC Technology 3.0 $99.0 NEW $33.00 -17.8%
40 XPERI INC 1.0 $8.0 NEW $8.00
Page 2 of 2  ·  40 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%