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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 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXP AMERICAN EXPRESS CO Financial Services 7,644.0 $2.6M 0.55% -210.0 -2.7% $338.25 -0.3%
22 GOOGL ALPHABET INC Communication Services 7,220.0 $2.6M 0.55% -300.0 -4.0% $357.37 -3.2%
23 NFLX NETFLIX INC. Communication Services 35,953.0 $2.6M 0.55% -645.0 -1.8% $71.40 +14.9%
24 META META PLATFORMS INC Communication Services 4,269.0 $2.4M 0.51% -195.0 -4.4% $563.29 +0.3%
25 CSCO CISCO SYS INC Technology 19,685.0 $2.3M 0.49% -1K -5.4% $117.46 -5.6%
26 IJR ISHARES TR 15,360.0 $2.3M 0.49% -814.0 -5.0% $148.31 -1.3%
27 BX BLACKSTONE INC Financial Services 19,357.0 $2.3M 0.49% -307.0 -1.6% $117.67 +21.5%
28 AMP AMERIPRISE FINL INC Financial Services 4,904.0 $2.2M 0.48% -97.0 -1.9% $458.76 +21.9%
29 TXN TEXAS INSTRS INC Technology 7,467.0 $2.2M 0.47% -328.0 -4.2% $298.07 -12.9%
30 PEP PEPSICO INC Consumer Defensive 16,408.0 $2.2M 0.47% -179.0 -1.1% $135.40 +5.5%
31 EEMV ISHARES INC 26,737.0 $2.0M 0.43% -6K -18.2% $75.28 +0.4%
32 CSX CSX CORP Industrials 40,317.0 $1.9M 0.41% -2K -5.5% $47.53 +8.2%
33 SHEL SHELL PLC Energy 22,662.0 $1.8M 0.38% -337.0 -1.5% $77.54 +19.3%
34 VOT VANGUARD INDEX FDS 5,717.0 $1.8M 0.37% -50.0 -0.9% $306.30 -1.0%
35 AMD ADVANCED MICRO DEVICES INC Technology 2,826.0 $1.6M 0.35% -118.0 -4.0% $580.91 -17.8%
36 MA MASTERCARD INCORPORATED Financial Services 3,135.0 $1.6M 0.34% -215.0 -6.4% $513.60 +16.6%
37 DGX QUEST DIAGNOSTICS INC Healthcare 7,504.0 $1.6M 0.34% -127.0 -1.7% $211.95 +14.7%
38 TMUS T-MOBILE US INC Communication Services 9,263.0 $1.6M 0.33% -67.0 -0.7% $167.73 +8.2%
39 PG PROCTER & GAMBLE CO Consumer Defensive 9,951.0 $1.5M 0.31% -271.0 -2.6% $146.64 -0.7%
40 MRK MERCK & CO INC Healthcare 10,944.0 $1.4M 0.30% -252.0 -2.2% $128.50 +21.6%
Page 2 of 9  ·  174 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%