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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 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVE ISHARES TR 5,740.0 $1.3M 0.28% -567.0 -9.0% $227.06 +4.6%
42 MDT MEDTRONIC PLC Healthcare 16,452.0 $1.3M 0.28% -4K -17.7% $78.23 +17.4%
43 V VISA INC Financial Services 3,750.0 $1.3M 0.28% -26.0 -0.7% $343.09 +11.4%
44 RY ROYAL BK CDA Financial Services 6,196.0 $1.3M 0.27% -32.0 -0.5% $206.97 +0.0%
45 ABBV ABBVIE INC Healthcare 4,897.0 $1.2M 0.26% -137.0 -2.7% $251.64 +5.7%
46 MCK MCKESSON CORP Healthcare 1,548.0 $1.2M 0.25% -77.0 -4.7% $755.60 +18.1%
47 PH PARKER-HANNIFIN CORP Industrials 1,071.0 $1.0M 0.22% -15.0 -1.4% $978.12 +4.1%
48 AMGN AMGEN INC Healthcare 2,860.0 $1.0M 0.22% -4K -58.3% $362.12 +22.6%
49 ABT ABBOTT LABORATORIES Healthcare 10,608.0 $963K 0.21% -739.0 -6.5% $90.74 +27.4%
50 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,291.0 $956K 0.20% -215.0 -6.1% $290.59 -9.3%
51 MO ALTRIA GROUP INC Consumer Defensive 12,987.0 $934K 0.20% -200.0 -1.5% $71.95 -5.5%
52 INTC INTEL CORP Technology 6,647.0 $928K 0.20% -755.0 -10.2% $139.63 -37.2%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 20,355.0 $862K 0.18% -2K -9.1% $42.34 +18.5%
54 PRU PRUDENTIAL FINL INC Financial Services 7,979.0 $861K 0.18% -1K -14.0% $107.93 +10.4%
55 EW EDWARDS LIFESCIENCES CORP Healthcare 9,101.0 $823K 0.18% -332.0 -3.5% $90.46 +0.1%
56 HD HOME DEPOT INC Consumer Cyclical 2,240.0 $790K 0.17% -516.0 -18.7% $352.68 -4.6%
57 AMAT APPLIED MATLS INC Technology 1,015.0 $734K 0.16% -216.0 -17.6% $723.00 -34.0%
58 PAYX PAYCHEX INC Industrials 7,390.0 $727K 0.15% -45.0 -0.6% $98.33 +26.9%
59 TSLA TESLA INC Consumer Cyclical 1,699.0 $715K 0.15% -45.0 -2.6% $420.60 -16.2%
60 MCD MCDONALDS CORP Consumer Cyclical 2,573.0 $696K 0.15% -118.0 -4.4% $270.31 -0.3%
Page 3 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%