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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 5 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUK DUKE ENERGY CORP NEW Utilities 2,154.0 $273K 0.06% -211.0 -8.9% $126.58 -3.7%
82 BND VANGUARD BD INDEX FDS 3,708.0 $272K 0.06% -350.0 -8.6% $73.41 -1.1%
83 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,272.0 $262K 0.06% -300.0 -19.1% $206.01 +7.7%
84 ADI ANALOG DEVICES INC Technology 645.0 $256K 0.06% -30.0 -4.4% $397.17 -6.0%
85 CL COLGATE PALMOLIVE CO Consumer Defensive 2,715.0 $249K 0.05% -580.0 -17.6% $91.68 -0.3%
86 TD TORONTO DOMINION BK ONT Financial Services 2,027.0 $246K 0.05% -332.0 -14.1% $121.43 -2.2%
87 C CITIGROUP INC Financial Services 1,729.0 $242K 0.05% -206.0 -10.7% $139.96 -4.9%
88 NATWEST GROUP PLC 13,124.0 $231K 0.05% -1K -9.4% $17.63
89 AIZ ASSURANT INC Financial Services 858.0 $230K 0.05% -129.0 -13.1% $268.53 +6.2%
90 WSO WATSCO INC Industrials 530.0 $221K 0.05% -55.0 -9.4% $416.73 -27.7%
91 UBS UBS GROUP AG Financial Services 4,436.0 $220K 0.05% -413.0 -8.5% $49.56 +9.2%
92 MS MORGAN STANLEY Financial Services 1,037.0 $217K 0.05% -76.0 -6.8% $209.04 +3.3%
93 MMM 3M CO Industrials 1,329.0 $215K 0.05% -314.0 -19.1% $161.91 +11.2%
94 BCS BARCLAYS PLC Financial Services 7,594.0 $204K 0.04% -3K -28.4% $26.86 +1.3%
95 SU SUNCOR ENERGY INC NEW Energy 3,600.0 $193K 0.04% -330.0 -8.4% $53.68 +23.3%
96 AON AON PLC Financial Services 525.0 $174K 0.04% -66.0 -11.2% $331.69 +7.2%
97 GILD GILEAD SCIENCES INC Healthcare 1,342.0 $170K 0.04% -220.0 -14.1% $126.34 +17.5%
98 QTUM ETF SER SOLUTIONS 990.0 $164K 0.04% -150.0 -13.2% $165.38 -10.2%
99 GGG GRACO INC Industrials 2,119.0 $160K 0.03% -380.0 -15.2% $75.61 +4.7%
100 SSD SIMPSON MFG INC Industrials 761.0 $159K 0.03% -158.0 -17.2% $209.35 -11.3%
Page 5 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%