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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $421M AUM 1,068 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 228 Added 173 Reduced 45 Exited
Page 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WTV WISDOMTREE TR 34.0 $3K 0.00% -104.0 -75.4% $94.74 +7.3%
162 EA ELECTRONIC ARTS INC Communication Services 15.0 $3K 0.00% -7.0 -31.8% $203.87 -1.6%
163 GRMN GARMIN LTD Technology 11.0 $3K 0.00% -31.0 -73.8% $232.00 +3.1%
164 IWR ISHARES TR 23.0 $2K 0.00% -64.0 -73.6% $97.22 +9.9%
165 FDL FIRST TR EXCHANGE-TRADED FD 44.0 $2K 0.00% -135.0 -75.4% $50.80 -0.8%
166 RF REGIONS FINANCIAL CORP NEW Financial Services 59.0 $2K -179.0 -75.2% $26.12 +7.6%
167 USB US BANCORP Financial Services 29.0 $2K -50.0 -63.3% $52.00 +5.7%
168 DOC HEALTHPEAK PROPERTIES INC Real Estate 80.0 $1K -1K -94.0% $16.43 +20.5%
169 FIXD FIRST TR EXCHNG TRADED FD VI 24.0 $1K -72.0 -75.0% $43.58 -0.3%
170 CE CELANESE CORP DEL Basic Materials 13.0 $855.0 -37.0 -74.0% $65.77 -20.5%
171 PDBC INVESCO ACTVELY MNGD ETC FD 28.0 $485.0 -84.0 -75.0% $17.32 +3.7%
172 CPB THE CAMPBELLS COMPANY Consumer Defensive 19.0 $423.0 -87.0 -82.1% $22.26 -8.4%
173 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 33.0 $279.0 -1K -96.8% $8.45 +37.6%
Page 9 of 9  ·  173 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 31.3%
Financial Services 16.7%
Industrials 10.3%
Healthcare 9.7%
Energy 8.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.7%
Communication Services 5.0%
Utilities 2.7%
Basic Materials 2.1%