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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 12 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG CONSTELLATION ENERGY CORP Utilities 941.0 $234K 0.05% +24.0 +2.6% $248.37 +13.2%
222 RRX REGAL REXNORD CORPORATION Industrials 977.0 $233K 0.05% +37.0 +3.9% $238.19 -30.7%
223 LRCX LAM RESEARCH CORP Technology 536.0 $232K 0.05% +173.0 +47.7% $433.33 -27.7%
224 ECL ECOLAB INC Basic Materials 831.0 $232K 0.05% +67.0 +8.8% $278.61 +4.3%
225 NATWEST GROUP PLC 13,124.0 $231K 0.05% -1K -9.4% $17.63
226 PLD PROLOGIS INC. Real Estate 1,706.0 $231K 0.05% $135.47 +5.4%
227 AIZ ASSURANT INC Financial Services 858.0 $230K 0.05% -129.0 -13.1% $268.53 +7.5%
228 CSW INDUSTRIALS INC 824.0 $229K 0.05% $278.30
229 VNO VORNADO RLTY TR Real Estate 5,679.0 $223K 0.05% $39.30 +0.2%
230 AVT AVNET INC Technology 2,498.0 $222K 0.05% $88.82 +1.0%
231 NXT NEXTPOWER INC Technology 1,855.0 $221K 0.05% $119.14 -28.1%
232 WSO WATSCO INC Industrials 530.0 $221K 0.05% -55.0 -9.4% $416.73 -25.5%
233 UBS UBS GROUP AG Financial Services 4,436.0 $220K 0.05% -413.0 -8.5% $49.56 +9.8%
234 RGEN REPLIGEN CORP Healthcare 1,597.0 $218K 0.05% $136.44 +32.6%
235 SLV ISHARES SILVER TR Financial Services 4,068.0 $218K 0.05% $53.47 +15.0%
236 MS MORGAN STANLEY Financial Services 1,037.0 $217K 0.05% -76.0 -6.8% $209.04 +1.8%
237 HOOD ROBINHOOD MKTS INC Financial Services 2,158.0 $216K 0.05% +1K +98.5% $100.28 +8.4%
238 MMM 3M CO Industrials 1,329.0 $215K 0.05% -314.0 -19.1% $161.91 +10.7%
239 J JACOBS SOLUTIONS INC Industrials 1,702.0 $214K 0.05% +1K +207.2% $126.00 +21.0%
240 MUB ISHARES TR 1,988.0 $214K 0.05% $107.62 -2.0%
Page 12 of 41  ·  805 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%