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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 13 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HEICO CORP NEW 823.0 $212K 0.04% $257.91
242 FPI FARMLAND PARTNERS INC Real Estate 21,800.0 $211K 0.04% $9.68 +7.2%
243 DSGX DESCARTES SYS GROUP INC Technology 3,019.0 $209K 0.04% $69.24 +12.0%
244 VNQ VANGUARD INDEX FDS 2,160.0 $208K 0.04% $96.43 +2.3%
245 SNDK SANDISK CORP Technology 90.0 $205K 0.04% NEW $2273.73 -34.1%
246 BCS BARCLAYS PLC Financial Services 7,594.0 $204K 0.04% -3K -28.4% $26.86 +1.0%
247 MDU MDU RES GROUP INC Industrials 9,603.0 $204K 0.04% $21.21 -4.3%
248 XEL XCEL ENERGY INC Utilities 2,529.0 $203K 0.04% $80.30 -3.2%
249 FCX FREEPORT MCMORAN INC Basic Materials 3,113.0 $196K 0.04% +561.0 +22.0% $62.89 +25.6%
250 SU SUNCOR ENERGY INC NEW Energy 3,600.0 $193K 0.04% -330.0 -8.4% $53.68 +22.3%
251 BPOP POPULAR INC Financial Services 1,168.0 $192K 0.04% $164.18 +3.4%
252 MAR MARRIOTT INTL INC NEW Consumer Cyclical 514.0 $190K 0.04% $370.59 -3.2%
253 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,703.0 $190K 0.04% $111.79 -8.3%
254 DAL DELTA AIR LINES INC Industrials 2,030.0 $190K 0.04% $93.66 -11.3%
255 MMSI MERIT MED SYS INC Healthcare 2,702.0 $187K 0.04% $69.34 +30.5%
256 CBRE CBRE GROUP INC Real Estate 1,387.0 $187K 0.04% $134.69 +11.6%
257 ENTG ENTEGRIS INC Technology 1,015.0 $183K 0.04% $179.86 -20.8%
258 CARR CARRIER GLOBAL CORPORATION Industrials 2,487.0 $182K 0.04% +857.0 +52.6% $73.35 -19.9%
259 NGG NATIONAL GRID PLC Utilities 2,197.0 $182K 0.04% $82.87 -2.8%
260 EEM ISHARES TR 2,640.0 $181K 0.04% $68.41 -1.8%
Page 13 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%