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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 14 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MFG MIZUHO FINANCIAL GROUP INC Financial Services 18,726.0 $179K 0.04% $9.58 +9.1%
262 AYI ACUITY INC Industrials 474.0 $179K 0.04% $376.66 -9.5%
263 FCFS FIRSTCASH HOLDINGS INC Financial Services 823.0 $178K 0.04% $216.32 +1.6%
264 BAX BAXTER INTL INC Healthcare 8,350.0 $178K 0.04% $21.32 +24.2%
265 DFUS DIMENSIONAL ETF TRUST 2,154.0 $176K 0.04% $81.94 +2.1%
266 IHI ISHARES TR 3,555.0 $176K 0.04% $49.41 +12.1%
267 MSA MSA SAFETY INC Industrials 1,004.0 $175K 0.04% $174.58 +9.1%
268 AON AON PLC Financial Services 525.0 $174K 0.04% -66.0 -11.2% $331.69 +6.7%
269 FLS FLOWSERVE CORP Industrials 2,329.0 $173K 0.04% +2K +288.2% $74.16 +11.6%
270 LH LABCORP HOLDINGS INC Healthcare 616.0 $172K 0.04% +380.0 +161.0% $280.00 +19.9%
271 RIO RIO TINTO PLC Basic Materials 1,802.0 $171K 0.04% $94.93 +10.3%
272 GILD GILEAD SCIENCES INC Healthcare 1,342.0 $170K 0.04% -220.0 -14.1% $126.34 +17.2%
273 AAON AAON INC Industrials 1,332.0 $169K 0.04% $126.86 -37.1%
274 TOTALENERGIES SE 2,150.0 $167K 0.04% $77.76
275 VTIP VANGUARD MALVERN FDS 3,313.0 $166K 0.04% $50.23 -0.8%
276 ATI ATI INC Industrials 842.0 $166K 0.04% $197.10 +7.9%
277 RGA REINSURANCE GROUP AMER INC Financial Services 775.0 $165K 0.04% $212.65 +16.0%
278 TYL TYLER TECHNOLOGIES INC Technology 563.0 $165K 0.04% $292.46 +20.6%
279 MAS MASCO CORP Industrials 2,016.0 $164K 0.04% $81.37 -9.5%
280 QTUM ETF SER SOLUTIONS 990.0 $164K 0.04% -150.0 -13.2% $165.38 -10.0%
Page 14 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%