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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 16 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SNA SNAP ON INC Industrials 364.0 $146K 0.03% $402.40 -1.2%
302 UBSI UNITED BANKSHARES INC WEST V Financial Services 3,192.0 $146K 0.03% $45.83 +3.5%
303 HLN HALEON PLC Healthcare 15,672.0 $146K 0.03% +2K +12.7% $9.33 +9.0%
304 PKG PACKAGING CORP AMER Consumer Cyclical 611.0 $146K 0.03% +215.0 +54.3% $238.28 +3.5%
305 MIDD MIDDLEBY CORP Industrials 839.0 $144K 0.03% $172.01 -32.9%
306 STVN STEVANATO GROUP S P A Healthcare 7,856.0 $142K 0.03% $18.07 +23.9%
307 SF STIFEL FINL CORP Financial Services 2,011.0 $140K 0.03% $69.77 +15.8%
308 RNR RENAISSANCERE HLDGS LTD Financial Services 442.0 $140K 0.03% $316.90 +4.7%
309 VB VANGUARD INDEX FDS 455.0 $138K 0.03% +251.0 +123.0% $303.12 +0.3%
310 DHI D R HORTON INC Consumer Cyclical 845.0 $138K 0.03% -146.0 -14.7% $162.88 -8.4%
311 DFUV DIMENSIONAL ETF TRUST 2,497.0 $137K 0.03% $55.01 +4.4%
312 FDT FIRST TR EXCH TRD ALPHDX FD 1,450.0 $137K 0.03% $94.68 +1.4%
313 SPGI S&P GLOBAL INC Financial Services 334.0 $136K 0.03% $407.26 +7.2%
314 TRV TRAVELERS COMPANIES INC Financial Services 412.0 $136K 0.03% -200.0 -32.7% $330.12 +12.4%
315 DAR DARLING INGREDIENTS INC Consumer Defensive 2,489.0 $136K 0.03% $54.62 +14.4%
316 TKR TIMKEN CO Industrials 931.0 $135K 0.03% $145.32 -13.2%
317 MUR MURPHY OIL CORP Energy 4,150.0 $135K 0.03% $32.56 +6.5%
318 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,518.0 $134K 0.03% $88.60 -36.4%
319 SNDR SCHNEIDER NATIONAL INC Industrials 3,681.0 $134K 0.03% $36.53 -3.6%
320 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,174.0 $134K 0.03% $114.41 -16.0%
Page 16 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%