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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 20 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VOYA VOYA FINANCIAL INC Financial Services 1,021.0 $92K 0.02% $90.53 +12.2%
382 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,304.0 $92K 0.02% -588.0 -31.1% $70.88 +5.1%
383 DTD WISDOMTREE TR 986.0 $92K 0.02% $93.25 +4.3%
384 DFAS DIMENSIONAL ETF TRUST 1,109.0 $91K 0.02% $82.34 +0.5%
385 SBUX STARBUCKS CORP Consumer Cyclical 875.0 $89K 0.02% $102.19 +6.2%
386 IJT ISHARES TR 500.0 $89K 0.02% $178.60 -2.9%
387 PSO PEARSON PLC Communication Services 5,585.0 $89K 0.02% $15.89 +3.4%
388 DBEU DBX ETF TR 1,640.0 $88K 0.02% $53.96 +2.0%
389 URI UNITED RENTALS INC Industrials 78.0 $88K 0.02% -33.0 -29.7% $1132.88 -6.6%
390 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 125.0 $88K 0.02% $703.34 -0.7%
391 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,142.0 $88K 0.02% $40.87 +15.4%
392 BKH BLACK HILLS CORP Utilities 1,153.0 $86K 0.02% $74.40 -0.8%
393 VYM VANGUARD WHITEHALL FDS 542.0 $86K 0.02% $158.03 +4.4%
394 VGK VANGUARD INTL EQUITY INDEX F 951.0 $84K 0.02% $88.54 +4.7%
395 CB CHUBB LIMITED Financial Services 245.0 $83K 0.02% -93.0 -27.5% $340.74 +0.9%
396 BWA BORGWARNER INC Consumer Cyclical 1,254.0 $83K 0.02% $66.40 -2.6%
397 MDLZ MONDELEZ INTL INC Consumer Defensive 1,427.0 $83K 0.02% $57.84 +8.9%
398 CACI CACI INTL INC Technology 178.0 $82K 0.02% +84.0 +89.4% $463.26 +34.9%
399 NVO NOVO-NORDISK A S Healthcare 1,716.0 $82K 0.02% $47.94 -1.6%
400 IJK ISHARES TR 700.0 $82K 0.02% $117.50 -1.8%
Page 20 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%