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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $421M AUM 1,068 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 228 Added 173 Reduced 45 Exited
Page 21 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CRL CHARLES RIV LABS INTL INC Healthcare 442.0 $76K 0.02% $172.50 -4.6%
402 ECG EVERUS CONSTR GROUP Industrials 642.0 $76K 0.02% $118.06 +28.3%
403 HOOD ROBINHOOD MKTS INC Financial Services 1,087.0 $75K 0.02% -640.0 -37.1% $69.30 +10.0%
404 NTRA NATERA INC Healthcare 373.0 $75K 0.02% +28.0 +8.1% $199.99 +1.6%
405 BBD BANCO BRADESCO S A Financial Services 20,373.0 $74K 0.02% +1K +6.7% $3.65 -2.5%
406 FAST FASTENAL CO Industrials 1,596.0 $74K 0.02% +981.0 +159.5% $46.40 -3.4%
407 PAA PLAINS ALL AMERN PIPELINE L Energy 3,300.0 $74K 0.02% $22.33 +2.9%
408 PSO PEARSON PLC Communication Services 5,585.0 $73K 0.02% $13.13 +15.1%
409 HNRG HALLADOR ENERGY COMPANY Energy 4,500.0 $73K 0.02% $16.28 +20.6%
410 IJT ISHARES TR 500.0 $72K 0.02% $144.71 +13.6%
411 SHW SHERWIN WILLIAMS CO Basic Materials 225.0 $72K 0.02% $320.55 -3.3%
412 XLE SELECT SECTOR SPDR TR 1,170.0 $72K 0.02% -610.0 -34.3% $61.26 -7.0%
413 EOG EOG RES INC Energy 495.0 $72K 0.02% $144.57 -7.1%
414 SBSI SOUTHSIDE BANCSHARES INC Financial Services 2,278.0 $71K 0.02% $31.09 +5.8%
415 J JACOBS SOLUTIONS INC Industrials 554.0 $71K 0.02% -8K -93.6% $127.28 -8.9%
416 IJK ISHARES TR 700.0 $70K 0.02% $100.62 +12.7%
417 NOW SERVICENOW INC Technology 672.0 $70K 0.02% -2K -74.6% $104.55 -2.3%
418 GM GENERAL MTRS CO Consumer Cyclical 937.0 $70K 0.02% NEW $74.50 +12.9%
419 VOYA VOYA FINANCIAL INC Financial Services 1,021.0 $70K 0.02% -129.0 -11.2% $68.32 +18.5%
420 COWZ PACER FDS TR 1,100.0 $69K 0.02% $62.56 +2.5%
Page 21 of 40  ·  795 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 31.3%
Financial Services 16.7%
Industrials 10.3%
Healthcare 9.7%
Energy 8.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.7%
Communication Services 5.0%
Utilities 2.7%
Basic Materials 2.1%