BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 21 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GD GENERAL DYNAMICS CORP Industrials 231.0 $82K 0.02% +3.0 +1.3% $354.24 +7.8%
402 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 6,867.0 $82K 0.02% $11.90 -3.7%
403 WEX WEX INC Technology 577.0 $81K 0.02% $141.09 +40.7%
404 ACM AECOM Industrials 1,160.0 $81K 0.02% -3K -74.4% $69.80 -6.7%
405 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 842.0 $81K 0.02% $96.12 -50.3%
406 HOG HARLEY DAVIDSON INC Consumer Cyclical 3,278.0 $80K 0.02% +2K +86.8% $24.46 +13.9%
407 SBSI SOUTHSIDE BANCSHARES INC Financial Services 2,278.0 $80K 0.02% $35.19 -8.9%
408 KN KNOWLES CORP Technology 1,922.0 $80K 0.02% NEW $41.48 -16.7%
409 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,511.0 $79K 0.02% -7K -74.3% $31.61 +10.8%
410 PR PERMIAN RESOURCES CORP Energy 4,309.0 $79K 0.02% +445.0 +11.5% $18.41 +23.6%
411 BKR BAKER HUGHES COMPANY Energy 1,423.0 $79K 0.02% $55.50 +11.7%
412 MTUM ISHARES TR 230.0 $79K 0.02% $342.83 -11.3%
413 SGDM SPROTT ETF TRUST 1,250.0 $79K 0.02% $62.87 +36.2%
414 EMN EASTMAN CHEM CO Basic Materials 1,173.0 $79K 0.02% $66.98 +8.9%
415 HNRG HALLADOR ENERGY COMPANY Energy 4,500.0 $78K 0.02% $17.39 -6.6%
416 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,474.0 $78K 0.02% +725.0 +96.8% $52.85 +0.2%
417 AKAM AKAMAI TECHNOLOGIES INC Technology 656.0 $78K 0.02% -390.0 -37.3% $118.21 -8.6%
418 SHW SHERWIN WILLIAMS CO Basic Materials 225.0 $77K 0.02% $344.32 +1.3%
419 RKT ROCKET COS INC Financial Services 4,915.0 $77K 0.02% +5K +10000.0% $15.75 -11.7%
420 PEB PEBBLEBROOK HOTEL TR Real Estate 3,888.0 $75K 0.02% $19.41 -5.4%
Page 21 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%