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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 22 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DXJ WISDOMTREE TR 433.0 $75K 0.02% $173.52 +2.7%
422 TEL TE CONNECTIVITY PLC Technology 368.0 $74K 0.02% -190.0 -34.0% $201.61 +1.7%
423 NYT NEW YORK TIMES CO MTN BE Communication Services 1,058.0 $74K 0.02% +30.0 +2.9% $69.98 -2.2%
424 A AGILENT TECHNOLOGIES INC Healthcare 556.0 $74K 0.02% NEW $132.83 +16.8%
425 KAI KADANT INC Industrials 235.0 $74K 0.02% $314.23 -2.6%
426 VXUS VANGUARD STAR FDS 862.0 $74K 0.02% $85.49 +2.7%
427 PAA PLAINS ALL AMERN PIPELINE L Energy 3,300.0 $73K 0.02% $22.26 +15.1%
428 PCOR PROCORE TECHNOLOGIES INC Technology 1,792.0 $73K 0.02% $40.62 +48.8%
429 NTAP NETAPP INC Technology 467.0 $72K 0.01% NEW $154.76 +25.3%
430 HAL HALLIBURTON CO Energy 2,112.0 $72K 0.01% -200.0 -8.7% $33.95 +1.4%
431 BBD BANCO BRADESCO S A Financial Services 20,373.0 $71K 0.01% $3.47 -6.1%
432 FAST FASTENAL CO Industrials 1,456.0 $70K 0.01% -140.0 -8.8% $48.03 +6.5%
433 RYANAIR HOLDINGS PLC 1,077.0 $70K 0.01% $64.75
434 DKS DICKS SPORTING GOODS INC Consumer Cyclical 307.0 $70K 0.01% $226.81 -42.8%
435 NSC NORFOLK SOUTHN CORP Industrials 220.0 $69K 0.01% $314.59 +12.1%
436 CMCSA COMCAST CORP NEW Communication Services 2,803.0 $69K 0.01% -499.0 -15.1% $24.55 +10.8%
437 DGRO ISHARES TR 904.0 $69K 0.01% $75.79 +5.2%
438 COWZ PACER FDS TR 1,100.0 $68K 0.01% $62.20 +15.5%
439 TMFE RBB FD INC 2,304.0 $68K 0.01% $29.53 +4.7%
440 SPOT SPOTIFY TECHNOLOGY S A Communication Services 147.0 $67K 0.01% NEW $459.13 +19.8%
Page 22 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%