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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 27 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 O REALTY INCOME CORP Real Estate 631.0 $39K 0.01% $61.96 +0.8%
522 ALL ALLSTATE CORP Financial Services 164.0 $39K 0.01% $237.94 +9.8%
523 NUE NUCOR CORP Basic Materials 175.0 $39K 0.01% $222.75 +13.8%
524 AMERICA MOVIL SAB DE CV 1,498.0 $39K 0.01% $25.99
525 WK WORKIVA INC Technology 801.0 $39K 0.01% -142.0 -15.1% $48.51 +52.6%
526 FIDU FIDELITY COVINGTON TRUST 390.0 $39K 0.01% $99.61 -4.2%
527 DOCN DIGITALOCEAN HLDGS INC Technology 245.0 $38K 0.01% NEW $157.03 -26.8%
528 CWEN CLEARWAY ENERGY INC Utilities 1,100.0 $38K 0.01% $34.18 -5.2%
529 FRT FEDERAL RLTY INVT TR NEW Real Estate 300.0 $37K 0.01% $123.44 -4.5%
530 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,222.0 $37K 0.01% $30.18 -1.7%
531 WAGN PROFESIONALLY MANAGED PORTFO 2,680.0 $37K 0.01% NEW $13.76 +14.5%
532 KEY KEYCORP Financial Services 1,595.0 $37K 0.01% -2K -50.0% $23.05 -4.0%
533 ITOT ISHARES TR 223.0 $37K 0.01% +113.0 +102.7% $164.27 +2.2%
534 TIP ISHARES TR 330.0 $36K 0.01% $109.43 -1.8%
535 CIBR FIRST TR EXCHANGE-TRADED FD 400.0 $36K 0.01% -185.0 -31.6% $89.85 +3.9%
536 OTIS OTIS WORLDWIDE CORP Industrials 500.0 $36K 0.01% $71.60 +1.1%
537 IRM IRON MTN INC DEL Real Estate 283.0 $36K 0.01% $126.31 -4.2%
538 AFL AFLAC INC Financial Services 300.0 $35K 0.01% $117.25 -0.0%
539 IEO ISHARES TR 315.0 $35K 0.01% $109.83 +22.5%
540 FDS FACTSET RESH SYS INC Financial Services 150.0 $35K 0.01% $230.08 +28.0%
Page 27 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%