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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 28 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PPG PPG INDS INC Basic Materials 282.0 $34K 0.01% $121.29 -5.9%
542 KHC KRAFT HEINZ CO Consumer Defensive 1,441.0 $34K 0.01% $23.62 +3.9%
543 MP MP MATERIALS CORP Basic Materials 600.0 $34K 0.01% $56.01 +5.3%
544 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 110.0 $32K 0.01% -12.0 -9.8% $293.18 +4.6%
545 ROK ROCKWELL AUTOMATION INC Industrials 65.0 $32K 0.01% $495.08 -13.0%
546 PRI PRIMERICA INC Financial Services 113.0 $32K 0.01% $284.20 +6.0%
547 BK BANK OF NY MELLON CORP Financial Services 216.0 $31K 0.01% $144.61 -1.9%
548 BN BROOKFIELD CORP Financial Services 724.0 $31K 0.01% $42.59 -1.7%
549 WEC WEC ENERGY GROUP INC Utilities 259.0 $30K 0.01% $116.77 -8.0%
550 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 1,300.0 $30K 0.01% $23.21 +18.1%
551 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 400.0 $30K 0.01% $74.04 +5.2%
552 DBEM DBX ETF TR 721.0 $30K 0.01% $41.07 -4.4%
553 DINO HF SINCLAIR CORP Energy 424.0 $30K 0.01% -384.0 -47.5% $69.65 +39.6%
554 AQN ALGONQUIN POWER & UTILITIES Utilities 5,000.0 $29K 0.01% +1K +25.0% $5.86 -2.5%
555 FVD FIRST TR EXCHANGE-TRADED FD 605.0 $29K 0.01% $48.18 +5.9%
556 FUTY FIDELITY COVINGTON TRUST 495.0 $29K 0.01% $58.42 -3.9%
557 LQD ISHARES TR 265.0 $29K 0.01% -65.0 -19.7% $109.07 -2.2%
558 KVUE KENVUE INC Consumer Defensive 1,512.0 $29K 0.01% $19.11 +0.8%
559 IYH ISHARES TR 425.0 $28K 0.01% $67.01 +9.9%
560 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,605.0 $28K 0.01% $17.73 -3.5%
Page 28 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%