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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 29 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NXPI NXP SEMICONDUCTORS N V Technology 101.0 $28K 0.01% $281.03 -20.0%
562 XAR SPDR SERIES TRUST 100.0 $28K 0.01% $283.79 -5.5%
563 RB GLOBAL INC 243.0 $28K 0.01% $116.45
564 CPRX CATALYST PHARMACEUTICALS INC Healthcare 900.0 $28K 0.01% $31.43 +0.2%
565 CSR CENTERSPACE Real Estate 484.0 $27K 0.01% $56.19 -3.9%
566 SEG SEAPORT ENTMT GROUP INC Real Estate 1,013.0 $27K 0.01% $26.60 +1.4%
567 CLDT CHATHAM LODGING TR Real Estate 2,000.0 $26K 0.01% $13.23 +3.1%
568 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 500.0 $26K 0.01% $52.65 +17.8%
569 WRB BERKLEY W R CORP Financial Services 364.0 $26K 0.01% $70.53 -2.7%
570 UPS UNITED PARCEL SVCS INC Industrials 235.0 $25K 0.01% $107.50 -2.1%
571 DMLP DORCHESTER MINERALS L P Energy 1,000.0 $25K 0.01% $25.25 +14.0%
572 ABEV AMBEV SA Consumer Defensive 7,850.0 $25K 0.01% $3.14 -6.8%
573 UTG REAVES UTIL INCOME FD Financial Services 590.0 $24K 0.01% $40.72 -5.3%
574 CNI CANADIAN NATL RY CO Industrials 200.0 $24K 0.01% $119.24 +7.1%
575 ARM ARM HOLDINGS PLC Technology 67.0 $24K 0.01% $354.57 -31.8%
576 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 1,250.0 $24K 0.01% $18.87 +19.3%
577 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 2,009.0 $24K 0.01% $11.74 -4.0%
578 AMT AMERICAN TOWER CORP Real Estate 142.0 $23K 0.01% $163.57 +9.8%
579 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 800.0 $23K 0.01% $29.01 -6.4%
580 FE FIRSTENERGY CORP Utilities 487.0 $23K 0.01% $47.54 -1.2%
Page 29 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%