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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $421M AUM 1,068 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 228 Added 173 Reduced 45 Exited
Page 32 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CLDT CHATHAM LODGING TR Real Estate 2,000.0 $16K 0.00% $7.87 +38.5%
622 ITOT ISHARES TR 110.0 $16K 0.00% -91.0 -45.3% $142.44 +15.2%
623 GAB GABELLI EQUITY TR INC Financial Services 2,750.0 $15K 0.00% $5.60 +0.4%
624 MECHANICS BANCORP 1,040.0 $15K 0.00% $14.75
625 CSGP COSTAR GROUP INC Real Estate 380.0 $15K 0.00% NEW $40.34 -19.4%
626 REZI RESIDEO TECHNOLOGIES INC Industrials 450.0 $15K 0.00% $33.71 -11.2%
627 BSM BLACK STONE MINERALS L P Energy 1,000.0 $15K 0.00% +300.0 +42.9% $15.12 -9.3%
628 HACK AMPLIFY ETF TR 200.0 $15K 0.00% $75.09 +27.1%
629 WAT WATERS CORP Healthcare 50.0 $15K 0.00% NEW $297.80 +15.0%
630 SRE SEMPRA Utilities 153.0 $15K 0.00% $97.17 -5.8%
631 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 400.0 $15K 0.00% $36.75 +12.1%
632 PRVA PRIVIA HEALTH GROUP INC Healthcare 702.0 $14K 0.00% NEW $20.57 +7.9%
633 NOC NORTHROP GRUMMAN CORP Industrials 21.0 $14K 0.00% -153.0 -87.9% $682.24 -18.4%
634 SWK STANLEY BLACK & DECKER INC Industrials 200.0 $14K 0.00% $71.06 +11.1%
635 XYL XYLEM INC Industrials 118.0 $14K 0.00% $119.50 -7.7%
636 TROW PRICE T ROWE GROUP INC Financial Services 155.0 $14K 0.00% $90.14 +15.2%
637 FICO FAIR ISAAC CORP Technology 13.0 $14K 0.00% NEW $1067.54 +18.0%
638 TBG EA SERIES TRUST 396.0 $14K 0.00% $34.86 +6.1%
639 FLNC FLUENCE ENERGY INC Utilities 1,000.0 $14K 0.00% $13.76 +55.0%
640 UE URBAN EDGE PPTYS Real Estate 684.0 $14K 0.00% $19.98 +13.2%
Page 32 of 40  ·  795 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 31.3%
Financial Services 16.7%
Industrials 10.3%
Healthcare 9.7%
Energy 8.7%
Consumer Defensive 6.2%
Consumer Cyclical 5.7%
Communication Services 5.0%
Utilities 2.7%
Basic Materials 2.1%