BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 32 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BCE BCE INC Communication Services 770.0 $17K 0.00% $21.51 +9.7%
622 MECHANICS BANCORP 1,040.0 $17K 0.00% $15.90
623 RDW REDWIRE CORPORATION Industrials 1,350.0 $17K 0.00% NEW $12.23 -6.1%
624 LOPE GRAND CANYON ED INC Consumer Defensive 115.0 $16K 0.00% $143.11 +4.2%
625 GTX GARRETT MOTION INC Consumer Cyclical 450.0 $16K 0.00% $36.23 -27.5%
626 ENSG ENSIGN GROUP INC Healthcare 101.0 $16K 0.00% $160.30 +11.7%
627 CNP CENTERPOINT ENERGY INC Utilities 365.0 $16K 0.00% $44.04 -11.6%
628 PYPL PAYPAL HLDGS INC Financial Services 370.0 $16K 0.00% $43.18 +44.2%
629 UE URBAN EDGE PPTYS Real Estate 684.0 $16K 0.00% $22.88 -5.1%
630 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 400.0 $16K 0.00% $39.05 +1.5%
631 GAB GABELLI EQUITY TR INC Financial Services 2,750.0 $16K 0.00% $5.66 +0.9%
632 FICO FAIR ISAAC CORP Technology 13.0 $16K 0.00% $1194.77 -4.8%
633 SATS ECHOSTAR CORP Technology 153.0 $16K 0.00% NEW $101.50 -15.9%
634 STZ CONSTELLATION BRANDS INC Consumer Defensive 110.0 $15K 0.00% $139.09 -2.9%
635 BSX BOSTON SCIENTIFIC CORP Healthcare 351.0 $15K 0.00% -2K -81.5% $42.68 +16.8%
636 FLY FIREFLY AEROSPACE INC Industrials 500.0 $15K 0.00% NEW $29.40 -24.3%
637 IONQ IONQ INC Technology 275.0 $15K 0.00% -50.0 -15.4% $53.26 -21.1%
638 TBG EA SERIES TRUST 396.0 $14K 0.00% $36.46 +7.9%
639 WAT WATERS CORP Healthcare 38.0 $14K 0.00% -12.0 -24.0% $375.05 +10.5%
640 REZI RESIDEO TECHNOLOGIES INC Industrials 450.0 $14K 0.00% $31.10 -35.9%
Page 32 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%