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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 35 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DTM DT MIDSTREAM INC Energy 60.0 $8K 0.00% $134.67 +11.7%
682 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 780.0 $8K 0.00% $10.30 +0.2%
683 SYF SYNCHRONY FINANCIAL Financial Services 118.0 $8K 0.00% $68.02 +5.8%
684 URNJ SPROTT FDS TR 273.0 $8K 0.00% NEW $29.29 -4.4%
685 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 200.0 $8K 0.00% $39.52 +5.9%
686 FTF FRANKLIN LTD DURATION INCOME Financial Services 1,325.0 $8K 0.00% $5.83 +0.6%
687 OKLO OKLO INC Utilities 150.0 $7K 0.00% +50.0 +50.0% $49.59 +38.3%
688 PSKY PARAMOUNT SKYDANCE CORP Communication Services 813.0 $7K 0.00% $9.02 +15.4%
689 ZM ZOOM COMMUNICATIONS INC Technology 90.0 $7K 0.00% $80.39 +25.0%
690 CRCL CIRCLE INTERNET GROUP INC Financial Services 75.0 $7K 0.00% $95.41 +10.1%
691 SYY SYSCO CORP Consumer Defensive 100.0 $7K 0.00% $71.33 +5.5%
692 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 317.0 $7K 0.00% $21.89 +14.9%
693 KMB KIMBERLY-CLARK CORP Consumer Defensive 68.0 $7K 0.00% $96.47 +2.5%
694 VMC VULCAN MATLS CO Basic Materials 24.0 $7K 0.00% $272.29 -1.0%
695 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 128.0 $7K 0.00% NEW $50.80 -5.1%
696 TGB TASEKO MINES LTD Basic Materials 1,000.0 $6K 0.00% $6.45 +8.8%
697 XBI SPDR SERIES TRUST 50.0 $6K 0.00% $127.74 +4.4%
698 SOFI SOFI TECHNOLOGIES INC Financial Services 400.0 $6K 0.00% -2K -83.5% $15.88 +0.4%
699 URNM SPROTT FDS TR 100.0 $6K 0.00% $63.15 -3.8%
700 GLOB GLOBANT S A Technology 135.0 $6K 0.00% NEW $46.11 -16.9%
Page 35 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%