BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 36 of 40  ·  795 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VALE VALE S A Basic Materials 370.0 $6K 0.00% $15.91 +2.9%
702 UNG UNITED STS NAT GAS FD LP Financial Services 500.0 $6K 0.00% $11.73 -6.4%
703 ALKT ALKAMI TECHNOLOGY INC Technology 373.0 $6K 0.00% NEW $15.67 +6.5%
704 VOD VODAFONE GROUP PLC Communication Services 388.0 $6K 0.00% $15.02 -1.5%
705 MTA METALLA RTY & STREAMING LTD Basic Materials 869.0 $6K 0.00% $6.63 +7.9%
706 LNG CHENIERE ENERGY INC Energy 20.0 $6K 0.00% $283.75 -17.2%
707 UROY URANIUM RTY CORP Energy 1,500.0 $5K 0.00% $3.65 -3.8%
708 WSM WILLIAMS SONOMA INC Consumer Cyclical 30.0 $5K 0.00% $182.33 +7.6%
709 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 75.0 $5K 0.00% $72.69 +8.0%
710 GPN GLOBAL PMTS INC Industrials 81.0 $5K 0.00% $67.30 +8.9%
711 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 380.0 $5K 0.00% -400.0 -51.3% $14.28 -1.5%
712 BLOCK INC 90.0 $5K 0.00% $60.18
713 SA SEABRIDGE GOLD INC Basic Materials 187.0 $5K 0.00% $28.34 +10.8%
714 VEA VANGUARD TAX-MANAGED FDS 82.0 $5K 0.00% -248.0 -75.2% $64.09 +11.6%
715 ULTA ULTA BEAUTY INC Consumer Cyclical 10.0 $5K 0.00% $522.70 -1.4%
716 SUN SUNOCO LP/SUNOCO FIN CORP Energy 80.0 $5K 0.00% $64.97 +6.2%
717 CC CHEMOURS CO Basic Materials 229.0 $5K 0.00% -26.0 -10.2% $22.03 -1.7%
718 LYG LLOYDS BANKING GROUP PLC Financial Services 1,000.0 $5K 0.00% $5.03 +8.4%
719 OGN ORGANON & CO Healthcare 837.0 $5K 0.00% $5.99 +124.0%
720 J P MORGAN EXCHANGE TRADED F 97.0 $5K 0.00% -294.0 -75.2% $50.61
Page 36 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%