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Portfolio (Quarterly) Guide ↗

Hilltop National Bank

· CIK 0002021658
13F Portfolio $414M AUM 1,040 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 779 New
Page 37 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CRITICAL METALS CORP 600.0 $4K 0.00% NEW $6.94
722 ARCC ARES CAPITAL CORP Financial Services 200.0 $4K 0.00% NEW $20.23 -7.0%
723 GD GENERAL DYNAMICS CORP Industrials 12.0 $4K 0.00% NEW $336.67 +2.4%
724 SNAP SNAP INC Communication Services 500.0 $4K 0.00% NEW $8.07 -28.8%
725 LNG CHENIERE ENERGY INC Energy 20.0 $4K 0.00% NEW $194.40 +20.4%
726 TEGNA INC 200.0 $4K 0.00% NEW $19.41
727 WHR WHIRLPOOL CORP Consumer Cyclical 50.0 $4K 0.00% NEW $72.14 -40.9%
728 SOUTH BOW CORP 131.0 $4K 0.00% NEW $27.47
729 AM ANTERO MIDSTREAM CORP Energy 200.0 $4K 0.00% NEW $17.79 +22.8%
730 NUVEEN CR STRATEGIES INCOME 700.0 $4K 0.00% NEW $5.02
731 WAB WABTEC Industrials 16.0 $3K 0.00% NEW $213.44 +22.5%
732 IEMG ISHARES INC 48.0 $3K 0.00% NEW $67.23 +24.4%
733 ARTNA ARTESIAN RES CORP Utilities 100.0 $3K 0.00% NEW $31.61 +2.8%
734 FCPT FOUR CORNERS PPTY TR INC Real Estate 136.0 $3K 0.00% NEW $23.06 +9.8%
735 ASIX ADVANSIX INC Basic Materials 178.0 $3K 0.00% NEW $17.30 +30.4%
736 CC CHEMOURS CO Basic Materials 255.0 $3K 0.00% NEW $11.79 +87.4%
737 CPB THE CAMPBELLS COMPANY Consumer Defensive 106.0 $3K 0.00% NEW $27.87 -27.8%
738 AG FIRST MAJESTIC SILVER CORP Basic Materials 174.0 $3K 0.00% NEW $16.66 +21.7%
739 FMC FMC CORP Basic Materials 196.0 $3K 0.00% NEW $13.87 -6.4%
740 APTIV PLC 35.0 $3K 0.00% NEW $76.09
Page 37 of 39  ·  779 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 35.4%
Financial Services 17.2%
Healthcare 9.9%
Industrials 9.0%
Energy 6.6%
Consumer Cyclical 5.5%
Consumer Defensive 5.5%
Communication Services 5.0%
Utilities 2.5%
Basic Materials 1.9%