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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 38 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FEDERATED HERMES INC 50.0 $3K 0.00% NEW $52.08
742 NL NL INDS INC Industrials 473.0 $3K 0.00% NEW $5.47 +43.3%
743 HE HAWAIIAN ELEC INDUSTRIES Utilities 200.0 $2K 0.00% NEW $12.30 +11.5%
744 KRO KRONOS WORLDWIDE INC Basic Materials 496.0 $2K 0.00% NEW $4.42 +57.1%
745 CE CELANESE CORP DEL Basic Materials 50.0 $2K 0.00% NEW $42.28 +23.5%
746 QUBT QUANTUM COMPUTING INC Technology 200.0 $2K NEW $10.26 +14.1%
747 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 100.0 $2K NEW $19.71 -27.1%
748 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 280.0 $2K NEW $6.30 +7.8%
749 WDS WOODSIDE ENERGY GROUP LTD Energy 108.0 $2K NEW $15.59 +39.8%
750 APARTMENT INVT & MGMT CO 264.0 $2K NEW $5.94
751 CCL CARNIVAL CORP Consumer Cyclical 50.0 $2K NEW $30.54 -12.8%
752 QXO QXO INC Industrials 79.0 $2K NEW $19.29 -11.3%
753 PDBC INVESCO ACTVELY MNGD ETC FD 112.0 $1K NEW $13.25 +35.2%
754 DKNG DRAFTKINGS INC NEW Consumer Cyclical 42.0 $1K NEW $34.45 -30.6%
755 NVAX NOVAVAX INC Healthcare 208.0 $1K NEW $6.72 +54.1%
756 ECC EAGLE POINT CREDIT COMPANY I Financial Services 200.0 $1K NEW $5.76 -28.1%
757 HOLOGIC INC 15.0 $1K NEW $74.47
758 CI THE CIGNA GROUP Healthcare 4.0 $1K NEW $275.25 +2.4%
759 SMR NUSCALE PWR CORP Utilities 75.0 $1K NEW $14.17 -14.4%
760 DG DOLLAR GEN CORP NEW Consumer Defensive 8.0 $1K NEW $132.75 -21.8%
Page 38 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%