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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 38 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 QUBT QUANTUM COMPUTING INC Technology 400.0 $4K 0.00% $9.70 -12.8%
742 ARCC ARES CAPITAL CORP Financial Services 200.0 $4K 0.00% $18.53 +7.6%
743 VSNT VERSANT MEDIA GROUP INC Industrials 101.0 $4K 0.00% -24.0 -19.2% $36.01 +10.7%
744 NOC NORTHROP GRUMMAN CORP Industrials 7.0 $4K 0.00% -14.0 -66.7% $509.29 +6.5%
745 ASIX ADVANSIX INC Basic Materials 178.0 $4K 0.00% $19.88 -17.7%
746 WTV WISDOMTREE TR 34.0 $3K 0.00% $101.71 +6.8%
747 NUVEEN CR STRATEGIES INCOME 700.0 $3K 0.00% $4.86
748 ARTNA ARTESIAN RES CORP Utilities 100.0 $3K 0.00% $33.99 +5.3%
749 FCPT FOUR CORNERS PPTY TR INC Real Estate 136.0 $3K 0.00% $24.55 +3.3%
750 PDBC INVESCO ACTVELY MNGD ETC FD 203.0 $3K 0.00% +175.0 +625.0% $15.88 +14.4%
751 KRO KRONOS WORLDWIDE INC Basic Materials 496.0 $3K 0.00% $6.33 +40.7%
752 KD KYNDRYL HLDGS INC Technology 277.0 $3K 0.00% $11.31 +15.1%
753 SLRC SLR INVESTMENT CORP Financial Services 245.0 $3K 0.00% $12.37 +1.8%
754 AG FIRST MAJESTIC SILVER CORP Basic Materials 174.0 $3K 0.00% $16.96 +25.2%
755 SMCI SUPER MICRO COMPUTER INC Technology 100.0 $3K 0.00% -100.0 -50.0% $29.33 +31.1%
756 NL NLI HOLDINGS INC Industrials 473.0 $3K 0.00% $5.95 +9.8%
757 FEDERATED HERMES INC 50.0 $3K 0.00% $55.22
758 HE HAWAIIAN ELEC INDS INC MTN B Utilities 200.0 $3K 0.00% $13.53 -16.0%
759 GRMN GARMIN LTD Technology 11.0 $3K 0.00% $237.55 +21.5%
760 IWR ISHARES TR 23.0 $3K 0.00% $110.30 +2.4%
Page 38 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%