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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 39 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TTD THE TRADE DESK INC Technology 129.0 $2K $18.08 -26.9%
762 SNAP SNAP INC Communication Services 500.0 $2K $4.44 +32.9%
763 GSIE GOLDMAN SACHS ETF TR 47.0 $2K NEW $45.70 +5.9%
764 APTIV PLC 35.0 $2K $61.37
765 FDL FIRST TR EXCHANGE-TRADED FD 44.0 $2K $48.66 +9.7%
766 BLV VANGUARD BD INDEX FDS 31.0 $2K NEW $68.94 -3.2%
767 WDS WOODSIDE ENERGY GROUP LTD Energy 108.0 $2K $19.32 +19.2%
768 WHR WHIRLPOOL CORP Consumer Cyclical 50.0 $2K $39.42 +3.3%
769 NVAX NOVAVAX INC Healthcare 208.0 $2K $9.42 +0.4%
770 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 280.0 $2K $6.83 -0.9%
771 RF REGIONS FINANCIAL CORP NEW Financial Services 59.0 $2K $30.20 +1.5%
772 USB US BANCORP Financial Services 29.0 $2K $60.41 +3.2%
773 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 100.0 $2K $17.35 -3.5%
774 MINT PIMCO ETF TR 16.0 $2K NEW $100.81 -0.1%
775 PFLT PENNANTPARK FLOATING RATE CA Financial Services 191.0 $1K $7.48 -0.4%
776 HST HOST HOTELS & RESORTS INC Real Estate 56.0 $1K $23.71 -2.9%
777 CI THE CIGNA GROUP Healthcare 4.0 $1K $275.75 +0.7%
778 FIXD FIRST TR EXCHNG TRADED FD VI 24.0 $1K $43.62 -1.4%
779 CNC CENTENE CORP DEL Healthcare 15.0 $963.0 $64.20 +1.1%
780 GRX GABELLI HEALTHCARE & WELLNES Financial Services 100.0 $945.0 $9.45 +7.6%
Page 39 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%