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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 4 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 23,547.0 $1.6M 0.39% NEW $68.23 +10.4%
62 VOT VANGUARD INDEX FDS 5,732.0 $1.6M 0.39% NEW $279.14 +5.7%
63 GLD SPDR GOLD TR Financial Services 3,981.0 $1.6M 0.38% NEW $396.31 +4.0%
64 WFC WELLS FARGO CO NEW Financial Services 16,795.0 $1.6M 0.38% NEW $93.20 -17.2%
65 QCOM QUALCOMM INC Technology 9,144.0 $1.6M 0.38% NEW $171.05 +44.2%
66 CSX CSX CORP Industrials 42,310.0 $1.5M 0.37% NEW $36.25 +27.8%
67 PSX PHILLIPS 66 Energy 11,715.0 $1.5M 0.37% NEW $129.04 +37.1%
68 ONEQ FIDELITY COMWLTH TR 16,360.0 $1.5M 0.36% NEW $91.40 +14.6%
69 DE DEERE & CO Industrials 3,209.0 $1.5M 0.36% NEW $465.57 +13.0%
70 IVE ISHARES TR 6,997.0 $1.5M 0.36% NEW $212.07 +7.4%
71 XLK SELECT SECTOR SPDR TR 10,244.0 $1.5M 0.36% NEW $143.97 +28.3%
72 KIM KIMCO RLTY CORP Real Estate 70,734.0 $1.4M 0.35% NEW $20.27 +20.6%
73 LOW LOWES COS INC Consumer Cyclical 5,931.0 $1.4M 0.35% NEW $241.16 -12.2%
74 ABT ABBOTT LABS Healthcare 11,333.0 $1.4M 0.34% NEW $125.29 -30.9%
75 COP CONOCOPHILLIPS Energy 14,391.0 $1.3M 0.33% NEW $93.61 +24.9%
76 IWB ISHARES TR 3,568.0 $1.3M 0.32% NEW $373.44 +9.5%
77 NEM NEWMONT CORP Basic Materials 13,340.0 $1.3M 0.32% NEW $99.85 +11.6%
78 DGX QUEST DIAGNOSTICS INC Healthcare 7,581.0 $1.3M 0.32% NEW $173.53 +11.4%
79 FIS FIDELITY NATL INFORMATION SV Technology 19,774.0 $1.3M 0.32% NEW $66.46 -36.5%
80 MCK MCKESSON CORP Healthcare 1,595.0 $1.3M 0.32% NEW $820.29 -7.8%
Page 4 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%