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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 4 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KIM KIMCO REALTY CORP Real Estate 69,703.0 $1.8M 0.38% $25.35 -4.9%
62 SHEL SHELL PLC Energy 22,662.0 $1.8M 0.38% -337.0 -1.5% $77.54 +19.3%
63 VOT VANGUARD INDEX FDS 5,717.0 $1.8M 0.37% -50.0 -0.9% $306.30 -0.9%
64 ONEQ FIDELITY COMWLTH TR 16,360.0 $1.7M 0.36% $103.22 -0.3%
65 AMD ADVANCED MICRO DEVICES INC Technology 2,826.0 $1.6M 0.35% -118.0 -4.0% $580.91 -17.4%
66 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 22,640.0 $1.6M 0.35% $72.51 +12.0%
67 MA MASTERCARD INCORPORATED Financial Services 3,135.0 $1.6M 0.34% -215.0 -6.4% $513.60 +16.2%
68 ASML ASML HLDG NV Technology 809.0 $1.6M 0.34% $1989.44 -11.9%
69 VUG VANGUARD INDEX FDS 18,548.0 $1.6M 0.34% +15K +411.1% $86.14 +1.4%
70 DGX QUEST DIAGNOSTICS INC Healthcare 7,504.0 $1.6M 0.34% -127.0 -1.7% $211.95 +14.7%
71 TMUS T-MOBILE US INC Communication Services 9,263.0 $1.6M 0.33% -67.0 -0.7% $167.73 +8.5%
72 BAC BANK OF AMER CORP Financial Services 26,916.0 $1.5M 0.33% +602.0 +2.3% $56.98 +9.1%
73 CVX CHEVRON CORPORATION Energy 9,043.0 $1.5M 0.32% +321.0 +3.7% $165.76 +21.7%
74 GLD SPDR GOLD TR Financial Services 3,981.0 $1.5M 0.31% $368.38 +15.5%
75 IWB ISHARES TR 3,568.0 $1.5M 0.31% $409.50 +2.4%
76 PG PROCTER & GAMBLE CO Consumer Defensive 9,951.0 $1.5M 0.31% -271.0 -2.6% $146.64 -1.0%
77 AZN ASTRAZENECA PLC Healthcare 7,577.0 $1.4M 0.31% NEW $189.62 -10.3%
78 MRK MERCK & CO INC Healthcare 10,944.0 $1.4M 0.30% -252.0 -2.2% $128.50 +20.3%
79 COP CONOCOPHILLIPS Energy 13,520.0 $1.4M 0.30% +356.0 +2.7% $103.96 +27.5%
80 WFC WELLS FARGO & CO Financial Services 16,874.0 $1.4M 0.30% $82.64 +1.9%
Page 4 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%