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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 5 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TOL TOLL BROTHERS INC Consumer Cyclical 8,373.0 $1.4M 0.29% $164.75 -9.2%
82 OKE ONEOK INC NEW Energy 15,819.0 $1.4M 0.29% +400.0 +2.6% $86.94 +6.2%
83 SCHD SCHWAB STRATEGIC TR 43,170.0 $1.4M 0.29% $31.71 +10.7%
84 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,096.0 $1.4M 0.29% $330.46 -0.1%
85 ORCL ORACLE CORP Technology 9,145.0 $1.3M 0.29% +52.0 +0.6% $146.55 -1.2%
86 SRE SEMPRA Utilities 14,394.0 $1.3M 0.28% +14K +9307.8% $92.71 -9.1%
87 IVE ISHARES TR 5,740.0 $1.3M 0.28% -567.0 -9.0% $227.06 +4.6%
88 QCOM QUALCOMM INC Technology 7,047.0 $1.3M 0.28% +185.0 +2.7% $184.79 -13.7%
89 SLF SUN LIFE FINANCIAL INC. Financial Services 16,577.0 $1.3M 0.28% $78.42 +1.4%
90 MDT MEDTRONIC PLC Healthcare 16,452.0 $1.3M 0.28% -4K -17.7% $78.23 +17.5%
91 V VISA INC Financial Services 3,750.0 $1.3M 0.28% -26.0 -0.7% $343.09 +11.6%
92 RY ROYAL BK CDA Financial Services 6,196.0 $1.3M 0.27% -32.0 -0.5% $206.97 -0.0%
93 NEM NEWMONT CORP Basic Materials 13,657.0 $1.3M 0.27% +179.0 +1.3% $93.40 +43.5%
94 LOW LOWES COS INC Consumer Cyclical 5,759.0 $1.3M 0.27% $220.49 -2.2%
95 XLG INVESCO EXCHANGE TRADED FD T 20,650.0 $1.3M 0.27% $61.23 +1.3%
96 ABBV ABBVIE INC Healthcare 4,897.0 $1.2M 0.26% -137.0 -2.7% $251.64 +5.8%
97 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 14,834.0 $1.2M 0.26% +554.0 +3.9% $82.40 -4.3%
98 GOOG ALPHABET INC 3,410.0 $1.2M 0.26% +303.0 +9.8% $353.33
99 VTI VANGUARD INDEX FDS 3,211.0 $1.2M 0.25% $370.04 +2.1%
100 MCK MCKESSON CORP Healthcare 1,548.0 $1.2M 0.25% -77.0 -4.7% $755.60 +18.6%
Page 5 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%