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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 8 of 41  ·  805 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KO COCA COLA CO Consumer Defensive 7,277.0 $591K 0.13% +792.0 +12.2% $81.27 +12.8%
142 PM PHILIP MORRIS INTL INC Consumer Defensive 3,258.0 $589K 0.13% +573.0 +21.3% $180.91 +7.2%
143 WTBN WISDOMTREE TR 23,103.0 $581K 0.12% $25.15 -1.0%
144 RTX RTX CORPORATION Industrials 2,967.0 $563K 0.12% -711.0 -19.3% $189.73 +10.8%
145 NEE NEXTERA ENERGY INC Utilities 6,367.0 $559K 0.12% +335.0 +5.5% $87.77 -4.0%
146 DVN DEVON ENERGY CORP NEW Energy 13,475.0 $557K 0.12% +116.0 +0.9% $41.32 +13.5%
147 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,100.0 $551K 0.12% +10.0 +0.9% $501.36 +25.3%
148 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,061.0 $546K 0.12% +3K +2167.4% $178.24 +19.9%
149 PFE PFIZER INC Healthcare 22,328.0 $538K 0.12% +3K +17.8% $24.08 +18.6%
150 CW CURTISS WRIGHT CORP Industrials 702.0 $532K 0.11% -250.0 -26.3% $757.76 -19.5%
151 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,592.0 $523K 0.11% $45.11 +18.5%
152 FDX FEDEX CORP Industrials 1,643.0 $514K 0.11% -218.0 -11.7% $313.13 +6.6%
153 GE GE AEROSPACE Industrials 1,343.0 $502K 0.11% +82.0 +6.5% $373.73 -6.5%
154 ENB ENBRIDGE INC Energy 9,248.0 $501K 0.11% +99.0 +1.1% $54.21 -8.2%
155 EFG ISHARES TR 3,875.0 $482K 0.10% $124.42 +1.4%
156 T AT&T INC Communication Services 22,435.0 $464K 0.10% -511.0 -2.2% $20.70 +24.4%
157 EFV ISHARES TR 5,876.0 $450K 0.10% $76.55 +7.9%
158 GS GOLDMAN SACHS GROUP INC Financial Services 440.0 $445K 0.10% +3.0 +0.7% $1011.37 +4.7%
159 BP BP PLC Energy 11,993.0 $443K 0.10% $36.95 +16.0%
160 FLEX FLEX LTD Technology 2,724.0 $441K 0.09% -2K -39.1% $162.07 -32.6%
Page 8 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%