Latest HILLS BANK & TRUST CO Stock Portfolio

HILLS BANK & TRUST CO Performance:

2025 Q2: 2.76%YTD: 1.04%2024: 8.5%

Performance for 2025 Q2 is 2.76%, and YTD is 1.04%, and 2024 is 8.5%.

About HILLS BANK & TRUST CO and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hills Bank & Trust Co reported an equity portfolio of $1.6 Billions as of 30 Jun, 2025.

The top stock holdings of Hills Bank & Trust Co are SPY, VEA, MDY. The fund has invested 8.5% of it's portfolio in SPDR S&P 500 ETF TR and 7.3% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off ZOETIS INC (ZTS), DISCOVER FINL SVCS (DFS) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), VANGUARD MUN BD FDS (VTEB) and GENERAL MLS INC (GIS). Hills Bank & Trust Co opened new stock positions in ISHARES TR (ACWF), INVESCO EXCH TRD SLF IDX FD (BSAE) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ISHARES TR (IJR) and DIMENSIONAL ETF TRUST (DFAC).

HILLS BANK & TRUST CO Annual Return Estimates Vs S&P 500

Our best estimate is that Hills Bank & Trust Co made a return of 2.76% in the last quarter. In trailing 12 months, it's portfolio return was 3.31%.

New Buys

Ticker	$ Bought
ishares tr	2,688,420
invesco exch trd slf idx fd	2,397,630
spdr index shs fds	2,195,910
invesco exch trd slf idx fd	1,041,540
broadcom inc	528,697
capital one finl corp	405,946
tesla inc	282,717
kkr & co inc	154,980

New stocks bought by HILLS BANK & TRUST CO

Additions

Ticker	% Inc.
ishares tr	642
ishares tr	414
dimensional etf trust	246
carrier global corporation	122
motorola solutions inc	114
cadence design system inc	109
fastenal co	96.54
spdr series trust	96.47

Additions to existing portfolio by HILLS BANK & TRUST CO

Reductions

Ticker	% Reduced
invesco exch trd slf idx fd	-65.4
vanguard mun bd fds	-62.29
general mls inc	-59.32
ishares tr	-52.79
old dominion freight line in	-46.54
bp plc	-42.38
masco corp	-39.52
select sector spdr tr	-38.19

HILLS BANK & TRUST CO reduced stake in above stock

Sold off

Ticker	$ Sold
zoetis inc	-425,620
select sector spdr tr	-237,737
discover finl svcs	-294,287
gilead sciences inc	-130,538
unitedhealth group inc	-145,603

HILLS BANK & TRUST CO got rid off the above stocks

Sector Distribution

Hills Bank & Trust Co has about 68.6% of it's holdings in Others sector.

Sector	%
Others	68.6
Technology	9.9
Financial Services	4.5
Industrials	4.1
Consumer Cyclical	3.1
Healthcare	2.7
Consumer Defensive	2.6
Communication Services	2.4

Market Cap. Distribution

Hills Bank & Trust Co has about 31.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	68.4
MEGA-CAP	17
LARGE-CAP	14.2

Stocks belong to which Index?

About 30.8% of the stocks held by Hills Bank & Trust Co either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69
S&P 500	30.8

Top 5 Winners (%)		%
SMR	nuscale pwr corp	63.7 %
ORCL	oracle corp	55.7 %
NVDA	nvidia corporation	45.4 %
AMD	advanced micro devices inc	36.5 %
FIP	ftai infrastructure inc	36.2 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	12.7 M
NVDA	nvidia corporation	12.0 M
MSFT	microsoft corp	9.3 M
ORCL	oracle corp	3.0 M
GOOG	alphabet inc	2.6 M

Top 5 Losers (%)		%
FAST	fastenal co	-44.8 %
FTV	fortive corp	-28.4 %
BMY	bristol-myers squibb co	-23.9 %
BDX	becton dickinson & co	-23.6 %
HAL	halliburton co	-19.6 %

Top 5 Losers ($)		$
FAST	fastenal co	-12.5 M
AAPL	apple inc	-2.2 M
PG	procter and gamble co	-1.3 M
TMO	thermo fisher scientific inc	-1.0 M
CVX	chevron corp new	-0.7 M

HILLS BANK & TRUST CO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HILLS BANK & TRUST CO

Hills Bank & Trust Co has 311 stocks in it's portfolio. About 43.3% of the portfolio is in top 10 stocks. FAST proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Hills Bank & Trust Co last quarter.

Last Reported on: 05 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	SPY	spdr s&p 500 etf tr	8.48	217,773	134,551,000	reduced	-0.21
Historical Trend of SPDR S&P 500 ETF TR Position Held By HILLS BANK & TRUST CO What % of Portfolio is SPY?: Number of SPY shares held: Change in No. of Shares Held:
	VEA	vanguard tax-managed fds	7.33	2,040,020	116,301,000	added	6.6

	MDY	spdr s&p midcap 400 etf tr	4.26	119,169	67,506,900	reduced	-0.99

	BIL	spdr series trust	4.10	1,195,250	64,997,800	added	96.47

	FCSH	federated hermes etf trust	3.65	2,307,840	57,926,700	added	17.48

	BSAE	invesco exch trd slf idx fd	3.34	2,711,980	52,937,800	added	0.3

	DMXF	ishares tr	3.21	2,178,750	50,895,600	reduced	-0.98

	VEU	vanguard intl equity index f	3.03	972,070	48,078,600	added	8.33

	BSAE	invesco exch trd slf idx fd	2.99	2,415,100	47,456,700	added	0.25

	BSAE	invesco exch trd slf idx fd	2.96	2,289,870	46,919,500	added	0.13

	BSAE	invesco exch trd slf idx fd	2.53	2,143,370	40,081,100	added	2.78

	NVDA	nvidia corporation	2.40	240,622	38,015,900	reduced	-1.61

	MSFT	microsoft corp	2.37	75,469	37,539,000	reduced	-1.05

	BSAE	invesco exch trd slf idx fd	2.26	2,140,400	35,916,000	added	6.34

	AAPL	apple inc	1.68	129,566	26,583,100	reduced	-0.76

	BIV	vanguard bd index fds	1.60	344,181	25,342,000	added	2.86

	BIL	spdr series trust	1.57	475,061	24,864,700	added	46.17

	GOOG	alphabet inc	1.37	122,729	21,770,900	reduced	-1.13

	ASET	flexshares tr	1.37	542,269	21,750,400	reduced	-12.76

	BIL	spdr series trust	1.28	280,211	20,368,500	added	78.8