Latest HILLS BANK & TRUST CO Stock Portfolio

HILLS BANK & TRUST CO Performance:

2026 Q1: -1.16%YTD: -1.16%2025: 9.77%

Performance for 2026 Q1 is -1.16%, and YTD is -1.16%, and 2025 is 9.77%.

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

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hills Bank & Trust Co reported an equity portfolio of $2.1 Billions as of 31 Mar, 2026.

The top stock holdings of Hills Bank & Trust Co are BIL, VEA, SPY. The fund has invested 13.1% of it's portfolio in SPDR SERIES TRUST and 7% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off WEST PHARMACEUTICAL SVSC INC (WST), ENBRIDGE INC (ENB) and MIDWESTONE FINL GROUP INC NE (MOFG) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), INTUIT (INTU) and ISHARES TR (IJR). Hills Bank & Trust Co opened new stock positions in ISHARES TR (DMXF), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), SELECT SECTOR SPDR TR (XLB) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Hills Bank & Trust Co made a return of -1.16% in the last quarter. In trailing 12 months, it's portfolio return was 9.81%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,354,000
ishares tr	1,246,830
select sector spdr tr	915,962
ishares tr	877,108
select sector spdr tr	855,285
select sector spdr tr	846,121
select sector spdr tr	637,754
select sector spdr tr	580,287

New stocks bought by HILLS BANK & TRUST CO

Additions

Ticker	% Inc.
american centy etf tr	8,110
select sector spdr tr	1,296
spdr series trust	763
select sector spdr tr	212
ishares tr	161
micron technology inc	134
invesco exchange traded fd t	115
ishares tr	115

Additions to existing portfolio by HILLS BANK & TRUST CO

Reductions

Ticker	% Reduced
adobe inc	-87.74
intuit	-76.35
ishares tr	-65.36
kkr & co inc	-63.75
oneok inc new	-62.66
spdr series trust	-58.6
zimmer biomet holdings inc	-55.82
carrier global corporation	-53.12

HILLS BANK & TRUST CO reduced stake in above stock

Sold off

Ticker	$ Sold
midwestone finl group inc ne	-189,421
enbridge inc	-203,947
flexshares tr	-150,328
barrick mng corp	-105,260
general mls inc	-102,765
harrow inc	-101,871
fidelity wise origin bitcoin	-136,071
astrazeneca plc	-133,207

HILLS BANK & TRUST CO got rid off the above stocks

Sector Distribution

Hills Bank & Trust Co has about 77.6% of it's holdings in Others sector.

Sector	%
Others	77.6
Technology	6.8
Industrials	2.9
Financial Services	2.8
Communication Services	2.2
Healthcare	2
Consumer Cyclical	2
Consumer Defensive	1.7

Market Cap. Distribution

Hills Bank & Trust Co has about 22.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77.5
MEGA-CAP	14
LARGE-CAP	8.2

Stocks belong to which Index?

About 21.8% of the stocks held by Hills Bank & Trust Co either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	78
S&P 500	21.8

Top 5 Winners (%)		%
IBRX	immunitybio inc	159.6 %
	perspective therapeutics inc	49.8 %
SU	suncor energy inc new	49.0 %
MTDR	matador res co	48.8 %
COP	conocophillips	41.0 %

Top 5 Winners ($)		$
ASET	flexshares tr	4.9 M
VEA	vanguard tax-managed fds	3.6 M
CWI	spdr index shs fds	3.5 M
FAST	fastenal co	2.2 M
XOM	exxon mobil corp	2.1 M

Top 5 Losers (%)		%
CSGP	costar group inc	-39.9 %
NOW	servicenow inc	-27.4 %
CTSH	cognizant technology solutio	-26.0 %
CRM	salesforce inc	-25.7 %
GWRE	guidewire software inc	-25.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-8.2 M
BIL	spdr series trust	-7.3 M
SPY	state str spdr s&p 500 etf t	-6.7 M
GOOG	alphabet inc	-3.1 M
NVDA	nvidia corporation	-2.8 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 353 stocks in it's portfolio. About 50.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ASET was the most profitable stock for Hills Bank & Trust Co last quarter.

Last Reported on: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.57	128,289	32,558,500	added	0.25

AAXJ	ishares tr	0.11	17,160	2,201,460	added	11.49

AAXJ	ishares tr	0.06	28,371	1,187,330	reduced	-2.05

AAXJ	ishares tr	0.04	6,938	840,816	unchanged	0.00

AAXJ	ishares tr	0.04	5,939	784,542	unchanged	0.00

AAXJ	ishares tr	0.01	2,702	287,763	unchanged	0.00

AAXJ	ishares tr	0.00	1,039	110,290	added	2.16

ABBV	abbvie inc	0.07	6,730	1,463,710	added	9.59

ABC	cencora inc	0.10	6,679	2,098,140	reduced	-10.53

ABT	abbott laboratories	0.18	35,816	3,677,230	reduced	-12.95

ACN	accenture plc ireland	0.03	2,808	556,798	reduced	-23.88

ACWF	ishares tr	0.10	84,877	2,134,660	reduced	-5.72

ADBE	adobe inc	0.01	489	118,866	reduced	-87.74

ADI	analog devices inc	0.11	7,354	2,339,600	reduced	-12.17

ADP	automatic data processing in	0.05	5,223	1,061,210	reduced	-2.34

AEMB	american centy etf tr	4.46	1,188,780	92,189,700	added	8,110

AEP	american elec pwr co inc	0.01	1,817	238,172	reduced	-4.82

AFL	aflac inc	0.04	8,254	905,546	added	1.15

AGT	ishares tr	0.08	64,597	1,565,830	added	0.17

AGT	ishares tr	0.01	6,973	174,778	added	4.17