Latest Hilltop Partners LLC Stock Portfolio
Hilltop Partners LLC Performance:
2025 Q2: 5.08%YTD: 3.64%2024: 0%
Performance for 2025 Q2 is 5.08%, and YTD is 3.64%, and 2024 is 0%.
About Hilltop Partners LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Hilltop Partners LLC reported an equity portfolio of $330.7 Millions as of 30 Jun, 2025.
The top stock holdings of Hilltop Partners LLC are BNDW, ACSG, VB. The fund has invested 20.9% of it's portfolio in VANGUARD RUSSELL 1000 ETF and 12% of portfolio in XTRACKERS MSCI EAFE HEDGED EQUITY ETF.
The fund managers got completely rid off EDISON INTL COM (EIX) and ISHARES ESG AWARE USD CORPORATE BOND ETF (AGT) stocks. They significantly reduced their stock positions in CHEVRON CORP NEW COM (CVX), SPDR PORTFOLIO S&P 500 GROWTH ETF (BIL) and VANGUARD SHORT-TERM CORPORATE BOND ETF (BNDW). Hilltop Partners LLC opened new stock positions in VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX), VANGUARD TOTAL STOCK MARKET ETF (VB) and VANGUARD INFORMATION TECHNOLOGY ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP COM (ORCL), NETFLIX INC COM (NFLX) and VANGUARD VALUE ETF (VB).
The top stock holdings of Hilltop Partners LLC are BNDW, ACSG, VB. The fund has invested 20.9% of it's portfolio in VANGUARD RUSSELL 1000 ETF and 12% of portfolio in XTRACKERS MSCI EAFE HEDGED EQUITY ETF.
The fund managers got completely rid off EDISON INTL COM (EIX) and ISHARES ESG AWARE USD CORPORATE BOND ETF (AGT) stocks. They significantly reduced their stock positions in CHEVRON CORP NEW COM (CVX), SPDR PORTFOLIO S&P 500 GROWTH ETF (BIL) and VANGUARD SHORT-TERM CORPORATE BOND ETF (BNDW). Hilltop Partners LLC opened new stock positions in VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX), VANGUARD TOTAL STOCK MARKET ETF (VB) and VANGUARD INFORMATION TECHNOLOGY ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP COM (ORCL), NETFLIX INC COM (NFLX) and VANGUARD VALUE ETF (VB).
Hilltop Partners LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Hilltop Partners LLC made a return of 5.08% in the last quarter. In trailing 12 months, it's portfolio return was 5.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard total international bond etf | 7,893,250 |
| vanguard total stock market etf | 609,835 |
| vanguard information technology etf | 381,845 |
| dte energy co com | 305,188 |
| palantir technologies inc cl a | 303,994 |
| first trust value line dividend index fund | 273,877 |
| uber technologies inc com | 269,917 |
| first trust morningstar dividend leaders index fund | 255,449 |
New stocks bought by Hilltop Partners LLC
Additions
| Ticker | % Inc. |
|---|---|
| oracle corp com | 457 |
| netflix inc com | 211 |
| vanguard value etf | 52.8 |
| vanguard russell 1000 etf | 34.91 |
| eli lilly & co com | 34.45 |
| ishares core s&p 500 etf | 28.75 |
| saia inc com | 27.92 |
| berkshire hathaway inc del cl b new | 27.85 |
Additions to existing portfolio by Hilltop Partners LLC
Reductions
| Ticker | % Reduced |
|---|---|
| chevron corp new com | -76.86 |
| spdr portfolio s&p 500 growth etf | -54.96 |
| spdr portfolio high yield bond etf | -41.92 |
| vanguard short-term corporate bond etf | -38.83 |
| nuveen esg large-cap growth etf | -28.04 |
| unitedhealth group inc com | -23.34 |
| amphenol corp new cl a | -20.71 |
| ishares convertible bond etf | -20.00 |
Hilltop Partners LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco preferred etf | -126,221 |
| ishares esg aware usd corporate bond etf | -202,605 |
| edison intl com | -223,366 |
Hilltop Partners LLC got rid off the above stocks
Sector Distribution
Hilltop Partners LLC has about 73.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 73.9 |
| Technology | 8.1 |
| Financial Services | 3 |
| Consumer Cyclical | 2.7 |
| Communication Services | 2.6 |
| Healthcare | 2.5 |
| Consumer Defensive | 2.4 |
| Industrials | 1.8 |
| Energy | 1.5 |
| Utilities | 1.1 |
Market Cap. Distribution
Hilltop Partners LLC has about 25.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 73.9 |
| MEGA-CAP | 18.7 |
| LARGE-CAP | 6.5 |
Stocks belong to which Index?
About 24.3% of the stocks held by Hilltop Partners LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 74.9 |
| S&P 500 | 24.3 |
Hilltop Partners LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hilltop Partners LLC
Hilltop Partners LLC has 119 stocks in it's portfolio. About 61.5% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Hilltop Partners LLC last quarter.
Last Reported on: 25 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BNDW | vanguard russell 1000 etf | 20.94 | 246,576 | 69,253,200 | added | 34.91 | ||
Historical Trend of VANGUARD RUSSELL 1000 ETF Position Held By Hilltop Partners LLCWhat % of Portfolio is BNDW?:Number of BNDW shares held:Change in No. of Shares Held: | ||||||||
| ACSG | xtrackers msci eafe hedged equity etf | 11.97 | 904,743 | 39,582,500 | reduced | -3.65 | ||
| VB | vanguard value etf | 8.69 | 162,619 | 28,741,300 | added | 52.8 | ||
| BIL | spdr portfolio s&p 500 growth etf | 3.83 | 132,770 | 12,655,600 | reduced | -54.96 | ||
| BIL | spdr portfolio high yield bond etf | 3.67 | 510,629 | 12,153,000 | reduced | -41.92 | ||
| AGT | ishares convertible bond etf | 2.50 | 91,793 | 8,270,580 | reduced | -20.00 | ||
| ACWV | ishares us & intl high yield corp bond etf | 2.50 | 178,408 | 8,262,070 | reduced | -18.00 | ||
| GAL | spdr blackstone senior loan etf | 2.48 | 197,482 | 8,213,270 | reduced | -17.31 | ||
| VIGI | vanguard emerging markets government bond etf | 2.48 | 125,526 | 8,203,120 | reduced | -17.08 | ||
| BNDX | vanguard total international bond etf | 2.39 | 159,427 | 7,893,250 | new | |||
| AAPL | apple inc com | 2.20 | 35,399 | 7,262,860 | added | 5.79 | ||
| IJR | ishares core s&p mid-cap etf | 1.61 | 85,675 | 5,313,530 | added | 7.03 | ||
| NVDA | nvidia corporation com | 1.46 | 30,450 | 4,810,820 | added | 27.05 | ||
| MSFT | microsoft corp com | 1.43 | 9,475 | 4,713,090 | added | 3.4 | ||
| FNDA | schwab intermediate-term us treasury etf | 1.33 | 175,852 | 4,401,570 | added | 2.66 | ||
| BNDW | vanguard mortgage-backed securities etf | 1.32 | 94,408 | 4,374,890 | added | 4.71 | ||
| FNDA | schwab fundamental u.s. small company etf | 1.12 | 129,366 | 3,706,350 | added | 11.37 | ||
| XOM | exxon mobil corp com | 1.08 | 33,176 | 3,576,410 | added | 14.24 | ||
| AMZN | amazon com inc com | 1.03 | 15,507 | 3,402,050 | added | 13.96 | ||
| AVGO | broadcom inc com | 0.96 | 11,458 | 3,158,470 | reduced | -7.09 | ||
