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Latest Hilltop National Bank Stock Portfolio

Hilltop National Bank Performance:
2025 Q3: 4.52%YTD: 4.22%2024: 5.74%
Performance for 2025 Q3 is 4.52%, and YTD is 4.22%, and 2024 is 5.74%.

About Hilltop National Bank and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hilltop National Bank reported an equity portfolio of $406.1 Millions as of 30 Sep, 2025.

The top stock holdings of Hilltop National Bank are MSFT, IJR, VB. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 3.7% of portfolio in ISHARES TR.

The fund managers got completely rid off UNITED THERAPEUTICS CORP DEL (UTHR), ROYAL CARIBBEAN GROUP (RCL) and SPOTIFY TECHNOLOGY S A stocks. They significantly reduced their stock positions in LULULEMON ATHLETICA INC (LULU), GE HEALTHCARE TECHNOLOGIES I and INTUITIVE SURGICAL INC (ISRG). Hilltop National Bank opened new stock positions in OREILLY AUTOMOTIVE INC (ORLY), REDDIT INC and ROBLOX CORP (RBLX). The fund showed a lot of confidence in some stocks as they added substantially to MARVELL TECHNOLOGY INC (MRVL), MICRON TECHNOLOGY INC (MU) and SOFI TECHNOLOGIES INC (SOFI).

Hilltop National Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Hilltop National Bank made a return of 4.52% in the last quarter. In trailing 12 months, it's portfolio return was 8.46%.

New Buys

Ticker$ Bought
oreilly automotive inc607,725
reddit inc171,572
roblox corp81,865
alnylam pharmaceuticals inc41,496
sap se40,349
New stocks bought by Hilltop National Bank

Additions

Ticker% Inc.
marvell technology inc3,239
micron technology inc996
sofi technologies inc888
nike inc697
hewlett packard enterprise c579
mp materials corp500
vistra corp223
carvana co141
Additions to existing portfolio by Hilltop National Bank

Reductions

Ticker% Reduced
becton dickinson & co-80.8
nasdaq inc-64.14
ing groep n.v.-57.16
axon enterprise inc-55.4
schlumberger ltd-53.72
hartford insurance group inc-50.55
newmont corp-49.57
builders firstsource inc-37.39
Hilltop National Bank reduced stake in above stock

Sold off

None of the stocks were completely sold off by Hilltop National Bank

Sector Distribution

Hilltop National Bank has about 38.3% of it's holdings in Others sector.

Sector%
Others38.3
Technology21.1
Industrials6.4
Financial Services6.2
Healthcare6
Communication Services6
Consumer Cyclical4.1
Consumer Defensive4
Energy3.8
Utilities1.7
Basic Materials1.2
Real Estate1.1

Market Cap. Distribution

Hilltop National Bank has about 59% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED38.2
LARGE-CAP30.3
MEGA-CAP28.7
MID-CAP2.3

Stocks belong to which Index?

About 57.6% of the stocks held by Hilltop National Bank either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50056.2
Others42.4
RUSSELL 20001.4
Top 5 Winners (%)%
TLRY
tilray brands inc
321.9 %
UUUU
energy fuels inc
146.3 %
ZIMV
zimvie inc
105.4 %
REZI
resideo technologies inc
95.7 %
WDC
western digital corp
87.6 %
Top 5 Winners ($)$
AAPL
apple inc
2.1 M
NVDA
nvidia corporation
2.1 M
ANET
arista networks inc
1.4 M
MSFT
microsoft corp
0.9 M
STX
seagate technology hldngs pl
0.9 M
Top 5 Losers (%)%
MRKR
marker therapeutics inc
-42.0 %
FDS
factset resh sys inc
-36.0 %
CNC
centene corp del
-34.3 %
KMX
carmax inc
-33.2 %
CMG
chipotle mexican grill inc
-30.2 %
Top 5 Losers ($)$
CMG
chipotle mexican grill inc
-0.8 M
NFLX
netflix inc
-0.6 M
FIS
fidelity natl information sv
-0.3 M
COST
costco whsl corp new
-0.2 M
AMP
ameriprise finl inc
-0.2 M

Hilltop National Bank Holdings Map

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

Current Stock Holdings of Hilltop National Bank

Hilltop National Bank has 792 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. CMG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Hilltop National Bank last quarter.

Last Reported on: 08 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions