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Latest Hilltop National Bank Stock Portfolio

Hilltop National Bank Performance:
2025 Q2: 6.58%YTD: 6.11%2024: 8.66%
Performance for 2025 Q2 is 6.58%, and YTD is 6.11%, and 2024 is 8.66%.

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 $383.3 Millions as of 30 Jun, 2025.

The top stock holdings of Hilltop National Bank are MSFT, IJR, VB. The fund has invested 6% of it's portfolio in MICROSOFT CORP and 3.7% of portfolio in ISHARES TR.

Hilltop National Bank opened new stock positions in MICROSOFT CORP (MSFT), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB).

Hilltop National Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Hilltop National Bank made a return of 6.58% in the last quarter. In trailing 12 months, it's portfolio return was 10.25%.
202420250510152025Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
microsoft corp22,913,700
ishares tr14,298,400
vanguard index fds13,823,000
nvidia corporation11,375,900
ishares tr8,587,670
apple inc8,565,030
listed fds tr7,945,380
invesco exchange traded fd t6,428,870
New stocks bought by Hilltop National Bank

Additions

No additions were made to existing positions by Hilltop National Bank

Reductions

None of the existing positions were reduced by Hilltop National Bank

Sold off

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

Sector Distribution

Hilltop National Bank has about 38.4% of it's holdings in Others sector.

38%20%
Sector%
Others38.4
Technology19.5
Industrials6.6
Healthcare6.4
Financial Services6.4
Communication Services5.9
Consumer Cyclical4.5
Consumer Defensive4.3
Energy3.8
Utilities1.7
Basic Materials1.3
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.

38%31%28%
Category%
UNALLOCATED38.4
LARGE-CAP30.8
MEGA-CAP28.2
MID-CAP2.4

Stocks belong to which Index?

About 58% of the stocks held by Hilltop National Bank either belong to S&P 500 or RUSSELL 2000 index.

57%42%
Index%
S&P 50056.6
Others42
RUSSELL 20001.4
Top 5 Winners (%)%
QUBT
quantum computing inc
69.3 %
SMR
nuscale pwr corp
63.7 %
HOOD
robinhood mkts inc
51.6 %
COIN
coinbase global inc
44.4 %
LMND
lemonade inc
41.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.2 M
NVDA
nvidia corporation
1.9 M
META
listed fds tr
1.2 M
AVGO
broadcom inc
0.7 M
IJR
ishares tr
0.7 M
Top 5 Losers (%)%
FAST
fastenal co
-43.6 %
PEAK
healthpeak properties inc
-28.0 %
SAM
boston beer inc
-20.3 %
NL
nl inds inc
-17.1 %
EMBC
embecta corp
-14.5 %
Top 5 Losers ($)$
LULU
lululemon athletica inc
-0.1 M
PG
procter and gamble co
-0.1 M
MCD
mcdonalds corp
-0.1 M
TMUS
t-mobile us inc
0.0 M
CLX
clorox co del
0.0 M

Hilltop National Bank Holdings Map

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

MSFTIJRVBNVDAIJRAAPLMETACSDVBIJRVEUNFLXIJRIAULLYAVGOXOMTSMCOSTVBIJRANETMETAQQQVBJPMAMPVBTTWMTSPYSOPW..CM..PG..IB..AXPPEPTMUSKLACACWVBXAMZNIJRABTMD..OR..AMGN

Current Stock Holdings of Hilltop National Bank

Hilltop National Bank has 794 stocks in it's portfolio. About 27.7% of the portfolio is in top 10 stocks. LULU proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Hilltop National Bank last quarter.

Last Reported on: 21 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MICROSOFT CORP Position Held By Hilltop National Bank

What % of Portfolio is MSFT?:

No data available

Number of MSFT shares held:

No data available

Change in No. of Shares Held:

No data available