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Latest Hilltop National Bank Stock Portfolio

Hilltop National Bank Performance:
2025 Q4: -4.72%YTD: -0.08%2024: 6.42%
Performance for 2025 Q4 is -4.72%, and YTD is -0.08%, and 2024 is 6.42%.

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 $413.6 Millions as of 31 Dec, 2025.

The top stock holdings of Hilltop National Bank are MSFT, IJR, VB. The fund has invested 7.7% of it's portfolio in MICROSOFT CORP and 3.8% of portfolio in ISHARES TR.

The fund managers got completely rid off UNILEVER PLC, EQUINIX INC (EQIX) and MITSUBISHI UFJ FINL GROUP IN (MUFG) stocks. They significantly reduced their stock positions in CHIPOTLE MEXICAN GRILL INC (CMG), SYSCO CORP (SYY) and ZOETIS INC (ZTS). Hilltop National Bank opened new stock positions in RESTAURANT BRANDS INTL INC (QSR), WISDOMTREE TR (DWMF) and ASSURANT INC (AIZ). The fund showed a lot of confidence in some stocks as they added substantially to BARRICK MNG CORP, MORGAN STANLEY (MS) and EATON CORP PLC (ETN).

Hilltop National Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Hilltop National Bank made a return of -4.72% in the last quarter. In trailing 12 months, it's portfolio return was -0.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
restaurant brands intl inc1,606,610
wisdomtree tr588,087
assurant inc231,939
mizuho financial group inc128,744
first horizon corporation119,906
crh plc114,941
atkore inc106,703
lauder estee cos inc98,646
New stocks bought by Hilltop National Bank

Additions

Ticker% Inc.
barrick mng corp18,072
morgan stanley2,896
eaton corp plc2,840
veralto corp2,625
eqt corp2,011
ventas inc1,604
ameren corp1,168
netflix inc875
Additions to existing portfolio by Hilltop National Bank

Reductions

Ticker% Reduced
halliburton co-82.29
american intl group inc-76.8
labcorp holdings inc-75.92
hca healthcare inc-73.89
colgate palmolive co-71.46
ferguson enterprises inc-68.21
starbucks corp-62.34
keycorp-60.48
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 37.9% of it's holdings in Others sector.

Sector%
Others37.9
Technology22.5
Healthcare6.4
Financial Services6.3
Industrials6.1
Communication Services6
Energy3.8
Consumer Defensive3.7
Consumer Cyclical3.7
Utilities1.5
Basic Materials1.1

Market Cap. Distribution

Hilltop National Bank has about 59.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED37.9
MEGA-CAP30.8
LARGE-CAP28.6
MID-CAP2.3

Stocks belong to which Index?

About 57.9% of the stocks held by Hilltop National Bank either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50056.5
Others42.2
RUSSELL 20001.4
Top 5 Winners (%)%
FLNC
fluence energy inc
83.2 %
MU
micron technology inc
70.6 %
MRKR
marker therapeutics inc
67.7 %
SQM
sociedad quimica y minera de
60.1 %
AEO
american eagle outfitters in
54.1 %
Top 5 Winners ($)$
LLY
eli lilly & co
1.7 M
AAPL
apple inc
0.7 M
IAU
ishares gold tr
0.6 M
GOOG
alphabet inc
0.5 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
NOW
servicenow inc
-75.2 %
SMR
nuscale pwr corp
-60.6 %
FMC
fmc corp
-58.8 %
DD
dupont de nemours inc
-48.0 %
Top 5 Losers ($)$
NFLX
netflix inc
-23.0 M
MSFT
microsoft corp
-1.9 M
NOW
servicenow inc
-1.2 M
XLB
select sector spdr tr
-1.1 M
ORCL
oracle corp
-0.8 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 776 stocks in it's portfolio. About 30.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Hilltop National Bank last quarter.

Last Reported on: 07 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions