HN
Hilltop National Bank 13F Filing (Q2 2026) — Top Positions & Stock Picks
Hilltop National BankCIK: 0002021658
Diversified strategyMomentum followerSector-focused
Total reported value
$468.4M
Reporting period: 2026-06-30 · Number of holdings: 1072
Hilltop National Bank disclosed 1072 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $468.4M and a quarterly turnover rate of 20.0%.
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Personality snowflake
- Concentration
- 5.26
- Portfolio Stability
- 20.02
- Momentum
- 100
- Sector conviction
- 83.43
- Diversification
- 100
- Sizing Uniformity
- 69.02
Hilltop National Bank's disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 76 equally-sized positions, well below its 1072 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.10), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 42% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MRVL
+0.2% $4.2M
Add STX
-8.9% $3.3M
Add MU
+8.3% $3.1M
Trim MSFT
+0.2% $239.4K
Trim INFL
0.0% -$611.2K
Trim XOM
-4.7% -$1.4M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1072 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.22% | -0.54% | +0.22% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.11% | -0.12% | +1.28% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | +0.12% | +0.69% | |
| 4 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 2.99% | -0.48% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | +0.03% | -1.70% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.54% | — | -2.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | +0.03% | -1.69% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.73% | -0.01% | — | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.64% | -0.09% | -1.23% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.54% | +0.30% | -1.71% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.47% | +0.04% | +3.64% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.39% | +0.05% | +1.65% | |
| 13 | MRVL | Marvell Technology Inc | Stock-Tech | 1.36% | +0.86% | +0.23% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.35% | +0.02% | -1.33% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.17% | -1.43% | |
| 16 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.25% | +0.63% | -8.93% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.11% | -1.86% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.19% | -0.39% | -1.75% | |
| 19 | GLW | Corning Inc | Stock-Tech | 1.08% | +0.42% | -3.47% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.07% | +0.01% | +0.63% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 1.05% | +0.19% | -1.88% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.46% | -4.67% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.01% | +0.09% | +1.78% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.09% | -0.01% | |
| 25 | PWR | Quanta Services Inc | Stock-Industrials | 0.99% | +0.14% | -1.38% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.90% | +0.63% | +8.34% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.90% | +0.11% | -1.47% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.87% | +0.39% | +892.67% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | +0.02% | -5.86% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.04% | +2.01% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.80% | -0.05% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.02% | +1.93% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | — | -0.04% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.14% | -0.55% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.08% | -3.65% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.18% | +2.15% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.15% | -0.80% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.65% | +0.03% | -1.48% | |
| 39 | DELL | Dell Technologies -c | Stock-Tech | 0.64% | +0.38% | +3.37% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.58% | -0.07% | +0.12% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.55% | -0.01% | -2.67% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.04% | -3.99% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.29% | -1.76% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.02% | -0.49% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.10% | -4.37% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.11% | -5.36% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.03% | +4.14% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | +0.02% | +308.78% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.01% | -5.03% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.49% | -0.05% | -1.56% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4%
Performance Last 4 Quarters
+23.6%
- Stdev
- +10.5%
- Beta
- +0.83
- Alpha
- +2.3%
- Max Drawdown
- -7.3%
- Annualized Perf
- +18.8%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.47
- Stutzer
- +0.5
- Treynor
- +0.21
- Sterling
- +1.17
- Calmar
- +2.58
- Information Ratio
- -0.22
- Tracking Error
- +3.9%
- Stdev Down
- +5.1%
- Winning Months %
- +74.1%
- Losing Months %
- +25.9%
- Best 12 Months
- +30.4%
- Worst 12 Months
- +9.9%
- Efficiency Ratio
- +0.66
- Sharpe
- +1.7
- Stdev Sectors
- +13%
- Skewness
- -0.13
- Kurtosis
- +0.33
- Upside Potential
- +4.83
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Hilltop National Bank's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: AstraZeneca PLC (AZN); Sold out: Dupont De Nemours Inc (6D8); New buy: Sandisk CORP (SNDK); New buy: Bloom Energy Corp- A (BE).
Showing top 200 changes by size (of 835 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology Inc | +0.9% | +0.23% | Add |
| 2 | STX | Seagate Technology Holdings plc | +0.6% | -8.93% | Trim |
| 3 | MU | Micron Technology Inc | +0.6% | +8.34% | Add |
| 4 | GLW | Corning Inc | +0.4% | -3.47% | Trim |
| 5 | KLAC | Kla CORP | +0.4% | +892.67% | Add |
| 6 | DELL | Dell Technologies -c | +0.4% | +3.37% | Add |
| 7 | AZN | AstraZeneca PLC | +0.3% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.71% | Trim |
| 9 | SRE | Sempra | +0.3% | +9307.84% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | -4.01% | Trim |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +1.38% | Add |
| 12 | ANET | Arista Networks Inc | +0.2% | -1.88% | Trim |
| 13 | CAT | Caterpillar Inc | +0.2% | +2.15% | Add |
| 14 | LLY | Eli Lilly & Co | +0.2% | -1.43% | Trim |
| 15 | PWR | Quanta Services Inc | +0.1% | -1.38% | Trim |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +1.88% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.69% | Add |
| 18 | TXN | Texas Instruments Inc | +0.1% | -4.21% | Trim |
| 19 | INTC | Intel CORP | +0.1% | -10.20% | Trim |
| 20 | TJX | Tjx Companies Inc | +0.1% | +379.07% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.47% | Trim |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -5.36% | Trim |
| 23 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +1.78% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | -0.01% | Trim |
| 25 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 26 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 27 | QCOM | Qualcomm Inc | +0.1% | +2.70% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +24.44% | Add |
| 29 | AMAT | Applied Materials Inc | +0.1% | -17.55% | Trim |
| 30 | HWM | Howmet Aerospace Inc | +0.1% | +579.07% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.65% | Add |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +9.75% | Add |
| 33 | CMG | Chipotle Mexican Grill Inc | +0.1% | +1059.33% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.64% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.01% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -3.99% | Trim |
| 37 | HPE | Hewlett Packard Enterprise | 0% | -0.19% | Trim |
| 38 | GEV | GE Vernova Inc | 0% | +22.30% | Add |
| 39 | SNDK | Sandisk CORP | 0% | NEW | New buy |
| 40 | NVDA | Nvidia CORP | 0% | -1.70% | Trim |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | -1.69% | Trim |
| 42 | TT | Trane Technologies plc | 0% | -1.48% | Trim |
| 43 | AMZN | Amazon.com Inc | 0% | +4.14% | Add |
| 44 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | — | Unchanged |
| 45 | RY | Royal Bank Of Canada | 0% | -0.51% | Trim |
| 46 | SLF | Sun Life Financial Inc | 0% | — | Unchanged |
| 47 | F | Ford Motor Co | 0% | +3.31% | Add |
| 48 | BE | Bloom Energy Corp- A | 0% | NEW | New buy |
| 49 | WDC | Western Digital CORP | 0% | +14.54% | Add |
| 50 | LRCX | Lam Research CORP | 0% | +47.66% | Add |
1–50 of 200
Filing History
FAQ
What is Hilltop National Bank and what type of investor is it?
Hilltop National Bank is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $468.4M, spread across 1072 disclosed positions.
What are Hilltop National Bank's largest equity positions?
Based on the latest 13F filing, Hilltop National Bank's top holdings by market value are:
1. Microsoft CORP (MSFT) — $24.4M (5.2%)
2. Ishares Msci Eafe ETF (EFA) — $19.3M (4.1%)
3. Vanguard S&p 500 ETF (VOO) — $15.6M (3.3%)
4. Horizon Kinetics Infl Benef (INFL) — $14.0M (3.0%)
5. Nvidia CORP (NVDA) — $13.0M (2.8%)
What changes did Hilltop National Bank make in its most recent portfolio filing?
In the latest reported quarter, Hilltop National Bank made 174 notable position adjustments: 11 new positions were initiated, 69 existing holdings were added to, 89 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: AstraZeneca PLC (AZN); Sold out: Dupont De Nemours Inc (6D8); New buy: Sandisk CORP (SNDK); New buy: Bloom Energy Corp- A (BE)
What sectors does Hilltop National Bank focus on?
Hilltop National Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 48.8%
• Financials: 11.2%
• Health Care: 10.2%
• Consumer Staples: 6.7%
• Communication Services: 6.1%
• Consumer Discretionary: 5.7%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Hilltop National Bank returned an annualized 18.8% over the trailing 27 months — outperforming the S&P 500 by 2.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.83 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 48.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 20 over the past 4 quarters — a shift toward more active trading.
It has added to its MRVL position over the past two quarters (+$4.6M, now $6.4M), while trimming FIS over the same stretch (-$1.2M, still holding $95.1K).
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Developer Access
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