HP
Hilltop Partners LLC — 13F Portfolio Analysis & Stock Picks (Q2 2026)
Hilltop Partners LLCCIK: 0001957867
Diversified strategyContrarianHigh-turnover trader
Total reported value
$412.4M
Reporting period: 2026-06-30 · Number of holdings: 150
Hilltop Partners LLC disclosed 150 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $412.4M and a quarterly turnover rate of 69.0%.
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Personality snowflake
- Concentration
- 14.15
- Portfolio Stability
- 68.98
- Momentum
- 0
- Sector conviction
- 54.38
- Diversification
- 100
- Sizing Uniformity
- 79.18
Hilltop Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 28 equally-sized positions, well below its 150 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 2.08), 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 31% 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.govTrim DBEF
-83.3% -$37.2M
Trim VONE
-44.9% -$27.3M
Add QQQ
+7483.7% $24.1M
New buy IJK
New buy IWN
Add VCSH
+2814.3% $12.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 11.35% | -7.65% | -44.95% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.28% | -1.17% | -17.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.90% | +5.84% | +7483.72% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 4.58% | +4.58% | NEW | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 4.47% | +4.47% | NEW | |
| 6 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.23% | +0.79% | +17.24% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.16% | -0.28% | -3.47% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.02% | +2.91% | +2814.26% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.21% | +1.27% | |
| 10 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 2.19% | +2.19% | NEW | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.14% | +2.14% | NEW | |
| 12 | EWC | Ishares Msci Canada ETF | ETF-Other | 2.08% | +2.08% | NEW | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.04% | -9.68% | -83.33% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.01% | -1.65% | -52.31% | |
| 15 | EWY | Ishares Msci South Korea ETF | ETF-Other | 2.00% | +2.00% | NEW | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.82% | +0.43% | +6.40% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.77% | +0.53% | +51.45% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.07% | -3.71% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.04% | -4.84% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | +0.02% | +6.36% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | +0.16% | +15.77% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | +0.18% | +10.86% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.12% | -5.53% | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.18% | +0.03% | +9.67% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | +0.19% | +23.31% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.20% | +13.01% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | -0.05% | -17.16% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | +0.13% | +21.94% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.90% | +0.85% | +429.84% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.14% | +11.21% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | -0.67% | -47.63% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | +0.09% | +28.83% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | +0.10% | +15.91% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.76% | +0.09% | -0.14% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.03% | +37.17% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | +0.02% | +17.01% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.15% | -17.53% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.02% | -1.40% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.04% | -22.73% | |
| 40 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.45% | +0.03% | +7.96% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.44% | +0.09% | -2.71% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.61% | -56.14% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.42% | NEW | |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.41% | -0.02% | +1.77% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | +0.03% | +7.09% | |
| 46 | WPC | Wp Carey Inc | Stock-Real Estate | 0.37% | -0.01% | -1.92% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | +0.02% | +4.68% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.36% | +0.36% | NEW | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.35% | +0.04% | +8.97% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.02% | +6.41% |
1–50 of 150
* 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.
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+18.1%
- Stdev
- +9.9%
- Beta
- +0.75
- Alpha
- +0.9%
- Max Drawdown
- -5.7%
- Annualized Perf
- +16.5%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.23
- Stutzer
- +0.47
- Treynor
- +0.21
- Sterling
- +1.15
- Calmar
- +2.91
- Information Ratio
- -1.07
- Tracking Error
- +3.9%
- Stdev Down
- +4.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +27.4%
- Worst 12 Months
- +7.5%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.6
- Stdev Sectors
- +9.1%
- Skewness
- -0.14
- Kurtosis
- -0.24
- Upside Potential
- +4.8
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 150 | $412.4M | 69 | ||
| 2026 Q1 | 126 | $389.7M | 14 | ||
| 2025 Q4 | 127 | $388.0M | 16 | ||
| 2025 Q3 | 120 | $334.7M | 36 | ||
| 2025 Q2 | 119 | $330.7M | 0 | ||
| 2025 Q1 | 102 | $296.3M | 0 | ||
| 2024 Q4 | 104 | $293.5M | 0 | ||
| 2024 Q3 | 109 | $297.2M | 0 | ||
| 2024 Q2 | 98 | $271.1M | 0 | ||
| 2024 Q1 | 99 | $279.8M | 0 | ||
| 2023 Q4 | 97 | $254.1M | 0 | ||
| 2023 Q3 | 96 | $237.6M | 0 | ||
| 2023 Q2 | 98 | $240.7M | 0 | ||
| 2023 Q1 | 67 | $221.7M | 0 | ||
| 2022 Q4 | 56 | $187.3M | 0 |
Holding changes this quarter
Hilltop Partners LLC's most significant position changes for 2026-06-30: New buy: Ishares S&p Mid-cap 400 Grow (IJK); New buy: Ishares Russell 2000 Value E (IWN); New buy: Ishares Msci Taiwan ETF (EWT); New buy: Ishares Msci Acwi ETF (ACWI); New buy: Ishares Msci Canada ETF (EWC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.8% | +7483.72% | Add |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | +4.6% | NEW | New buy |
| 3 | IWN | Ishares Russell 2000 Value E | +4.5% | NEW | New buy |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +2.9% | +2814.26% | Add |
| 5 | EWT | Ishares Msci Taiwan ETF | +2.2% | NEW | New buy |
| 6 | ACWI | Ishares Msci Acwi ETF | +2.1% | NEW | New buy |
| 7 | EWC | Ishares Msci Canada ETF | +2.1% | NEW | New buy |
| 8 | EWY | Ishares Msci South Korea ETF | +2% | NEW | New buy |
| 9 | MU | Micron Technology Inc | +0.9% | +429.84% | Add |
| 10 | ICVT | Ishares Convertible Bond ETF | +0.8% | +17.24% | Add |
| 11 | VMBS | Vanguard Mortgage-backed Sec | +0.5% | +51.45% | Add |
| 12 | LLY | Eli Lilly & Co | +0.4% | +6.40% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.4% | NEW | New buy |
| 14 | XLE | Ss Energy Select Sector | +0.4% | NEW | New buy |
| 15 | GD | General Dynamics CORP | +0.3% | NEW | New buy |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | NEW | New buy |
| 17 | AAPL | Apple Inc | +0.2% | +1.27% | Add |
| 18 | V | Visa Inc-class A Shares | +0.2% | +13.01% | Add |
| 19 | MA | Mastercard Inc - A | +0.2% | +23.31% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.2% | +10.86% | Add |
| 21 | JNJ | Johnson & Johnson | +0.2% | +15.77% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | +11.21% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +21.94% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.53% | Trim |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | +1160.50% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +15.91% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +28.83% | Add |
| 29 | ETN | Eaton Corporation plc | +0.1% | -0.14% | Trim |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -2.71% | Trim |
| 31 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 32 | PI | Impinj Inc | +0.1% | NEW | New buy |
| 33 | JBL | Jabil Inc | +0.1% | +0.32% | Add |
| 34 | NVDA | Nvidia CORP | +0.1% | -3.71% | Trim |
| 35 | COHR | Coherent CORP | +0.1% | +0.24% | Add |
| 36 | GE | General Electric | +0.1% | +38.89% | Add |
| 37 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | -4.32% | Trim |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 39 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 40 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 42 | ANET | Arista Networks Inc | +0.1% | +13.94% | Add |
| 43 | PULS | Pgim Ultra Short Bond ETF | +0.1% | NEW | New buy |
| 44 | IWLG | Nyli Winslow Lrg Cap Grw ETF | +0.1% | NEW | New buy |
| 45 | TQQQ | Proshares Ultrapro Qqq | +0.1% | NEW | New buy |
| 46 | ✓ | +0.1% | NEW | New buy | |
| 47 | ITA | Ishares U.s. Aerospace & Def | +0.1% | NEW | New buy |
| 48 | CAT | Caterpillar Inc | +0.1% | +7.11% | Add |
| 49 | SAIA | Saia Inc | +0.1% | +23.21% | Add |
| 50 | ROM | Proshares Ultra Technology | +0.1% | NEW | New buy |
1–50 of 157
Filing History
FAQ
What is Hilltop Partners LLC and what type of investor is it?
Hilltop Partners LLC 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 $412.4M, spread across 150 disclosed positions.
What are Hilltop Partners LLC's largest equity positions?
Based on the latest 13F filing, Hilltop Partners LLC's top holdings by market value are:
1. Vanguard Russell 1000 (VONE) — $46.8M (11.3%)
2. Vanguard Value ETF (VTV) — $30.0M (7.3%)
3. Invesco Qqq Trust Series 1 (QQQ) — $24.3M (5.9%)
4. Ishares S&p Mid-cap 400 Grow (IJK) — $18.9M (4.6%)
5. Ishares Russell 2000 Value E (IWN) — $18.4M (4.5%)
What changes did Hilltop Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Hilltop Partners LLC made 139 notable position adjustments: 31 new positions were initiated, 54 existing holdings were added to, 47 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Ishares S&p Mid-cap 400 Grow (IJK); New buy: Ishares Russell 2000 Value E (IWN); New buy: Ishares Msci Taiwan ETF (EWT); New buy: Ishares Msci Acwi ETF (ACWI); New buy: Ishares Msci Canada ETF (EWC)
What sectors does Hilltop Partners LLC focus on?
Hilltop Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 33.3%
• Financials: 14.3%
• Health Care: 13.2%
• Communication Services: 10.4%
• Consumer Discretionary: 9.8%
• Consumer Staples: 8.7%
Investment Profile
Hilltop Partners LLC returned an annualized 16.5% over the trailing 36 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 33.3% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 69 over the past 4 quarters — a shift toward more active trading.
It has added to its ICVT position over the past two quarters (+$4.3M, now $13.3M), while trimming VONE over the same stretch (-$30.0M, still holding $46.8M).
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Developer Access
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