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CIK: 0001957867
Total reported value
$412.4M
$412.4M
99 檔
34.5%
According to the latest 13F quarterly dataset, Hilltop Partners LLC managed an equity portfolio of $412.4M at the end of Q1 2024, spanning 99 distinct U.S. exchange-listed positions.
During Q1 2024, Hilltop Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 23.56% | -7.65% | +30.85% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.27% | -1.65% | +170.25% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.36% | -0.02% | +94.49% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.17% | -1.17% | -33.84% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 5.52% | -9.68% | +16.48% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.44% | -0.28% | -19.60% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.75% | -0.67% | +192.06% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.37% | -2.23% | +6.08% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.34% | -2.22% | +2544.22% | |
| 10 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 2.34% | -2.19% | +5.70% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.33% | -2.13% | +10.12% | |
| 12 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.30% | +0.79% | +2391.29% | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.10% | -0.69% | -54.10% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.21% | +6.50% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.36% | +0.03% | +5.71% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.08% | +0.53% | +3.75% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | +0.02% | -16.13% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -2.18% | EXIT | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.76% | -0.02% | -0.10% | |
| 20 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.64% | — | +12.82% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.04% | +9.30% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.56% | +0.01% | -16.50% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.56% | -0.02% | +2.13% | |
| 24 | WPC | Wp Carey Inc | Stock-Real Estate | 0.55% | -0.01% | -3.74% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | +0.01% | -86.83% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.12% | +19.38% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | +0.19% | +4.92% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.61% | +20.21% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | +0.03% | +0.92% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.50% | +0.03% | -0.41% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | +0.16% | +147.71% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | +188.66% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.20% | +8.20% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.45% | -0.07% | +19.98% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.05% | -1.17% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.13% | +161.11% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | +0.03% | -7.99% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.14% | +25.37% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.18% | +7.54% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | — | -8.39% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.04% | +2.26% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.36% | -0.01% | +0.01% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.35% | +0.03% | -11.88% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.07% | +6.06% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.33% | -0.34% | EXIT | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | +2.91% | -30.46% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.32% | -0.05% | +15.53% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.32% | -0.02% | +5.53% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.02% | +5.60% | |
| 50 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.31% | — | +1.89% |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 99 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VONE, SPYG, AGG) accounted for 34.5% of total reported equity market value during Q1 2024.
During Q1 2024, Hilltop Partners LLC's top holdings by market value included VONE (23.6%)、SPYG (9.3%)、AGG (6.4%). The largest single position, VONE, represented 23.6% of total portfolio value.
In Q1 2024, Hilltop Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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