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CIK: 0001957867
Total reported value
$412.4M
$412.4M
98 檔
36.0%
At the close of Q2 2024, Hilltop Partners LLC disclosed equity holdings valued at approximately $412.4M, spread across 98 reported holdings.
During Q2 2024, Hilltop Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VONE, DBEF, SPYG) accounted for 36.0% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 26.76% | -7.65% | +6.56% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 9.80% | -9.68% | +69.75% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.02% | -1.65% | -33.06% | |
| 4 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 5.65% | -0.28% | +24.49% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.59% | -1.17% | -10.88% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.52% | -2.23% | +3.67% | |
| 7 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.50% | +0.79% | +6.95% | |
| 8 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 2.50% | -2.19% | +4.77% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.48% | -2.13% | +4.71% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.21% | +0.27% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.23% | -0.69% | +6.98% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.76% | -0.67% | -35.63% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.41% | +0.03% | +1.37% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +0.02% | +8.60% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.21% | +0.53% | +9.49% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -2.18% | EXIT | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.04% | +13.08% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.02% | -2.44% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.07% | +47.11% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.05% | +19.33% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.12% | -1.92% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.62% | -0.02% | +7.36% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.61% | +13.30% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.13% | +24.70% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.16% | +24.54% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | — | +15.53% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | +0.19% | +18.11% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.02% | -91.40% | |
| 29 | WPC | Wp Carey Inc | Stock-Real Estate | 0.55% | -0.01% | -1.75% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.03% | +12.49% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.07% | +996.50% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.20% | +20.36% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | +0.01% | -6.71% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.14% | +17.08% | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.49% | +0.03% | -1.55% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.18% | +16.29% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.46% | +0.01% | -20.64% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.43% | +21.33% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.04% | +4.36% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.37% | -0.01% | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.37% | -0.34% | EXIT | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.35% | +0.03% | -10.47% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.34% | — | +9.11% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.02% | -5.17% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | +0.02% | +0.51% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | +0.03% | -3.50% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.33% | +0.09% | +78.15% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.32% | -0.05% | -0.66% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | +2.91% | -9.92% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.30% | — | +7.85% |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 98 disclosed positions in Q2 2024.
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During Q2 2024, Hilltop Partners LLC's top holdings by market value included VONE (26.8%)、DBEF (9.8%)、SPYG (7.0%). The largest single position, VONE, represented 26.8% of total portfolio value.
In Q2 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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