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CIK: 0001957867
Total reported value
$412.4M
$412.4M
119 檔
39.4%
During the Q2 2025 filing period, Hilltop Partners LLC (CIK: 0001957867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $412.4M across 119 reported positions.
In Q2 2025, Hilltop Partners LLC displayed an active expansion posture, initiating 14 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 20.94% | -7.65% | +34.91% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 11.97% | -9.68% | -3.65% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.69% | -1.17% | +52.80% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.83% | -1.65% | -54.96% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.68% | -0.28% | -41.92% | |
| 6 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.50% | +0.79% | -20.00% | |
| 7 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 2.50% | -2.19% | -18.00% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.48% | -2.23% | -17.31% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.48% | -2.13% | -17.08% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.39% | -2.22% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.21% | +5.79% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.61% | -0.67% | +7.03% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.07% | +27.05% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.02% | +3.40% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.33% | +0.03% | +2.66% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.32% | +0.53% | +4.71% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.12% | -0.69% | +11.37% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -2.18% | EXIT | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.04% | +13.96% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | -0.05% | -7.09% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | +0.13% | +12.92% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.12% | +19.11% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.16% | +24.72% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | +0.19% | +14.02% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.18% | +10.79% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | +0.09% | +0.05% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.20% | +15.82% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.61% | +18.79% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.14% | -10.55% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.03% | +211.76% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | -0.02% | -0.74% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.15% | +457.27% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.43% | +34.45% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.53% | -0.07% | -3.68% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | +0.10% | +27.85% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | +0.09% | +18.95% | |
| 37 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.50% | +0.03% | +2.09% | |
| 38 | WPC | Wp Carey Inc | Stock-Real Estate | 0.50% | -0.01% | -1.44% | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.47% | -0.02% | -5.19% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | +0.02% | +24.00% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.04% | +5.81% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.35% | -0.34% | EXIT | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.35% | +0.04% | +1.49% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.34% | +0.09% | -20.71% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | +0.02% | +1.41% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | +0.03% | +22.23% | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.31% | -0.05% | +11.81% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | — | -23.34% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.30% | -0.02% | -3.20% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | +0.01% | -3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | +5.3% | +34.91% | Add |
| 2 | VTV | Vanguard Value ETF | +2.5% | +52.80% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +2.4% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.6% | +27.05% | Add |
| 5 | ORCL | Oracle CORP | +0.6% | +457.27% | Add |
| 6 | NFLX | Netflix Inc | +0.5% | +211.76% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +3.40% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | -7.09% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +12.92% | Add |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.2% | +13.96% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +19.11% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | +0.05% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +10.79% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 16 | DTE | Dte Energy Company | +0.1% | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.1% | +18.95% | Add |
| 19 | FVD | First Trust Value Line Dvd | +0.1% | NEW | New buy |
| 20 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 21 | FDL | First Trust Morn Dvd Lead In | +0.1% | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | +0.1% | +34.45% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | +24.00% | Add |
| 24 | JBL | Jabil Inc | +0.1% | — | Unchanged |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 26 | NULV | Nuveen Esg Large-cap Val ETF | +0.1% | NEW | New buy |
| 27 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 28 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 29 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 30 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +11.37% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +15.82% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | +7.03% | Add |
| 34 | MA | Mastercard Inc - A | 0% | +14.02% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +5.81% | Add |
| 36 | EMR | Emerson Electric Co | 0% | +1.49% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | +24.72% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +27.85% | Add |
| 39 | PG | Procter & Gamble Co/the | — | +18.79% | Add |
| 40 | EIX | Edison International | -0.1% | EXIT | Sold out |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -38.83% | Trim |
| 42 | CVX | Chevron CORP | -0.4% | -76.86% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.5% | -23.34% | Trim |
| 44 | ICVT | Ishares Convertible Bond ETF | -0.7% | -20.00% | Trim |
| 45 | GHYG | Ishares Us&intl High Yield C | -0.8% | -18.00% | Trim |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.8% | -17.08% | Trim |
| 47 | SRLN | Ss Blackstone Sr Loan ETF | -0.8% | -17.31% | Trim |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | -1.8% | -3.65% | Trim |
| 49 | SPHY | Ss Spdr P High Yield ETF | -3.3% | -41.92% | Trim |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | -4.2% | -54.96% | Trim |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 119 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONE, DBEF, VTV) accounted for 39.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
BNDX
市值: $7.9M
Top Position Liquidated / Trimmed
EIX
前期市值: $223.4K
During Q2 2025, Hilltop Partners LLC's top holdings by market value included VONE (20.9%)、DBEF (12.0%)、VTV (8.7%). The largest single position, VONE, represented 20.9% of total portfolio value.
In Q2 2025, Hilltop Partners LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 23 positions, trimming 11 holdings, and fully liquidating 1 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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