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CIK: 0001957867
Total reported value
$412.4M
$412.4M
126 檔
43.7%
The Q1 2026 SEC filing reveals that Hilltop Partners LLC held a total portfolio value of $412.4M, covering 126 public equity positions.
In Q1 2026, Hilltop Partners LLC displayed an active expansion posture, initiating 6 new positions and adding to 56 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONE, DBEF, VTV) accounted for 43.7% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 19.00% | -7.65% | +0.96% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 11.72% | -9.68% | +51.69% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.45% | -1.17% | -1.52% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.66% | -1.65% | +2.13% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.44% | -0.28% | +4.65% | |
| 6 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.44% | +0.79% | +1.69% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.40% | -2.23% | +6.26% | |
| 8 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 2.35% | -2.19% | +3.53% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.35% | +0.21% | +4.06% | |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.34% | -2.13% | +4.19% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.31% | -2.22% | +6.45% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.18% | -2.18% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.07% | +1.65% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.53% | -0.67% | -71.07% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.04% | +38.28% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | +0.02% | +17.05% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.43% | +6.97% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.24% | +0.53% | +4.01% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.15% | +0.03% | +2.74% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | +0.16% | -5.75% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.05% | +10.72% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.12% | +4.04% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.61% | +5.86% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.18% | +5.41% | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.02% | -0.69% | -3.30% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | +0.19% | +11.50% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.20% | +11.07% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | +0.13% | +4.55% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | +0.09% | -1.67% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.03% | +2.39% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.14% | +6.40% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +0.10% | +6.65% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | +0.02% | -4.47% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.15% | +26.23% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.09% | — | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.02% | -1.41% | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.43% | -0.02% | +2.93% | |
| 38 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.42% | +0.03% | +5.55% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.04% | -2.66% | |
| 40 | WPC | Wp Carey Inc | Stock-Real Estate | 0.38% | -0.01% | -7.50% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.02% | +7.80% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | +0.03% | -8.99% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.35% | -0.05% | -14.50% | |
| 44 | APH | Amphenol Corp-cl A | Stock-Tech | 0.35% | +0.09% | +2.65% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | +0.02% | -5.11% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.34% | -0.34% | EXIT | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.31% | +0.04% | -2.53% | |
| 48 | FITB | Fifth Third Bancorp | Stock-Financials | 0.27% | +0.04% | — | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.26% | +0.01% | -1.56% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | -0.07% | -12.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBEF | Xtrackers Msci Eafe Hedged E | +4.2% | +51.69% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -10.82% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.3% | +38.28% | Add |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +6.45% | Add |
| 5 | ICVT | Ishares Convertible Bond ETF | +0.1% | +1.69% | Add |
| 6 | JNJ | Johnson & Johnson | +0.1% | -5.75% | Trim |
| 7 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +4.65% | Add |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +6.26% | Add |
| 9 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 10 | VTV | Vanguard Value ETF | +0.1% | -1.52% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | -1.67% | Trim |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +5.86% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | -4.47% | Trim |
| 14 | EOG | Eog Resources Inc | +0.1% | -14.50% | Trim |
| 15 | VMBS | Vanguard Mortgage-backed Sec | 0% | +4.01% | Add |
| 16 | TJX | Tjx Companies Inc | 0% | +7.80% | Add |
| 17 | CVX | Chevron CORP | 0% | +12.58% | Add |
| 18 | JBL | Jabil Inc | 0% | +1.61% | Add |
| 19 | NFLX | Netflix Inc | 0% | +2.39% | Add |
| 20 | COHR | Coherent CORP | 0% | — | Unchanged |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | +4.19% | Add |
| 22 | GHYG | Ishares Us&intl High Yield C | 0% | +3.53% | Add |
| 23 | SCHR | Schwab Intermediate-term US | 0% | +2.74% | Add |
| 24 | PYLD | Pimco Multisector Bond Actv | 0% | +34.05% | Add |
| 25 | T | At&t Inc | 0% | +4.28% | Add |
| 26 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 27 | HON | Honeywell International Inc | 0% | -10.44% | Trim |
| 28 | MO | Altria Group Inc | 0% | +0.78% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | -8.99% | Trim |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +14.03% | Add |
| 31 | EIX | Edison International | 0% | — | Unchanged |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.65% | Add |
| 33 | KO | Coca-cola Co/the | 0% | -5.11% | Trim |
| 34 | FDL | First Trust Morn Dvd Lead In | 0% | — | Unchanged |
| 35 | DTE | Dte Energy Company | 0% | — | Unchanged |
| 36 | WWD | Woodward Inc | 0% | — | Unchanged |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | — | Unchanged |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +2.93% | Add |
| 39 | IAU | Ishares Gold Trust | 0% | +3.61% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | +11.43% | Add |
| 41 | DTH | Wisdomtree International Hig | 0% | — | Unchanged |
| 42 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 43 | PM | Philip Morris International | 0% | — | Unchanged |
| 44 | DES | Wisdomtree US Smallcap Divid | 0% | — | Unchanged |
| 45 | SAIA | Saia Inc | — | — | Unchanged |
| 46 | ABBV | Abbvie Inc | — | +1.82% | Add |
| 47 | HD | Home Depot Inc | — | -5.62% | Trim |
| 48 | VZ | Verizon Communications Inc | — | -11.81% | Trim |
| 49 | NI | Nisource Inc | — | -3.70% | Trim |
| 50 | ANET | Arista Networks Inc | — | +11.46% | Add |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 126 disclosed positions in Q1 2026.
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.
Top New Position Initiated
FITB
市值: $1.1M
Top Position Liquidated / Trimmed
LEN
前期市值: $1.0M
During Q1 2026, Hilltop Partners LLC's top holdings by market value included VONE (19.0%)、DBEF (11.7%)、VTV (8.4%). The largest single position, VONE, represented 19.0% of total portfolio value.
In Q1 2026, Hilltop Partners LLC made 108 total portfolio adjustments, initiating 6 new buys, adding to 56 positions, trimming 39 holdings, and fully liquidating 7 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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