HB

Hills Bank & Trust Co

Diversified strategyMomentum follower

Total reported value

$2.1B

Reporting period: 2026-03-31 · Number of holdings: 525

Hills Bank & Trust Co disclosed 525 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.1B and a quarterly turnover rate of 28.6%.

Personality snowflake

Concentration
15.84
Portfolio Stability
28.6
Momentum/Contrarian
100
Sector conviction
47.88
Diversification
100
Sizing Uniformity
63.81

Recent moves

  • Add SPYM

    +763.3%　$238.5M

  • Add AVLC

    +8110.4%　$91.1M

  • Trim SPY

    -1.3%　-$8.6M

  • Trim SPYV

    -58.6%　-$20.1M

  • Add GII

    +104.2%　$31.9M

  • Trim VEA

    +1.0%　$5.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 355 holdings (of 525 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth13.12%+11.20%+763.35%
2VEAVanguard Ftse Developed ETFETF-Other6.96%-1.13%+0.96%
3SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth6.64%-1.85%-1.34%
4AVLCAvantis US Lg Cap Eq ETFETF-Other4.46%+4.39%+8110.35%
5SPMDSs Spdr P S&p 400 Midcap ETFETF-Other3.70%-0.61%+1.17%
6FTRBFed Hermes Ttl Rtrn BndETF-Other3.46%-0.43%+7.75%
7MDYState Street Spdr S&p MidcapETF-Other3.44%—-1.85%
8VWOVanguard Ftse Emerging MarkeETF-Emerging Markets2.94%-0.45%+3.81%
9GIIState Street Spdr S&p GlobalETF-Other2.80%+1.29%+104.16%
10BSCQInvesco Bulletshares 2026 CbETF-Other2.76%-0.45%+3.51%
11BSCRInvesco Bulletshares 2027 CbETF-Other2.51%-0.39%+4.83%
12BSCSInvesco Bulletshares 2028 CbETF-Other2.45%-0.41%+3.94%
13BSCTInvesco Bulletshares 2029 CbETF-Other2.21%-0.34%+5.40%
14BSCUInvesco Bulletshares 2030 CbETF-Other2.12%-0.33%+5.45%
15BSCVInvesco Bulletshares 2031 CbETF-Other2.09%-0.23%+9.83%
16NVDANvidia CORPStock-Tech1.91%-0.61%-2.46%
17GOOGAlphabet Inc-cl CStock-Comm Services1.59%-0.56%-2.51%
18AAPLApple INCStock-Tech1.57%-0.45%+0.25%
19GUNRFlexshares Global Upstream NETF-Other1.37%-0.08%-5.82%
20BNDVanguard Total Bond MarketETF-Other1.28%—+2.24%
21MSFTMicrosoft CORPStock-Tech1.26%-0.83%-4.93%
22JPIBJpmorgan Intl Bnd ETFETF-Other0.97%-0.13%+7.68%
23DFICDimensional International CoETF-Other0.79%+0.09%+31.20%
24JPMJpmorgan Chase & CoStock-Financials0.76%-0.28%-3.57%
25EFAIshares Msci Eafe ETFETF-Other0.76%—+0.90%
26FASTFastenal CoStock-Industrials0.76%-0.06%-4.40%
27BSMTInvesco Bulletshares 2029 MbETF-Other0.73%—+4.13%
28PGProcter & Gamble Co/theStock-Consumer Staples0.73%—-1.56%
29SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.68%-1.30%-58.60%
30AMZNAmazon.com INCStock-Consumer Disc0.66%-0.26%-4.34%
31IBMPIshares Ibonds Dec 2027 TermETF-Other0.55%—+1.57%
32IBMQIshares Ibonds Dec 2028 MuniETF-Other0.49%—+1.69%
33BSMUInvesco Bulletshares 2030 MbETF-Other0.49%—+6.60%
34BSMVInvesco Bulletshares 2031 MbETF-Other0.48%—+8.62%
35IBMOIshares Ibonds Dec 2026 TermETF-Other0.48%—-0.14%
36HDHome Depot INCStock-Consumer Disc0.47%—-2.20%
37JNJJohnson & JohnsonStock-Healthcare0.40%-0.01%-0.67%
38COSTCostco Wholesale CORPStock-Consumer Staples0.39%—-5.25%
39MAMastercard INC - AStock-Financials0.39%-0.18%-6.76%
40ICEIntercontinental Exchange InStock-Financials0.36%—-4.14%
41METAMeta Platforms Inc-class AStock-Comm Services0.36%-0.16%-3.65%
42XOMExxon Mobil CORPStock-Energy0.35%+0.04%-1.60%
43VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.34%—-1.81%
44MCDMcdonald's CORPStock-Consumer Disc0.30%—-1.12%
45IJRIshares Core S&p Small-cap EETF-Small Cap0.30%—-0.23%
46KLACKla CORPStock-Tech0.29%—+0.86%
47ITWIllinois Tool WorksStock-Industrials0.29%—-1.77%
48PANWPalo Alto Networks INCStock-Tech0.29%-0.13%-4.74%
49BSMSInvesco Bulletshares 2028 MbETF-Other0.28%—+13.23%
50TJXTjx Companies INCStock-Consumer Disc0.27%—-5.36%
1–50 of 355

Holding changes this quarter

Hills Bank & Trust Co's most significant position changes for 2026-03-31: New buy: Ishares Ibonds Dec 2031 CORP (IBDW); New buy: Ishrs Ibnds Dec 27 CORP ETF (IBDS); New buy: Ss Financial Select Sector (XLF); Add: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares +763.35%; Add: Avantis US Lg Cap Eq ETF (AVLC) — shares +8110.35%.

Position changes disclosed by Hills Bank & Trust Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYMSte Str Spdr Pt S&p 500 ETF+11.2%+763.35%Add
2AVLCAvantis US Lg Cap Eq ETF+4.4%+8110.35%Add
3GIIState Street Spdr S&p Global+1.3%+104.16%Add
4DFICDimensional International Co+0.1%+31.20%Add
5XLKSs Technology Select Sector+0.1%+1296.24%Add
6RSPTInvesco S&p 500 Equal Weight+0.1%+115.95%Add
7XOMExxon Mobil CORP0%-1.60%Trim
8RSPNInvesco S&p 500 Equal Weight0%+90.11%Add
9XLRESs Real Estate Select Sector0%+77.21%Add
10XLUSt Sr Utl Sl Se Spdr Etf-usd0%+64.85%Add
11XLBSs Materials Select Sector0%+28.50%Add
12CATXPerspective Therapeutics INC0%-7.03%Trim
13RSPHInvesco S&p 500 Equal Weight0%+78.29%Add
14CVXChevron CORP0%-3.53%Trim
15KLACKla CORP—+0.86%Add
16JNJJohnson & Johnson0%-0.67%Trim
17INTUIntuit INC-0.1%-76.35%Trim
18FASTFastenal Co-0.1%-4.40%Trim
19ADBEAdobe INC-0.1%-87.74%Trim
20GUNRFlexshares Global Upstream N-0.1%-5.82%Trim
21RWOState Street Spdr Dow Jones-0.1%-20.64%Trim
22TMOThermo Fisher Scientific INC-0.1%-1.07%Trim
23ABTAbbott Laboratories-0.1%-12.95%Trim
24PANWPalo Alto Networks INC-0.1%-4.74%Trim
25JPIBJpmorgan Intl Bnd ETF-0.1%+7.68%Add
26CRMSalesforce INC-0.2%-26.25%Trim
27METAMeta Platforms Inc-class A-0.2%-3.65%Trim
28ORCLOracle CORP-0.2%-4.76%Trim
29MAMastercard INC - A-0.2%-6.76%Trim
30BSCVInvesco Bulletshares 2031 Cb-0.2%+9.83%Add
31AMZNAmazon.com INC-0.3%-4.34%Trim
32JPMJpmorgan Chase & Co-0.3%-3.57%Trim
33BSCUInvesco Bulletshares 2030 Cb-0.3%+5.45%Add
34BSCTInvesco Bulletshares 2029 Cb-0.3%+5.40%Add
35BSCRInvesco Bulletshares 2027 Cb-0.4%+4.83%Add
36BSCSInvesco Bulletshares 2028 Cb-0.4%+3.94%Add
37FTRBFed Hermes Ttl Rtrn Bnd-0.4%+7.75%Add
38VWOVanguard Ftse Emerging Marke-0.5%+3.81%Add
39AAPLApple INC-0.5%+0.25%Add
40BSCQInvesco Bulletshares 2026 Cb-0.5%+3.51%Add
41GOOGAlphabet Inc-cl C-0.6%-2.51%Trim
42NVDANvidia CORP-0.6%-2.46%Trim
43SPMDSs Spdr P S&p 400 Midcap ETF-0.6%+1.17%Add
44MSFTMicrosoft CORP-0.8%-4.93%Trim
45VEAVanguard Ftse Developed ETF-1.1%+0.96%Add
46SPYVSs Spdr P S&p 500 Value ETF-1.3%-58.60%Trim
47SPYSs Spdr S&p 500 ETF Trust-us-1.9%-1.34%Trim
48IBDWIshares Ibonds Dec 2031 CORP—NEWNew buy
49IBDSIshrs Ibnds Dec 27 CORP ETF—NEWNew buy
50XLFSs Financial Select Sector—NEWNew buy

FAQ

What is Hills Bank & Trust Co and what type of investor is it?
Hills Bank & Trust Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.1B, spread across 525 disclosed positions.
What are Hills Bank & Trust Co's largest equity positions?
Based on the latest 13F filing, Hills Bank & Trust Co's top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $271.5M (13.1%) 2. Vanguard Ftse Developed ETF (VEA) — $144.0M (7.0%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $137.5M (6.6%) 4. Avantis US Lg Cap Eq ETF (AVLC) — $92.2M (4.5%) 5. Ss Spdr P S&p 400 Midcap ETF (SPMD) — $76.6M (3.7%)
What changes did Hills Bank & Trust Co make in its most recent portfolio filing?
In the latest reported quarter, Hills Bank & Trust Co made 50 notable position adjustments: 3 new positions were initiated, 24 existing holdings were added to, 23 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Ibonds Dec 2031 CORP (IBDW); New buy: Ishrs Ibnds Dec 27 CORP ETF (IBDS); New buy: Ss Financial Select Sector (XLF); Add: Ste Str Spdr Pt S&p 500 ETF (SPYM) — shares +763.35%; Add: Avantis US Lg Cap Eq ETF (AVLC) — shares +8110.35%
What sectors does Hills Bank & Trust Co focus on?
Hills Bank & Trust Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.2% • Financials: 13.7% • Industrials: 12.4% • Communication Services: 9.8% • Health Care: 9.4% • Consumer Discretionary: 8.9%