Fund Holdings

Hilltop National Bank

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MARVELL TECHNOLOGY INC(MRVL)21,29521,345+502,109,2706,358,4621.36%+4,249,192
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6,6836,086-5972,618,1325,872,9901.25%+3,254,858
MICRON TECHNOLOGY INC(MU)3,3593,639+2801,134,8054,200,4610.90%+3,065,656
CORNING INC(GLW)20,48119,771-7102,784,8025,050,1061.08%+2,265,304
VANGUARD INDEX FDS22,49022,645+15513,438,90015,552,8123.32%+2,113,912
KLA CORP(KLAC)1,36513,550+12,1852,009,8404,088,1710.87%+2,078,331
TAIWAN SEMICONDUCTOR MANUFAC(TSM)15,38315,120-2635,198,6857,220,8581.54%+2,022,173
DELL TECHNOLOGIES INC(DELL)6,7686,996+2281,110,8323,018,4940.64%+1,907,662
ISHARES TR183,136185,481+2,34517,788,00019,267,7664.11%+1,479,766
NVIDIA CORPORATION(NVDA)66,05264,932-1,12011,519,46812,992,2442.77%+1,472,776
ASTRAZENECA PLC(AZN)07,577+7,57701,436,7510.31%+1,436,751
ELI LILLY & CO(LLY)5,3275,251-764,899,6156,298,2071.34%+1,398,592
SEMPRA(SRE)15314,394+14,24114,8671,334,4680.28%+1,319,601
ARISTA NETWORKS INC(ANET)29,51928,964-5553,624,3434,920,4051.05%+1,296,062
APPLE INC(AAPL)42,03641,066-97010,668,31611,882,8582.54%+1,214,542
ISHARES TR13,91813,683-2359,091,37610,247,0622.19%+1,155,686
CATERPILLAR INC(CAT)2,8792,941+622,039,6563,131,8710.67%+1,092,215
PALO ALTO NETWORKS INC(PANW)5,6715,749+78909,1741,960,5240.42%+1,051,350
QUANTA SVCS INC6,5236,433-903,581,2574,632,0180.99%+1,050,761
ADVANCED MICRO DEVICES INC(AMD)2,9442,826-118598,8981,641,6510.35%+1,042,753
ISHARES TR83,19484,563+1,3695,618,0916,520,6531.39%+902,562
VANGUARD INDEX FDS12,73012,956+2263,847,6434,738,0101.01%+890,367
VANGUARD INTL EQUITY INDEX F111,080115,122+4,0426,003,8746,871,6321.47%+867,758
INVESCO QQQ TR5,7845,699-853,338,4094,196,7440.90%+858,335
BROADCOM INC(AVGO)12,37612,375-13,830,4964,674,6561.00%+844,160
UNITEDHEALTH GROUP INC(UNH)5,3775,478+1011,454,9632,276,8210.49%+821,858
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
38,02538,02507,297,7588,090,5791.73%+792,821
ISHARES TR43,63343,051-5825,590,2606,303,0971.35%+712,837
TEXAS INSTRS INC(TXN)7,7957,467-3281,513,3222,225,6890.48%+712,367
CISCO SYS INC(CSCO)20,80019,685-1,1151,613,8722,312,2000.49%+698,328
INTEL CORP(INTC)7,4026,647-755326,650928,1210.20%+601,471
SELECT SECTOR SPDR TR
ST STR TECHN ETF
10,15410,15401,349,4671,934,5400.41%+585,073
TJX COS INC NEW(TJX)1,0134,853+3,840161,776735,2300.16%+573,454
VANGUARD INDEX FDS20,56520,695+1304,467,7475,028,6781.07%+560,931
STATE STR SPDR S&P 500 ETF T(SPY)4,9875,087+1003,243,2453,798,8190.81%+555,574
ASML HLDG NV
N Y REGISTRY SHS
80980901,068,5511,609,4570.34%+540,906
ISHARES TR29,69127,952-1,7393,358,3493,844,2380.82%+485,889
JPMORGAN CHASE & CO(JPM)11,17511,391+2163,287,2383,728,6160.80%+441,378
VANGUARD INDEX FDS39,37538,892-4837,256,0257,685,0601.64%+429,035
TRANE TECHNOLOGIES PLC(TT)6,2696,176-932,612,5433,033,4040.65%+420,861
QUALCOMM INC(QCOM)6,8627,047+185883,6891,302,2150.28%+418,526
ALPHABET INC(GOOG)7,5207,220-3002,162,4512,580,2120.55%+417,761
CROWDSTRIKE HLDGS INC(CRWD)712886+174277,972676,1430.14%+398,171
AMAZON COM INC(AMZN)9,2589,641+3831,928,1642,297,8360.49%+369,672
VANGUARD INDEX FDS16,16016,153-73,170,5923,520,2230.75%+349,631
INTERNATIONAL BUSINESS MACHS(IBM)8,8918,847-442,155,0892,487,8650.53%+332,776
ALPHABET INC(GOOG)3,1073,410+303891,2741,204,8560.26%+313,582
APPLIED MATLS INC1,2311,015-216420,744733,8450.16%+313,101
FIDELITY COMWLTH TR16,36016,36001,389,1281,688,6790.36%+299,551
VANGUARD INDEX FDS6,94828,402+21,4541,995,3272,288,3490.49%+293,022
ROYAL BK CDA(RY)6,2286,196-321,007,5661,282,3870.27%+274,821
HOWMET AEROSPACE INC(HWM)1721,168+99639,639314,0290.07%+274,390
DEERE & CO(DE)3,0973,176+791,744,5402,014,6320.43%+270,092
ISHARES TR16,17415,360-8142,010,5902,278,0420.49%+267,452
VANGUARD INDEX FDS5,7675,717-501,484,1371,751,1170.37%+266,980
SUN LIFE FINANCIAL INC.(SLF)16,57716,57701,037,0571,299,9680.28%+262,911
BANK OF AMER CORP26,31426,916+6021,282,8081,533,6730.33%+250,865
HEWLETT PACKARD ENTERPRISE C(HPE)11,61411,592-22276,529522,9150.11%+246,386
MICROSOFT CORP(MSFT)65,39765,539+14224,208,00824,447,3585.22%+239,350
GE VERNOVA INC(GEV)417510+93363,999599,1780.13%+235,179
ANHEUSER BUSCH INBEV SA NV(BUD)14,28014,834+554990,6031,222,3210.26%+231,718
TOLL BROTHERS INC(TOL)8,4148,373-411,148,2581,379,4520.29%+231,194
FORD MTR CO(F)77,22779,786+2,559891,1991,109,0260.24%+217,827
CHIPOTLE MEXICAN GRILL INC(CMG)5956,898+6,30319,046234,5320.05%+215,486
AMERICAN EXPRESS CO(AXP)7,8547,644-2102,375,6782,585,5830.55%+209,905
SANDISK CORP(SNDK)090+900204,6360.04%+204,636
KIMCO REALTY CORP(KIM)69,89869,703-1951,570,6081,766,9710.38%+196,363
ISHARES TR3,5683,56801,272,2061,461,0960.31%+188,890
CSX CORP(CSX)42,64640,317-2,3291,750,6191,916,2670.41%+165,648
VANGUARD INDEX FDS3,2113,21101,030,1211,188,1980.25%+158,077
BLOOM ENERGY CORP0515+5150155,8910.03%+155,891
WESTERN DIGITAL CORP(WDC)337386+4991,155246,5460.05%+155,391
LAM RESEARCH CORP(LRCX)363536+17377,559232,2650.05%+154,706
BERKSHIRE HATHAWAY INC DEL5503,590,7003,744,2500.80%+153,550
NASDAQ INC(NDAQ)01,940+1,9400152,9110.03%+152,911
FLEX LTD(FLEX)4,4702,724-1,746292,606441,4790.09%+148,873
PHILIP MORRIS INTL INC(PM)2,6853,258+573443,938589,4050.13%+145,467
VISA INC(V)3,7763,750-261,141,2581,286,5870.27%+145,329
GE AEROSPACE(GE)1,2611,343+82357,834501,9200.11%+144,086
JACOBS SOLUTIONS INC(J)5541,702+1,14870,513214,4520.05%+143,939
ROBINHOOD MKTS INC(HOOD)1,0872,158+1,07175,329216,4040.05%+141,075
BERKSHIRE HATHAWAY INC DEL11,63611,420-2165,575,9715,714,4531.22%+138,482
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
20,65020,65001,126,4581,264,4000.27%+137,942
ABBVIE INC(ABBV)5,0344,897-1371,094,8451,232,2810.26%+137,436
TARGET CORP(TGT)3,9924,721+729483,830616,6100.13%+132,780
FLOWSERVE CORP(FLS)6002,329+1,72944,106172,7190.04%+128,613
MANULIFE FINL CORP(MFC)21,16921,1690729,060857,5560.18%+128,496
SANMINA CORP(SANM)1,6201,301-319210,017329,2570.07%+119,240
PINNACLE FINL PARTNERS INC(PNFP)01,164+1,1640117,4240.03%+117,424
HILTON WORLDWIDE HLDGS INC(HLT)4,0874,096+91,242,7741,353,5640.29%+110,790
MOOG INC(MOG-A)8448440246,988357,7210.08%+110,733
LABCORP HOLDINGS INC(LH)236616+38062,967172,4800.04%+109,513
CAPITAL ONE FINL CORP(COF)4,6344,757+123845,381954,3490.20%+108,968
KODIAK GAS SVCS INC(KGS)01,355+1,3550101,8010.02%+101,801
MERCURY SYS INC(MRCY)2,8352,510-325206,700307,0480.07%+100,348
CUMMINS INC(CMI)280350+70150,646249,6230.05%+98,977
COCA COLA CO(KO)6,4857,277+792493,185591,4010.13%+98,216
MICROCHIP TECHNOLOGY INC.(MCHP)3,6773,672-5237,571334,8860.07%+97,315
GENUINE PARTS CO(GPC)5,7455,965+220607,534703,7510.15%+96,217
QUEST DIAGNOSTICS INC(DGX)7,6317,504-1271,495,5231,590,4730.34%+94,950
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