Fund HoldingsHilltop National Bank

Total Portfolio Value
$413.60M
Total Bought
$32.24M
Total Sold
$27.56M
Net Transaction
+$4.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)46,09665,750+19,65423,87531,7987.69%+7,923
LISTED FDS TR
HORI KI INFL ETF
209,978249,174+39,1969,38511,0782.68%+1,693
ELI LILLY & CO(LLY)05,315+5,31505,7121.38%+5,712
RESTAURANT BRANDS INTL INC(QSR)023,547+23,54701,6070.39%+1,607
ASTRAZENECA PLC(AZN)012,184+12,18401,1200.27%+1,120
BARRICK MNG CORP(B)017,264+17,26407520.18%+752
ALPHABET INC(GOOG)6,7447,478+7341,6392,3410.57%+701
ISHARES TR161,112163,861+2,74915,04315,7363.80%+693
ISHARES GOLD TR(IAU)73,69074,440+7505,3626,0421.46%+680
APPLE INC(AAPL)42,30241,801-50110,77111,3642.75%+593
WISDOMTREE TR(WT)023,103+23,10305880.14%+588
JOHNSON & JOHNSON(JNJ)11,58213,028+1,4462,1482,6960.65%+549
VANGUARD INDEX FDS38,29240,060+1,7686,6857,1051.72%+420
MICRON TECHNOLOGY INC(MU)3,3333,33305589510.23%+394
CISCO SYS INC(CSCO)021,195+21,19501,6330.39%+1,633
EXXON MOBIL CORP35,37536,066+6913,9894,3401.05%+352
JPMORGAN CHASE & CO.(JPM)10,34511,167+8223,2633,5980.87%+335
VANGUARD INDEX FDS18,76820,055+1,2873,9174,2471.03%+330
ISHARES TR13,81913,953+1349,2499,5572.31%+308
AMERICAN EXPRESS CO(AXP)7,9067,902-42,6262,9230.71%+297
AMGEN INC(AMGN)06,877+6,87702,2510.54%+2,251
VENTAS INC(VTR)03,715+3,71502870.07%+287
EATON CORP PLC(ETN)0882+88202810.07%+281
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
9,2778,928-3492,1902,4590.59%+269
ENBRIDGE INC(ENB)09,484+9,48404540.11%+454
NEWMONT CORP(NEM)013,340+13,34001,3320.32%+1,332
VANGUARD INDEX FDS11,69012,334+6443,4793,7260.90%+247
AMEREN CORP(AEE)02,600+2,60002600.06%+260
ISHARES TR82,14484,820+2,6765,3615,5981.35%+237
CHEVRON CORP NEW(CVX)6,9008,569+1,6691,0721,3060.32%+235
TAIWAN SEMICONDUCTOR MFG LTD(TSM)16,16715,625-5424,5154,7481.15%+233
ASSURANT INC(AIZ)0963+96302320.06%+232
CATERPILLAR INC(CAT)2,9732,880-931,4191,6500.40%+231
INTERNATIONAL BUSINESS MACHS(IBM)08,883+8,88302,6310.64%+2,631
ADVANCED MICRO DEVICES INC(AMD)2,5112,895+3844066200.15%+214
APPLIED MATLS INC01,345+1,34503460.08%+346
CSX CORP(CSX)37,45142,310+4,8591,3301,5340.37%+204
MERCK & CO INC(MRK)010,400+10,40001,0950.26%+1,095
WALMART INC(WMT)27,99927,511-4882,8863,0650.74%+179
KLA CORP(KLAC)2,2552,146-1092,4322,6080.63%+175
ONEOK INC NEW(OKE)015,419+15,41901,1330.27%+1,133
ALPHABET INC(GOOG)2,4552,452-35987690.19%+172
SPDR GOLD TR(GLD)3,9683,981+131,4111,5780.38%+167
WELLS FARGO CO NEW(WFC)16,79516,79501,4081,5650.38%+158
ISHARES TR06,997+6,99701,4840.36%+1,484
CITIGROUP INC(C)02,048+2,04802390.06%+239
TORONTO DOMINION BK ONT(TD)02,549+2,54902400.06%+240
VANGUARD INDEX FDS06,868+6,86801,9930.48%+1,993
GOLDMAN SACHS GROUP INC(GS)0465+46504090.10%+409
ROYAL BK CDA(RY)06,597+6,59701,1250.27%+1,125
OMNICOM GROUP INC(OMC)05,628+5,62804540.11%+454
MDU RES GROUP INC(MDU)09,125+9,12501780.04%+178
MORGAN STANLEY(MS)0749+74901330.03%+133
MIZUHO FINANCIAL GROUP INC(MFG)017,588+17,58801290.03%+129
BRISTOL-MYERS SQUIBB CO(BMY)09,143+9,14304930.12%+493
FREEPORT-MCMORAN INC(FCX)03,190+3,19001620.04%+162
PARKER-HANNIFIN CORP(PH)01,042+1,04209160.22%+916
FIRST HORIZON CORPORATION(FHN)05,017+5,01701200.03%+120
EDWARDS LIFESCIENCES CORP09,200+9,20007840.19%+784
CRH PLC
ORD
0921+92101150.03%+115
ATKORE INC01,687+1,68701070.03%+107
VANGUARD INDEX FDS15,93916,108+1692,9723,0760.74%+104
HALEON PLC(HLN)013,124+13,12401330.03%+133
DANAHER CORPORATION(DHR)01,730+1,73003960.10%+396
LAUDER ESTEE COS INC(EL)0942+9420990.02%+99
PRUDENTIAL FINL INC(PFH)011,117+11,11701,2550.30%+1,255
INVESCO QQQ TR5,7845,809+253,4733,5690.86%+96
CORNING INC(GLW)21,55021,269-2811,7681,8620.45%+95
TRUIST FINL CORP(TFC)012,901+12,90106350.15%+635
ELEVANCE HEALTH INC FORMERLY(ELV)0263+2630920.02%+92
THERMO FISHER SCIENTIFIC INC(TMO)1,0751,052-235216100.15%+88
DELTA AIR LINES INC DEL(DAL)01,267+1,2670880.02%+88
RIO TINTO PLC(RIO)01,700+1,70001360.03%+136
ISHARES SILVER TR(SLV)03,803+3,80302450.06%+245
VOYA FINANCIAL INC(VOYA)01,150+1,1500860.02%+86
EAGLE MATLS INC(EXP)0413+4130850.02%+85
AAON INC01,096+1,0960840.02%+84
HUMANA INC(HUM)0326+3260830.02%+83
PACKAGING CORP AMER(PKG)0404+4040830.02%+83
HUBBELL INC(HUBB)0186+1860830.02%+83
SCHWAB CHARLES CORP(SCHW)03,039+3,03903040.07%+304
GOLDMAN SACHS PHYSICAL GOLD(AAAU)17,97517,97506857650.18%+80
LAS VEGAS SANDS CORP(LVS)01,801+1,80101170.03%+117
SPDR S&P 500 ETF TR(SPY)4,2834,300+172,8532,9320.71%+79
ASML HOLDING N V
N Y REGISTRY SHS
814809-57888660.21%+77
WEYERHAEUSER CO MTN BE(WY)05,544+5,54401310.03%+131
AKAMAI TECHNOLOGIES INC(AKAM)0875+8750760.02%+76
EQT CORP(EQT)01,478+1,4780790.02%+79
GILEAD SCIENCES INC(GILD)01,300+1,30001600.04%+160
NORTHROP GRUMMAN CORP(NOC)0174+1740990.02%+99
ISHARES TR30,16130,131-303,6413,7140.90%+73
MANULIFE FINL CORP(MFC)021,453+21,45307780.19%+778
UNITEDHEALTH GROUP INC(UNH)4,6515,084+4331,6061,6780.41%+72
TE CONNECTIVITY PLC(TEL)0714+71401620.04%+162
VANGUARD INDEX FDS03,464+3,46401,6900.41%+1,690
MARATHON PETE CORP(MPC)01,066+1,06601730.04%+173
DOLBY LABORATORIES INC(DLB)01,070+1,0700690.02%+69
SLB LIMITED(SLB)05,842+5,84202240.05%+224
CARDINAL HEALTH INC(CAH)01,402+1,40202880.07%+288
CSW INDUSTRIALS INC(CSW)0683+68302000.05%+200
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