Hilltop Partners LLC

13F filer · CIK 0001957867

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$412MU.S. long equity reported on 13F

Positions8214 new · 5 closed

Net flow last quarter+$27.2MBuys minus sells

Top 10 positions weight19.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202682 positions
QQQInvesco QQQ Trust, Series 1	$24.3M	5.90%	Not reported	+7483.7%	Q2 2025
AAPLApple Inc.	$10.6M	2.56%	0.00%	+1.3%	Q4 2022
LLYELI LILLY & Co	$7.52M	1.82%	0.00%	+6.4%	Q2 2023
NVDANvidia Corp	$6.62M	1.61%	0.00%	-3.7%	Q3 2023
AMZNAmazon Com Inc	$6.01M	1.46%	0.00%	-4.8%	Q4 2022
MSFTMicrosoft Corp	$5.87M	1.42%	0.00%	+6.4%	Q4 2022
JNJJohnson & Johnson	$5.32M	1.29%	0.00%	+15.8%	Q4 2022
JPMJPMorgan Chase & Co	$4.97M	1.21%	0.00%	+10.9%	Q4 2022
GOOGLAlphabet Inc.	$4.97M	1.21%	0.00%	-5.5%	Q2 2023
MAMastercard Inc	$4.82M	1.17%	0.00%	+23.3%	Q2 2023
VVisa Inc.	$4.8M	1.16%	0.00%	+13.0%	Q2 2023
AVGOBroadcom Inc.	$4.47M	1.08%	0.00%	-17.2%	Q2 2023
METAMeta Platforms, Inc.	$4.42M	1.07%	Not reported	+21.9%	Q4 2023
MUMicron Technology Inc	$3.73M	0.90%	0.00%	+429.8%	Q1 2026
TSLATesla, Inc.	$3.67M	0.89%	0.00%	+11.2%	Q4 2022
WMTWalmart Inc.	$3.44M	0.84%	0.00%	+28.8%	Q3 2024
BRK.BBerkshire Hathaway Inc	$3.39M	0.82%	Not reported	+15.9%	Q4 2023
ETNEaton Corp plc	$3.12M	0.76%	0.00%	-0.1%	Q4 2022
NFLXNetflix Inc	$2.98M	0.72%	0.00%	+37.2%	Q2 2023
COSTCostco Wholesale Corp	$2.95M	0.71%	0.00%	+17.0%	Q3 2024
ORCLOracle Corp	$2.15M	0.52%	0.00%	-17.5%	Q3 2024
CSCOCisco Systems, Inc.	$1.87M	0.45%	0.00%	-22.7%	Q2 2023
AMPAmeriprise Financial Inc	$1.84M	0.45%	0.00%	+8.0%	Q4 2022
APHAmphenol Corp	$1.83M	0.44%	0.00%	-2.7%	Q2 2023
PGPROCTER & GAMBLE Co	$1.82M	0.44%	0.00%	-56.1%	Q4 2022
MRKMerck & Co., Inc.	$1.56M	0.38%	0.00%	+7.1%	Q2 2023
WPCW. P. Carey Inc.	$1.54M	0.37%	0.01%	-1.9%	Q4 2022
KOCoca Cola Co	$1.49M	0.36%	0.00%	+4.7%	Q2 2023
EMREmerson Electric Co	$1.44M	0.35%	0.00%	+9.0%	Q3 2024
TJXTJX Companies Inc	$1.41M	0.34%	0.00%	+6.4%	Q2 2023
GDGeneral Dynamics Corp	$1.38M	0.33%	0.00%	New	Q2 2026
FITBFifth Third Bancorp	$1.26M	0.31%	0.00%	-1.8%	Q1 2026
EOGEog Resources Inc	$1.23M	0.30%	0.00%	+0.8%	Q2 2023
JBLJabil Inc	$1.22M	0.30%	0.00%	+0.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$922K	0.22%	Not reported	-5.1%	Q4 2022
ABBVAbbVie Inc.	$921K	0.22%	0.00%	-0.8%	Q4 2022
PMPhilip Morris International Inc.	$895K	0.22%	0.00%	+0.9%	Q4 2024
COHRCoherent Corp.	$816K	0.20%	0.00%	+0.2%	Q4 2025
IBMInternational Business Machines Corp	$781K	0.19%	0.00%	+0.1%	Q3 2024
SAIASaia Inc	$711K	0.17%	0.01%	+23.2%	Q2 2023
ANETArista Networks, Inc.	$689K	0.17%	0.00%	+13.9%	Q1 2024
CATCaterpillar Inc	$674K	0.16%	0.00%	+7.1%	Q1 2024
GEGeneral Electric Co	$645K	0.16%	0.00%	+38.9%	Q3 2024
EFTEaton Vance Floating-Rate Income Trust	$627K	0.15%	Not reported	+29.8%	Q1 2026
MCDMcdonalds Corp	$622K	0.15%	0.00%	+5.7%	Q4 2022
AMDAdvanced Micro Devices Inc	$516K	0.13%	0.00%	New	Q2 2026
MOAltria Group, Inc.	$470K	0.11%	0.00%	-0.8%	Q4 2024
INTCIntel Corp	$384K	0.09%	0.00%	New	Q2 2026
PIImpinj Inc	$376K	0.09%	0.01%	New	Q2 2026
DTEDte Energy Co	$351K	0.09%	0.00%	Not reported	Q2 2025

Q1 2026Reported May 12, 202673 positions
AAPLApple Inc.	$9.14M	2.35%	0.00%	+4.1%	Q4 2022
XOMExxonMobil Holdings Corp	$8.51M	2.18%	0.00%	-10.8%	Q4 2022
NVDANvidia Corp	$6M	1.54%	0.00%	+1.7%	Q3 2023
AMZNAmazon Com Inc	$5.52M	1.42%	0.00%	+38.3%	Q4 2022
MSFTMicrosoft Corp	$5.47M	1.40%	0.00%	+17.1%	Q4 2022
LLYELI LILLY & Co	$5.42M	1.39%	0.00%	+7.0%	Q2 2023
JNJJohnson & Johnson	$4.42M	1.13%	0.00%	-5.8%	Q4 2022
AVGOBroadcom Inc.	$4.42M	1.13%	0.00%	+10.7%	Q2 2023
GOOGLAlphabet Inc.	$4.23M	1.09%	0.00%	+4.0%	Q2 2023
PGPROCTER & GAMBLE Co	$4.08M	1.05%	0.00%	+5.9%	Q4 2022
JPMJPMorgan Chase & Co	$4.03M	1.03%	0.00%	+5.4%	Q4 2022
MAMastercard Inc	$3.8M	0.98%	0.00%	+11.5%	Q2 2023
VVisa Inc.	$3.74M	0.96%	0.00%	+11.1%	Q2 2023
METAMeta Platforms, Inc.	$3.68M	0.94%	Not reported	+4.6%	Q4 2023
WMTWalmart Inc.	$2.93M	0.75%	0.00%	-1.7%	Q3 2024
NFLXNetflix Inc	$2.93M	0.75%	0.00%	+2.4%	Q2 2023
TSLATesla, Inc.	$2.92M	0.75%	0.00%	+6.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.8M	0.72%	Not reported	+6.7%	Q4 2023
COSTCostco Wholesale Corp	$2.68M	0.69%	0.00%	-4.5%	Q3 2024
ORCLOracle Corp	$2.62M	0.67%	0.00%	+26.2%	Q3 2024
ETNEaton Corp plc	$2.62M	0.67%	0.00%	Not reported	Q4 2022
AMPAmeriprise Financial Inc	$1.65M	0.42%	0.00%	+5.6%	Q4 2022
CSCOCisco Systems, Inc.	$1.6M	0.41%	0.00%	-2.7%	Q2 2023
WPCW. P. Carey Inc.	$1.49M	0.38%	0.01%	-7.5%	Q4 2022
TJXTJX Companies Inc	$1.39M	0.36%	0.00%	+7.8%	Q2 2023
MRKMerck & Co., Inc.	$1.36M	0.35%	0.00%	-9.0%	Q2 2023
EOGEog Resources Inc	$1.36M	0.35%	0.00%	-14.5%	Q2 2023
APHAmphenol Corp	$1.35M	0.35%	0.00%	+2.7%	Q2 2023
KOCoca Cola Co	$1.33M	0.34%	0.00%	-5.1%	Q2 2023
HONHoneywell International Inc	$1.31M	0.34%	0.00%	-10.4%	Q2 2023
EMREmerson Electric Co	$1.21M	0.31%	0.00%	-2.5%	Q3 2024
FITBFifth Third Bancorp	$1.06M	0.27%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$846K	0.22%	Not reported	+1.4%	Q4 2022
JBLJabil Inc	$841K	0.22%	0.00%	+1.6%	Q4 2022
PMPhilip Morris International Inc.	$810K	0.21%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$802K	0.21%	0.00%	+1.8%	Q4 2022
MCDMcdonalds Corp	$676K	0.17%	0.00%	+1.1%	Q4 2022
IBMInternational Business Machines Corp	$672K	0.17%	0.00%	+2.6%	Q3 2024
COHRCoherent Corp.	$492K	0.13%	0.00%	Not reported	Q4 2025
SAIASaia Inc	$481K	0.12%	0.01%	Not reported	Q2 2023
TAt&T Inc.	$480K	0.12%	0.00%	+4.3%	Q2 2023
EFTEaton Vance Floating-Rate Income Trust	$476K	0.12%	Not reported	New	Q1 2026
ANETArista Networks, Inc.	$437K	0.11%	0.00%	+11.5%	Q1 2024
MOAltria Group, Inc.	$435K	0.11%	0.00%	+0.8%	Q4 2024
CATCaterpillar Inc	$418K	0.11%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$383K	0.10%	0.00%	+12.6%	Q3 2023
GEGeneral Electric Co	$353K	0.09%	0.00%	+3.9%	Q3 2024
ABTAbbott Laboratories	$346K	0.09%	0.00%	+0.1%	Q4 2022
DTEDte Energy Co	$337K	0.09%	0.00%	Not reported	Q2 2025
LOWLowes Companies Inc	$322K	0.08%	0.00%	Not reported	Q4 2022

Q4 2025Reported Feb 10, 202672 positions
AAPLApple Inc.	$9.41M	2.43%	0.00%	+1.4%	Q4 2022
XOMExxonMobil Holdings Corp	$6.77M	1.74%	0.00%	+55.0%	Q4 2022
NVDANvidia Corp	$6.31M	1.63%	0.00%	+16.4%	Q3 2023
MSFTMicrosoft Corp	$6.11M	1.57%	0.00%	+31.8%	Q4 2022
LLYELI LILLY & Co	$5.92M	1.53%	0.00%	+39.5%	Q2 2023
AVGOBroadcom Inc.	$4.46M	1.15%	0.00%	+12.0%	Q2 2023
GOOGLAlphabet Inc.	$4.43M	1.14%	0.00%	-11.1%	Q2 2023
AMZNAmazon Com Inc	$4.42M	1.14%	0.00%	+13.7%	Q4 2022
JPMJPMorgan Chase & Co	$4.19M	1.08%	0.00%	+29.6%	Q4 2022
METAMeta Platforms, Inc.	$4.06M	1.05%	Not reported	+40.3%	Q4 2023
JNJJohnson & Johnson	$3.97M	1.02%	0.00%	+3.3%	Q4 2022
VVisa Inc.	$3.91M	1.01%	0.00%	+24.8%	Q2 2023
MAMastercard Inc	$3.9M	1.00%	0.00%	+26.1%	Q2 2023
PGPROCTER & GAMBLE Co	$3.82M	0.99%	0.00%	+46.6%	Q4 2022
TSLATesla, Inc.	$3.32M	0.85%	0.00%	-10.4%	Q4 2022
NFLXNetflix Inc	$2.79M	0.72%	0.00%	+50.3%	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.75M	0.71%	Not reported	+25.1%	Q4 2023
ORCLOracle Corp	$2.75M	0.71%	0.00%	+64.0%	Q3 2024
WMTWalmart Inc.	$2.67M	0.69%	0.00%	+13.5%	Q3 2024
COSTCostco Wholesale Corp	$2.43M	0.63%	0.00%	+41.6%	Q3 2024
ETNEaton Corp plc	$2.33M	0.60%	0.00%	-1.0%	Q4 2022
AMPAmeriprise Financial Inc	$1.72M	0.44%	0.00%	+11.9%	Q4 2022
CSCOCisco Systems, Inc.	$1.63M	0.42%	0.00%	+6.7%	Q2 2023
WPCW. P. Carey Inc.	$1.53M	0.39%	0.01%	-1.3%	Q4 2022
APHAmphenol Corp	$1.4M	0.36%	0.00%	+1.2%	Q2 2023
MRKMerck & Co., Inc.	$1.31M	0.34%	0.00%	-4.5%	Q2 2023
KOCoca Cola Co	$1.29M	0.33%	0.00%	+14.7%	Q2 2023
HONHoneywell International Inc	$1.26M	0.33%	0.00%	+23.8%	Q2 2023
EMREmerson Electric Co	$1.25M	0.32%	0.00%	+16.7%	Q3 2024
TJXTJX Companies Inc	$1.24M	0.32%	0.00%	-1.1%	Q2 2023
EOGEog Resources Inc	$1.15M	0.30%	0.00%	+28.9%	Q2 2023
LENLennar Corp	$1.02M	0.26%	Not reported	+21.8%	Q2 2023
CMAComerica Inc	$962K	0.25%	0.01%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$875K	0.23%	Not reported	+1.0%	Q4 2022
ABBVAbbVie Inc.	$828K	0.21%	0.00%	+1.0%	Q4 2022
IBMInternational Business Machines Corp	$801K	0.21%	0.00%	+240.9%	Q3 2024
PMPhilip Morris International Inc.	$786K	0.20%	0.00%	-0.1%	Q4 2024
JBLJabil Inc	$710K	0.18%	0.00%	-5.6%	Q4 2022
MCDMcdonalds Corp	$658K	0.17%	0.00%	+2.9%	Q4 2022
SAIASaia Inc	$447K	0.12%	0.01%	Not reported	Q2 2023
ABTAbbott Laboratories	$422K	0.11%	0.00%	+1.0%	Q4 2022
ANETArista Networks, Inc.	$418K	0.11%	0.00%	-0.1%	Q1 2024
COFCapital One Financial Corp	$405K	0.10%	0.00%	Not reported	Q1 2024
BDXBecton Dickinson & Co	$397K	0.10%	0.00%	New	Q4 2025
TAt&T Inc.	$394K	0.10%	0.00%	+78.8%	Q2 2023
COHRCoherent Corp.	$381K	0.10%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$377K	0.10%	0.00%	-0.7%	Q4 2024
GEGeneral Electric Co	$368K	0.09%	0.00%	+0.1%	Q3 2024
CATCaterpillar Inc	$338K	0.09%	0.00%	+3.0%	Q1 2024
LOWLowes Companies Inc	$329K	0.08%	0.00%	-0.4%	Q4 2022

Q3 2025Reported Nov 17, 202567 positions
AAPLApple Inc.	$8.7M	2.60%	0.00%	-3.5%	Q4 2022
NVDANvidia Corp	$5.42M	1.62%	0.00%	-4.6%	Q3 2023
MSFTMicrosoft Corp	$4.97M	1.48%	0.00%	+1.2%	Q4 2022
XOMExxonMobil Holdings Corp	$4.09M	1.22%	0.00%	+9.3%	Q4 2022
GOOGLAlphabet Inc.	$3.87M	1.16%	0.00%	-0.1%	Q2 2023
AVGOBroadcom Inc.	$3.8M	1.14%	0.00%	+0.5%	Q2 2023
AMZNAmazon Com Inc	$3.7M	1.11%	0.00%	+8.7%	Q4 2022
TSLATesla, Inc.	$3.66M	1.09%	0.00%	+18.9%	Q4 2022
JNJJohnson & Johnson	$3.44M	1.03%	0.00%	+6.7%	Q4 2022
METAMeta Platforms, Inc.	$3.22M	0.96%	Not reported	+2.8%	Q4 2023
JPMJPMorgan Chase & Co	$3.17M	0.95%	0.00%	+9.8%	Q4 2022
MAMastercard Inc	$3.08M	0.92%	0.00%	+14.6%	Q2 2023
VVisa Inc.	$3.05M	0.91%	0.00%	+20.5%	Q2 2023
LLYELI LILLY & Co	$3.01M	0.90%	0.00%	+69.4%	Q2 2023
PGPROCTER & GAMBLE Co	$2.8M	0.84%	0.00%	+17.1%	Q4 2022
ETNEaton Corp plc	$2.77M	0.83%	0.00%	Not reported	Q4 2022
ORCLOracle Corp	$2.42M	0.72%	0.00%	-10.6%	Q3 2024
NFLXNetflix Inc	$2.37M	0.71%	0.00%	+20.5%	Q2 2023
BRK.BBerkshire Hathaway Inc	$2.2M	0.66%	Not reported	+23.8%	Q4 2023
WMTWalmart Inc.	$2.18M	0.65%	0.00%	+21.5%	Q3 2024
COSTCostco Wholesale Corp	$1.84M	0.55%	0.00%	+33.8%	Q3 2024
WPCW. P. Carey Inc.	$1.62M	0.49%	0.01%	-8.5%	Q4 2022
AMPAmeriprise Financial Inc	$1.54M	0.46%	0.00%	+2.0%	Q4 2022
CSCOCisco Systems, Inc.	$1.36M	0.41%	0.00%	-0.8%	Q2 2023
APHAmphenol Corp	$1.27M	0.38%	0.00%	-10.0%	Q2 2023
TJXTJX Companies Inc	$1.18M	0.35%	0.00%	+2.7%	Q2 2023
HONHoneywell International Inc	$1.1M	0.33%	0.00%	+5.2%	Q2 2023
MRKMerck & Co., Inc.	$1.09M	0.33%	0.00%	-0.6%	Q2 2023
KOCoca Cola Co	$1.07M	0.32%	0.00%	+8.4%	Q2 2023
EMREmerson Electric Co	$1.06M	0.32%	0.00%	-6.5%	Q3 2024
LENLennar Corp	$1.03M	0.31%	Not reported	-3.3%	Q2 2023
EOGEog Resources Inc	$955K	0.29%	0.00%	-0.5%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$846K	0.25%	Not reported	-4.7%	Q4 2022
ABBVAbbVie Inc.	$831K	0.25%	0.00%	+0.2%	Q4 2022
PMPhilip Morris International Inc.	$796K	0.24%	0.00%	Not reported	Q4 2024
JBLJabil Inc	$717K	0.21%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$636K	0.19%	0.00%	+5.2%	Q4 2022
ANETArista Networks, Inc.	$466K	0.14%	0.00%	Not reported	Q1 2024
ABTAbbott Laboratories	$446K	0.13%	0.00%	0.0%	Q4 2022
MOAltria Group, Inc.	$435K	0.13%	0.00%	+5.7%	Q4 2024
SAIASaia Inc	$410K	0.12%	0.01%	Not reported	Q2 2023
PLTRPalantir Technologies Inc.	$388K	0.12%	0.00%	-4.7%	Q2 2025
GEGeneral Electric Co	$360K	0.11%	0.00%	Not reported	Q3 2024
COFCapital One Financial Corp	$356K	0.11%	0.00%	Not reported	Q1 2024
LOWLowes Companies Inc	$344K	0.10%	0.00%	+0.4%	Q4 2022
DTEDte Energy Co	$326K	0.10%	0.00%	Not reported	Q2 2025
NINisource Inc.	$310K	0.09%	0.00%	+3.9%	Q1 2024
UBERUber Technologies, Inc	$300K	0.09%	0.00%	+6.0%	Q2 2025
CVXChevron Corp	$300K	0.09%	0.00%	+4.4%	Q3 2023
FVDFirst Trust Value Line Dividend Fund	$283K	0.08%	Not reported	Not reported	Q2 2025

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