Hilltop National Bank

13F filer · CIK 0002021658

Reported Jul 2, 2026

Net seller this quarter

13F portfolio value$468MU.S. long equity reported on 13F

Positions70233 new · 28 closed

Net flow last quarter-$3.95MBuys minus sells

Top 10 positions weight19.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 2, 2026702 positions
MSFTMicrosoft Corp	$24.4M	5.22%	0.00%	+0.2%	Q1 2024
NVDANvidia Corp	$13M	2.77%	0.00%	-1.7%	Q1 2024
AAPLApple Inc.	$11.9M	2.54%	0.00%	-2.3%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.22M	1.54%	0.00%	-1.7%	Q1 2024
MRVLMarvell Technology, Inc.	$6.36M	1.36%	0.00%	+0.2%	Q1 2024
LLYELI LILLY & Co	$6.3M	1.34%	0.00%	-1.4%	Q1 2024
STXSeagate Technology Holdings plc	$5.87M	1.25%	0.00%	-8.9%	Q1 2024
BRK.BBerkshire Hathaway Inc	$5.71M	1.22%	Not reported	-1.9%	Q1 2024
IAUIshares Gold Trust	$5.58M	1.19%	0.01%	-1.8%	Q1 2024
GLWCorning Inc	$5.05M	1.08%	0.00%	-3.5%	Q1 2024
ANETArista Networks, Inc.	$4.92M	1.05%	0.00%	-1.9%	Q1 2024
XOMExxonMobil Holdings Corp	$4.75M	1.01%	0.00%	-4.7%	Q1 2024
AVGOBroadcom Inc.	$4.67M	1.00%	0.00%	0.0%	Q1 2024
PWRQuanta Services, Inc.	$4.63M	0.99%	0.00%	-1.4%	Q1 2024
MUMicron Technology Inc	$4.2M	0.90%	0.00%	+8.3%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$4.2M	0.90%	Not reported	-1.5%	Q1 2024
KLACKla Corp	$4.09M	0.87%	0.00%	-0.7%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$3.8M	0.81%	Not reported	+2.0%	Q1 2024
BRK.ABerkshire Hathaway Inc	$3.74M	0.80%	Not reported	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$3.73M	0.80%	0.00%	+1.9%	Q1 2024
COSTCostco Wholesale Corp	$3.36M	0.72%	0.00%	-0.6%	Q1 2024
JNJJohnson & Johnson	$3.15M	0.67%	0.00%	-3.7%	Q1 2024
CATCaterpillar Inc	$3.13M	0.67%	0.00%	+2.2%	Q1 2024
WMTWalmart Inc.	$3.13M	0.67%	0.00%	-0.8%	Q1 2024
TTTrane Technologies plc	$3.03M	0.65%	0.00%	-1.5%	Q1 2024
DELLDell Technologies Inc.	$3.02M	0.64%	0.00%	+3.4%	Q1 2024
SOSouthern Co	$2.73M	0.58%	0.00%	+0.1%	Q1 2024
AXPAmerican Express Co	$2.59M	0.55%	0.00%	-2.7%	Q1 2024
GOOGLAlphabet Inc.	$2.58M	0.55%	0.00%	-4.0%	Q1 2024
NFLXNetflix Inc	$2.57M	0.55%	0.00%	-1.8%	Q1 2024
IBMInternational Business Machines Corp	$2.49M	0.53%	0.00%	-0.5%	Q1 2024
METAMeta Platforms, Inc.	$2.4M	0.51%	Not reported	-4.4%	Q1 2024
CSCOCisco Systems, Inc.	$2.31M	0.49%	0.00%	-5.4%	Q1 2024
AMZNAmazon Com Inc	$2.3M	0.49%	0.00%	+4.1%	Q1 2024
BXBlackstone Inc.	$2.28M	0.49%	0.00%	-1.6%	Q1 2024
UNHUnitedhealth Group Inc	$2.28M	0.49%	0.00%	+1.9%	Q1 2024
AMPAmeriprise Financial Inc	$2.25M	0.48%	0.01%	-1.9%	Q1 2024
TXNTexas Instruments Inc	$2.23M	0.48%	0.00%	-4.2%	Q1 2024
PEPPepsico Inc	$2.22M	0.47%	0.00%	-1.1%	Q1 2024
DEDeere & Co	$2.01M	0.43%	0.00%	+2.6%	Q1 2024
PSXPhillips 66	$1.98M	0.42%	0.00%	+0.1%	Q1 2024
PANWPalo Alto Networks Inc	$1.96M	0.42%	0.00%	+1.4%	Q1 2024
CSXCSX Corp	$1.92M	0.41%	0.00%	-5.5%	Q1 2024
KIMKimco Realty Corp	$1.77M	0.38%	0.01%	-0.3%	Q2 2025
SHELShell plc	$1.76M	0.38%	0.00%	-1.5%	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$1.75M	0.37%	Not reported	-0.9%	Q1 2024
AMDAdvanced Micro Devices Inc	$1.64M	0.35%	0.00%	-4.0%	Q1 2024
QSRRestaurant Brands International Inc.	$1.64M	0.35%	0.01%	-0.1%	Q4 2025
MAMastercard Inc	$1.61M	0.34%	0.00%	-6.4%	Q1 2024
ASMLAsml Holding NV	$1.61M	0.34%	0.00%	Not reported	Q1 2024

Q1 2026Reported Apr 2, 2026696 positions
MSFTMicrosoft Corp	$24.2M	5.76%	0.00%	-0.5%	Q1 2024
NVDANvidia Corp	$11.5M	2.74%	0.00%	-1.2%	Q1 2024
AAPLApple Inc.	$10.7M	2.54%	0.00%	+0.6%	Q1 2024
IAUIshares Gold Trust	$6.63M	1.58%	0.01%	+1.0%	Q1 2024
XOMExxonMobil Holdings Corp	$6.18M	1.47%	0.00%	+1.0%	Q1 2024
BRK.BBerkshire Hathaway Inc	$5.58M	1.33%	Not reported	+0.9%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.2M	1.24%	0.00%	-1.6%	Q1 2024
LLYELI LILLY & Co	$4.9M	1.17%	0.00%	+0.2%	Q1 2024
AVGOBroadcom Inc.	$3.83M	0.91%	0.00%	-7.6%	Q1 2024
ANETArista Networks, Inc.	$3.62M	0.86%	0.00%	-4.1%	Q1 2024
COSTCostco Wholesale Corp	$3.6M	0.86%	0.00%	-1.9%	Q1 2024
BRK.ABerkshire Hathaway Inc	$3.59M	0.85%	Not reported	Not reported	Q1 2024
PWRQuanta Services, Inc.	$3.58M	0.85%	0.00%	-4.6%	Q1 2024
NFLXNetflix Inc	$3.52M	0.84%	0.00%	-3.2%	Q1 2024
WMTWalmart Inc.	$3.46M	0.82%	0.00%	+1.3%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$3.34M	0.79%	Not reported	-0.4%	Q1 2024
JPMJPMorgan Chase & Co	$3.29M	0.78%	0.00%	+0.1%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$3.24M	0.77%	Not reported	+16.0%	Q1 2024
JNJJohnson & Johnson	$3.15M	0.75%	0.00%	-1.2%	Q1 2024
GLWCorning Inc	$2.78M	0.66%	0.00%	-3.7%	Q1 2024
SOSouthern Co	$2.75M	0.65%	0.00%	-2.6%	Q1 2024
STXSeagate Technology Holdings plc	$2.62M	0.62%	0.00%	-25.2%	Q1 2024
TTTrane Technologies plc	$2.61M	0.62%	0.00%	-0.9%	Q1 2024
PEPPepsico Inc	$2.58M	0.61%	0.00%	-1.5%	Q1 2024
METAMeta Platforms, Inc.	$2.55M	0.61%	Not reported	+3.2%	Q1 2024
AMGNAmgen Inc	$2.41M	0.57%	0.00%	-0.4%	Q1 2024
AXPAmerican Express Co	$2.38M	0.56%	0.00%	-0.6%	Q1 2024
BXBlackstone Inc.	$2.26M	0.54%	0.00%	+37.0%	Q1 2024
AMPAmeriprise Financial Inc	$2.22M	0.53%	0.01%	-3.1%	Q1 2024
GOOGLAlphabet Inc.	$2.16M	0.51%	0.00%	+0.6%	Q1 2024
IBMInternational Business Machines Corp	$2.16M	0.51%	0.00%	+0.1%	Q1 2024
SHELShell plc	$2.14M	0.51%	0.00%	+0.3%	Q1 2024
PSXPhillips 66	$2.13M	0.51%	0.00%	-0.4%	Q1 2024
MRVLMarvell Technology, Inc.	$2.11M	0.50%	0.00%	+1.1%	Q1 2024
CATCaterpillar Inc	$2.04M	0.49%	0.00%	0.0%	Q1 2024
KLACKla Corp	$2.01M	0.48%	0.00%	-36.4%	Q1 2024
TMUST-Mobile US, Inc.	$1.96M	0.47%	0.00%	-0.3%	Q1 2024
AMZNAmazon Com Inc	$1.93M	0.46%	0.00%	+4.8%	Q1 2024
CVXChevron Corp	$1.8M	0.43%	0.00%	+1.8%	Q1 2024
CSXCSX Corp	$1.75M	0.42%	0.00%	+0.8%	Q1 2024
DEDeere & Co	$1.74M	0.41%	0.00%	-3.5%	Q1 2024
COPConocophillips	$1.74M	0.41%	0.00%	-8.5%	Q1 2024
MDTMedtronic plc	$1.73M	0.41%	0.00%	-4.2%	Q1 2024
GLDSPDR Gold Trust	$1.71M	0.41%	0.00%	Not reported	Q1 2024
QSRRestaurant Brands International Inc.	$1.67M	0.40%	0.01%	-3.8%	Q4 2025
MAMastercard Inc	$1.67M	0.40%	0.00%	-2.8%	Q1 2024
CSCOCisco Systems, Inc.	$1.61M	0.38%	0.00%	-1.9%	Q1 2024
KIMKimco Realty Corp	$1.57M	0.37%	0.01%	-1.2%	Q2 2025
TXNTexas Instruments Inc	$1.51M	0.36%	0.00%	+11.1%	Q1 2024
DGXQuest Diagnostics Inc	$1.5M	0.36%	0.01%	+0.7%	Q1 2024

Q4 2025Reported Jan 7, 2026676 positions
MSFTMicrosoft Corp	$31.8M	7.69%	0.00%	+42.6%	Q1 2024
NVDANvidia Corp	$12.5M	3.01%	0.00%	-3.6%	Q1 2024
AAPLApple Inc.	$11.4M	2.75%	0.00%	-1.2%	Q1 2024
IAUIshares Gold Trust	$6.04M	1.46%	0.01%	+1.0%	Q1 2024
BRK.BBerkshire Hathaway Inc	$5.8M	1.40%	Not reported	-2.7%	Q1 2024
LLYELI LILLY & Co	$5.71M	1.38%	0.00%	-1.2%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.75M	1.15%	0.00%	-3.4%	Q1 2024
AVGOBroadcom Inc.	$4.64M	1.12%	0.00%	-6.4%	Q1 2024
XOMExxonMobil Holdings Corp	$4.34M	1.05%	0.00%	+2.0%	Q1 2024
ANETArista Networks, Inc.	$4.03M	0.97%	0.00%	-3.9%	Q1 2024
BRK.ABerkshire Hathaway Inc	$3.77M	0.91%	Not reported	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$3.6M	0.87%	0.00%	+8.0%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$3.57M	0.86%	Not reported	+0.4%	Q1 2024
NFLXNetflix Inc	$3.54M	0.86%	0.00%	-2.4%	Q1 2024
COSTCostco Wholesale Corp	$3.18M	0.77%	0.00%	-1.6%	Q1 2024
WMTWalmart Inc.	$3.07M	0.74%	0.00%	-1.7%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.93M	0.71%	Not reported	+0.4%	Q1 2024
AXPAmerican Express Co	$2.92M	0.71%	0.00%	-0.1%	Q1 2024
PWRQuanta Services, Inc.	$2.89M	0.70%	0.00%	-0.2%	Q1 2024
METAMeta Platforms, Inc.	$2.85M	0.69%	Not reported	-4.0%	Q1 2024
JNJJohnson & Johnson	$2.7M	0.65%	0.00%	+12.5%	Q1 2024
IBMInternational Business Machines Corp	$2.63M	0.64%	0.00%	+3.8%	Q1 2024
KLACKla Corp	$2.61M	0.63%	0.00%	-4.8%	Q1 2024
SOSouthern Co	$2.55M	0.62%	0.00%	+1.0%	Q1 2024
AMPAmeriprise Financial Inc	$2.53M	0.61%	0.01%	-2.0%	Q1 2024
TTTrane Technologies plc	$2.46M	0.60%	0.00%	-0.4%	Q1 2024
STXSeagate Technology Holdings plc	$2.46M	0.59%	0.00%	-3.8%	Q1 2024
PEPPepsico Inc	$2.42M	0.58%	0.00%	-0.4%	Q1 2024
PGPROCTER & GAMBLE Co	$2.35M	0.57%	0.00%	+1.2%	Q1 2024
GOOGLAlphabet Inc.	$2.34M	0.57%	0.00%	+10.9%	Q1 2024
AMGNAmgen Inc	$2.25M	0.54%	0.00%	-1.1%	Q1 2024
BXBlackstone Inc.	$2.21M	0.54%	0.00%	+0.7%	Q1 2024
AMZNAmazon Com Inc	$2.04M	0.49%	0.00%	-2.7%	Q1 2024
MDTMedtronic plc	$2M	0.48%	0.00%	-6.3%	Q1 2024
MAMastercard Inc	$1.97M	0.48%	0.00%	-0.8%	Q1 2024
TMUST-Mobile US, Inc.	$1.9M	0.46%	0.00%	+1.2%	Q1 2024
GLWCorning Inc	$1.86M	0.45%	0.00%	-1.3%	Q1 2024
ORCLOracle Corp	$1.83M	0.44%	0.00%	+0.3%	Q1 2024
MRVLMarvell Technology, Inc.	$1.79M	0.43%	0.00%	+1.7%	Q1 2024
SHELShell plc	$1.69M	0.41%	0.00%	+0.8%	Q1 2024
UNHUnitedhealth Group Inc	$1.68M	0.41%	0.00%	+9.3%	Q1 2024
CATCaterpillar Inc	$1.65M	0.40%	0.00%	-3.1%	Q1 2024
CSCOCisco Systems, Inc.	$1.63M	0.39%	0.00%	+15.6%	Q1 2024
QSRRestaurant Brands International Inc.	$1.61M	0.39%	0.01%	New	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$1.6M	0.39%	Not reported	+3.6%	Q1 2024
GLDSPDR Gold Trust	$1.58M	0.38%	0.00%	+0.3%	Q1 2024
WFCWells Fargo & Company	$1.57M	0.38%	0.00%	Not reported	Q1 2024
QCOMQualcomm Inc	$1.56M	0.38%	0.00%	-1.7%	Q1 2024
CSXCSX Corp	$1.53M	0.37%	0.00%	+13.0%	Q1 2024
PSXPhillips 66	$1.51M	0.37%	0.00%	+9.0%	Q1 2024

Q3 2025Reported Oct 8, 2025694 positions
MSFTMicrosoft Corp	$23.9M	5.88%	0.00%	+0.1%	Q1 2024
NVDANvidia Corp	$12.9M	3.18%	0.00%	-3.7%	Q1 2024
AAPLApple Inc.	$10.8M	2.65%	0.00%	+1.3%	Q1 2024
BRK.BBerkshire Hathaway Inc	$5.96M	1.47%	Not reported	+1.1%	Q1 2024
IAUIshares Gold Trust	$5.36M	1.32%	0.01%	-3.0%	Q1 2024
AVGOBroadcom Inc.	$4.72M	1.16%	0.00%	-5.3%	Q1 2024
ANETArista Networks, Inc.	$4.66M	1.15%	0.00%	-1.3%	Q1 2024
NFLXNetflix Inc	$4.64M	1.14%	0.00%	-2.6%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.52M	1.11%	0.00%	-1.6%	Q1 2024
LLYELI LILLY & Co	$4.1M	1.01%	0.00%	-5.8%	Q1 2024
XOMExxonMobil Holdings Corp	$3.99M	0.98%	0.00%	+2.3%	Q1 2024
BRK.ABerkshire Hathaway Inc	$3.77M	0.93%	Not reported	Not reported	Q1 2024
QQQInvesco QQQ Trust, Series 1	$3.47M	0.86%	Not reported	Not reported	Q1 2024
COSTCostco Wholesale Corp	$3.47M	0.85%	0.00%	-0.3%	Q1 2024
METAMeta Platforms, Inc.	$3.31M	0.81%	Not reported	+2.0%	Q1 2024
JPMJPMorgan Chase & Co	$3.26M	0.80%	0.00%	-0.7%	Q1 2024
WMTWalmart Inc.	$2.89M	0.71%	0.00%	+1.4%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.85M	0.70%	Not reported	-0.4%	Q1 2024
PWRQuanta Services, Inc.	$2.84M	0.70%	0.00%	-0.6%	Q1 2024
SOSouthern Co	$2.75M	0.68%	0.00%	+0.5%	Q1 2024
TTTrane Technologies plc	$2.68M	0.66%	0.00%	-1.0%	Q1 2024
ORCLOracle Corp	$2.63M	0.65%	0.00%	+4.1%	Q1 2024
AXPAmerican Express Co	$2.63M	0.65%	0.00%	+0.3%	Q1 2024
AMPAmeriprise Financial Inc	$2.58M	0.64%	0.01%	-0.8%	Q1 2024
PGPROCTER & GAMBLE Co	$2.49M	0.61%	0.00%	+0.8%	Q1 2024
BXBlackstone Inc.	$2.44M	0.60%	0.00%	-0.3%	Q1 2024
KLACKla Corp	$2.43M	0.60%	0.00%	-8.0%	Q1 2024
IBMInternational Business Machines Corp	$2.41M	0.59%	0.00%	-1.4%	Q1 2024
PEPPepsico Inc	$2.37M	0.58%	0.00%	-0.7%	Q1 2024
TMUST-Mobile US, Inc.	$2.22M	0.55%	0.00%	-0.3%	Q1 2024
STXSeagate Technology Holdings plc	$2.19M	0.54%	0.00%	-8.9%	Q1 2024
JNJJohnson & Johnson	$2.15M	0.53%	0.00%	-2.6%	Q1 2024
MDTMedtronic plc	$2.12M	0.52%	0.00%	-1.8%	Q1 2024
AMZNAmazon Com Inc	$1.99M	0.49%	0.00%	-5.9%	Q1 2024
MAMastercard Inc	$1.98M	0.49%	0.00%	+5.3%	Q1 2024
AMGNAmgen Inc	$1.96M	0.48%	0.00%	-1.1%	Q1 2024
COPConocophillips	$1.89M	0.47%	0.00%	+3.9%	Q1 2024
ABTAbbott Laboratories	$1.87M	0.46%	0.00%	-5.4%	Q1 2024
CMGChipotle Mexican Grill Inc	$1.78M	0.44%	0.00%	-1.2%	Q1 2024
GLWCorning Inc	$1.77M	0.44%	0.00%	-2.4%	Q1 2024
MRVLMarvell Technology, Inc.	$1.74M	0.43%	0.00%	+3239.5%	Q1 2024
GOOGLAlphabet Inc.	$1.64M	0.40%	0.00%	+16.0%	Q1 2024
SHELShell plc	$1.63M	0.40%	0.00%	-0.8%	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$1.62M	0.40%	Not reported	+0.7%	Q1 2024
UNHUnitedhealth Group Inc	$1.61M	0.40%	0.00%	+2.2%	Q1 2024
DEDeere & Co	$1.56M	0.38%	0.00%	-4.8%	Q1 2024
QCOMQualcomm Inc	$1.55M	0.38%	0.00%	-5.0%	Q1 2024
KIMKimco Realty Corp	$1.49M	0.37%	0.01%	+3.5%	Q2 2025
DDDuPont de Nemours, Inc.	$1.47M	0.36%	0.00%	+2.3%	Q1 2024
PSXPhillips 66	$1.46M	0.36%	0.00%	+8.6%	Q1 2024

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