Hilltop Partners LLC
CIK: 0001957867SEC EDGAR →
Portfolio Value
$388.0M
Holdings
127
As of
Q4 2025
New Positions
5
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD RUSSELL 1000 ETF | 248,504 | $76.8M | 19.79% |
| 2 | VANGUARD VALUE ETF | 170,508 | $32.6M | 8.39% |
| 3 | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 609,370 | $29.3M | 7.56% |
| 4 | ISHARES CORE S&P MID-CAP ETF | 304,672 | $20.1M | 5.18% |
| 5 | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 142,661 | $15.2M | 3.92% |
| 6 | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 549,959 | $13.0M | 3.35% |
| 7 | APPLE INC COM | 34,626 | $9.4M | 2.43% |
| 8 | ISHARES US & INTL HIGH YIELD CORP BOND ETF | 196,093 | $9.0M | 2.33% |
| 9 | ISHARES CONVERTIBLE BOND ETF | 91,754 | $9.0M | 2.33% |
| 10 | STATE STREET BLACKSTONE SENIOR LOAN ETF | 218,856 | $9.0M | 2.33% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $281.4M | 72.5% |
| Technology | 15 | $35.2M | 9.1% |
| Healthcare | 8 | $13.4M | 3.5% |
| Communication Services | 5 | $11.9M | 3.1% |
| Consumer Cyclical | 8 | $11.5M | 3.0% |
| Consumer Defensive | 5 | $10.6M | 2.7% |
| Energy | 3 | $8.2M | 2.1% |
| Unknown | 8 | $6.7M | 1.7% |
| Industrials | 7 | $6.2M | 1.6% |
| Real Estate | 2 | $1.8M | 0.5% |
| Utilities | 4 | $1.1M | 0.3% |