Hilltop Holdings Inc. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.7B

Holdings

879

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (879 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
107,986$52.0M3.08%
2
NVDANVIDIA CORPORATION
178,061$33.0M1.95%
3
GQ9SPDR Gold Shares
60,914$24.0M1.42%
4
LQDiShares Iboxx Usd
209,443$23.0M1.36%
5
AVGOBROADCOM INC
63,810$22.0M1.30%
6
GOOGLALPHABET INC
70,585$22.0M1.30%
7
JPMJPMORGAN CHASE & CO.
58,484$18.0M1.07%
8
MBBiShares Mbs ETF
182,158$17.0M1.01%
9
IWMISHARES TR
72,233$17.0M1.01%Call
10
VVISA INC
51,151$17.0M1.01%
11
SMHVANECK ETF TRUST
46,917$16.0M0.95%Call
12
GOOGALPHABET INC
46,215$14.0M0.83%
13
SPYSPDR S&P 500 ETF TR
21,029$14.0M0.83%
14
WMTWALMART INC
120,702$13.0M0.77%
15
NDQInvesco QQQ Trust Series I
21,367$13.0M0.77%
16
MAMASTERCARD INCORPORATED
21,326$12.0M0.71%
17
CVXCHEVRON CORP NEW
72,436$11.0M0.65%
18
AAPLApple Inc
41,206$11.0M0.65%
19
METAMETA PLATFORMS INC
15,804$10.0M0.59%
20
HDHOME DEPOT INC
30,398$10.0M0.59%
21
ABBVABBVIE INC
44,134$10.0M0.59%
22
ETNEATON CORP PLC
31,681$10.0M0.59%
23
VOOVanguard S&P 500 ETF
16,314$10.0M0.59%
24
UNPUNION PAC CORP
39,104$9.0M0.53%
25
GQ9SPDR GOLD TR
24,284$9.0M0.53%
26
VUGVANGUARD INDEX FDS
18,357$8.0M0.47%
27
PHPARKER-HANNIFIN CORP
9,187$8.0M0.47%
28
DWDMORGAN STANLEY
46,570$8.0M0.47%
29
ORCLORACLE CORP
43,624$8.0M0.47%
30
MSFTMicrosoft Corp
17,988$8.0M0.47%
31
XOMEXXON MOBIL CORP
66,610$8.0M0.47%
32
JPSTJ P MORGAN EXCHANGE TRADED F
164,196$8.0M0.47%
33
TJXTJX COS INC NEW
52,024$7.0M0.41%
34
LLYELI LILLY & CO
6,927$7.0M0.41%
35
AQLTiShares Tr US Treas
322,140$7.0M0.41%
36
BNDVANGUARD BD INDEX FDS
103,317$7.0M0.41%
37
BNDXVANGUARD CHARLOTTE FDS
150,543$7.0M0.41%
38
TYASimplify Exchan/risk Parity Treas E
529,725$7.0M0.41%
39
NEENEXTERA ENERGY INC
97,560$7.0M0.41%
40
LINLINDE PLC
16,964$7.0M0.41%
41
IWFiShares Russell 1000 Growth ETF
14,911$7.0M0.41%
42
SGOVIshares Tr/ishares 0-3 Mnth Treas B
73,893$7.0M0.41%
43
VGTVANGUARD WORLD FD
8,569$6.0M0.36%
44
CSCOCISCO SYS INC
83,965$6.0M0.36%
45
MCDMCDONALDS CORP
22,827$6.0M0.36%
46
FLOTISHARES TR
127,812$6.0M0.36%
47
GOOGLAlphabet Inc
22,141$6.0M0.36%
48
BILSPDR SERIES TRUST
65,877$6.0M0.36%
49
DONSPDR DOW JONES INDL AVERAGE
13,293$6.0M0.36%
50
XLKSELECT SECTOR SPDR TR
42,081$6.0M0.36%
51
SPGIS&P GLOBAL INC
11,539$6.0M0.36%
52
IEFiShares 7-10 Yr Trea
65,221$6.0M0.36%
53
LMTLOCKHEED MARTIN CORP
10,522$5.0M0.30%
54
VOOVANGUARD INDEX FDS
8,128$5.0M0.30%
55
IWDISHARES TR
26,958$5.0M0.30%
56
HONHONEYWELL INTL INC
27,566$5.0M0.30%
57
ACNACCENTURE PLC IRELAND
21,171$5.0M0.30%
58
SGOVISHARES TR
58,711$5.0M0.30%
59
CBCHUBB LIMITED
16,342$5.0M0.30%
60
SPSBSPDR Port Sh Tm ETF
180,429$5.0M0.30%
61
NVDANvidia Corp
29,945$5.0M0.30%
62
JNJJOHNSON & JOHNSON
27,412$5.0M0.30%
63
IVVISHARES TR
8,507$5.0M0.30%
64
EPDENTERPRISE PRODS PARTNERS L
164,623$5.0M0.30%
65
RFREGIONS FINANCIAL CORP NEW
190,119$5.0M0.30%
66
ETENERGY TRANSFER L P
331,379$5.0M0.30%
67
AG8AGILENT TECHNOLOGIES INC
37,375$5.0M0.30%
68
4I1PHILIP MORRIS INTL INC
37,268$5.0M0.30%
69
XLFSELECT SECTOR SPDR TR
97,289$5.0M0.30%
70
COSTCOSTCO WHSL CORP NEW
6,387$5.0M0.30%
71
RJFRAYMOND JAMES FINL INC
32,826$5.0M0.30%
72
AVGOBroadcom Inc
16,613$5.0M0.30%
73
IYEISHARES TR
88,374$4.0M0.24%
74
IWMiShares Russell 2000 ETF
16,382$4.0M0.24%
75
RSPINVESCO EXCHANGE TRADED FD T
25,595$4.0M0.24%
76
AMZNAmazon.Com Inc
20,035$4.0M0.24%
77
TSMTAIWAN SEMICONDUCTOR MFG LTD
15,991$4.0M0.24%
78
CMSCMS ENERGY CORP
64,456$4.0M0.24%
79
BACVERIZON COMMUNICATIONS INC
116,881$4.0M0.24%
80
IBTHISHARES TR
217,937$4.0M0.24%
81
TSLATESLA INC
8,947$4.0M0.24%
82
VTIVANGUARD INDEX FDS
12,695$4.0M0.24%
83
BTALAgf Investments/agf Us Mkt Neutral
282,916$4.0M0.24%
84
SPYSPDR S&P 500 ETF Trust
7,083$4.0M0.24%
85
PGPROCTER AND GAMBLE CO
34,824$4.0M0.24%
86
IJHiShares Core S&P Mid Cap ETF
73,151$4.0M0.24%
87
JNKSPDR Bloomberg ETF
47,253$4.0M0.24%
88
EFAiShares MSCI EAFE ETF
47,246$4.0M0.24%
89
GDXVanEck Gold Miners ETF
52,649$4.0M0.24%
90
UNHUNITEDHEALTH GROUP INC
14,005$4.0M0.24%
91
MDLZMONDELEZ INTL INC
69,898$3.0M0.18%
92
MKTNFederated Herme/mdt Mkt Neutral Etf
146,267$3.0M0.18%
93
XLVSELECT SECTOR SPDR TR
23,784$3.0M0.18%
94
ISRGINTUITIVE SURGICAL INC
6,679$3.0M0.18%
95
VGKVanguard FTSE Europe ETF
45,086$3.0M0.18%
96
PLTRPALANTIR TECHNOLOGIES INC
22,014$3.0M0.18%
97
NFLXNETFLIX INC
32,600$3.0M0.18%
98
XLEEnergy Select Sector SPDR Fund
83,732$3.0M0.18%
99
SNASNAP ON INC
8,763$3.0M0.18%
100
LRCXLAM RESEARCH CORP
19,765$3.0M0.18%
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