Hilltop Partners
Latest statistics and disclosures from Hilltop Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VONE, VTV, QQQ, IJK, IWN, and represent 33.59% of Hilltop Partners's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$24M), IJK (+$19M), IWN (+$18M), VCSH (+$12M), EWT (+$9.0M), ACWI (+$8.8M), EWC (+$8.6M), EWY (+$8.2M), MU, VMBS.
- Started 31 new stock positions in SPCX, AXP, IJK, EWC, PULS, ITA, TQQQ, AMD, PI, GD.
- Reduced shares in these 10 stocks: DBEF (-$42M), VONE (-$38M), SPYG (-$9.1M), BNDX (-$8.7M), SRLN (-$8.7M), GHYG (-$8.5M), , VWOB (-$8.5M), VTV (-$6.6M), FNDA.
- Sold out of its positions in BP, ENZC, XOM, Highlands Reit Inc reit, Honeywell International, NLST, NULV.
- Hilltop Partners was a net seller of stock by $-17M.
- Hilltop Partners has $412M in assets under management (AUM), dropping by 5.82%.
- Central Index Key (CIK): 0001957867
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Portfolio Holdings for Hilltop Partners
Hilltop Partners holds 150 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 11.3 | $47M | -44% | 138k | 338.72 |
|
| Vanguard Index Fds Value Etf (VTV) | 7.3 | $30M | -17% | 138k | 217.93 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $24M | +7483% | 33k | 736.39 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 4.6 | $19M | NEW | 161k | 117.50 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 4.5 | $18M | NEW | 83k | 221.20 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 3.2 | $13M | +17% | 109k | 121.74 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 3.2 | $13M | -3% | 556k | 23.44 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.0 | $13M | +2814% | 158k | 79.03 |
|
| Apple (AAPL) | 2.6 | $11M | 37k | 289.36 |
|
|
| Ishares Msci Taiwan Etf (EWT) | 2.2 | $9.0M | NEW | 83k | 108.61 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 2.1 | $8.8M | NEW | 56k | 156.97 |
|
| Ishares Msci Cda Etf (EWC) | 2.1 | $8.6M | NEW | 149k | 57.64 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 2.0 | $8.4M | -83% | 154k | 54.63 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 2.0 | $8.3M | -52% | 70k | 118.99 |
|
| Ishares Msci Sth Kor Etf (EWY) | 2.0 | $8.2M | NEW | 41k | 201.90 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $7.5M | +6% | 6.3k | 1199.45 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.8 | $7.3M | +51% | 156k | 46.81 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $6.6M | -3% | 33k | 200.09 |
|
| Amazon (AMZN) | 1.5 | $6.0M | -4% | 25k | 238.34 |
|
| Microsoft Corporation (MSFT) | 1.4 | $5.9M | +6% | 16k | 373.03 |
|
| Johnson & Johnson (JNJ) | 1.3 | $5.3M | +15% | 21k | 253.97 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $5.0M | +10% | 15k | 327.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $5.0M | -5% | 14k | 357.38 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.2 | $4.9M | +9% | 198k | 24.66 |
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $4.8M | +23% | 9.4k | 513.61 |
|
| Visa Com Cl A (V) | 1.2 | $4.8M | +13% | 14k | 343.08 |
|
| Broadcom (AVGO) | 1.1 | $4.5M | -17% | 12k | 377.74 |
|
| Meta Platforms Cl A (META) | 1.1 | $4.4M | +21% | 7.8k | 563.32 |
|
| Micron Technology (MU) | 0.9 | $3.7M | +429% | 3.2k | 1154.29 |
|
| Tesla Motors (TSLA) | 0.9 | $3.7M | +11% | 8.7k | 420.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.6M | -47% | 46k | 77.11 |
|
| Wal-Mart Stores (WMT) | 0.8 | $3.4M | +28% | 30k | 113.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.4M | +15% | 6.8k | 500.38 |
|
| Eaton Corp SHS (ETN) | 0.8 | $3.1M | 7.3k | 426.12 |
|
|
| Netflix (NFLX) | 0.7 | $3.0M | +37% | 42k | 71.40 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.9M | +17% | 3.2k | 935.40 |
|
| Oracle Corporation (ORCL) | 0.5 | $2.2M | -17% | 15k | 146.55 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.5 | $2.0M | 21k | 96.46 |
|
|
| Cisco Systems (CSCO) | 0.5 | $1.9M | -22% | 16k | 117.46 |
|
| Ameriprise Financial (AMP) | 0.4 | $1.8M | +7% | 4.0k | 458.76 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.8M | -2% | 10k | 176.33 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.8M | -56% | 12k | 146.64 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $1.7M | NEW | 9.0k | 190.51 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.4 | $1.7M | 50k | 33.46 |
|
|
| Merck & Co (MRK) | 0.4 | $1.6M | +7% | 12k | 128.50 |
|
| Wp Carey (WPC) | 0.4 | $1.5M | 22k | 71.50 |
|
|
| Coca-Cola Company (KO) | 0.4 | $1.5M | +4% | 18k | 81.27 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $1.5M | NEW | 28k | 53.11 |
|
| Emerson Electric (EMR) | 0.3 | $1.4M | +8% | 10k | 143.16 |
|
| TJX Companies (TJX) | 0.3 | $1.4M | +6% | 9.3k | 151.50 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.4M | NEW | 3.9k | 354.22 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $1.3M | -71% | 35k | 38.06 |
|
| Fifth Third Ban (FITB) | 0.3 | $1.3M | 22k | 56.37 |
|
|
| EOG Resources (EOG) | 0.3 | $1.2M | 9.5k | 129.73 |
|
|
| Jabil Circuit (JBL) | 0.3 | $1.2M | 3.2k | 385.47 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $1.2M | -4% | 18k | 64.50 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.3 | $1.1M | NEW | 7.1k | 161.54 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $1.1M | 31k | 36.87 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.1M | 12k | 95.44 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $1.0M | 11k | 96.32 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $999k | 28k | 36.13 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $932k | 3.7k | 252.24 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $922k | -5% | 1.2k | 746.70 |
|
| Abbvie (ABBV) | 0.2 | $921k | 3.7k | 251.67 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $904k | +1160% | 7.6k | 119.53 |
|
| Philip Morris International (PM) | 0.2 | $895k | 4.9k | 180.91 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $849k | -90% | 13k | 67.24 |
|
| Coherent Corp (COHR) | 0.2 | $816k | 2.1k | 394.47 |
|
|
| International Business Machines (IBM) | 0.2 | $781k | 2.8k | 281.22 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $760k | 4.6k | 164.29 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $734k | -25% | 15k | 50.58 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $722k | 2.0k | 369.95 |
|
|
| Saia (SAIA) | 0.2 | $711k | +23% | 1.7k | 421.16 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $689k | +13% | 4.1k | 169.88 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.2 | $684k | -92% | 17k | 40.29 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.2 | $681k | +10% | 4.8k | 142.39 |
|
| Caterpillar (CAT) | 0.2 | $674k | +7% | 633.00 | 1064.55 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $672k | +4% | 7.7k | 87.71 |
|
| Ishares Us Intl Hgh Yld (GHYG) | 0.2 | $669k | -92% | 15k | 45.29 |
|
| Ge Aerospace Com New (GE) | 0.2 | $645k | +38% | 1.7k | 373.73 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $639k | +3% | 12k | 51.78 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $639k | 6.0k | 106.47 |
|
|
| Eaton Vance Floating-Rate Income Trust (EFT) | 0.2 | $627k | +29% | 34k | 18.38 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $625k | +6% | 13k | 47.41 |
|
| McDonald's Corporation (MCD) | 0.2 | $622k | +5% | 2.3k | 270.35 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.2 | $620k | -7% | 22k | 28.39 |
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.1 | $578k | 11k | 54.11 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $570k | +56% | 22k | 26.52 |
|
| Advanced Micro Devices (AMD) | 0.1 | $516k | NEW | 889.00 | 580.91 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $485k | +5% | 9.1k | 53.17 |
|
| Altria (MO) | 0.1 | $470k | 6.5k | 71.94 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $438k | -10% | 4.4k | 98.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $414k | -20% | 553.00 | 748.95 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $408k | +64% | 594.00 | 686.30 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $406k | -10% | 4.2k | 96.77 |
|
| Ishares Msci Italy Etf (EWI) | 0.1 | $405k | -2% | 6.8k | 59.24 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $392k | -10% | 3.8k | 102.81 |
|
| Intel Corporation (INTC) | 0.1 | $384k | NEW | 2.7k | 139.63 |
|
| Impinj (PI) | 0.1 | $376k | NEW | 2.6k | 143.23 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $356k | -96% | 7.3k | 48.43 |
|
| DTE Energy Company (DTE) | 0.1 | $351k | 2.3k | 152.37 |
|
|
| Anthem (ELV) | 0.1 | $351k | 907.00 | 386.57 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $345k | 2.7k | 127.75 |
|
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| At&t (T) | 0.1 | $343k | 17k | 20.70 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $341k | +78% | 2.9k | 116.67 |
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| Capital One Financial (COF) | 0.1 | $336k | 1.7k | 200.62 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $329k | -2% | 2.7k | 120.23 |
|
| NiSource (NI) | 0.1 | $327k | 6.9k | 47.55 |
|
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| Abbott Laboratories (ABT) | 0.1 | $318k | +4% | 3.5k | 90.74 |
|
| Becton, Dickinson and (BDX) | 0.1 | $310k | 2.0k | 151.33 |
|
|
| Lowe's Companies (LOW) | 0.1 | $301k | 1.4k | 220.49 |
|
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $300k | +15% | 2.6k | 117.06 |
|
| Woodward Governor Company (WWD) | 0.1 | $298k | 700.00 | 425.44 |
|
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $297k | -3% | 6.1k | 48.66 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $295k | 6.1k | 48.18 |
|
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| Ford Motor Company (F) | 0.1 | $290k | 21k | 13.90 |
|
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| Chevron Corporation (CVX) | 0.1 | $286k | -6% | 1.7k | 165.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $284k | 1.9k | 148.30 |
|
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| Ishares Msci Germany Etf (EWG) | 0.1 | $283k | 6.8k | 41.37 |
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| Edison International (EIX) | 0.1 | $282k | 3.8k | 74.45 |
|
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| Wec Energy Group (WEC) | 0.1 | $277k | 2.4k | 116.77 |
|
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| Freeport Mcmoran CL B (FCX) | 0.1 | $272k | +24% | 4.3k | 62.89 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $265k | NEW | 507.00 | 522.33 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $264k | NEW | 4.9k | 53.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $260k | NEW | 735.00 | 353.10 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $250k | -5% | 2.3k | 110.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $249k | 3.3k | 75.51 |
|
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $246k | 18k | 13.44 |
|
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $246k | NEW | 5.0k | 49.55 |
|
| Prologis (PLD) | 0.1 | $245k | 1.8k | 135.47 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $245k | 6.0k | 40.68 |
|
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| Verizon Communications (VZ) | 0.1 | $244k | 5.8k | 42.34 |
|
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| New York Life Invts Active E Winslow Lar Cap (IWLG) | 0.1 | $238k | NEW | 18k | 13.47 |
|
| Stryker Corporation (SYK) | 0.1 | $238k | +2% | 754.00 | 314.98 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $233k | NEW | 2.9k | 81.01 |
|
| Space Exploration Techn Corp Class A Com Stk *a* (SPCX) | 0.1 | $230k | NEW | 1.3k | 170.86 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $229k | NEW | 944.00 | 242.42 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.1 | $226k | NEW | 1.5k | 155.18 |
|
| Cardinal Health (CAH) | 0.1 | $226k | 952.00 | 237.56 |
|
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| Ge Vernova (GEV) | 0.1 | $224k | NEW | 191.00 | 1174.86 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $222k | NEW | 9.6k | 23.15 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $219k | -17% | 8.6k | 25.44 |
|
| Flex Ord (FLEX) | 0.1 | $212k | NEW | 1.3k | 162.07 |
|
| American Express Company (AXP) | 0.1 | $208k | NEW | 615.00 | 338.25 |
|
| Home Depot (HD) | 0.0 | $204k | -11% | 579.00 | 352.68 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $201k | NEW | 1.6k | 127.79 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.0 | $201k | NEW | 4.5k | 44.73 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $201k | NEW | 1.1k | 190.25 |
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| Identiv Com New (INVE) | 0.0 | $25k | NEW | 10k | 2.52 |
|
| Ocean Pwr Technologies Com New (OPTT) | 0.0 | $3.4k | NEW | 13k | 0.26 |
|
Past Filings by Hilltop Partners
SEC 13F filings are viewable for Hilltop Partners going back to 2022
- Hilltop Partners 2026 Q2 filed Aug. 5, 2026
- Hilltop Partners 2026 Q1 filed May 12, 2026
- Hilltop Partners 2025 Q4 filed Feb. 10, 2026
- Hilltop Partners 2025 Q3 filed Nov. 17, 2025
- Hilltop Partners 2025 Q2 filed Aug. 25, 2025
- Hilltop Partners 2025 Q1 filed May 15, 2025
- Hilltop Partners 2024 Q4 filed Feb. 5, 2025
- Hilltop Partners 2024 Q3 filed Nov. 12, 2024
- Hilltop Partners 2024 Q2 filed Aug. 1, 2024
- Hilltop Partners 2024 Q1 filed May 13, 2024
- Hilltop Partners 2023 Q4 filed Feb. 15, 2024
- Hilltop Partners 2023 Q3 filed Nov. 9, 2023
- Hilltop Partners 2023 Q2 filed Aug. 2, 2023
- Hilltop Partners 2023 Q1 filed May 9, 2023
- Hilltop Partners 2022 Q4 filed Feb. 14, 2023