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Hilltop Partners

Latest statistics and disclosures from Hilltop Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONE, DBEF, VTV, SPYG, SPHY, and represent 46.28% of Hilltop Partners's stock portfolio.
Added to shares of these 10 stocks: DBEF (+$16M), AMZN, FITB, MSFT, VONE, SPHY, SRLN, ORCL, BNDX, EFT.
Started 6 new stock positions in CAH, FITB, FCX, EFT, BP, MU.
Reduced shares in these 10 stocks: IJH (-$15M), XOM, LEN, Comerica Incorporated, VTV, SHOP, JNJ, UBER, , EOG.
Sold out of its positions in GOOG, Comerica Incorporated, LEN, XLK, SHOP, UBER, VONG.
Hilltop Partners was a net buyer of stock by $7.3M.
Hilltop Partners has $390M in assets under management (AUM), dropping by 0.43%.
Central Index Key (CIK): 0001957867

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Portfolio Holdings for Hilltop Partners

Hilltop Partners holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Etf Vng Rus1000idx (VONE)	19.0	$74M		251k	295.12	View chart
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)	11.7	$46M	+51%	924k	49.40	View chart
Vanguard Value Etf Value Etf (VTV)	8.5	$33M		168k	196.20	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	3.7	$14M	+2%	146k	97.91	View chart
State Street Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)	3.4	$13M	+4%	576k	23.32	View chart
Ishares Convertible Bond Etf Conv Bd Etf (ICVT)	2.4	$9.5M		93k	101.79	View chart
State Street Blackstone Senior Loan Etf Blackstone Senr (SRLN)	2.4	$9.3M	+6%	233k	40.14	View chart
Ishares Us & Intl High Yield Corp Bond Etf Us Intl Hgh Yld (GHYG)	2.4	$9.2M	+3%	203k	45.11	View chart
Apple (AAPL)	2.3	$9.1M	+4%	36k	253.79	View chart
Vanguard Emerging Markets Government Bond Etf Em Mk Gov Bd Etf (VWOB)	2.3	$9.1M	+4%	139k	65.69	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	2.3	$9.0M	+6%	187k	48.05	View chart
Exxon Mobil Corporation (XOM)	2.2	$8.5M	-10%	50k	169.66	View chart
NVIDIA Corporation (NVDA)	1.5	$6.0M		34k	174.40	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	1.5	$6.0M	-71%	88k	67.53	View chart
Amazon (AMZN)	1.4	$5.5M	+38%	27k	208.27	View chart
Microsoft Corporation (MSFT)	1.4	$5.5M	+17%	15k	370.18	View chart
Eli Lilly & Co. (LLY)	1.4	$5.4M	+6%	5.9k	919.70	View chart
Vanguard Mortgage-backed Securities Etf Mortg-back Sec (VMBS)	1.2	$4.8M	+4%	103k	46.95	View chart
Schwab Intermediate-term Us Treasury Etf Intrm Trm Tres (SCHR)	1.2	$4.5M	+2%	180k	24.91	View chart
Johnson & Johnson (JNJ)	1.1	$4.4M	-5%	18k	244.44	View chart
Broadcom (AVGO)	1.1	$4.4M	+10%	14k	309.51	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.1	$4.2M	+4%	15k	287.56	View chart
Procter & Gamble Company (PG)	1.0	$4.1M	+5%	28k	144.44	View chart
JPMorgan Chase & Co. (JPM)	1.0	$4.0M	+5%	14k	294.16	View chart
Schwab Fundamental U.s. Small Company Etf Schwab Fdt Us Sc (FNDA)	1.0	$4.0M	-3%	123k	32.43	View chart
Mastercard Incorporated Cl A Cl A (MA)	1.0	$3.8M	+11%	7.6k	499.63	View chart
Visa Inc Com Cl A Com Cl A (V)	1.0	$3.7M	+11%	12k	302.23	View chart
Meta Platforms Inc Cl A Cl A (META)	0.9	$3.7M	+4%	6.4k	572.11	View chart
Wal-Mart Stores (WMT)	0.8	$2.9M		24k	124.28	View chart
Netflix (NFLX)	0.8	$2.9M	+2%	31k	96.15	View chart
Tesla Motors (TSLA)	0.7	$2.9M	+6%	7.8k	371.77	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.7	$2.8M	+6%	5.8k	479.19	View chart
Costco Wholesale Corporation (COST)	0.7	$2.7M	-4%	2.7k	996.34	View chart
Oracle Corporation (ORCL)	0.7	$2.6M	+26%	18k	147.11	View chart
Eaton Corp SHS (ETN)	0.7	$2.6M		7.3k	357.67	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.5	$2.0M		21k	92.74	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Portfolio Intrmd (SPIB)	0.4	$1.7M	+2%	50k	33.54	View chart
Ameriprise Financial (AMP)	0.4	$1.6M	+5%	3.7k	444.36	View chart
Cisco Systems (CSCO)	0.4	$1.6M	-2%	21k	77.59	View chart
Wp Carey (WPC)	0.4	$1.5M	-7%	22k	67.96	View chart
TJX Companies (TJX)	0.4	$1.4M	+7%	8.7k	159.70	View chart
Merck & Co (MRK)	0.3	$1.4M	-8%	11k	120.29	View chart
EOG Resources (EOG)	0.3	$1.4M	-14%	9.4k	144.58	View chart
Amphenol Corp Cl A Cl A (APH)	0.3	$1.3M	+2%	11k	126.35	View chart
Coca-Cola Company (KO)	0.3	$1.3M	-5%	18k	76.05	View chart
Honeywell International (HON)	0.3	$1.3M	-10%	5.8k	226.04	View chart
Emerson Electric (EMR)	0.3	$1.2M	-2%	9.2k	131.02	View chart
Fifth Third Ban (FITB)	0.3	$1.1M	NEW	23k	46.46	View chart
Ishares Core Msci Total International Stock Etf Core Msci Total (IXUS)	0.3	$1.0M		12k	86.64	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.2	$972k	-12%	20k	49.89	View chart
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM)	0.2	$969k	-3%	31k	30.96	View chart
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN)	0.2	$955k		11k	89.33	View chart
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT)	0.2	$855k		19k	45.26	View chart
State Street Spdr S&p 500 Etf Tr Unit (SPY)	0.2	$846k		1.3k	650.41	View chart
Jabil Circuit (JBL)	0.2	$841k		3.2k	265.62	View chart
Philip Morris International (PM)	0.2	$811k		4.9k	165.34	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.2	$810k		28k	29.08	View chart
Abbvie (ABBV)	0.2	$802k		3.7k	217.46	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)	0.2	$679k		24k	28.66	View chart
McDonald's Corporation (MCD)	0.2	$676k		2.2k	310.74	View chart
International Business Machines (IBM)	0.2	$672k	+2%	2.8k	242.42	View chart
Ishares U.s. Technology Etf U.s. Tech Etf (IYW)	0.2	$670k		3.7k	181.42	View chart
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV)	0.2	$668k		7.3k	91.37	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.2	$659k		4.6k	142.44	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.2	$639k	-3%	6.0k	106.50	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.2	$625k		1.9k	320.86	View chart
Ishares Esg Aware Us Aggregate Bond Etf Esg Awr Us Agrgt (EAGG)	0.2	$586k	+2%	12k	47.55	View chart
Wisdomtree International High Dividend Fund Itl High Div Fd (DTH)	0.1	$578k		11k	54.09	View chart
State Street Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.1	$559k	-2%	12k	46.91	View chart
Ishares Esg Msci Kld 400 Etf Msci Kld400 Soc (DSI)	0.1	$523k		4.3k	121.19	View chart
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.1	$493k	-10%	5.0k	99.28	View chart
Coherent Corp (COHR)	0.1	$492k		2.1k	238.21	View chart
Saia (SAIA)	0.1	$481k		1.4k	351.28	View chart
At&t (T)	0.1	$480k	+4%	17k	28.99	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	0.1	$476k	NEW	26k	18.12	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB)	0.1	$461k	-2%	8.7k	53.22	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.1	$455k	+2%	696.00	653.23	View chart
Arista Networks (ANET)	0.1	$437k	+11%	3.6k	122.78	View chart
Altria (MO)	0.1	$435k		6.6k	65.99	View chart
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)	0.1	$429k		5.4k	79.27	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$419k	+4%	600.00	697.74	View chart
Caterpillar (CAT)	0.1	$419k		591.00	708.08	View chart
Ishares Esg Aware Msci Eafe Etf Esg Aw Msci Eafe (ESGD)	0.1	$407k	+14%	4.3k	95.61	View chart
Chevron Corporation (CVX)	0.1	$383k	+12%	1.9k	206.89	View chart
Ishares Msci Italy Etf Msci Italy Etf (EWI)	0.1	$376k		7.0k	53.42	View chart
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)	0.1	$360k	+34%	14k	26.20	View chart
Ge Aerospace Com New (GE)	0.1	$353k	+3%	1.2k	283.82	View chart
Abbott Laboratories (ABT)	0.1	$346k		3.4k	102.66	View chart
DTE Energy Company (DTE)	0.1	$337k		2.3k	146.22	View chart
Ishares Msci Global Min Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$337k		2.8k	119.51	View chart
Lowe's Companies (LOW)	0.1	$322k		1.4k	236.28	View chart
NiSource (NI)	0.1	$322k	-3%	6.9k	46.66	View chart
Becton, Dickinson and (BDX)	0.1	$322k		2.0k	157.23	View chart
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)	0.1	$321k		6.3k	50.80	View chart
Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$309k		2.7k	114.91	View chart
Capital One Financial (COF)	0.1	$305k		1.7k	182.43	View chart
Ishares Gold Trust Ishares New (IAU)	0.1	$296k	+3%	3.4k	88.16	View chart
Verizon Communications (VZ)	0.1	$290k	-11%	5.8k	50.20	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.1	$288k		6.1k	47.03	View chart
Proshares Ultra Qqq Pshs Ultra Qqq (QLD)	0.1	$285k		4.7k	61.00	View chart
Edison International (EIX)	0.1	$277k		3.8k	73.18	View chart
Wec Energy Group (WEC)	0.1	$274k		2.4k	115.77	View chart
Ishares Msci Germany Etf Msci Germany Etf (EWG)	0.1	$272k	-3%	6.8k	39.67	View chart
Anthem (ELV)	0.1	$268k	+5%	914.00	292.89	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Nuveen Bloomberg (HYMB)	0.1	$259k	-18%	10k	24.80	View chart
Invesco Qqq Trust Series I Tr Unit (QQQ)	0.1	$251k	+5%	436.00	576.68	View chart
Woodward Governor Company (WWD)	0.1	$251k		700.00	357.92	View chart
Stryker Corporation (SYK)	0.1	$242k	-2%	735.00	328.72	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.1	$241k	+11%	1.9k	124.31	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.1	$240k	+11%	1.6k	146.28	View chart
Ford Motor Company (F)	0.1	$240k		21k	11.54	View chart
Prologis (PLD)	0.1	$239k	-2%	1.8k	132.18	View chart
Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR)	0.1	$232k		2.4k	97.22	View chart
Nuveen Esg Large-cap Value Etf Nuveen Esg Lrgvl (NULV)	0.1	$229k	-2%	5.0k	45.50	View chart
Wisdomtree U.s. Smallcap Dividend Fund Us Smallcap Divd (DES)	0.1	$217k		6.0k	35.94	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$216k		362.00	596.86	View chart
Home Depot (HD)	0.1	$215k	-5%	655.00	328.89	View chart
BP Sponsored Adr (BP)	0.1	$210k	NEW	4.5k	47.00	View chart
Micron Technology (MU)	0.1	$206k	NEW	610.00	337.84	View chart
Freeport Mcmoran Inc Cl B CL B (FCX)	0.1	$204k	NEW	3.5k	58.79	View chart
Nuveen Esg Large-cap Growth Etf Nuveen Esg Lrgcp (NULG)	0.1	$202k		2.2k	90.94	View chart
Cardinal Health (CAH)	0.1	$201k	NEW	952.00	211.31	View chart
Calamos Conv Opportunities & I Sh Ben Int Sh Ben Int (CHI)	0.1	$197k		18k	10.74	View chart
Netlist (NLST)	0.0	$17k		11k	1.56	View chart
Highlands Reit Inc reit	0.0	$5.0k		16k	0.31	View chart
Enzolytics (ENZC)	0.0	$571.696500		1.9M	0.00	View chart

Past Filings by Hilltop Partners

SEC 13F filings are viewable for Hilltop Partners going back to 2022

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

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