Hilltop Partners LLC

CIK

1957867

Location

MISHAWAKA, IN

Portfolio Value

Small $121,546,341

Diversification

Diversified

Filing Date

Global Rank

#5,294 / 8,623 ▲ 213 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.0%

3Y Alpha vs SPY

-4.6%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+54.1%

SPY

+65.3%

Annualised alpha

-2.7%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

71 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

−0.4 pts

Top 5

28.5%

−0.5 pts

Top 10

47.1%

−0.0 pts

HHI

336

Diversified−2

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$33,501,174	14
Financial Services	14.7%	$17,858,794	9
Healthcare	11.0%	$13,384,084	9
Consumer Defensive	10.1%	$12,273,509	6
Communication Services	9.6%	$11,611,377	5
Consumer Cyclical	9.3%	$11,284,690	7
Energy	8.6%	$10,459,059	4
Industrials	5.5%	$6,636,323	7
Real Estate	1.4%	$1,729,607	2
Unclassified	1.1%	$1,393,430	3
Utilities	1.0%	$1,210,269	4
Basic Materials	0.2%	$204,025	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+7,338	26,509	$5,521,029
ORCL	Oracle Corp	+3,702	17,813	$2,620,470
MSFT	Microsoft Corp	+2,154	14,785	$5,472,963
PG	PROCTER & GAMBLE Co	+1,564	28,239	$4,078,841
AAPL	Apple Inc.	+1,407	36,033	$9,144,815
AVGO	Broadcom Inc.	+1,382	14,279	$4,419,493
V	Visa Inc.	+1,233	12,370	$3,738,708
MA	Mastercard Inc	+785	7,611	$3,802,912
NFLX	Netflix Inc	+712	30,465	$2,929,209
JPM	Jpmorgan Chase & Co	+704	13,706	$4,031,756
T	At&T Inc.	+679	16,555	$479,929
TJX	Tjx Companies Inc /De/	+631	8,721	$1,392,743
GOOGL	Alphabet Inc.	+571	14,719	$4,232,595
NVDA	Nvidia Corp	+558	34,378	$5,995,523
TSLA	Tesla, Inc.	+472	7,848	$2,917,494
LLY	ELI LILLY & Co	+384	5,891	$5,418,365
ANET	Arista Networks, Inc.	+366	3,559	$436,974
BRK-B	Berkshire Hathaway Inc	+364	5,839	$2,798,048
F	Ford Motor Co	+312	20,769	$239,674
META	Meta Platforms, Inc.	+280	6,432	$3,679,940
APH	Amphenol Corp /De/	+275	10,645	$1,344,995
CVX	Chevron Corp	+207	1,852	$383,178
AMP	Ameriprise Financial Inc	+195	3,707	$1,647,390
PLTR	Palantir Technologies Inc.	+170	1,641	$240,045
IAU	Ishares Gold Trust	+117	3,354	$295,688
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−6,083	50,149	$8,508,279
WPC	W. P. Carey Inc.	−1,779	21,930	$1,490,362
EOG	Eog Resources Inc	−1,592	9,390	$1,357,512
MRK	Merck & Co., Inc.	−1,119	11,335	$1,363,487
JNJ	Johnson & Johnson	−1,103	18,093	$4,422,652
KO	Coca Cola Co	−943	17,529	$1,333,080
VZ	Verizon Communications Inc	−773	5,771	$289,704
HON	Honeywell International Inc	−675	5,789	$1,308,487
CSCO	Cisco Systems, Inc.	−562	20,605	$1,598,741
WMT	Walmart Inc.	−400	23,597	$2,932,635
NI	Nisource Inc.	−265	6,892	$321,580
EMR	Emerson Electric Co	−239	9,205	$1,206,039
COST	Costco Wholesale Corp /New	−126	2,693	$2,683,385
PLD	Prologis, Inc.	−43	1,810	$239,245
HD	Home Depot, Inc.	−39	655	$215,422
SYK	Stryker Corp	−21	735	$241,513
NLST	Netlist Inc	−16	10,605	$16,543
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
FITB	Fifth Third Bancorp	22,733	$1,056,175
EFT	Eaton Vance Floating-Rate Income Trust	26,282	$282,005
BP	Bp PLC	4,470	$210,090
MU	Micron Technology Inc	610	$206,082
FCX	Freeport-Mcmoran Inc	3,471	$204,025
CAH	Cardinal Health Inc	952	$201,167
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LEN	Lennar Corp /New/	9,909	$1,018,645
SHOP	Shopify Inc.	1,776	$285,882
UBER	Uber Technologies, Inc	3,218	$262,942
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $121,546,341 total · filing declares 126 positions · $389,674,502 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	36,033	+1,407	$9,144,815	−2.9%	7.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	50,149	-6,083	$8,508,279	+25.7%	7.00%
NVDA	Nvidia Corp Technology	Added	34,378	+558	$5,995,523	−4.9%	4.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	26,509	+7,338	$5,521,029	+24.8%	4.54%
MSFT	Microsoft Corp Technology	Added	14,785	+2,154	$5,472,963	−10.4%	4.50%
LLY	ELI LILLY & Co Healthcare	Added	5,891	+384	$5,418,365	−8.4%	4.46%
JNJ	Johnson & Johnson Healthcare	Reduced	18,093	-1,103	$4,422,652	+11.3%	3.64%
AVGO	Broadcom Inc. Technology	Added	14,279	+1,382	$4,419,493	−1.0%	3.64%
GOOGL	Alphabet Inc. Communication Services	Added	14,719	+571	$4,232,595	−4.4%	3.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	28,239	+1,564	$4,078,841	+6.7%	3.36%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,706	+704	$4,031,756	−3.8%	3.32%
MA	Mastercard Inc Financial Services	Added	7,611	+785	$3,802,912	−2.4%	3.13%
V	Visa Inc. Financial Services	Added	12,370	+1,233	$3,738,708	−4.3%	3.08%
META	Meta Platforms, Inc. Communication Services	Added	6,432	+280	$3,679,940	−9.4%	3.03%
WMT	Walmart Inc. Consumer Defensive	Reduced	23,597	-400	$2,932,635	+9.7%	2.41%
NFLX	Netflix Inc Communication Services	Added	30,465	+712	$2,929,209	+5.0%	2.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,848	+472	$2,917,494	−12.0%	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,839	+364	$2,798,048	+1.7%	2.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,693	-126	$2,683,385	+10.4%	2.21%
ORCL	Oracle Corp Technology	Added	17,813	+3,702	$2,620,470	−4.7%	2.16%
ETN	Eaton Corp plc Industrials	Held	7,322	0	$2,618,859	+12.3%	2.15%
AMP	Ameriprise Financial Inc Financial Services	Added	3,707	+195	$1,647,390	−4.3%	1.36%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,605	-562	$1,598,741	−1.9%	1.32%
WPC	W. P. Carey Inc. Real Estate	Reduced	21,930	-1,779	$1,490,362	−2.3%	1.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,721	+631	$1,392,743	+12.1%	1.15%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,335	-1,119	$1,363,487	+4.0%	1.12%
EOG	Eog Resources Inc Energy	Reduced	9,390	-1,592	$1,357,512	+17.7%	1.12%
APH	Amphenol Corp /De/ Technology	Added	10,645	+275	$1,344,995	−4.0%	1.11%
KO	Coca Cola Co Consumer Defensive	Reduced	17,529	-943	$1,333,080	+3.2%	1.10%
HON	Honeywell International Inc Industrials	Reduced	5,789	-675	$1,308,487	+3.8%	1.08%
EMR	Emerson Electric Co Industrials	Reduced	9,205	-239	$1,206,039	−3.8%	0.99%
FITB	Fifth Third Bancorp Financial Services	NEW	22,733	NEW	$1,056,175	NEW	0.87%
SPY	Spdr S&P 500 ETF Trust	Added	1,301	+18	$846,092	−3.3%	0.70%
JBL	Jabil Inc Technology	Added	3,165	+50	$840,718	+18.4%	0.69%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,902	0	$810,496	+3.1%	0.67%
ABBV	AbbVie Inc. Healthcare	Added	3,688	+66	$802,103	−3.1%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,176	+24	$676,279	+2.8%	0.56%
IBM	International Business Machines Corp Technology	Added	2,773	+70	$672,147	−16.1%	0.55%
COHR	Coherent Corp. Technology	Held	2,064	0	$491,665	+29.1%	0.40%
SAIA	Saia Inc Industrials	Held	1,370	0	$481,253	+7.6%	0.40%
T	At&T Inc. Communication Services	Added	16,555	+679	$479,929	+21.7%	0.39%
ANET	Arista Networks, Inc. Technology	Added	3,559	+366	$436,974	+4.4%	0.36%
MO	Altria Group, Inc. Consumer Defensive	Added	6,593	+51	$435,072	+15.3%	0.36%
CAT	Caterpillar Inc Industrials	Held	591	0	$418,699	+23.7%	0.34%
CVX	Chevron Corp Energy	Added	1,852	+207	$383,178	+52.8%	0.32%
GE	General Electric Co Industrials	Added	1,242	+46	$352,442	−4.3%	0.29%
ABT	Abbott Laboratories Healthcare	Added	3,367	+2	$345,689	−18.0%	0.28%
DTE	Dte Energy Co Utilities	Held	2,304	0	$336,890	+13.4%	0.28%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,363	0	$322,049	−2.0%	0.26%
NI	Nisource Inc. Utilities	Reduced	6,892	-265	$321,580	+7.6%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.