Hilltop Partners LLC

Registered adviser

CIK

1957867

Location

MISHAWAKA, IN

Portfolio Value

Small $412,854,975

Diversification

Diversified

Filing Date

Global Rank

#4,337 / 8,819 ▼ 154

Top Industry

Semiconductors 12.1%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 290981

Roster of Oct 1, 2026

Regulatory AUM

$616,442,794

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$616,442,794	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$490,814,525	Individuals and high net worth (99%)
Mar 2024 to Mar 2025	$407,132,602	Individuals and high net worth (99%)
May 2023 to Feb 2024	$317,321,839	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$317,321,839	Individuals and high net worth (100%)
Apr 2022 to Feb 2023	$343,616,229	Individuals and high net worth (100%)

3 earlier changes not shown.

Stated strategy

Fixed income / rates, Multi-asset, Long/short hedge, Income, Wealth management / planning Form ADV Part 2A, Sep 3, 2026 · original

In the firm's words

Fixed income / rates: Implementing and/or recommending individual equity and fixed income securities, mutual funds and ETFs.
Multi-asset: Preparation of a recommended asset allocation that serves to diversify the client's portfolio among different categories of investments
Long/short hedge: providing recommendations to hedge a client’s portfolio through the use of derivative strategies
Income: This type of transaction is used to generate income.
Wealth management / planning: The client will receive a written or oral report (depending on the client’s preference) that provides the client with a detailed financial plan designed to help achieve the client’s stated financial goals and objectives.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.4% of the book (60%+)

Turnover

Medium turnover

42.1% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 10.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 66.9%; sector active share 54.8% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

150 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.4%

−3.5 pts

Top 5

52.7%

−3.4 pts

Top 10

66.4%

−2.0 pts

HHI

757

Diversified−66

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.7%	$279,602,108	73
Technology	10.3%	$42,436,289	17
Financial Services	5.7%	$23,722,354	12
Healthcare	4.1%	$16,760,115	9
Communication Services	3.2%	$13,217,700	6
Consumer Cyclical	3.0%	$12,505,374	7
Consumer Defensive	2.7%	$11,063,939	6
Industrials	2.1%	$8,741,227	11
Real Estate	0.4%	$1,783,093	2
Energy	0.4%	$1,514,254	2
Utilities	0.3%	$1,236,901	4
Basic Materials	0.1%	$271,621	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+152,167	157,574	$12,453,073
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+52,970	155,925	$7,298,849
QQQ	Invesco Qqq Trust, Series 1	+32,629	33,065	$24,349,066
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+17,446	197,785	$4,877,378
ICVT	iShares Convertible Bond ETF	+16,082	109,390	$13,317,138
NFLX	Netflix Inc	+11,324	41,789	$2,983,734
EFT	Eaton Vance Floating-Rate Income Trust	+7,840	34,122	$368,517
PYLD		+7,774	21,507	$570,365
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+6,963	7,563	$903,929
WMT	Walmart Inc.	+6,804	30,401	$3,443,217
JNJ	Johnson & Johnson	+2,853	20,946	$5,319,655
MU	Micron Technology Inc	+2,622	3,232	$3,730,665
MA	Mastercard Inc	+1,774	9,385	$4,820,136
V	Visa Inc.	+1,609	13,979	$4,796,055
JPM	Jpmorgan Chase & Co	+1,489	15,195	$4,973,779
META	Meta Platforms, Inc.	+1,411	7,843	$4,417,883
PLTR	Palantir Technologies Inc.	+1,285	2,926	$341,376
MSFT	Microsoft Corp	+941	15,726	$5,866,112
BRK-B	Berkshire Hathaway Inc	+929	6,768	$3,386,639
TSLA	Tesla, Inc.	+880	8,728	$3,670,996
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+876	50,352	$1,684,777
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+856	13,175	$624,626
FCX	Freeport-Mcmoran Inc	+848	4,319	$271,621
EMR	Emerson Electric Co	+826	10,031	$1,435,937
KO	Coca Cola Co	+820	18,349	$1,491,223
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	−770,268	154,091	$8,417,991
SRLN	State Street(R) Blackstone Senior Loan ETF	−215,560	16,987	$684,406
GHYG	iShares Trust	−188,247	14,771	$668,978
BNDX	Vanguard Total International Bond ETF	−179,659	7,344	$355,669
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	−126,441	12,632	$849,375
VONE	VANGUARD RUSSELL 1000 INDEX FUND	−112,775	138,127	$46,786,377
FNDA	Schwab Strategic Trust	−87,553	35,288	$1,343,061
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−76,214	69,487	$8,268,258
IJH	iShares Core S&P Mid-Cap ETF	−41,987	46,157	$3,559,166
VTV	VANGUARD VALUE INDEX FUND	−30,130	137,778	$30,025,959
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	−19,961	555,583	$13,022,865
PG	PROCTER & GAMBLE Co	−15,853	12,386	$1,816,283
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−4,978	14,512	$734,016
CSCO	Cisco Systems, Inc.	−4,683	15,922	$1,870,198
ORCL	Oracle Corp	−3,122	14,691	$2,152,966
AVGO	Broadcom Inc.	−2,450	11,829	$4,468,404
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−1,839	21,850	$620,321
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−1,818	8,603	$218,860
AMZN	Amazon Com Inc	−1,284	25,225	$6,012,126
NVDA	Nvidia Corp	−1,277	33,101	$6,623,179
RSPT	Victory Portfolios II	−816	18,081	$1,166,224
GOOGL	Alphabet Inc.	−814	13,905	$4,969,229
AGG	iShares Core U.S. Aggregate Bond ETF	−543	4,423	$437,788
QLD	ProShares Ultra QQQ	−479	4,193	$405,714
SCHM	Schwab U.S. Mid-Cap ETF	−443	30,868	$1,138,103
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
IJK	iShares S&P Mid-Cap 400 Growth ETF	160,893	$18,904,927
—		83,327	$18,431,932
EWT	iShares MSCI Taiwan ETF	83,071	$9,022,341
ACWI	iShares MSCI ACWI ETF	56,256	$8,830,504
EWC	iShares Trust	148,493	$8,559,136
EWY	iShares Trust	40,777	$8,232,876
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	9,003	$1,715,251
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	27,911	$1,482,353
GD	General Dynamics Corp	3,893	$1,379,056
SPMO	Invesco Ltd.	7,110	$1,148,549
IWLG	NYLIM ETF Trust	17,656	$999,153
AMD	Advanced Micro Devices Inc	889	$516,428
INTC	Intel Corp	2,749	$383,842
PI	Impinj Inc	2,627	$376,265
DIA	Spdr Dow Jones Industrial Average ETF Trust	507	$264,851
SLV	iShares Silver Trust	4,935	$263,874
GOOG	Alphabet Inc.	735	$259,697
PULS	PGIM Ultra Short Bond ETF	4,963	$245,916
TQQQ	ProShares UltraPro QQQ	2,875	$232,875
SPCX	Space Exploration Technologies Corp	1,346	$229,977
ITA	iShares U.S. Aerospace & Defense ETF	944	$228,844
ROM	ProShares Ultra Technology	1,458	$226,281
GEV	GE Vernova Inc.	191	$224,398
SUSC	iShares ESG Aware USD Corporate Bond ETF	9,580	$221,786
FLEX	Flex Ltd.	1,307	$211,825
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	50,149	$8,508,279
HON	Honeywell International Inc	5,789	$1,308,487
NULV	Nuveen ESG Large-Cap Value ETF	5,030	$228,865
BP	Bp PLC	4,470	$210,090
NLST	Netlist Inc	10,605	$16,543
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

150 tracked positions · $412,854,975 total · filing declares 150 positions · $412,351,224 · as of Jun 30, 2026

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

Showing 1–50 of 150 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Reduced	138,127	-112,775	$46,786,377	−36.8%	15	before history	11.33%
VTV	VANGUARD VALUE INDEX FUND	Reduced	137,778	-30,130	$30,025,959	−8.9%	15	before history	7.27%
QQQ	Invesco Qqq Trust, Series 1	Added	33,065	+32,629	$24,349,066	+9575.8%	5	$685.59	5.90%
IJK	iShares S&P Mid-Cap 400 Growth ETF	NEW	160,893	NEW	$18,904,927	NEW	1	unpriced	4.58%
		NEW	83,327	NEW	$18,431,932	NEW	1	$209.33	4.46%
ICVT	iShares Convertible Bond ETF	Added	109,390	+16,082	$13,317,138	+40.2%	12	unpriced	3.23%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Reduced	555,583	-19,961	$13,022,865	−3.0%	15	before history	3.15%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	157,574	+152,167	$12,453,073	+2805.4%	15	before history	3.02%
AAPL	Apple Inc. Technology	Added	36,492	+459	$10,559,325	+15.5%	15	before history	2.56%
EWT	iShares MSCI Taiwan ETF	NEW	83,071	NEW	$9,022,341	NEW	1	$93.55	2.19%
ACWI	iShares MSCI ACWI ETF	NEW	56,256	NEW	$8,830,504	NEW	1	unpriced	2.14%
EWC	iShares Trust	NEW	148,493	NEW	$8,559,136	NEW	1	unpriced	2.07%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Reduced	154,091	-770,268	$8,417,991	−81.6%	12	$44.00	2.04%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	69,487	-76,214	$8,268,258	−42.0%	15	before history	2.00%
EWY	iShares Trust	NEW	40,777	NEW	$8,232,876	NEW	1	unpriced	1.99%
LLY	ELI LILLY & Co Healthcare	Added	6,268	+377	$7,518,027	+38.8%	13	$807.43	1.82%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	155,925	+52,970	$7,298,849	+51.0%	15	before history	1.77%
NVDA	Nvidia Corp Technology	Reduced	33,101	-1,277	$6,623,179	+10.5%	12	unpriced	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,225	-1,284	$6,012,126	+8.9%	15	before history	1.46%
MSFT	Microsoft Corp Technology	Added	15,726	+941	$5,866,112	+7.2%	15	before history	1.42%
JNJ	Johnson & Johnson Healthcare	Added	20,946	+2,853	$5,319,655	+20.3%	13	$168.40	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,195	+1,489	$4,973,779	+23.4%	15	before history	1.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,905	-814	$4,969,229	+17.4%	13	$148.97	1.20%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	197,785	+17,446	$4,877,378	+8.6%	14	unpriced	1.18%
MA	Mastercard Inc Financial Services	Added	9,385	+1,774	$4,820,136	+26.7%	13	$482.13	1.17%
V	Visa Inc. Financial Services	Added	13,979	+1,609	$4,796,055	+28.3%	13	$296.89	1.16%
AVGO	Broadcom Inc. Technology	Reduced	11,829	-2,450	$4,468,404	+1.1%	13	unpriced	1.08%
META	Meta Platforms, Inc. Communication Services	Added	7,843	+1,411	$4,417,883	+20.1%	11	$547.24	1.07%
MU	Micron Technology Inc Technology	Added	3,232	+2,622	$3,730,665	+1710.3%	2	$682.29	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,728	+880	$3,670,996	+25.8%	15	before history	0.89%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	46,157	-41,987	$3,559,166	−40.2%	15	before history	0.86%
WMT	Walmart Inc. Consumer Defensive	Added	30,401	+6,804	$3,443,217	+17.4%	8	$95.22	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,768	+929	$3,386,639	+21.0%	11	$454.81	0.82%
ETN	Eaton Corp plc Industrials	Reduced	7,312	-10	$3,115,789	+19.0%	15	before history	0.75%
NFLX	Netflix Inc Communication Services	Added	41,789	+11,324	$2,983,734	+1.9%	13	unpriced	0.72%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,151	+458	$2,947,665	+9.8%	8	$929.99	0.71%
ORCL	Oracle Corp Technology	Reduced	14,691	-3,122	$2,152,966	−17.8%	8	$184.29	0.52%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	21,138	-301	$2,038,971	+2.6%	15	before history	0.49%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,922	-4,683	$1,870,198	+17.0%	13	$51.87	0.45%
AMP	Ameriprise Financial Inc Financial Services	Added	4,002	+295	$1,835,957	+11.4%	15	before history	0.44%
APH	Amphenol Corp Technology	Reduced	10,357	-288	$1,826,146	+35.8%	13	$46.88	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,386	-15,853	$1,816,283	−55.5%	15	before history	0.44%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	NEW	9,003	NEW	$1,715,251	NEW	1	$170.86	0.42%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	50,352	+876	$1,684,777	+1.5%	14	unpriced	0.41%
MRK	Merck & Co., Inc. Healthcare	Added	12,139	+804	$1,559,861	+14.4%	13	$106.09	0.38%
WPC	W. P. Carey Inc. Real Estate	Reduced	21,509	-421	$1,537,893	+3.2%	15	before history	0.37%
KO	Coca Cola Co Consumer Defensive	Added	18,349	+820	$1,491,223	+11.9%	13	$64.36	0.36%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	NEW	27,911	NEW	$1,482,353	NEW	1	$57.18	0.36%
EMR	Emerson Electric Co Industrials	Added	10,031	+826	$1,435,937	+19.1%	8	$114.89	0.35%
TJX	Tjx Companies Inc Consumer Cyclical	Added	9,280	+559	$1,405,920	+0.9%	13	$93.14	0.34%

Showing the top 50 of 150 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.