Hilltop Partners LLC

CIK

1957867

Location

MISHAWAKA, IN

Portfolio Value

Small $121,546,341

Diversification

Diversified

Filing Date

Global Rank

#5,288 / 8,604 ▲ 222 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.0%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 12, 2026 · 57d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.1%

SPY

+76.5%

Annualised alpha

-4.9%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

71 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−3

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	Exxon Mobil 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 positions · $121,546,341 total · 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	Exxon Mobil 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%