Hilltop National Bank

CIK

2021658

Location

CASPER, WY

Portfolio Value

Small $433,692,022

Diversification

Diversified

Filing Date

Global Rank

#4,009 / 8,827 ▼ 51 · as of Jun 2026

Top Industry

Semiconductors 13.5%

Period ended 37 days ago

Filed Oct 14, 2026 · 23d

10 quarters · since Mar 2024

Regulatory profile

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

Holder type

Unknown

Portfolio style

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

Style

Diversified active

Top 10 weight 40.0%, 35.5 effective positions, active share 51.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

13.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 51.7%; sector active share 21.9% against the combined 13F book's sector weights.

Over time 9 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

785 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.9%

+0.8 pts

Top 5

35.3%

+4.9 pts

Top 10

43.9%

+4.0 pts

HHI

340

Diversified+58

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.8%	$129,245,962	120
Technology	28.7%	$124,297,485	97
Financial Services	9.3%	$40,476,577	122
Healthcare	7.1%	$30,811,279	64
Industrials	6.3%	$27,491,446	101
Energy	4.0%	$17,352,317	50
Consumer Defensive	3.8%	$16,582,395	34
Consumer Cyclical	3.6%	$15,594,101	55
Communication Services	3.0%	$13,206,984	24
Utilities	1.7%	$7,293,765	39
Basic Materials	1.6%	$6,743,785	43
Real Estate	1.1%	$4,595,926	36

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+49,600	92,770	$3,017,808
IAU	Ishares Gold Trust	+21,240	95,096	$7,426,996
—		+20,829	301,218	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+12,199	127,321	$7,551,407
SBUX	Starbucks Corp	+10,100	10,975	$1,031,210
EFA	iShares MSCI EAFE ETF	+8,599	194,080	$20,162,971
WAGN	Pabrai Wagons ETF	+4,580	7,260	$108,028
BMY	Bristol Myers Squibb Co	+3,723	10,145	$633,047
UL	Unilever PLC	+3,141	9,574	$581,428
NVS	Novartis AG	+3,121	5,081	$724,397
MSI	Motorola Solutions, Inc.	+3,074	3,101	$1,382,952
DVN	Devon Energy Corp	+3,009	16,484	$758,923
CRWD	CrowdStrike Holdings, Inc.	+2,889	3,775	$999,431
BNY	Bank of New York Mellon Corp	+1,874	2,090	$302,276
MNST	Monster Beverage Corp	+1,674	2,516	$104,715
LKQ	Lkq Corp	+1,674	3,430	$78,306
BAC	Bank Of America Corp	+1,420	28,336	$1,542,327
PR	Permian Resources Corp	+1,267	5,576	$117,765
APD	Air Products & Chemicals, Inc.	+1,159	1,269	$353,073
FPS	Forgent Power Solutions, Inc.	+1,088	1,817	$68,028
KN	Knowles Corp	+1,055	2,977	$110,595
MRK	Merck & Co., Inc.	+1,035	11,979	$1,740,667
TU	Telus Corp	+1,000	2,000	$16,780
ARE	Alexandria Real Estate Equities, Inc.	+868	2,342	$111,151
CTVA	Corteva, Inc.	+864	2,231	$173,236
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KIM	Kimco Realty Corp	−47,199	22,504	$499,813
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	−13,468	13,269	$982,569
F	Ford Motor Co	−8,934	70,852	$854,474
ORCL	Oracle Corp	−8,740	405	$55,606
IBM	International Business Machines Corp	−6,831	2,016	$443,378
SNY	Sanofi	−5,714	3,858	$159,065
WFC	Wells Fargo & Company	−4,465	12,409	$993,339
LHX	L3harris Technologies, Inc.	−3,251	40	$9,470
SLF	Sun Life Financial Inc	−3,153	13,424	$1,046,669
TSCO	Tractor Supply Co	−2,273	238	$7,447
DIS	Walt Disney Co	−1,918	1,942	$203,715
GLW	Corning Inc	−1,851	17,920	$2,755,378
CSCO	Cisco Systems, Inc.	−1,686	17,999	$1,937,231
TFC	Truist Financial Corp	−1,582	11,484	$531,709
KLAC	Kla Corp	−1,375	12,175	$2,373,272
VZ	Verizon Communications Inc	−1,364	18,991	$871,116
BCS	Barclays PLC	−1,326	6,268	$152,124
WMT	Walmart Inc.	−1,262	26,379	$2,741,305
COP	Conocophillips	−1,247	12,273	$1,535,965
TD	Toronto Dominion Bank	−1,203	824	$96,843
RDW	Redwire Corp	−1,100	250	$2,610
SYK	Stryker Corp	−1,084	89	$24,509
PEG	Public Service Enterprise Group Inc	−1,080	8,608	$579,662
CRM	Salesforce, Inc.	−1,037	755	$173,325
STX	Seagate Technology Holdings plc	−1,002	5,084	$4,689,175
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EQIX	Equinix Inc	929	$939,757
DD	DuPont de Nemours, Inc.	6,237	$810,123
MRNA	Moderna, Inc.	3,705	$713,471
HON	Honeywell International Inc	3,332	$702,852
HONA	Honeywell Aerospace Inc.	3,062	$474,518
RL	Ralph Lauren Corp	505	$179,310
ALLY	Ally Financial Inc.	3,038	$114,289
MTSI	MACOM Technology Solutions Holdings, Inc.	386	$109,940
SXI	Standex International Corp	376	$102,670
MFP	Midera Food Processing, Inc.	2,467	$100,702
FDXF	FedEx Freight Holding Company, Inc.	821	$89,800
CGNX	Cognex Corp	1,221	$74,053
CNH	CNH Industrial N.V.	5,151	$66,190
STRL	Sterling Infrastructure, Inc.	129	$63,439
SPCX	Space Exploration Technologies Corp	413	$62,304
VMRK	Vivmark Residential	954	$57,964
DDOG	Datadog, Inc.	189	$51,757
SEIC	Sei Investments Co	495	$50,816
ALGM	Allegro Microsystems, Inc.	1,342	$48,781
NU	Nu Holdings Ltd.	3,216	$40,714
ILMN	Illumina, Inc.	114	$31,199
UAL	United Airlines Holdings, Inc.	144	$15,976
AVAV	AeroVironment Inc	100	$14,222
NBIS	Nebius Group N.V.	45	$10,614
GNRC	Generac Holdings Inc.	50	$10,347
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	34,719	$4,746,781
OKE	Oneok Inc	15,819	$1,375,302
TECH	BIO-TECHNE Corp	2,163	$152,815
—		1,761	$133,906
—		3,000	$133,410
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	888	$106,133
FHN	First Horizon Corp	3,648	$93,534
BFAM	Bright Horizons Family Solutions Inc.	1,304	$92,427
MHD	Blackrock Muniholdings Fund, Inc.	6,867	$81,717
ACM	Aecom	1,160	$80,968
MTUM	iShares MSCI USA Momentum Factor ETF	230	$78,850
BBD	Bank Bradesco	20,373	$70,694
LVS	Las Vegas Sands Corp	1,453	$67,113
—		342	$64,531
HEI	Heico Corp	171	$60,908
EVI	Evi Industries, Inc.	4,090	$60,450
RKLB	Rocket Lab Corp	495	$50,316
DOV	DOVER Corp	222	$49,790
JAZZ	Jazz Pharmaceuticals plc	201	$48,434
BBWI	Bath & Body Works, Inc.	2,067	$47,809
CSL	Carlisle Companies Inc	130	$47,157
PNR	PENTAIR plc	607	$46,532
TER	Teradyne, Inc	84	$40,642
NUE	Nucor Corp	175	$38,981
WK	Workiva Inc	801	$38,856
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

785 tracked positions · $433,692,022 total · filing declares 1,053 positions · $464,865,646 · as of Sep 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 785 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	66,170	+631	$33,938,592	+38.8%	7.83%
EFA	iShares MSCI EAFE ETF	Added	194,080	+8,599	$20,162,971	+4.6%	4.65%
VOO	VANGUARD 500 INDEX FUND	Held	22,645	0	$15,870,974	+2.0%	3.66%
NVDA	Nvidia Corp Technology	Added	65,348	+416	$14,924,175	+14.9%	3.44%
AAPL	Apple Inc. Technology	Added	41,726	+660	$13,895,591	+16.9%	3.20%
IVV	iShares Core S&P 500 ETF	Reduced	13,162	-521	$10,080,117	−1.6%	2.32%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	127,321	+12,199	$7,551,407	+9.9%	1.74%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	38,133	-759	$7,456,144	−3.0%	1.72%
IAU	Ishares Gold Trust	Added	95,096	+21,240	$7,426,996	+33.2%	1.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	14,979	-141	$6,833,269	−5.4%	1.58%
IJH	iShares Core S&P Mid-Cap ETF	Added	84,567	+4	$6,084,594	−6.7%	1.40%
LLY	ELI LILLY & Co Healthcare	Reduced	5,248	-3	$6,072,355	−3.6%	1.40%
ANET	Arista Networks, Inc. Technology	Reduced	28,707	-257	$5,844,457	+18.8%	1.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,565	+145	$5,758,791	+0.8%	1.33%
MRVL	Marvell Technology, Inc. Technology	Reduced	21,079	-266	$5,569,281	−12.4%	1.28%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	20,737	+42	$4,790,868	−4.7%	1.10%
STX	Seagate Technology Holdings plc Technology	Reduced	5,084	-1,002	$4,689,175	−20.2%	1.08%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	12,898	-58	$4,357,330	−8.0%	1.00%
PWR	Quanta Services, Inc. Industrials	Reduced	6,362	-71	$4,087,648	−11.8%	0.94%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,478	-221	$4,052,459	−3.4%	0.93%
IVW	iShares S&P 500 Growth ETF	Added	28,308	+356	$4,027,095	+4.8%	0.93%
AVGO	Broadcom Inc. Technology	Reduced	11,376	-999	$3,995,136	−14.5%	0.92%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	5	0	$3,735,025	−0.2%	0.86%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,880	-207	$3,721,633	−2.0%	0.86%
MU	Micron Technology Inc Technology	Reduced	3,325	-314	$3,541,490	−15.7%	0.82%
VTV	VANGUARD VALUE INDEX FUND	Added	16,329	+176	$3,528,369	+0.2%	0.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,598	-793	$3,506,135	−6.0%	0.81%
DELL	Dell Technologies Inc. Technology	Reduced	6,359	-637	$3,420,823	+13.3%	0.79%
META	Meta Platforms, Inc. Communication Services	Added	4,424	+155	$3,208,196	+33.4%	0.74%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	3,480	-117	$3,167,983	−5.9%	0.73%
JNJ	Johnson & Johnson Healthcare	Reduced	11,951	-447	$3,163,906	+0.5%	0.73%
SCHD	Schwab U.S. Dividend Equity ETF	Added	92,770	+49,600	$3,017,808	+120.5%	0.70%
PSX	Phillips 66 Energy	Reduced	11,036	-649	$2,817,600	+42.6%	0.65%
TT	Trane Technologies plc Industrials	Reduced	6,104	-72	$2,758,885	−9.0%	0.64%
GLW	Corning Inc Technology	Reduced	17,920	-1,851	$2,755,378	−45.4%	0.64%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,379	-1,262	$2,741,305	−12.4%	0.63%
NFLX	Netflix Inc Communication Services	Reduced	35,737	-216	$2,486,579	−3.1%	0.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,615	-26	$2,395,577	+4.3%	0.55%
AMP	Ameriprise Financial Inc Financial Services	Reduced	4,855	-49	$2,390,358	+6.2%	0.55%
KLAC	Kla Corp Technology	Reduced	12,175	-1,375	$2,373,272	−41.9%	0.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,844	-376	$2,354,882	−8.7%	0.54%
AXP	American Express Co Financial Services	Reduced	7,622	-22	$2,317,849	−10.4%	0.53%
SO	Southern Co Utilities	Reduced	27,795	-763	$2,303,926	−15.7%	0.53%
PANW	Palo Alto Networks Inc Technology	Reduced	5,740	-9	$2,280,558	+16.3%	0.53%
VO	VANGUARD MID-CAP INDEX FUND	Added	28,619	+217	$2,244,301	−1.9%	0.52%
SHEL	Shell plc Energy	Reduced	22,539	-123	$2,142,331	+21.9%	0.49%
BX	Blackstone Inc. Financial Services	Reduced	18,779	-578	$2,104,937	−7.6%	0.49%
CAT	Caterpillar Inc Industrials	Reduced	2,536	-405	$2,056,163	−34.3%	0.47%
TXN	Texas Instruments Inc Technology	Reduced	7,213	-254	$2,020,288	−9.2%	0.47%
IJR	iShares Core S&P Small-Cap ETF	Reduced	14,803	-557	$2,013,799	−11.6%	0.46%

Showing the top 50 of 785 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.