Hilltop Partners LLC

Q4 2025 13F-HR Holdings

Location
Mishawaka, IN
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$388,016
Net value change ($000)
+53,320 (15.9%)
New positions
9
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJH 14,548 261.7%
VONE 10,599 16.0%
LLY 2,907 96.5%
XOM 2,677 65.5%
SPYG 1,660 12.2%
VTV 1,574 5.1%
DBEF 1,323 4.7%
MSFT 1,143 23.0%
PG 1,028 36.8%
JPM 1,024 32.3%
Top Reduces (Value $000, Stocks/ETFs)
ETN -435 -15.7%
TSLA -345 -9.4%
ICVT -308 -3.3%
VTEB -285 -20.2%
ACN -206 -100.0%
PLTR -127 -32.7%
WPC -97 -6.0%
AGG -96 -14.7%
EAGG -74 -11.4%
MO -58 -13.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type