Hilltop Partners LLC

Q1 2026 13F-HR Holdings

Location
Mishawaka, IN
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$389,675
Net value change ($000)
+1,659 (0.4%)
New positions
6
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DBEF 16,346 55.8%
XOM 1,741 25.7%
AMZN 1,096 24.8%
FITB 1,056 NEW
BNDX 496 5.8%
EFT 476 NEW
ICVT 460 5.1%
JNJ 450 11.3%
SPHY 404 3.1%
VTV 378 1.2%
Top Reduces (Value $000, Stocks/ETFs)
IJH -14,156 -70.4%
VONE -2,752 -3.6%
LEN -1,019 -100.0%
CMA -962 -100.0%
SPYG -956 -6.3%
MSFT -636 -10.4%
LLY -501 -8.5%
TSLA -399 -12.0%
META -381 -9.4%
NVDA -312 -4.9%
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