Hills Bank & Trust Co
Q3 2026 13F-HR Holdings
Net value change ($000)
+16,626
(0.7%)
New positions
29
Sold out positions
24
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
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)
| IBTO | 23,606 | NEW |
| IBTP | 23,471 | NEW |
| MSFT | 9,437 | 36.5% |
| FTRB | 6,651 | 4.7% |
| NVDA | 6,453 | 14.5% |
| AAPL | 6,129 | 16.9% |
| RWO | 6,119 | 137.4% |
| IBMR | 5,134 | 280.4% |
| IBMS | 4,552 | 262.2% |
| IBMT | 3,854 | 133.1% |
Top Reduces (Value $000, Stocks/ETFs)
| BSMT | -8,553 | -55.9% |
| GII | -8,184 | -14.4% |
| VANGUARD WELLESLEY INCOME FD | -7,277 | -27.0% |
| VANGUARD WELLESLEY INCOME FD | -7,215 | -26.7% |
| MDY | -6,243 | -8.0% |
| XOM | -5,923 | -100.0% |
| SPMD | -5,604 | -6.8% |
| KLAC | -4,393 | -35.5% |
| VANGUARD WELLESLEY INCOME FD | -4,338 | -18.1% |
| BSMU | -4,285 | -48.2% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|