Hill Investment Group Partners, LLC

Q4 2025 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$840,638
Net value change ($000)
+20,331 (2.5%)
New positions
3
Sold out positions
7
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 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)
EBI 17,959 5.4%
AVIG 4,076 7.5%
DFIC 3,148 4.7%
AVDV 2,356 5.2%
DFIV 2,144 7.7%
AVMU 1,835 448.7%
AVUV 1,735 7.2%
DFEM 1,705 3.7%
BOXX 1,034 40.2%
DFGX 821 1.6%
Top Reduces (Value $000, Stocks/ETFs)
AVRE -13,722 -41.6%
DFAC -3,040 -13.0%
BND -762 -100.0%
VTV -630 -100.0%
EFV -576 -100.0%
DFIP -432 -1.3%
DFAE -378 -100.0%
DFAU -280 -100.0%
DFAI -256 -100.0%
DFUV -211 -100.0%
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