Hill Investment Group Partners, LLC

Q2 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$980,446
Net value change ($000)
+74,860 (8.3%)
New positions
12
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 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)
EBI 41,051 11.2%
DFEM 6,758 13.6%
RBB FUND TRUST 5,908 6.6%
AVUV 5,839 19.5%
DELL 3,522 NEW
DFIC 3,024 4.2%
AVEM 1,923 14.3%
DFAC 1,165 6.0%
VUG 1,111 NEW
SF 892 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVIG -3,181 -10.3%
DFIP -1,263 -3.8%
NOC -214 -100.0%
BSM -205 -7.6%
DFGX -181 -0.5%
DFCF -180 -14.5%
LMT -144 -15.7%
XOM -129 -19.4%
PLBY -63 -19.9%
DFIV -51 -0.2%
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.
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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