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Hilltop National Bank — 13F Holdings & Portfolio

CIK 2021658 · latest 13F-HR filed 2026-07-02

Backtest portfolio

Hilltop National Bank manages $468.4M in 13F-reported U.S. long-equity assets across 1,072 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (4.81%), VOO (3.23%), INFL (2.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 40 new positions, exited 30, added to 387, and trimmed 211.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
P O BOX 2680
CASPER, WY 82602
Phone
(307) 577-3573
Filing Manager
Hilltop National Bank
CASPER, WY
Signatory
Spencer Lacey
Operations Manager
Loading holdings…
AUM

$468.4M

Long-equity book

Holdings

1,072

Distinct positions

Period

2026-06-30

Filed 2026-07-02

Q/Q Activity

+40 / −30 / ↑387 / ↓211

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARVELL TECHNOLOGY INC$4.2M +201.5%
  • SEAGATE TECHNOLOGY HLDNGS PL$3.3M +124.3%
  • MICRON TECHNOLOGY INC$3.1M +270.1%
  • CORNING INC$2.3M +81.3%
  • VANGUARD INDEX FDS$2.1M +15.7%
Show all 387 →

Top Trims

  • EXXON MOBIL CORP-$1.4M -23.2%
  • AMGEN INC-$1.4M -57.0%
  • ISHARES GOLD TR-$1.1M -15.8%
  • NETFLIX INC.-$951.9K -27.0%
  • OREILLY AUTOMOTIVE INC-$611.6K -99.9%
Show all 211 →

New Positions

  • ASTRAZENECA PLC$1.4M
  • SANDISK CORP$204.6K
  • BLOOM ENERGY CORP$155.9K
  • NASDAQ INC$152.9K
  • PINNACLE FINL PARTNERS INC$117.4K
Show all 40 →

Exited Positions

  • HONEYWELL INTL INC$1.5M
  • DUPONT DE NEMOURS INC$876.9K
  • CME GROUP INC$66.2K
  • ALIBABA GROUP HLDG LTD$58.3K
  • KEMPER CORP$55.0K
Show all 30 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $22.5M 4.81% 60,376 SH
2 VANGUARD INDEX FDS VOO 922908363 $15.1M 3.23% 22,045 SH
3 LISTED FDS TR INFL 53656F623 $13.9M 2.97% 279,281 SH
4 ISHARES TR EFA 464287465 $10.2M 2.19% 98,521 SH
5 ISHARES TR EFA 464287465 $9.0M 1.93% 86,960 SH
6 APPLE INC AAPL 037833100 $9.0M 1.92% 31,081 SH
7 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $8.1M 1.73% 38,025 SH
8 ISHARES TR IVV 464287200 $7.9M 1.69% 10,600 SH
9 NVIDIA CORPORATION NVDA 67066G104 $7.8M 1.67% 39,095 SH
10 ISHARES GOLD TR IAU 464285204 $5.5M 1.18% 73,157 SH
11 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.3M 1.14% 10,660 SH
12 NVIDIA CORPORATION NVDA 67066G104 $5.2M 1.10% 25,837 SH
13 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $5.1M 1.08% 5,244 SH
14 VANGUARD INTL EQUITY INDEX F VWO 922042858 $4.8M 1.03% 80,570 SH
15 VANGUARD INDEX FDS VOE 922908512 $4.4M 0.94% 22,316 SH
16 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $4.2M 0.89% 8,742 SH
17 INVESCO QQQ TR QQQ 46090E103 $3.9M 0.83% 5,262 SH
18 BROADCOM INC AVGO 11135F101 $3.8M 0.82% 10,120 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.7M 0.80% 5 SH
20 ISHARES TR IWP 464287481 $3.6M 0.77% 24,482 SH
21 EXXON MOBIL CORP XOM 30231G102 $3.6M 0.76% 26,177 SH
22 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.6M 0.76% 4,786 SH
23 KLA CORP KLAC 482480100 $3.5M 0.74% 11,450 SH
24 ISHARES TR IJH 464287507 $3.4M 0.72% 43,679 SH
25 ELI LILLY & CO LLY 532457108 $3.3M 0.70% 2,739 SH
26 VANGUARD INDEX FDS VOE 922908512 $3.3M 0.70% 16,576 SH
27 MARVELL TECHNOLOGY INC MRVL 573874104 $3.3M 0.70% 10,989 SH
28 ISHARES TR IJH 464287507 $3.2M 0.67% 40,884 SH
29 MARVELL TECHNOLOGY INC MRVL 573874104 $3.1M 0.66% 10,356 SH
30 CORNING INC GLW 219350105 $3.1M 0.66% 12,077 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.0M 0.65% 6,378 SH
32 ELI LILLY & CO LLY 532457108 $3.0M 0.64% 2,512 SH
33 VANGUARD INDEX FDS VBR 922908611 $3.0M 0.64% 12,278 SH
34 VANGUARD INDEX FDS VBK 922908595 $2.9M 0.62% 7,948 SH
35 APPLE INC AAPL 037833100 $2.9M 0.62% 9,985 SH
36 WALMART INC WMT 931142103 $2.7M 0.58% 24,083 SH
37 ISHARES TR IWP 464287481 $2.7M 0.58% 18,569 SH
38 MICRON TECHNOLOGY INC MU 595112103 $2.7M 0.58% 2,339 SH
39 ARISTA NETWORKS INC ANET 040413205 $2.6M 0.55% 15,219 SH
40 QUANTA SVCS INC PWR 74762E102 $2.5M 0.53% 3,466 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $2.4M 0.52% 7,472 SH
42 ARISTA NETWORKS INC ANET 040413205 $2.3M 0.50% 13,745 SH
43 ISHARES TR IVV 464287200 $2.3M 0.49% 3,083 SH
44 VANGUARD INDEX FDS VTV 922908744 $2.3M 0.49% 10,574 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $2.2M 0.47% 5,290 SH
46 ISHARES TR IVW 464287309 $2.1M 0.46% 15,614 SH
47 QUANTA SVCS INC PWR 74762E102 $2.1M 0.46% 2,967 SH
48 JOHNSON & JOHNSON JNJ 478160104 $2.1M 0.46% 8,399 SH
49 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.1M 0.44% 34,552 SH
50 VANGUARD INDEX FDS VBR 922908611 $2.0M 0.44% 8,417 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-02 $468.4M 1,072 0002021658-26-000003
2026-03-31 2026-04-02 $420.5M 1,068 0002021658-26-000002
2025-12-31 2026-01-07 $413.6M 1,040 0002021658-26-000001