Investor
Hilltop Partners LLC
CIK 0001957867 · filed 2026-05-12 · SEC filing
13F book
$389.7M
Positions
126
6 new · 7 sold
Largest name
19.0%
Vanguard Scottsdale Fds
Est. mark
−$6.46M
Price effect on 120 names still held. Flow $8.12M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 250.9K | $74M | 19.0% | −$3.46M | Added−$2.75M |
| Dbx Etf Tr | — | 924.4K | $45.7M | 11.7% | $786.1K | Added$16.3M |
| Vanguard Index Fds | — | 167.9K | $32.9M | 8.5% | $874.7K | Cut$378.2K |
| Spdr Series Trust | — | 145.7K | $14.3M | 3.7% | −$1.25M | Added−$956.3K |
| State Srt Spdr Prtfl Hgh | — | 575.5K | $13.4M | 3.4% | −$192.5K | Added$404.2K |
| Ishares Tr | — | 93.3K | $9.5M | 2.4% | $301.9K | Added$460K |
| Ssga Active Etf Tr | — | 232.5K | $9.33M | 2.4% | −$247.3K | Added$302.3K |
| Ishares Inc | — | 203K | $9.16M | 2.4% | −$200K | Added$112.4K |
| Apple Inc. | AAPL | 36K | $9.14M | 2.3% | −$625.6K | Added−$268.5K |
| Vanguard Whitehall Fds | — | 139.1K | $9.14M | 2.3% | −$232.3K | Added$134.7K |
| Vanguard Charlotte Fds | — | 187K | $8.99M | 2.3% | −$47.4K | Added$497K |
| Exxon Mobil Corp | — | 50.1K | $8.51M | 2.2% | $2.47M | Cut$1.74M |
| Nvidia Corp | NVDA | 34.4K | $6M | 1.5% | −$409.4K | Added−$312K |
| Ishares Tr | — | 88.1K | $5.95M | 1.5% | $134.9K | Cut−$14.2M |
| Amazon Com Inc | AMZN | 26.5K | $5.52M | 1.4% | −$432.3K | Added$1.1M |
| Microsoft Corp | MSFT | 14.8K | $5.47M | 1.4% | −$1.43M | Added−$635.5K |
| Eli Lilly & Co | LLY | 5.89K | $5.42M | 1.4% | −$853.8K | Added−$500.6K |
| Vanguard Scottsdale Fds | — | 103K | $4.83M | 1.2% | −$12.8K | Added$173.5K |
| Schwab Strategic Tr | — | 180.3K | $4.49M | 1.2% | −$29.8K | Added$89.9K |
| Johnson & Johnson | JNJ | 18.1K | $4.42M | 1.1% | $678.2K | Cut$449.9K |
| Broadcom Inc. | AVGO | 14.3K | $4.42M | 1.1% | −$471.7K | Added−$43.9K |
| Alphabet Inc | — | 14.7K | $4.23M | 1.1% | −$359.9K | Added−$195.7K |
| Procter And Gamble Co | PG | 28.2K | $4.08M | 1.0% | $30K | Added$255.9K |
| Jpmorgan Chase & Co. | — | 13.7K | $4.03M | 1.0% | −$364.9K | Added−$157.8K |
| Schwab Strategic Tr | — | 122.8K | $3.98M | 1.0% | $113K | Cut−$19.2K |
| Mastercard Inc | MA | 7.61K | $3.8M | 1.0% | −$486.6K | Added−$94.3K |
| Visa Inc. | V | 12.4K | $3.74M | 1.0% | −$539.9K | Added−$167.3K |
| Meta Platforms, Inc. | META | 6.43K | $3.68M | 0.9% | −$541K | Added−$380.8K |
| Walmart Inc. | WMT | 23.6K | $2.93M | 0.8% | $303.7K | Cut$259.1K |
| Netflix Inc | NFLX | 30.5K | $2.93M | 0.8% | $71.1K | Added$139.6K |
| Tesla, Inc. | TSLA | 7.85K | $2.92M | 0.7% | −$575K | Added−$399.5K |
| Berkshire Hathaway Inc Del | — | 5.84K | $2.8M | 0.7% | −$128.4K | Added$46.1K |
| Costco Whsl Corp New | — | 2.69K | $2.68M | 0.7% | $360.8K | Cut$252.1K |
| Oracle Corp | — | 17.8K | $2.62M | 0.7% | −$674.6K | Added−$130K |
| Eaton Corp Plc | ETN | 7.32K | $2.62M | 0.7% | $286.7K | Held |
| Ishares Tr | — | 21.4K | $1.99M | 0.5% | −$30.4K | Cut−$59.2K |
| Spdr Series Trust | — | 49.5K | $1.66M | 0.4% | −$13K | Added$34.2K |
| Ameriprise Finl Inc | — | 3.71K | $1.65M | 0.4% | −$161.7K | Added−$75K |
| Cisco Sys Inc | — | 20.6K | $1.6M | 0.4% | $11.6K | Cut−$31.7K |
| Wp Carey Inc | — | 21.9K | $1.49M | 0.4% | $79K | Cut−$35.5K |
| Tjx Cos Inc New | — | 8.72K | $1.39M | 0.4% | $49.2K | Added$150K |
| Merck & Co., Inc. | MRK | 11.3K | $1.36M | 0.4% | $170.4K | Cut$52.6K |
| Eog Res Inc | — | 9.39K | $1.36M | 0.3% | $371.5K | Cut$204.3K |
| Amphenol Corp New | — | 10.6K | $1.35M | 0.3% | −$91.2K | Added−$56.4K |
| Coca Cola Co | KO | 17.5K | $1.33M | 0.3% | $107.6K | Cut$41.7K |
| Honeywell Intl Inc | — | 5.79K | $1.31M | 0.3% | $179.2K | Cut$47.5K |
| Emerson Elec Co | — | 9.21K | $1.21M | 0.3% | −$15.6K | Cut−$47.3K |
| Fifth Third Bancorp | — | 22.7K | $1.06M | 0.3% | — | New |
| Ishares Tr | — | 11.7K | $1.02M | 0.3% | $23.4K | Cut$7.65K |
| Vanguard Mun Bd Fds | — | 19.5K | $972.4K | 0.3% | −$7.79K | Cut−$152.5K |
| Schwab Strategic Tr | — | 31.3K | $969.4K | 0.2% | $27.9K | Cut−$8.13K |
| Wisdomtree Tr | — | 10.7K | $954.6K | 0.2% | $13.4K | Held |
| Invesco Exchange Traded Fd T | — | 18.9K | $855.3K | 0.2% | −$4.71K | Cut−$18K |
| Spdr S&P 500 Etf Tr | — | 1.3K | $846.2K | 0.2% | −$40.7K | Added−$29K |
| Jabil Inc | JBL | 3.17K | $840.7K | 0.2% | $117.2K | Added$130.5K |
| Philip Morris Intl Inc | — | 4.9K | $810.5K | 0.2% | $24.2K | Held |
| Schwab Strategic Tr | — | 27.8K | $809.8K | 0.2% | $16.7K | Cut$8.78K |
| AbbVie Inc. | ABBV | 3.69K | $802K | 0.2% | −$39.9K | Added−$25.5K |
| Spdr Series Trust | — | 23.7K | $678.9K | 0.2% | −$4.26K | Cut−$15.3K |
| Mcdonalds Corp | MCD | 2.18K | $676.2K | 0.2% | $10.9K | Added$18.3K |
| International Business Machs | — | 2.77K | $672.2K | 0.2% | −$145.5K | Added−$128.6K |
| Ishares Tr | — | 3.69K | $670.2K | 0.2% | −$67.4K | Cut−$71.6K |
| Ishares Tr | — | 7.31K | $668.2K | 0.2% | $37.4K | Held |
| Ishares Tr | — | 4.63K | $659.1K | 0.2% | −$29K | Held |
| Ishares Tr | — | 6K | $638.8K | 0.2% | −$1.19K | Cut−$24.8K |
| Vanguard Index Fds | — | 1.95K | $625.4K | 0.2% | −$28.1K | Added−$27.1K |
| Ishares Tr | — | 12.3K | $585.8K | 0.1% | −$3.62K | Added$8.51K |
| Wisdomtree Tr | — | 10.7K | $578K | 0.1% | $26.6K | Held |
| Spdr Index Shs Fds | — | 11.9K | $559K | 0.1% | $1.19K | Cut−$14.6K |
| Ishares Tr | — | 4.32K | $523.4K | 0.1% | −$33K | Cut−$36K |
| Ishares Tr | — | 4.97K | $493K | 0.1% | −$2.98K | Cut−$61.8K |
| Coherent Corp. | COHR | 2.06K | $491.7K | 0.1% | $110.7K | Held |
| Saia Inc | SAIA | 1.37K | $481.3K | 0.1% | $33.9K | Held |
| At&T Inc | — | 16.6K | $479.9K | 0.1% | $65.9K | Added$85.6K |
| Eaton Vance Flting Rate Inc | — | 26.3K | $476.2K | 0.1% | — | New |
| Ishares Tr | — | 8.65K | $460.6K | 0.1% | −$5.71K | Cut−$18.4K |
| Ishares Tr | — | 696 | $454.6K | 0.1% | −$21.5K | Added−$9.74K |
| Arista Networks, Inc. | ANET | 3.56K | $437K | 0.1% | −$26.3K | Added$18.6K |
| Altria Group, Inc. | MO | 6.59K | $435.1K | 0.1% | $54.5K | Added$57.9K |
| Vanguard Scottsdale Fds | — | 5.41K | $428.6K | 0.1% | −$2.49K | Cut−$5.52K |
| Vanguard World Fd | — | 600 | $418.6K | 0.1% | −$32.2K | Added−$14.7K |
| Caterpillar Inc | CAT | 591 | $418.5K | 0.1% | $80.2K | Held |
| Ishares Tr | — | 4.26K | $407.2K | 0.1% | $1.98K | Added$52.1K |
| Chevron Corp New | CVX | 1.85K | $383.2K | 0.1% | $89.6K | Added$132.4K |
| Ishares Inc | — | 7.03K | $375.5K | 0.1% | −$6.4K | Held |
| Pimco Etf Tr | — | 13.7K | $359.8K | 0.1% | −$4.91K | Added$86.5K |
| Ge Aerospace | — | 1.24K | $352.5K | 0.1% | −$28.8K | Added−$15.8K |
| Abbott Labs | ABT | 3.37K | $345.7K | 0.1% | −$76.2K | Added−$76K |
| Dte Energy Co | — | 2.3K | $336.9K | 0.1% | $39.7K | Held |
| Ishares Inc | — | 2.82K | $336.5K | 0.1% | $2.14K | Cut−$3.8K |
| Lowes Cos Inc | — | 1.36K | $322.1K | 0.1% | −$6.65K | Held |
| Nisource Inc. | NI | 6.89K | $321.6K | 0.1% | $33.8K | Cut$22.7K |
| Becton Dickinson & Co | BDX | 2.04K | $321.5K | 0.1% | −$75.3K | Held |
| First Tr Exchange-Traded Fd | — | 6.31K | $320.6K | 0.1% | $40.8K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.69K | $309.4K | 0.1% | $1.11K | Cut−$153 |
| Capital One Finl Corp | — | 1.67K | $305.2K | 0.1% | −$100.3K | Held |
| Ishares Gold Tr | — | 3.35K | $295.7K | 0.1% | $22.6K | Added$32.9K |
| Verizon Communications Inc | VZ | 5.77K | $289.7K | 0.1% | $54.7K | Cut$23.2K |
| First Tr Exchange-Traded Fd | — | 6.13K | $288.2K | 0.1% | $5.82K | Held |
| Proshares Tr | — | 4.67K | $285K | 0.1% | −$44K | Held |
| Edison Intl | — | 3.79K | $277.4K | 0.1% | $49.9K | Held |
| Wec Energy Group, Inc. | WEC | 2.37K | $274.4K | 0.1% | $24.4K | Held |
| Ishares Inc | — | 6.85K | $271.7K | 0.1% | −$19.4K | Cut−$30.1K |
| Elevance Health Inc Formerly | — | 914 | $267.7K | 0.1% | −$50.2K | Added−$37K |
| Spdr Series Trust | — | 10.4K | $258.5K | 0.1% | −$1.46K | Cut−$60.8K |
| Invesco Qqq Tr | — | 436 | $251.4K | 0.1% | −$15.8K | Added−$1.97K |
| Woodward, Inc. | WWD | 700 | $250.5K | 0.1% | $38.9K | Held |
| Stryker Corp | SYK | 735 | $241.6K | 0.1% | −$16.8K | Cut−$24.2K |
| Ishares Tr | — | 1.94K | $241.2K | 0.1% | $7.19K | Added$31.9K |
| Palantir Technologies Inc. | PLTR | 1.64K | $240K | 0.1% | −$46.3K | Added−$21.4K |
| Ford Mtr Co | — | 20.8K | $239.7K | 0.1% | −$32.3K | Added−$28.7K |
| Prologis Inc. | — | 1.81K | $239.2K | 0.1% | $8.18K | Cut$2.69K |
| Ishares Tr | — | 2.39K | $232.3K | 0.1% | $2.31K | Added$2.41K |
| Nushares Etf Tr | — | 5.03K | $228.9K | 0.1% | $2.26K | Cut−$3.68K |
| Wisdomtree Tr | — | 6.02K | $216.5K | 0.1% | $15K | Held |
| Vanguard Index Fds | — | 362 | $216.1K | 0.1% | −$11K | Added−$8.62K |
| Home Depot, Inc. | HD | 655 | $215.4K | 0.1% | −$9.96K | Cut−$23.4K |
| Bp Plc | — | 4.47K | $210.1K | 0.1% | — | New |
| Micron Technology Inc | MU | 610 | $206.1K | 0.1% | — | New |
| Freeport-Mcmoran Inc | FCX | 3.47K | $204.1K | 0.1% | — | New |
| Nushares Etf Tr | — | 2.22K | $201.8K | 0.1% | −$15.2K | Held |
| Cardinal Health Inc | CAH | 952 | $201.2K | 0.1% | — | New |
| Calamos Conv Opportunities & | — | 18.3K | $196.6K | 0.1% | $4.76K | Held |
| Netlist Inc | NLST | 10.6K | $16.5K | 0.0% | $7.12K | Cut$7.1K |
| Highlands Reit Inc | — | 16K | $4.96K | 0.0% | $0 | Held |
| Enzolytics Inc | — | 1.91M | $572 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.