1y return+16.6%S&P 500 +20.9%
3y return+43.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $152 against $195 in the S&P 500.2
Hilltop Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VONEVanguard Scottsdale Fds | $46.8M | 11.3% | −44.9% |
| VTVVanguard Index Fds | $30.0M | 7.3% | −17.9% |
| QQQInvesco Qqq Tr | $24.3M | 5.9% | +7483.7% |
| IJKIshares Tr | $18.9M | 4.6% | New |
| IWNIshares Tr | $18.4M | 4.5% | New |
| ICVTIshares Tr | $13.3M | 3.2% | +17.2% |
| SPHYSpdr Series Trust | $13.0M | 3.2% | −3.5% |
| VCSHVanguard Scottsdale Fds | $12.5M | 3.0% | +2814.3% |
| AAPLApple Inc | $10.6M | 2.6% | +1.3% |
| EWTIshares Inc | $9.0M | 2.2% | New |
| ACWIIshares Tr | $8.8M | 2.1% | New |
| EWCIshares Inc | $8.6M | 2.1% | New |
| DBEFDbx Etf Tr | $8.4M | 2.0% | −83.3% |
| SPYGSpdr Series Trust | $8.3M | 2.0% | −52.3% |
| EWYIshares Inc | $8.2M | 2.0% | New |
| LLYEli Lilly & Co | $7.5M | 1.8% | +6.4% |
| VMBSVanguard Scottsdale Fds | $7.3M | 1.8% | +51.4% |
| NVDANvidia Corporation | $6.6M | 1.6% | −3.7% |
| AMZNAmazon Com Inc | $6.0M | 1.5% | −4.8% |
| MSFTMicrosoft Corp | $5.9M | 1.4% | +6.4% |
| JNJJohnson & Johnson | $5.3M | 1.3% | +15.8% |
| JPMJpmorgan Chase & Co | $5.0M | 1.2% | +10.9% |
| GOOGLAlphabet Inc | $5.0M | 1.2% | −5.5% |
| SCHRSchwab Strategic Tr | $4.9M | 1.2% | +9.7% |
| MAMastercard Incorporated | $4.8M | 1.2% | +23.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $6.6M |
| AVGOBroadcom Inc | June 30, 2023 | +335.5% | $4.5M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $3.7M |
| GOOGLAlphabet Inc | June 30, 2023 | +198.6% | $5.0M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $6.0M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2022 | +171.5% | $3.1M |
| LLYEli Lilly & Co | June 30, 2023 | +155.8% | $7.5M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $5.0M |
| SPYGSpdr Series Trust | December 31, 2022 | +134.8% | $8.3M |
| CSCOCisco Sys Inc | June 30, 2023 | +127.0% | $1.9M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $8.5M
- Honeywell Intl Inc ComCUSIP 438516106 was $1.3M
- NULVNuveen Esg Large-cap Value Etf was $229K
- BPBp PLC Sponsored Adr was $210K
- NLSTNetlist Inc Com was $17K
- HHDSHighlands Reit Inc Com was $4,964
- ENZCEnzolytics Inc Com was $572
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hilltop Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1957867&type=13F-HR&dateb=&owner=include&count=40CIK 1957867
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1957867/000110465926091038/Filed August 5, 2026 · accession 0001104659-26-091038