Hilltop-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDA",
  "ACN",
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  "T",
  "AVGO",
  "LOW",
  "DBEF",
  "COF",
  null,
  "EOG",
  null,
  "HON",
  "MCD",
  "LEN",
  null,
  "EMR",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  "NI",
  null,
  "DLN",
  "AMP",
  "ANET",
  "ORCL",
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  null,
  "SPYG",
  null,
  null,
  "SYK",
  "TJX",
  "ACWV",
  "JBL",
  null,
  "SAIA",
  "APH",
  "F",
  "WEC",
  null,
  null,
  "AMZN",
  null,
  "ESGD",
  null,
  null,
  null,
  "VONE",
  null,
  "VTEB",
  "BSV",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  "WPC",
  null,
  null,
  "SCHA",
  "EIX",
  null,
  "IXUS",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "USMV",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 102
Total Value: 296301907
Accession Number: 0001104659-25-049203
Form Type: 13F-HR
CIK: hilltop-partners
Manager Name: Hilltop-Partners

Data Enrichment

71% identified

72 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $296.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VISA INC.

V|92826C839

Shares:6.4K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$296.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.3K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$296.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:13.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$296.3M)

46429B697

USMV|46429B697

Shares:23.3K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$296.3M)

Meta Platforms, Inc.

META|30303M102

Shares:3.8K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$296.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:13.4K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$296.3M)

Broadcom Inc.

AVGO|11135F101

Shares:12.3K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$296.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.3K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$296.3M)

Eaton Corp plc

ETN|G29183103

Shares:7.4K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$296.3M)

Tesla, Inc.

TSLA|88160R101

Shares:7.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$296.3M)

922907746

VTEB|922907746

Shares:37.0K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$296.3M)

W. P. Carey Inc.

WPC|92936U109

Shares:26.6K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$296.3M)

78464A375

Shares:49.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$296.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.8K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$296.3M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:3.0K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$296.3M)

ELI LILLY & Co

LLY|532457108

Shares:1.7K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$296.3M)

CHEVRON CORP

CVX|166764100

Shares:8.0K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$296.3M)

Walmart Inc.

WMT|931142103

Shares:14.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$296.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:18.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$296.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$296.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	6.4K	QoQ -8.86% (-622) YoY +38.60% (+1.8K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$296.3M)	QoQ +1.06% (-$23.7K) YoY +74.05% (+$954.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.3K	QoQ +9.99% (+389) YoY +60.11% (+1.6K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$296.3M)	QoQ +13.90% (+$273.6K) YoY +69.50% (+$919.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	13.1K	QoQ +3.15% (+400) YoY +49.53% (+4.3K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$296.3M)	QoQ +4.86% (+$103.3K) YoY +57.05% (+$809.5K)
(USMVcusip46429B697)	23.3K	QoQ -0.57% (-135) YoY -8.26% (-2.1K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$296.3M)	QoQ +4.87% (-$101.5K) YoY +2.79% (-$59.4K)
Meta Platforms, Inc.(METAcusip30303M102)	3.8K	QoQ +7.51% (+264) YoY +48.85% (+1.2K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$296.3M)	QoQ +5.83% (+$120.1K) YoY +76.66% (+$944.9K)
Alphabet Inc.(GOOGLcusip02079K305)	13.4K	QoQ +4.59% (-588) YoY +38.51% (+3.7K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$296.3M)	QoQ -14.55% (-$352.5K) YoY +41.91% (+$611.0K)
Broadcom Inc.(AVGOcusip11135F101)	12.3K	QoQ -1.57% (-197) YoY +1224.59% (+11.4K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$296.3M)	QoQ -28.92% (-$840.1K) YoY +67.40% (+$831.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.3K	QoQ +8.85% (+671) YoY +57.16% (+3.0K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$296.3M)	QoQ +11.38% (+$206.8K) YoY +92.46% (+$972.3K)
Eaton Corp plc(ETNcusipG29183103)	7.4K	QoQ 0.00% (-0) YoY +489.70% (+6.1K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$296.3M)	QoQ -18.09% (-$443.6K) YoY +412.66% (+$1.6M)
Tesla, Inc.(TSLAcusip88160R101)	7.7K	QoQ +11.95% (-827) YoY +27.28% (+1.7K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$296.3M)	QoQ -28.15% (-$786.6K) YoY +87.65% (+$937.4K)
(VTEBcusip922907746)	37.0K	QoQ +0.20% (-77) YoY +47.27% (+11.9K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$296.3M)	QoQ -0.80% (-$15.0K) YoY +44.42% (+$564.0K)
W. P. Carey Inc.(WPCcusip92936U109)	26.6K	QoQ +0.07% (+21) YoY -3.04% (-837)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$296.3M)	QoQ +15.93% (+$231.0K) YoY +8.41% (-$130.4K)
(cusip78464A375)✕	49.1K	QoQ +2.21% (+1.1K) YoY +2.82% (+1.3K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$296.3M)	QoQ +3.71% (+$58.5K) YoY +4.55% (+$71.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.8K	QoQ -5.24% (-153) YoY +91.74% (+1.3K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$296.3M)	QoQ +11.33% (-$149.9K) YoY +142.92% (+$866.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	3.0K	QoQ +3.04% (-89) YoY -4.95% (-157)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$296.3M)	QoQ -6.30% (-$98.2K) YoY +4.95% (-$68.9K)
ELI LILLY & Co(LLYcusip532457108)	1.7K	QoQ -0.57% (-10) YoY +77.74% (+758)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$296.3M)	QoQ +6.38% (-$86.0K) YoY +88.82% (+$673.4K)
CHEVRON CORP(CVXcusip166764100)	8.0K	QoQ -4.75% (-399) YoY +103.45% (+4.1K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$296.3M)	QoQ +10.01% (-$121.9K) YoY +115.76% (+$718.1K)
Walmart Inc.(WMTcusip931142103)	14.6K	QoQ +11.74% (+1.5K) YoY NEW(+14.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$296.3M)	QoQ +8.58% (+$101.5K) YoY NEW(+$1.3M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	18.9K	QoQ -6.21% (-1.3K) YoY -6.69% (-1.4K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$296.3M)	QoQ -2.24% (-$26.8K) YoY +15.35% (-$155.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2K	QoQ +7.91% (+88) YoY NEW(+1.2K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$296.3M)	QoQ +11.39% (+$116.1K) YoY NEW(+$1.1M)