StockDriftsStockDriftsTop 50 Hilltop Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 11.35% | 138.1K | $46.8M | -44.95%(-112.78K) | $226.61(+53.69%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 7.28% | 137.8K | $30.0M | -17.94%(-30.13K) | $159.01(+43.08%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.9% | 33.1K | $24.3M | +7483.72%(+32.63K) | $645.59(+13.46%) | 2026-06-30 | |
| IJK | ISHARES TR | 4.58% | 160.9K | $18.9M | new | $107.36(+11.03%) | 2026-06-30 | |
| IWN | ISHARES TR | 4.47% | 83.3K | $18.4M | new | $203.01(+11.59%) | 2026-06-30 | |
| ICVT | ISHARES TR | 3.23% | 109.4K | $13.3M | +17.24%(+16.08K) | $86.90(+36.40%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 3.16% | 555.6K | $13.0M | -3.47%(-19.96K) | $23.08(+0.90%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.02% | 157.6K | $12.5M | +2814.26%(+152.17K) | $78.89(-0.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.56% | 36.5K | $10.6M | +1.27%(+459) | $162.22(+88.25%) | 2026-06-30 | |
| EWT | ISHARES INC | 2.19% | 83.1K | $9.0M | new | $85.19(+25.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.57% | +42.63% | — | — | +50.12% |
| Top 20 Holdings Unweighted | +9.38% | +30.88% | — | — | +38.68% |
Hilltop Partners LLC reports $412.35M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are VONE (11.3%), VTV (7.3%) and QQQ (5.9%). The top 20 holdings account for 66.09% of reported assets. Its disclosed equity book has returned +42.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hilltop Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957867). View Hilltop Partners LLC’s 13F filings on SEC