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Kevyn Morgareidge

@Hilltop National Bank

Latest period2024 - Q4ReportedManaged Assets$332.565MTotal holdings779
Assets growth rate0.99%Assets growth rate (2-Q avg)3.46%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Hilltop National Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 779 positions.

Assets under management

The assets under management (AUM) of Hilltop National Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 332.565M in assets, with a quarterly growth rate of 0.99% and a 2-quarter average growth rate of 3.46%. The portfolio is managed by Kevyn Morgareidge, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.04%
$99,976
576 shares@ $173.57 avg price
PRPermian Resources Corp
Recent Activity
New Position
0.02%
$57,520
4,000 shares@ $14.38 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$54,614
382 shares@ $142.97 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.02%
$53,711
2,554 shares@ $21.04 avg price
PCORProcore Technologies Inc
Recent Activity
New Position
0.02%
$52,601
702 shares@ $74.94 avg price
KRPKimbell Royalty Partners Lp
Recent Activity
New Position
0.02%
$48,690
3,000 shares@ $16.23 avg price
NCNONcino Inc
Recent Activity
New Position
0.02%
$37,442
1,115 shares@ $33.59 avg price
SEGSeaport Entertainment Group In
Recent Activity
New Position
0.01%
$30,885
1,105 shares@ $27.96 avg price
NWGNatwest Group Plc
Recent Activity
New Position
0.01%
$28,852
2,837 shares@ $10.17 avg price
KAIKadant Inc
Recent Activity
New Position
0.01%
$25,874
75 shares@ $344.99 avg price