Kevyn Morgareidge

@Hilltop National Bank

Latest period2024 - Q4

Reported8d ago

Managed Assets$332.565M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MAINMain Street Capital Corp Recent Activity Exited	0%	$65,182 1,300 shares@ $50.14 avg price	Exited
LEALear Corp Recent Activity Exited	0%	$64,835 594 shares@ $109.15 avg price	Exited
MTNVail Resorts Inc Recent Activity Exited	0%	$60,653 348 shares@ $174.3 avg price	Exited
CGNXCognex Corp Recent Activity Exited	0%	$48,681 1,202 shares@ $40.5 avg price	Exited
CPCanadian Pacific Kansas City L Recent Activity Exited	0%	$45,165 528 shares@ $85.54 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$43,141 1,620 shares@ $26.64 avg price	Exited
NICENice Ltd Recent Activity Exited	0%	$39,597 228 shares@ $173.68 avg price	Exited
DLTRDollar Tree Inc Recent Activity Exited	0%	$38,324 545 shares@ $70.32 avg price	Exited
IIMInvesco Advisers Inc Usa Recent Activity Exited	0%	$38,060 2,955 shares@ $12.88 avg price	Exited
GMREHfe Usa Llc Recent Activity Exited	0%	$29,730 3,000 shares@ $9.91 avg price	Exited