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
AYAtlantica Sustainable Infrastr Recent Activity Exited	0%	$28,574 1,300 shares@ $21.98 avg price	Exited
VSTVistra Corp Recent Activity Exited	0%	$23,708 200 shares@ $118.54 avg price	Exited
HRLHormel Foods Corp Recent Activity Exited	0%	$21,683 684 shares@ $31.71 avg price	Exited
WDCWestn Digital Corp Recent Activity Exited	0%	$20,487 300 shares@ $68.29 avg price	Exited
PBAPembina Pipeline Corp Recent Activity Exited	0%	$18,558 450 shares@ $41.24 avg price	Exited
PGXInvesco Etfs Usa Recent Activity Exited	0%	$18,402 1,490 shares@ $12.36 avg price	Exited
HPHelmerich & Payne Inc Recent Activity Exited	0%	$18,252 600 shares@ $30.42 avg price	Exited
BEPCBrookfield Renewable Partners Recent Activity Exited	0%	$16,330 500 shares@ $32.66 avg price	Exited
JPCNuveen Fund Advisors Llc Recent Activity Exited	0%	$15,954 1,977 shares@ $8.07 avg price	Exited
BLOKAmplify Investments Llc Recent Activity Exited	0%	$15,008 400 shares@ $37.52 avg price	Exited