Kevyn Morgareidge

@Hilltop National Bank

Latest period2024 - Q4

Reported9d 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
IUSBBlackrock Fund Advisors Recent Activity Exited	0%	$7,398 157 shares@ $47.13 avg price	Exited
KTOSKratos Defense & Security Solu Recent Activity Exited	0%	$6,990 300 shares@ $23.3 avg price	Exited
ORLYO'reilly Automotive Inc Recent Activity Exited	0%	$6,910 6 shares@ $1151.67 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$6,529 8 shares@ $816.13 avg price	Exited
ACGLArch Capital Group Recent Activity Exited	0%	$6,153 55 shares@ $111.88 avg price	Exited
BITOProshare Advisors Llc Recent Activity Exited	0%	$5,757 300 shares@ $19.19 avg price	Exited
AROWArrow Financial Corp Recent Activity Exited	0%	$5,732 200 shares@ $28.66 avg price	Exited
AFRMAffirm Holdings Inc Recent Activity Exited	0%	$4,082 100 shares@ $40.82 avg price	Exited
SPXUProshares Etfs Usa Recent Activity Exited	0%	$3,877 160 shares@ $24.24 avg price	Exited
APTVAptiv Plc Recent Activity Exited	0%	$2,520 35 shares@ $72.0 avg price	Exited