Spencer Lacey

Hilltop National Bank

Assets Managed

$468.36M

Holdings

805

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

11.39%(2Q avg: 6.53%)

Sustained Growth

8 quarters

Portfolio positions

This chart displays the top 10 holdings in Hilltop National Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 805 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 468.36M in assets, with a quarterly growth rate of 11.39% and a 2-quarter average growth rate of 6.53%. The portfolio is managed by Spencer Lacey, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 0.22%	5.22%	$24.447M 65,539 shares@ $373.03 avg price	Increased 0.22%
EFA Ishares Msci Eafe Etf Recent Activity Increased 1.29%	4.12%	$19.268M 185,481 shares@ $103.88 avg price	Increased 1.29%
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.69%	3.33%	$15.553M 22,645 shares@ $686.81 avg price	Increased 0.69%
INFL Horizon Kinetics Infl Benef Recent Activity	2.99%	$13.986M 280,389 shares@ $49.88 avg price
NVDA Nvidia Corp Recent Activity Decreased -1.69%	2.78%	$12.992M 64,932 shares@ $200.1 avg price	Decreased -1.69%
AAPL Apple Inc Recent Activity Decreased -2.3%	2.54%	$11.883M 41,066 shares@ $289.37 avg price	Decreased -2.3%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -1.68%	2.19%	$10.247M 13,683 shares@ $748.9 avg price	Decreased -1.68%
RSP Invesco S&p 500 Equal Weight Recent Activity	1.73%	$8.091M 38,025 shares@ $212.77 avg price
VOE Vanguard Mid-cap Value Etf Recent Activity Decreased -1.22%	1.65%	$7.685M 38,892 shares@ $197.61 avg price	Decreased -1.22%
TSM Taiwan Semiconductor-sp Adr Recent Activity Decreased -1.7%	1.55%	$7.221M 15,120 shares@ $477.57 avg price	Decreased -1.7%

1-10 of 805