Hilltop Partners LLC

Hilltop Partners LLC is an institution, managing $334.7M across 119 long positions as of Q3 2025 with 71% ETF concentration, 58% concentrated in top 10 holdings, and 20% allocation to VONE.

Portfolio Value: $334.7M
Positions: 119
Top Holding: VONE at 19.78%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Hilltop Partners LLC's portfolio (58.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Russell 1000 VONE	ETF ETF	$66.2M	19.78%	-$8.4M Sold	— 219.0K shares	Q4 2022 Held for 2y 11m
2 Vanguard Value VTV	ETF ETF	$31.0M	9.26%	+$664.5K Bought	— 166.2K shares	Q4 2022 Held for 2y 11m
3 Xtrackers MSCI EAFE Hedged Equity DBEF	ETF ETF	$28.0M	8.36%	-$14.0M Sold	— 603.1K shares	Q3 2023 Held for 2y 2m
4 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$13.6M	4.05%	-$313.1K Sold	— 129.8K shares	Q4 2022 Held for 2y 11m
5 SPDR Portfolio High Yield Bond SPHY	ETF ETF	$12.7M	3.78%	+$428.0K Bought	— 528.5K shares	Q4 2022 Held for 2y 11m
6 iShares Convertible Bond ICVT	ETF ETF	$9.3M	2.79%	+$162.4K Bought	— 93.4K shares	Q1 2023 Held for 2y 8m
7 Apple AAPL	Consumer Electronics Technology	$8.7M	2.60%	-$317.3K Sold	0.00% 34.2K shares	Q4 2022 Held for 2y 11m
8 Vanguard Emerging Markets Government Bond VWOB	ETF ETF	$8.6M	2.56%	+$177.2K Bought	— 128.2K shares	Q1 2023 Held for 2y 8m
9 iShares US & Intl High Yield Corp Bond GHYG	ETF ETF	$8.5M	2.55%	+$230.2K Bought	— 183.4K shares	Q1 2023 Held for 2y 8m
10 SPDR Blackstone Senior Loan SRLN	ETF ETF	$8.5M	2.55%	+$310.3K Bought	— 204.9K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hilltop Partners LLC's latest filing

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Market Value

$334.7M

Prior: $330.7M

Q/Q Change

+1.22%

+$4.0M

Net Flows % of MV

-5.32%

Turnover Ratio

5.55%

New Purchases

2 stocks

$468.2K

Added To

54 stocks

+$8.9M

Sold Out Of

3 stocks

$1.5M

Reduced Holdings

45 stocks

-$25.7M

Increased Positions

Position	Shares Δ	Change
1 IAU iShares Gold Trust IAU	New	0 → 3.2K +$236.2K
2 Shopify SHOP	New	0 → 1.6K +$232.0K
3 Eli Lilly LLY	+69.44%	2.3K → 3.9K +$1.2M
4 Costco Wholesale COST	+33.8%	1.5K → 2.0K +$465.5K
5 Berkshire Hathaway BRK.B	+23.82%	3.5K → 4.4K +$423.3K

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	3.3K → 0 −$1.0M
2 Vanguard Short-Term Bond BSV	Sold	3.0K → 0 −$232.3K
3 iShares Biotechnology IBB	Sold	1.6K → 0 −$201.5K
4 WisdomTree U.S. SmallCap Dividend DES	-44.5%	10.9K → 6.0K −$162.7K
5 Xtrackers MSCI EAFE Hedged Equity DBEF	-33.34%	904.7K → 603.1K −$14.0M

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Analytics

Portfolio insights and performance metrics for Hilltop Partners LLC

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Sector Allocation

ETF

70.70%

Technology

9.10%

Financial Services

4.10%

Consumer Cyclical

3.30%

Communication Services

3.00%

Healthcare

2.80%

Consumer Defensive

2.70%

Industrials

1.80%

Energy

1.60%

Real Estate

0.50%

Utilities

0.30%

Market Cap Distribution

Mega Cap (> $200B)

23.78%

Large Cap ($10B - $200B)

5.20%

Mid Cap ($2B - $10B)

0.12%

Small Cap ($300M - $2B)

0.06%

Micro Cap ($50M - $300M)

0.01%

N/A (ETF or Unknown)

70.83%

Portfolio Concentration

Top 10 Holdings %

58.28%

Top 20 Holdings %

72.86%

Top 50 Holdings %

91.47%

Top 100 Holdings %

98.85%