Fund Universe

Hilltop Partners LLC

CIK 0001957867 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.083
AUM ($M)
412
Positions
150
Turnover
0.35
Top-10 wt
48%
Herfindahl
0.035
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 157 positions · portfolio value $412M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VONE funds › VANGUARD SCOTTSDALE FDS TRIM 11.3% -7.7% 46.8 138,127 -112,775 5
VTV funds › VANGUARD INDEX FDS TRIM 7.3% -1.2% 30.0 137,778 -30,130 5
QQQ funds › INVESCO QQQ TR ADD 5.9% +5.8% 24.3 33,065 +32,629 5
IJK funds › ISHARES TR NEW 4.6% +4.6% 18.9 160,893 +160,893 1
IWN funds › ISHARES TR NEW 4.5% +4.5% 18.4 83,327 +83,327 1
ICVT funds › ISHARES TR ADD 3.2% +0.8% 13.3 109,390 +16,082 5
SPHY funds › SPDR SERIES TRUST TRIM 3.2% -0.3% 13.0 555,583 -19,961 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 3.0% +2.9% 12.5 157,574 +152,167 5
AAPL funds › APPLE INC ADD 2.6% +0.2% 10.6 36,492 +459 5
EWT funds › ISHARES INC NEW 2.2% +2.2% 9.0 83,071 +83,071 1
ACWI funds › ISHARES TR NEW 2.1% +2.1% 8.8 56,256 +56,256 1
EWC funds › ISHARES INC NEW 2.1% +2.1% 8.6 148,493 +148,493 1
DBEF funds › DBX ETF TR TRIM 2.0% -9.7% 8.4 154,091 -770,268 5
SPYG funds › SPDR SERIES TRUST TRIM 2.0% -1.7% 8.3 69,487 -76,214 5
EWY funds › ISHARES INC NEW 2.0% +2.0% 8.2 40,777 +40,777 1
LLY funds › ELI LILLY & CO ADD 1.8% +0.4% 7.5 6,268 +377 5
VMBS funds › VANGUARD SCOTTSDALE FDS ADD 1.8% +0.5% 7.3 155,925 +52,970 5
NVDA funds › NVIDIA CORPORATION TRIM 1.6% +0.1% 6.6 33,101 -1,277 5
AMZN funds › AMAZON COM INC TRIM 1.5% +0.0% 6.0 25,225 -1,284 5
MSFT funds › MICROSOFT CORP ADD 1.4% +0.0% 5.9 15,726 +941 5
JNJ funds › JOHNSON & JOHNSON ADD 1.3% +0.2% 5.3 20,946 +2,853 5
JPM funds › JPMORGAN CHASE & CO ADD 1.2% +0.2% 5.0 15,195 +1,489 5
GOOGL funds › ALPHABET INC TRIM 1.2% +0.1% 5.0 13,905 -814 5
SCHR funds › SCHWAB STRATEGIC TR ADD 1.2% +0.0% 4.9 197,785 +17,446 5
MA funds › MASTERCARD INCORPORATED ADD 1.2% +0.2% 4.8 9,385 +1,774 5
V funds › VISA INC ADD 1.2% +0.2% 4.8 13,979 +1,609 5
AVGO funds › BROADCOM INC TRIM 1.1% -0.1% 4.5 11,829 -2,450 5
META funds › META PLATFORMS INC ADD 1.1% +0.1% 4.4 7,843 +1,411 5
MU funds › MICRON TECHNOLOGY INC ADD 0.9% +0.9% 3.7 3,232 +2,622 2
TSLA funds › TESLA INC ADD 0.9% +0.1% 3.7 8,728 +880 5
IJH funds › ISHARES TR TRIM 0.9% -0.7% 3.6 46,157 -41,987 5
WMT funds › WALMART INC ADD 0.8% +0.1% 3.4 30,401 +6,804 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.8% +0.1% 3.4 6,768 +929 5
ETN funds › EATON CORP PLC TRIM 0.8% +0.1% 3.1 7,312 -10 5
NFLX funds › NETFLIX INC. ADD 0.7% -0.0% 3.0 41,789 +11,324 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.7% +0.0% 2.9 3,151 +458 5
ORCL funds › ORACLE CORP TRIM 0.5% -0.2% 2.2 14,691 -3,122 5
USMV funds › ISHARES TR TRIM 0.5% -0.0% 2.0 21,138 -301 5
CSCO funds › CISCO SYS INC TRIM 0.5% +0.0% 1.9 15,922 -4,683 5
AMP funds › AMERIPRISE FINL INC ADD 0.4% +0.0% 1.8 4,002 +295 5
APH funds › AMPHENOL CORP TRIM 0.4% +0.1% 1.8 10,357 -288 5
PG funds › PROCTER & GAMBLE CO TRIM 0.4% -0.6% 1.8 12,386 -15,853 5
XLK funds › SELECT SECTOR SPDR TR NEW 0.4% +0.4% 1.7 9,003 +9,003 1
SPIB funds › SPDR SERIES TRUST ADD 0.4% -0.0% 1.7 50,352 +876 5
MRK funds › MERCK & CO INC ADD 0.4% +0.0% 1.6 12,139 +804 5
WPC funds › WP CAREY INC TRIM 0.4% -0.0% 1.5 21,509 -421 5
KO funds › COCA COLA CO ADD 0.4% +0.0% 1.5 18,349 +820 5
XLE funds › SELECT SECTOR SPDR TR NEW 0.4% +0.4% 1.5 27,911 +27,911 1
EMR funds › EMERSON ELEC CO ADD 0.3% +0.0% 1.4 10,031 +826 5
TJX funds › TJX COS INC NEW ADD 0.3% -0.0% 1.4 9,280 +559 5
GD funds › GENERAL DYNAMICS CORP NEW 0.3% +0.3% 1.4 3,893 +3,893 1
FNDA funds › SCHWAB STRATEGIC TR TRIM 0.3% -0.7% 1.3 35,288 -87,553 5
FITB funds › FIFTH THIRD BANCORP TRIM 0.3% +0.0% 1.3 22,323 -410 2
EOG funds › EOG RES INC ADD 0.3% -0.1% 1.2 9,467 +77 5
JBL funds › JABIL INC ADD 0.3% +0.1% 1.2 3,175 +10 5
RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM 0.3% +0.1% 1.2 18,081 -816 5
SPMO funds › INVESCO EXCH TRADED FD TR II NEW 0.3% +0.3% 1.1 7,110 +7,110 1
SCHM funds › SCHWAB STRATEGIC TR TRIM 0.3% +0.0% 1.1 30,868 -443 5
IXUS funds › ISHARES TR TRIM 0.3% +0.0% 1.1 11,583 -134 5
DLN funds › WISDOMTREE TR HOLD 0.2% +0.0% 1.0 10,686 +0 5
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.2% +0.0% 1.0 27,649 -200 5
IYW funds › ISHARES TR HOLD 0.2% +0.1% 0.9 3,694 +0 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.2% +0.0% 0.9 1,235 -66 5
ABBV funds › ABBVIE INC TRIM 0.2% +0.0% 0.9 3,659 -29 5
VGT funds › VANGUARD WORLD FD ADD 0.2% +0.1% 0.9 7,563 +6,963 5
PM funds › PHILIP MORRIS INTL INC ADD 0.2% +0.0% 0.9 4,948 +46 5
VWOB funds › VANGUARD WHITEHALL FDS TRIM 0.2% -2.1% 0.8 12,632 -126,441 5
COHR funds › COHERENT CORP ADD 0.2% +0.1% 0.8 2,069 +5 3
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.2% +0.0% 0.8 2,776 +3 5
ITOT funds › ISHARES TR HOLD 0.2% +0.0% 0.8 4,627 +0 5
VTEB funds › VANGUARD MUN BD FDS TRIM 0.2% -0.1% 0.7 14,512 -4,978 5
VTI funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 0.7 1,951 +2 5
SAIA funds › SAIA INC ADD 0.2% +0.0% 0.7 1,688 +318 5
ANET funds › ARISTA NETWORKS INC ADD 0.2% +0.1% 0.7 4,055 +496 5
SRLN funds › SSGA ACTIVE ETF TR TRIM 0.2% -2.2% 0.7 16,987 -215,560 5
DSI funds › ISHARES TR ADD 0.2% +0.0% 0.7 4,780 +461 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.1% 0.7 633 +42 5
EFAV funds › ISHARES TR ADD 0.2% -0.0% 0.7 7,667 +353 5
GHYG funds › ISHARES INC TRIM 0.2% -2.2% 0.7 14,771 -188,247 5
GE funds › GE AEROSPACE ADD 0.2% +0.1% 0.6 1,725 +483 5
SPEM funds › SPDR INDEX SHS FDS ADD 0.2% +0.0% 0.6 12,338 +423 5
SUB funds › ISHARES TR HOLD 0.2% -0.0% 0.6 5,998 +0 5
EFT funds › EATON VANCE FLOATING RATE IN ADD 0.2% +0.0% 0.6 34,122 +7,840 2
EAGG funds › ISHARES TR ADD 0.2% +0.0% 0.6 13,175 +856 5
MCD funds › MCDONALDS CORP ADD 0.2% -0.0% 0.6 2,299 +123 5
SPTI funds › SPDR SERIES TRUST TRIM 0.2% -0.0% 0.6 21,850 -1,839 5
DTH funds › WISDOMTREE TR HOLD 0.1% -0.0% 0.6 10,686 +0 5
PYLD funds › PIMCO ETF TR ADD 0.1% +0.0% 0.6 21,507 +7,774 3
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.5 889 +889 1
IGIB funds › ISHARES TR ADD 0.1% -0.0% 0.5 9,112 +457 5
MO funds › ALTRIA GROUP INC TRIM 0.1% +0.0% 0.5 6,538 -55 5
AGG funds › ISHARES TR TRIM 0.1% -0.0% 0.4 4,423 -543 5
IVV funds › ISHARES TR TRIM 0.1% -0.0% 0.4 553 -143 5
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 594 +232 3
QLD funds › PROSHARES TR TRIM 0.1% +0.0% 0.4 4,193 -479 5
EWI funds › ISHARES INC TRIM 0.1% +0.0% 0.4 6,832 -197 5
ESGD funds › ISHARES TR TRIM 0.1% -0.0% 0.4 3,817 -442 5
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.4 2,749 +2,749 1
PI funds › IMPINJ INC NEW 0.1% +0.1% 0.4 2,627 +2,627 1
BNDX funds › VANGUARD CHARLOTTE FDS TRIM 0.1% -2.2% 0.4 7,344 -179,659 5
DTE funds › DTE ENERGY CO HOLD 0.1% -0.0% 0.4 2,304 +0 5
ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM 0.1% +0.0% 0.4 907 -7 5
RWL funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 0.3 2,698 +5 5
T funds › AT&T INC ADD 0.1% -0.0% 0.3 16,557 +2 5
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% +0.0% 0.3 2,926 +1,285 5
COF funds › CAPITAL ONE FINL CORP HOLD 0.1% +0.0% 0.3 1,673 +0 5
ACWV funds › ISHARES INC TRIM 0.1% -0.0% 0.3 2,737 -79 5
NI funds › NISOURCE INC TRIM 0.1% -0.0% 0.3 6,874 -18 5
ABT funds › ABBOTT LABORATORIES ADD 0.1% -0.0% 0.3 3,505 +138 5
BDX funds › BECTON DICKINSON & CO HOLD 0.1% -0.0% 0.3 2,045 +0 3
LOW funds › LOWES COS INC HOLD 0.1% -0.0% 0.3 1,363 +0 5
NULG funds › NUSHARES ETF TR ADD 0.1% +0.0% 0.3 2,563 +344 5
WWD funds › WOODWARD INC HOLD 0.1% +0.0% 0.3 700 +0 3
FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% -0.0% 0.3 6,101 -210 5
FVD funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.1% -0.0% 0.3 6,127 +0 5
F funds › FORD MTR CO ADD 0.1% +0.0% 0.3 20,875 +106 5
CVX funds › CHEVRON CORPORATION TRIM 0.1% -0.0% 0.3 1,726 -126 5
IJR funds › ISHARES TR TRIM 0.1% +0.0% 0.3 1,912 -28 5
EWG funds › ISHARES INC HOLD 0.1% -0.0% 0.3 6,848 +0 5
EIX funds › EDISON INTL HOLD 0.1% -0.0% 0.3 3,791 +0 4
WEC funds › WEC ENERGY GROUP INC HOLD 0.1% -0.0% 0.3 2,370 +0 5
FCX funds › FREEPORT MCMORAN INC ADD 0.1% +0.0% 0.3 4,319 +848 2
DIA funds › STATE STR SPDR DOW JONES IND NEW 0.1% +0.1% 0.3 507 +507 1
SLV funds › ISHARES SILVER TR NEW 0.1% +0.1% 0.3 4,935 +4,935 1
GOOG funds › ALPHABET INC NEW 0.1% +0.1% 0.3 735 +735 1
IWR funds › ISHARES TR TRIM 0.1% +0.0% 0.2 2,264 -125 5
IAU funds › ISHARES GOLD TR TRIM 0.1% -0.0% 0.2 3,300 -54 4
CHI funds › CALAMOS CONV OPPORTUNITIES & HOLD 0.1% +0.0% 0.2 18,305 +0 5
PULS funds › PGIM ETF TR NEW 0.1% +0.1% 0.2 4,963 +4,963 1
PLD funds › PROLOGIS INC. HOLD 0.1% -0.0% 0.2 1,810 +0 3
DES funds › WISDOMTREE TR HOLD 0.1% +0.0% 0.2 6,024 +0 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 0.2 5,773 +2 5
IWLG funds › NEW YORK LIFE INVTS ACTIVE E NEW 0.1% +0.1% 0.2 17,656 +17,656 1
SYK funds › STRYKER CORPORATION ADD 0.1% -0.0% 0.2 754 +19 5
TQQQ funds › PROSHARES TR NEW 0.1% +0.1% 0.2 2,875 +2,875 1
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 0.2 1,346 +1,346 1
ITA funds › ISHARES TR NEW 0.1% +0.1% 0.2 944 +944 1
ROM funds › PROSHARES TR NEW 0.1% +0.1% 0.2 1,458 +1,458 1
CAH funds › CARDINAL HEALTH INC HOLD 0.1% +0.0% 0.2 952 +0 2
GEV funds › GE VERNOVA INC NEW 0.1% +0.1% 0.2 191 +191 1
SUSC funds › ISHARES TR NEW 0.1% +0.1% 0.2 9,580 +9,580 1
HYMB funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.2 8,603 -1,818 5
FLEX funds › FLEX LTD NEW 0.1% +0.1% 0.2 1,307 +1,307 1
AXP funds › AMERICAN EXPRESS CO NEW 0.1% +0.1% 0.2 615 +615 1
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.2 579 -76 5
VONG funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.2 1,576 +1,576 1
CUSIP:33740F615 funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.2 4,501 +4,501 1
IBB funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,056 +1,056 1
CUSIP:45170X205 funds › IDENTIV INC NEW 0.0% +0.0% 0.0 10,000 +10,000 1
OPTT funds › OCEAN PWR TECHNOLOGIES INC NEW 0.0% +0.0% 0.0 13,000 +13,000 1
CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT 0.0% -0.3% 0.0 0 -5,789 0
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -2.2% 0.0 0 -50,149 0
ENZC funds › ENZOLYTICS INC COM EXIT 0.0% -0.0% 0.0 0 -1,905,655 0
BP funds › BP PLC SPONSORED ADR EXIT 0.0% -0.1% 0.0 0 -4,470 0
NLST funds › NETLIST INC COM EXIT 0.0% -0.0% 0.0 0 -10,605 0
NULV funds › NUVEEN ESG LARGE-CAP VALUE ETF EXIT 0.0% -0.1% 0.0 0 -5,030 0
CUSIP:43110A104 funds › HIGHLANDS REIT INC COM EXIT 0.0% -0.0% 0.0 0 -16,014 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 412 150 0.35 48% 0.035 0.084 in
2026Q1 390 126 0.07 58% 0.066 0.600 in
2025Q4 388 127 0.07 58% 0.064 0.552 in
2025Q3 335 120 0.06 58% 0.065 0.556 in
2025Q2 331 119 0.15 61% 0.075 0.437 entered
2025Q1 296 102 0.00 66% 0.066 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status