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HBT

Hills Bank & Trust Portfolio holdings

AUM $2.07B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
-0.44%
1 Year Est. Return
+13.46%
3 Year Est. Return
+47.48%
5 Year Est. Return
+61.32%
10 Year Est. Return
+236.61%
AUM
$1.42B
AUM Growth
+$91.7M
Cap. Flow
+$111M
Cap. Flow %
7.8%
Top 10 Hldgs %
42.93%
Holding
311
New
10
Increased
121
Reduced
107
Closed
12

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$51.5M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25M
3
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$5.17M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.92M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.45M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$826K
2
MCHP icon
Microchip Technology
MCHP
+$558K
3
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$528K
4
MSFT icon
Microsoft
MSFT
+$491K
5
MKL icon
Markel Group
MKL
+$449K

Sector Composition

Rank Sector Weight
1 Technology 10.11%
2 Financials 5.6%
3 Industrials 4.23%
4 Healthcare 3.62%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTG icon
226
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$280K 0.02%
12,196
+1,058
+9% +$24.2K
LMT icon
227
Lockheed Martin
LMT
$136B
$272K 0.02%
610
-18
-3% -$8.29K
ESML icon
228
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$270K 0.02%
7,028
+2
+0% +$83
TRMB icon
229
Trimble
TRMB
$13.9B
$263K 0.02%
4,007
-1
-0% -$72
MSI icon
230
Motorola Solutions
MSI
$77.4B
$261K 0.02%
+597
New +$266K
MPWR icon
231
Monolithic Power Systems
MPWR
$68.9B
$256K 0.02%
441
+187
+74% +$118K
IVE icon
232
iShares S&P 500 Value ETF
IVE
$49.8B
$255K 0.02%
1,339
-10
-0.7% -$1.94K
MRK icon
233
Merck
MRK
$318B
$255K 0.02%
2,836
-47
-2% -$4.39K
DVY icon
234
iShares Select Dividend ETF
DVY
$23.6B
$251K 0.02%
1,870
– –
UBER icon
235
Uber
UBER
$153B
$245K 0.02%
3,358
– –
DFAC icon
236
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$241K 0.02%
7,311
– –
IBTH icon
237
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$241K 0.02%
10,741
+841
+8% +$18.7K
DOV icon
238
Dover
DOV
$28.4B
$239K 0.02%
1,360
– –
XLE icon
239
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$238K 0.02%
5,088
+294
+6% +$13.3K
URI icon
240
United Rentals
URI
$72.4B
$236K 0.02%
377
-20
-5% -$13.7K
EBAY icon
241
eBay
EBAY
$49.8B
$229K 0.02%
3,384
– –
DGX icon
242
Quest Diagnostics
DGX
$26.3B
$225K 0.02%
1,331
-96
-7% -$15.8K
AGG icon
243
iShares Core US Aggregate Bond ETF
AGG
$138B
$222K 0.02%
2,240
+230
+11% +$22.5K
JPST icon
244
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$215K 0.02%
4,252
-116
-3% -$5.86K
IBDR icon
245
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.4B
$212K 0.01%
8,752
– –
HRL icon
246
Hormel Foods
HRL
$13.8B
$200K 0.01%
6,467
– –
AMGN icon
247
Amgen
AMGN
$222B
$197K 0.01%
632
– –
XOEX
248
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$237M
$196K 0.01%
6,076
+711
+13% +$23.1K
BAH icon
249
Booz Allen Hamilton
BAH
$9.15B
$194K 0.01%
+1,859
New +$224K
QQQ icon
250
Invesco QQQ Trust
QQQ
$484B
$193K 0.01%
412
+46
+13% +$23.4K
8 9
10
11 12

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SW
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AG
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WFMPM
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Hills Bank & Trust's Q1 2025 Portfolio in Review

As of Q1 2025, Hills Bank & Trust held 311 positions worth $1.42B, up 6.9% from $1.33B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Hills Bank & Trust deployed $111M of net new capital in Q1 2025, opening 10 new positions and adding to 121 existing holdings. Its largest new stake was Blackrock: 1,923 shares worth $1.82M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 12% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $826K trimmed.

  • Hills Bank & Trust's largest Q1 2025 buy was Blackrock: 1,923 shares worth $1.82M.
  • Hills Bank & Trust added most to Vanguard FTSE Developed Markets ETF in Q1 2025, an estimated $51.5M increase.
  • Hills Bank & Trust's biggest Q1 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $826K.
  • Hills Bank & Trust fully exited Microchip Technology in Q1 2025, selling an estimated $558K.
  • Hills Bank & Trust's ten largest holdings make up 43% of its $1.42B portfolio in Q1 2025.
  • Hills Bank & Trust opened 10 new positions and closed 12 in Q1 2025.
  • Hills Bank & Trust's portfolio value rose 6.9% quarter-over-quarter to $1.42B.

Based on Hills Bank & Trust's 13F filing for Q1 2025, filed 25 Apr 2025.