HBT

Hills Bank & Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$27.2M
2 +$15.1M
3 +$6.74M
4
USB icon
US Bancorp
USB
+$4.31M
5
ANSS
Ansys
ANSS
+$2.96M

Sector Composition

1 Technology 10.56%
2 Financials 4.66%
3 Industrials 3.89%
4 Healthcare 3.08%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PG icon
26
Procter & Gamble
PG
$334B
$16.6M 0.98%
108,107
-7,870
EFA icon
27
iShares MSCI EAFE ETF
EFA
$70B
$16.2M 0.95%
173,155
-105
AMZN icon
28
Amazon
AMZN
$2.42T
$15.1M 0.89%
68,996
-453
BSMT icon
29
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$224M
$13.2M 0.78%
571,429
-39,179
HD icon
30
Home Depot
HD
$358B
$12.5M 0.73%
30,792
-358
ORCL icon
31
Oracle
ORCL
$542B
$10.5M 0.62%
37,177
-1,194
IBMP icon
32
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$585M
$10.2M 0.6%
399,613
+566
MA icon
33
Mastercard
MA
$514B
$9.95M 0.59%
17,492
-30
META icon
34
Meta Platforms (Facebook)
META
$1.62T
$9.91M 0.58%
13,490
-223
IBMQ icon
35
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$536M
$9.86M 0.58%
384,643
+2,463
IBMO icon
36
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$554M
$9.8M 0.58%
382,065
-1,147
DFIC icon
37
Dimensional International Core Equity 2 ETF
DFIC
$11.6B
$9.38M 0.55%
286,098
+106,067
ICE icon
38
Intercontinental Exchange
ICE
$93.1B
$8.75M 0.51%
51,941
-900
PANW icon
39
Palo Alto Networks
PANW
$134B
$8.22M 0.48%
40,349
-938
COST icon
40
Costco
COST
$393B
$8.18M 0.48%
8,838
-104
IBMN
41
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$7.78M 0.46%
290,491
-6,830
VOO icon
42
Vanguard S&P 500 ETF
VOO
$822B
$7.5M 0.44%
12,246
-262
MCD icon
43
McDonald's
MCD
$226B
$6.34M 0.37%
20,868
-906
JNJ icon
44
Johnson & Johnson
JNJ
$510B
$6.26M 0.37%
33,738
+592
RWO icon
45
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$6.21M 0.37%
135,634
-147,243
ITW icon
46
Illinois Tool Works
ITW
$74.9B
$6.19M 0.36%
23,734
-273
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$90.5B
$6.07M 0.36%
51,040
-4,572
ABT icon
48
Abbott
ABT
$218B
$5.71M 0.34%
42,609
+44
TJX icon
49
TJX Companies
TJX
$173B
$5.53M 0.33%
38,267
-405
FISV
50
Fiserv Inc
FISV
$37B
$5.46M 0.32%
42,387
-545