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
$1.59B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$8.98M
3
+$8.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.85M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.2M

Top Sells

1
+$4.79M
2
+$3.18M
3
+$864K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$720K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$672K

Sector Composition

1 Technology 10.61%
2 Financials 5.23%
3 Industrials 4.01%
4 Healthcare 3.11%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FAST icon
26
Fastenal
FAST
$46.8B
$15.4M 0.97%
367,529
-6,467
AMZN icon
27
Amazon
AMZN
$2.54T
$15.2M 0.96%
69,449
+1,860
GQRE icon
28
FlexShares Global Quality Real Estate Index Fund
GQRE
$372M
$14.9M 0.94%
249,887
-6,766
BSMT icon
29
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$13.9M 0.87%
610,608
+289,878
RWO icon
30
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
$12.5M 0.79%
282,877
-16,313
HD icon
31
Home Depot
HD
$366B
$11.4M 0.72%
31,150
-802
META icon
32
Meta Platforms (Facebook)
META
$1.54T
$10.1M 0.64%
13,713
+187
IBMP icon
33
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
$10.1M 0.64%
399,047
+59,934
MA icon
34
Mastercard
MA
$499B
$9.85M 0.62%
17,522
-16
IBMO icon
35
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$9.82M 0.62%
383,212
+57,767
IBMQ icon
36
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
$9.71M 0.61%
382,180
+51,415
ICE icon
37
Intercontinental Exchange
ICE
$87.1B
$9.69M 0.61%
52,841
-1,189
COST icon
38
Costco
COST
$410B
$8.85M 0.56%
8,942
-3
PANW icon
39
Palo Alto Networks
PANW
$140B
$8.45M 0.53%
41,287
-983
ORCL icon
40
Oracle
ORCL
$620B
$8.39M 0.53%
38,371
-612
IBMN icon
41
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$7.96M 0.5%
297,321
+1,559
FISV
42
Fiserv, Inc. Common Stock
FISV
$34.7B
$7.4M 0.47%
42,932
-553
VOO icon
43
Vanguard S&P 500 ETF
VOO
$766B
$7.1M 0.45%
12,508
-5
MCD icon
44
McDonald's
MCD
$219B
$6.36M 0.4%
21,774
-1,317
USB icon
45
US Bancorp
USB
$73.5B
$6.35M 0.4%
140,270
-19,092
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$84.3B
$6.08M 0.38%
55,612
-3,710
ITW icon
47
Illinois Tool Works
ITW
$71.2B
$5.94M 0.37%
24,007
-680
ABT icon
48
Abbott
ABT
$225B
$5.79M 0.36%
42,565
-115
DFIC icon
49
Dimensional International Core Equity 2 ETF
DFIC
$10.8B
$5.6M 0.35%
180,031
+128,098
V icon
50
Visa
V
$649B
$5.17M 0.33%
14,548
-451
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