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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
-0.67%
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
$2.07B
AUM Growth
+$349M
Cap. Flow
+$382M
Cap. Flow %
18.47%
Top 10 Hldgs %
50.29%
Holding
369
New
29
Increased
101
Reduced
153
Closed
14

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$251M
2
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$94.1M
3
GII icon
State Street SPDR S&P Global Infrastructure ETF
GII
+$29M
4
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$5.2M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.98M

Top Sells

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$20.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.95M
3
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$1.65M
4
MSFT icon
Microsoft
MSFT
+$1.53M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.38M

Sector Composition

Rank Sector Weight
1 Technology 7.09%
2 Financials 3.34%
3 Industrials 2.93%
4 Healthcare 2.34%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSMR icon
51
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
$5.45M 0.26%
230,415
+23,849
+12% +$566K
TMO icon
52
Thermo Fisher Scientific
TMO
$213B
$5.28M 0.26%
10,747
-116
-1% -$63K
ORCL icon
53
Oracle
ORCL
$374B
$5.15M 0.25%
35,000
-1,750
-5% -$284K
LNT icon
54
Alliant Energy
LNT
$18.3B
$5.15M 0.25%
71,717
-262
-0.4% -$18.1K
CVX icon
55
Chevron
CVX
$392B
$4.83M 0.23%
23,327
-853
-4% -$156K
PEP icon
56
PepsiCo
PEP
$190B
$4.67M 0.23%
30,057
-476
-2% -$74.2K
V icon
57
Visa
V
$684B
$4.53M 0.22%
14,976
+588
+4% +$189K
VTI icon
58
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$4.34M 0.21%
13,516
+214
+2% +$71.8K
RWO icon
59
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$4.06M 0.2%
88,661
-23,056
-21% -$1.09M
DE icon
60
Deere & Co
DE
$160B
$4.04M 0.2%
7,171
-33
-0.5% -$18.6K
BSMQ icon
61
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
$3.98M 0.19%
168,625
-36,069
-18% -$853K
CSCO icon
62
Cisco
CSCO
$457B
$3.94M 0.19%
50,838
-2,670
-5% -$209K
ABT icon
63
Abbott
ABT
$183B
$3.68M 0.18%
35,816
-5,327
-13% -$601K
XLB icon
64
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$3.66M 0.18%
73,250
+16,245
+28% +$815K
CATX icon
65
Perspective Therapeutics
CATX
$332M
$3.64M 0.18%
872,200
-66,000
-7% -$279K
BRK.A icon
66
Berkshire Hathaway Class A
BRK.A
$1.1T
$3.59M 0.17%
5
– –
GNR icon
67
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.79B
$3.36M 0.16%
44,967
– –
CVS icon
68
CVS Health
CVS
$133B
$3.29M 0.16%
45,751
-5,036
-10% -$388K
DHR icon
69
Danaher
DHR
$137B
$3.24M 0.16%
17,113
-514
-3% -$109K
NSC icon
70
Norfolk Southern
NSC
$75.4B
$3.17M 0.15%
11,034
-1,387
-11% -$412K
LLY icon
71
Eli Lilly
LLY
$1.02T
$3.14M 0.15%
3,419
+242
+8% +$245K
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.09M 0.15%
6,443
+1,036
+19% +$509K
KO icon
73
Coca-Cola
KO
$377B
$2.88M 0.14%
37,836
-1,932
-5% -$146K
BSMW icon
74
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$212M
$2.87M 0.14%
115,584
+5,610
+5% +$142K
CBOE icon
75
Cboe Global Markets
CBOE
$32.5B
$2.85M 0.14%
10,133
– –
1 2
3
4 5

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Hills Bank & Trust's Q1 2026 Portfolio in Review

As of Q1 2026, Hills Bank & Trust held 369 positions worth $2.07B, up 20% from $1.72B the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Hills Bank & Trust deployed $382M of net new capital in Q1 2026, opening 29 new positions and adding to 101 existing holdings. Its largest new stake was iShares iBonds Dec 2031 Term Corporate ETF: 64,692 shares worth $1.35M.

By sector, the portfolio is most concentrated in Technology at 7.1% of assets, down from 10% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 Value ETF, an estimated $20.4M trimmed.

  • Hills Bank & Trust's largest Q1 2026 buy was iShares iBonds Dec 2031 Term Corporate ETF: 64,692 shares worth $1.35M.
  • Hills Bank & Trust added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $251M increase.
  • Hills Bank & Trust's biggest Q1 2026 reduction was State Street SPDR Portfolio S&P 500 Value ETF, cutting an estimated $20.4M.
  • Hills Bank & Trust fully exited West Pharmaceutical in Q1 2026, selling an estimated $230K.
  • Hills Bank & Trust's ten largest holdings make up 50% of its $2.07B portfolio in Q1 2026.
  • Hills Bank & Trust opened 29 new positions and closed 14 in Q1 2026.
  • Hills Bank & Trust's portfolio value rose 20% quarter-over-quarter to $2.07B.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.