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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
+6.94%
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
$1.59B
AUM Growth
+$166M
Cap. Flow
+$79.9M
Cap. Flow %
5.03%
Top 10 Hldgs %
43.33%
Holding
318
New
19
Increased
94
Reduced
145
Closed
5

Top Buys

Rank Stock Value
1
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$30.2M
2
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$8.55M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.77M

Top Sells

Rank Stock Value
1
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$4.76M
2
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$3.06M
3
USB icon
US Bancorp
USB
+$803K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$710K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$637K

Sector Composition

Rank Sector Weight
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
JNJ icon
51
Johnson & Johnson
JNJ
$621B
$5.06M 0.32%
33,146
+1,953
+6% +$300K
CRM icon
52
Salesforce
CRM
$158B
$4.84M 0.31%
17,746
-115
-0.6% -$30.7K
XOM icon
53
ExxonMobil
XOM
$628B
$4.78M 0.3%
44,353
-1,527
-3% -$163K
TJX icon
54
TJX Companies
TJX
$177B
$4.78M 0.3%
38,672
-822
-2% -$104K
CMG icon
55
Chipotle Mexican Grill
CMG
$43.7B
$4.74M 0.3%
84,363
-1,413
-2% -$71.9K
AMT icon
56
American Tower
AMT
$78.3B
$4.72M 0.3%
21,364
-869
-4% -$188K
TMO icon
57
Thermo Fisher Scientific
TMO
$214B
$4.39M 0.28%
10,831
-399
-4% -$167K
VTI icon
58
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$4.3M 0.27%
14,162
-240
-2% -$67.5K
PEP icon
59
PepsiCo
PEP
$189B
$4.19M 0.26%
31,716
-1,463
-4% -$197K
CVX icon
60
Chevron
CVX
$366B
$3.83M 0.24%
26,759
-2,448
-8% -$345K
KLAC icon
61
KLA
KLAC
$252B
$3.76M 0.24%
42,010
-430
-1% -$32.4K
CVS icon
62
CVS Health
CVS
$126B
$3.7M 0.23%
53,697
-1,525
-3% -$100K
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.12T
$3.64M 0.23%
5
– –
DE icon
64
Deere & Co
DE
$165B
$3.62M 0.23%
7,122
-110
-2% -$53.9K
NKE icon
65
Nike
NKE
$63B
$3.6M 0.23%
50,641
-8,135
-14% -$488K
CSCO icon
66
Cisco
CSCO
$479B
$3.56M 0.22%
51,272
+378
+0.7% +$23.2K
DHR icon
67
Danaher
DHR
$140B
$3.5M 0.22%
17,734
-281
-2% -$54.5K
ETN icon
68
Eaton
ETN
$174B
$3.39M 0.21%
9,503
+76
+0.8% +$23.4K
CATX icon
69
Perspective Therapeutics
CATX
$335M
$3.39M 0.21%
984,200
-39,428
-4% -$104K
NSC icon
70
Norfolk Southern
NSC
$76.8B
$3.36M 0.21%
13,143
+2
+0% +$472
MDLZ icon
71
Mondelez International
MDLZ
$79.9B
$3.33M 0.21%
49,403
+328
+0.7% +$21.9K
DIS icon
72
Walt Disney
DIS
$177B
$3.24M 0.2%
26,146
-884
-3% -$91.8K
IBM icon
73
IBM
IBM
$222B
$3.09M 0.19%
10,478
-962
-8% -$248K
GWW icon
74
W.W. Grainger
GWW
$60.5B
$3.06M 0.19%
2,940
-365
-11% -$379K
LNT icon
75
Alliant Energy
LNT
$18.2B
$3.04M 0.19%
50,244
+5,997
+14% +$367K
1 2
3
4 5

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Hills Bank & Trust's Q2 2025 Portfolio in Review

As of Q2 2025, Hills Bank & Trust held 318 positions worth $1.59B, up 12% from $1.42B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Hills Bank & Trust deployed $79.9M of net new capital in Q2 2025, opening 19 new positions and adding to 94 existing holdings. Its largest new stake was iShares Global REIT ETF: 108,843 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Invesco BulletShares 2030 Municipal Bond ETF, an estimated $4.76M trimmed.

  • Hills Bank & Trust's largest Q2 2025 buy was iShares Global REIT ETF: 108,843 shares worth $2.69M.
  • Hills Bank & Trust added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025, an estimated $30.2M increase.
  • Hills Bank & Trust's biggest Q2 2025 reduction was Invesco BulletShares 2030 Municipal Bond ETF, cutting an estimated $4.76M.
  • Hills Bank & Trust fully exited Zoetis in Q2 2025, selling an estimated $426K.
  • Hills Bank & Trust's ten largest holdings make up 43% of its $1.59B portfolio in Q2 2025.
  • Hills Bank & Trust opened 19 new positions and closed 5 in Q2 2025.
  • Hills Bank & Trust's portfolio value rose 12% quarter-over-quarter to $1.59B.

Based on Hills Bank & Trust's 13F filing for Q2 2025, filed 5 Aug 2025.