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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
ANSS
76
DELISTED
Ansys
ANSS
$2.96M 0.19%
8,422
-479
-5% -$157K
ADBE icon
77
Adobe
ADBE
$103B
$2.89M 0.18%
7,470
+96
+1% +$37K
ISRG icon
78
Intuitive Surgical
ISRG
$132B
$2.76M 0.17%
5,071
-264
-5% -$138K
KO icon
79
Coca-Cola
KO
$374B
$2.73M 0.17%
38,587
+1,414
+4% +$101K
CBOE icon
80
Cboe Global Markets
CBOE
$30.2B
$2.72M 0.17%
11,675
– –
REET icon
81
iShares Global REIT ETF
REET
$5.08B
$2.69M 0.17%
+108,843
New +$2.64M
SPGI icon
82
S&P Global
SPGI
$119B
$2.62M 0.16%
4,962
-179
-3% -$89.3K
BRK.B icon
83
Berkshire Hathaway Class B
BRK.B
$1.13T
$2.58M 0.16%
5,309
-36
-0.7% -$18.3K
BSMU icon
84
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$276M
$2.53M 0.16%
117,881
-222,823
-65% -$4.76M
CMCSA icon
85
Comcast
CMCSA
$89.3B
$2.52M 0.16%
70,665
-81
-0.1% -$2.8K
HON icon
86
Honeywell
HON
$76.3B
$2.51M 0.16%
11,432
+54
+0.5% +$10.9K
LLY icon
87
Eli Lilly
LLY
$1.06T
$2.44M 0.15%
3,129
-65
-2% -$50.5K
BSCV icon
88
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.77B
$2.4M 0.15%
+145,047
New +$2.36M
VXF icon
89
Vanguard Extended Market ETF
VXF
$31.2B
$2.37M 0.15%
12,318
-24
-0.2% -$4.26K
MRSH
90
Marsh
MRSH
$92.2B
$2.33M 0.15%
10,675
+86
+0.8% +$19.4K
COR icon
91
Cencora
COR
$63.2B
$2.31M 0.15%
7,710
+344
+5% +$99.1K
BSMP
92
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$2.3M 0.15%
93,899
+10,458
+13% +$256K
BX icon
93
Blackstone
BX
$107B
$2.3M 0.15%
15,403
+672
+5% +$92.3K
XLB icon
94
State Street Materials Select Sector SPDR ETF
XLB
$8.55B
$2.21M 0.14%
50,416
-2,494
-5% -$106K
ADI icon
95
Analog Devices
ADI
$184B
$2.21M 0.14%
9,297
-221
-2% -$46K
GNR icon
96
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.86B
$2.2M 0.14%
+40,485
New +$2.12M
ZBH icon
97
Zimmer Biomet
ZBH
$18.8B
$2.14M 0.13%
23,429
-620
-3% -$60K
GD icon
98
General Dynamics
GD
$105B
$2.13M 0.13%
7,311
+123
+2% +$33.9K
VXUS icon
99
Vanguard Total International Stock ETF
VXUS
$158B
$2.09M 0.13%
30,294
-261
-0.9% -$16.9K
VGSH icon
100
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
$2M 0.13%
34,099
+206
+0.6% +$12.1K
2 3
4
5 6

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SW
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AG
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WFMPM
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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.