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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
BA icon
126
Boeing
BA
$171B
$1.45M 0.07%
7,288
-805
-10% -$183K
BX icon
127
Blackstone
BX
$102B
$1.42M 0.07%
12,344
-2,119
-15% -$276K
TSLA icon
128
Tesla
TSLA
$1.23T
$1.39M 0.07%
3,734
+1,144
+44% +$471K
IBMR icon
129
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$464M
$1.38M 0.07%
54,448
+2,416
+5% +$61.8K
IBDW icon
130
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$1.35M 0.07%
+64,692
New +$1.37M
VMC icon
131
Vulcan Materials
VMC
$34.8B
$1.35M 0.07%
4,969
-64
-1% -$18.8K
TDG icon
132
TransDigm Group
TDG
$70.2B
$1.34M 0.06%
1,158
– –
GOOGL icon
133
Alphabet (Google) Class A
GOOGL
$4.36T
$1.33M 0.06%
4,615
-141
-3% -$44.3K
ETN icon
134
Eaton
ETN
$161B
$1.31M 0.06%
3,656
-1,218
-25% -$433K
SLB icon
135
SLB Ltd
SLB
$73.6B
$1.26M 0.06%
24,480
-6,181
-20% -$300K
IBDS icon
136
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$1.25M 0.06%
+51,437
New +$1.25M
MRSH
137
Marsh
MRSH
$90.5B
$1.24M 0.06%
7,154
-1,686
-19% -$303K
GEV icon
138
GE Vernova
GEV
$264B
$1.24M 0.06%
1,417
+123
+10% +$96K
SO icon
139
Southern Company
SO
$109B
$1.22M 0.06%
12,659
-258
-2% -$23.9K
ALL icon
140
Allstate
ALL
$68B
$1.22M 0.06%
5,890
-81
-1% -$16.6K
FCX icon
141
Freeport-McMoran
FCX
$90B
$1.22M 0.06%
20,766
-1,803
-8% -$109K
MS icon
142
Morgan Stanley
MS
$331B
$1.22M 0.06%
7,402
+527
+8% +$91.2K
RSPG icon
143
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$563M
$1.22M 0.06%
11,107
+3,729
+51% +$355K
WCN
144
Waste Connections
WCN
$42.2B
$1.21M 0.06%
7,448
-116
-2% -$19.3K
RSPF icon
145
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$306M
$1.21M 0.06%
16,898
+8,169
+94% +$617K
HEI.A icon
146
HEICO Corp Class A
HEI.A
$36B
$1.2M 0.06%
5,679
-24
-0.4% -$5.91K
WFC icon
147
Wells Fargo
WFC
$261B
$1.2M 0.06%
15,052
-1,159
-7% -$99.5K
IHF icon
148
iShares US Healthcare Providers ETF
IHF
$1.21B
$1.19M 0.06%
28,371
-594
-2% -$27.2K
MCO icon
149
Moody's
MCO
$82.8B
$1.16M 0.06%
2,660
-91
-3% -$43K
AXP icon
150
American Express
AXP
$227B
$1.15M 0.06%
3,812
+118
+3% +$39.6K
4 5
6
7 8

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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.