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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
BBWI icon
151
Bath & Body Works
BBWI
$4.18B
$967K 0.06%
32,267
+3,123
+11% +$91.4K
T icon
152
AT&T
T
$162B
$938K 0.06%
32,427
-6,709
-17% -$185K
MS icon
153
Morgan Stanley
MS
$340B
$938K 0.06%
6,661
-126
-2% -$15.5K
VZ icon
154
Verizon
VZ
$194B
$932K 0.06%
21,542
-3,790
-15% -$164K
PM icon
155
Philip Morris
PM
$294B
$924K 0.06%
5,075
-150
-3% -$25.8K
MKL icon
156
Markel Group
MKL
$23.2B
$923K 0.06%
462
-26
-5% -$48.8K
DD icon
157
DuPont de Nemours
DD
$19.7B
$909K 0.06%
10,555
-295
-3% -$24.5K
TECH icon
158
Bio-Techne
TECH
$11.2B
$878K 0.06%
17,070
-427
-2% -$21.5K
SYK icon
159
Stryker
SYK
$129B
$872K 0.05%
2,203
– –
AFL icon
160
Aflac
AFL
$64.3B
$869K 0.05%
8,237
– –
WMT icon
161
Walmart Inc
WMT
$890B
$866K 0.05%
8,861
-29
-0.3% -$2.76K
DSI icon
162
iShares MSCI KLD 400 Social ETF
DSI
$5.51B
$834K 0.05%
7,178
-100
-1% -$10.6K
CPRT icon
163
Copart
CPRT
$26.5B
$829K 0.05%
16,893
-84
-0.5% -$4.7K
MAS icon
164
Masco
MAS
$15B
$826K 0.05%
12,836
-8,386
-40% -$528K
INTU icon
165
Intuit
INTU
$87.5B
$816K 0.05%
1,036
+88
+9% +$59.6K
INTC icon
166
Intel
INTC
$506B
$812K 0.05%
36,243
-2,884
-7% -$59.8K
XLU icon
167
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$801K 0.05%
19,622
-1,716
-8% -$68.4K
GOOGL icon
168
Alphabet (Google) Class A
GOOGL
$4.39T
$793K 0.05%
4,501
+84
+2% +$13.8K
IDXX icon
169
Idexx Laboratories
IDXX
$46B
$777K 0.05%
1,449
-30
-2% -$14.3K
AON icon
170
Aon
AON
$76.1B
$766K 0.05%
2,147
– –
CSGP icon
171
CoStar Group
CSGP
$12.1B
$764K 0.05%
9,504
-70
-0.7% -$5.45K
GWRE icon
172
Guidewire Software
GWRE
$13.2B
$758K 0.05%
3,221
-21
-0.6% -$4.51K
IEMG icon
173
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$756K 0.05%
12,589
+1,293
+11% +$72.2K
SUSA icon
174
iShares ESG Optimized MSCI USA ETF
SUSA
$4.15B
$753K 0.05%
5,939
– –
ASML icon
175
ASML
ASML
$660B
$743K 0.05%
927
+130
+16% +$93.3K
5 6
7
8 9

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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.