HBT

Hills Bank & Trust Portfolio holdings

AUM $2.07B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.61M
3
+$4.4M
4
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$4.13M
5
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$2.74M

Top Sells

1
+$23.7M
2
+$7.78M
3
+$2.28M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.13M
5
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$1.86M

Sector Composition

1 Technology 9.99%
2 Financials 4.54%
3 Industrials 3.47%
4 Healthcare 3.08%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SO icon
151
Southern Company
SO
$109B
$1.13M 0.07%
12,917
+1,338
INTU icon
152
Intuit
INTU
$110B
$1.08M 0.06%
1,628
+101
PFE icon
153
Pfizer
PFE
$150B
$1.05M 0.06%
42,030
-27,290
TROW icon
154
T. Rowe Price
TROW
$22.5B
$1.04M 0.06%
10,192
+667
RSPD icon
155
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$277M
$1.02M 0.06%
+17,851
TECH icon
156
Bio-Techne
TECH
$8.61B
$995K 0.06%
16,922
-21
ACN icon
157
Accenture
ACN
$110B
$990K 0.06%
3,689
-733
IDXX icon
158
Idexx Laboratories
IDXX
$45.1B
$980K 0.06%
1,448
-1
BLK icon
159
Blackrock
BLK
$165B
$965K 0.06%
902
-174
MKL icon
160
Markel Group
MKL
$22.3B
$965K 0.06%
449
-13
CDNS icon
161
Cadence Design Systems
CDNS
$94.1B
$903K 0.05%
2,889
+542
AFL icon
162
Aflac
AFL
$58.2B
$900K 0.05%
8,160
-67
DUK icon
163
Duke Energy
DUK
$100B
$898K 0.05%
7,663
+1,629
DSI icon
164
iShares MSCI KLD 400 Social ETF
DSI
$5.18B
$894K 0.05%
6,938
VZ icon
165
Verizon
VZ
$201B
$886K 0.05%
21,749
+382
QQQ icon
166
Invesco QQQ Trust
QQQ
$443B
$886K 0.05%
1,442
+38
PAYX icon
167
Paychex
PAYX
$33.3B
$885K 0.05%
7,890
-145
PM icon
168
Philip Morris
PM
$259B
$884K 0.05%
5,510
+435
GEV icon
169
GE Vernova
GEV
$286B
$846K 0.05%
1,294
-30
C icon
170
Citigroup
C
$217B
$839K 0.05%
7,194
+354
SUSA icon
171
iShares ESG Optimized MSCI USA ETF
SUSA
$3.83B
$828K 0.05%
5,939
BIIB icon
172
Biogen
BIIB
$27.5B
$813K 0.05%
4,619
-1,126
VEEV icon
173
Veeva Systems
VEEV
$28B
$800K 0.05%
3,582
-5
TFC icon
174
Truist Financial
TFC
$63.5B
$800K 0.05%
16,248
-658
IVV icon
175
iShares Core S&P 500 ETF
IVV
$795B
$789K 0.05%
1,152
+155
5 6
7
8 9