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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
CDNS icon
176
Cadence Design Systems
CDNS
$93.2B
$723K 0.05%
2,347
+1,229
+110% +$357K
SCHB icon
177
Schwab US Broad Market ETF
SCHB
$44.5B
$715K 0.05%
30,000
– –
DUK icon
178
Duke Energy
DUK
$96.6B
$713K 0.04%
6,039
-182
-3% -$21.5K
BIIB icon
179
Biogen
BIIB
$30.5B
$702K 0.04%
5,586
+829
+17% +$103K
GEV icon
180
GE Vernova
GEV
$266B
$689K 0.04%
1,303
+98
+8% +$40.8K
HTLD icon
181
Heartland Express
HTLD
$952M
$688K 0.04%
79,599
+6,071
+8% +$52K
HAL icon
182
Halliburton
HAL
$27.1B
$680K 0.04%
33,370
-5,363
-14% -$112K
CI icon
183
Cigna
CI
$72.7B
$634K 0.04%
1,918
-39
-2% -$12.6K
FDX icon
184
FedEx
FDX
$74.7B
$629K 0.04%
2,768
+233
+9% +$51K
IVV icon
185
iShares Core S&P 500 ETF
IVV
$897B
$626K 0.04%
1,008
-113
-10% -$64.9K
CTSH icon
186
Cognizant
CTSH
$25.6B
$618K 0.04%
7,922
– –
IEFA icon
187
iShares Core MSCI EAFE ETF
IEFA
$194B
$583K 0.04%
6,978
+1,861
+36% +$148K
MIDD icon
188
Middleby
MIDD
$6.03B
$582K 0.04%
4,042
– –
XLP icon
189
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$581K 0.04%
7,174
-4,433
-38% -$360K
CAT icon
190
Caterpillar
CAT
$395B
$570K 0.04%
1,467
+218
+17% +$72.7K
FTAI icon
191
FTAI Aviation
FTAI
$22.7B
$545K 0.03%
4,741
-2,861
-38% -$320K
MSI icon
192
Motorola Solutions
MSI
$78.7B
$539K 0.03%
1,281
+684
+115% +$286K
AVGO icon
193
Broadcom
AVGO
$2T
$529K 0.03%
+1,918
New +$416K
MUB icon
194
iShares National Muni Bond ETF
MUB
$45.3B
$513K 0.03%
4,911
– –
COP icon
195
ConocoPhillips
COP
$142B
$498K 0.03%
5,550
-105
-2% -$9.45K
AMP icon
196
Ameriprise Financial
AMP
$49.5B
$497K 0.03%
931
– –
ROP icon
197
Roper Technologies
ROP
$39.3B
$493K 0.03%
869
-62
-7% -$35K
TYL icon
198
Tyler Technologies
TYL
$12.5B
$480K 0.03%
809
-59
-7% -$33.4K
ES icon
199
Eversource Energy
ES
$27.1B
$477K 0.03%
7,490
– –
CARR icon
200
Carrier Global
CARR
$52.7B
$454K 0.03%
6,197
+3,409
+122% +$231K
6 7
8
9 10

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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.