HBT

Hills Bank & Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$9.82M
3
+$6.71M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.07M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.9M

Top Sells

1
+$27.2M
2
+$15.1M
3
+$6.74M
4
USB icon
US Bancorp
USB
+$4.31M
5
ANSS
Ansys
ANSS
+$2.96M

Sector Composition

1 Technology 10.56%
2 Financials 4.66%
3 Industrials 3.89%
4 Healthcare 3.08%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTAI icon
201
FTAI Aviation
FTAI
$18.1B
$518K 0.03%
3,102
-1,639
XEL icon
202
Xcel Energy
XEL
$44.5B
$488K 0.03%
6,051
+255
AMP icon
203
Ameriprise Financial
AMP
$45.9B
$457K 0.03%
931
LOW icon
204
Lowe's Companies
LOW
$139B
$453K 0.03%
1,802
BIV icon
205
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$452K 0.03%
5,785
MANH icon
206
Manhattan Associates
MANH
$10.5B
$450K 0.03%
2,194
ROP icon
207
Roper Technologies
ROP
$48B
$433K 0.03%
869
PCOR icon
208
Procore
PCOR
$11.6B
$431K 0.03%
+5,915
IBDR icon
209
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.59B
$413K 0.02%
17,015
+8,263
BAC icon
210
Bank of America
BAC
$403B
$413K 0.02%
8,014
+420
RSP icon
211
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
$402K 0.02%
2,119
+32
EW icon
212
Edwards Lifesciences
EW
$48.2B
$396K 0.02%
5,086
SU icon
213
Suncor Energy
SU
$53.3B
$394K 0.02%
9,417
-24
COF icon
214
Capital One
COF
$151B
$390K 0.02%
1,833
-75
KNSL icon
215
Kinsale Capital Group
KNSL
$9.11B
$388K 0.02%
913
EAGG icon
216
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
$388K 0.02%
8,083
+1,064
EFIV icon
217
State Street SPDR S&P 500 ESG ETF
EFIV
$1.17B
$384K 0.02%
6,045
+1,558
MTDR icon
218
Matador Resources
MTDR
$5.5B
$382K 0.02%
8,500
TPR icon
219
Tapestry
TPR
$25.2B
$382K 0.02%
+3,372
WST icon
220
West Pharmaceutical
WST
$19.2B
$377K 0.02%
1,437
-9
YUM icon
221
Yum! Brands
YUM
$41.9B
$377K 0.02%
2,480
-5
SHW icon
222
Sherwin-Williams
SHW
$81.5B
$375K 0.02%
1,084
SNPV icon
223
Xtrackers S&P 500 Value ESG ETF
SNPV
$2.95M
$366K 0.02%
10,460
+2,600
HHH icon
224
Howard Hughes
HHH
$5.02B
$363K 0.02%
4,421
PSX icon
225
Phillips 66
PSX
$57B
$363K 0.02%
2,667
-1,000
7 8
9
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