Hilltop Partners LLC

CIK 0001957867 • 6 13F filings • May 15, 2025 – Aug 5, 2026

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Filer information

Filed by: Hilltop Partners LLC, Managing Member & CCO
Address: 527 PARK PLACE, SUITE 100, MISHAWAKA, IN, 46545
Phone: 574-889-7526
AUM: $388.0M

AUM over time

$412.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $388.0M127 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	COM	$422K	0.1%Prev: 0.1%	3,365 SH	Decreased+34 SH
ABBVIE INC COM	COM	$828K	0.2%Prev: 0.2%	3,622 SH	Decreased+35 SH
ALPHABET INC CAP STK CL A	CAP STK CL A	$4.4M	1.1%Prev: 1.2%	14,148 SH	Increased-1,772 SH
ALPHABET INC CAP STK CL C	CAP STK CL C	$205K	0.1%	654 SH	New
ALTRIA GROUP INC COM	COM	$377K	0.1%Prev: 0.1%	6,542 SH	Decreased-45 SH
AMAZON COM INC COM	COM	$4.4M	1.1%Prev: 1.1%	19,171 SH	Increased+2,313 SH
AMERIPRISE FINL INC COM	COM	$1.7M	0.4%Prev: 0.5%	3,512 SH	Increased+374 SH
AMPHENOL CORP CL A	CL A	$1.4M	0.4%	10,370 SH	New
APPLE INC COM	COM	$9.4M	2.4%Prev: 2.6%	34,626 SH	Increased+473 SH
ARISTA NETWORKS INC COM SHS	COM	$418K	0.1%Prev: 0.1%	3,193 SH	Decreased-2 SH
AT&T INC COM	COM	$394K	0.1%Prev: 0.1%	15,876 SH	Increased+6,999 SH
BECTON DICKINSON & CO COM	COM	$397K	0.1%	2,045 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	CL B NEW	$2.8M	0.7%Prev: 0.7%	5,475 SH	Increased+1,098 SH
BROADCOM INC COM	COM	$4.5M	1.2%Prev: 1.1%	12,897 SH	Increased+1,380 SH
CALAMOS CONV OPPORTUNITIES & I SH BEN INT	SH BEN INT	$192K	0.0%Prev: 0.1%	18,305 SH	Decreased
CAPITAL ONE FINL CORP COM	COM	$405K	0.1%Prev: 0.1%	1,673 SH	Increased
CATERPILLAR INC COM	COM	$338K	0.1%Prev: 0.1%	591 SH	Increased+17 SH
CHEVRON CORPORATION COM	COM	$251K	0.1%	1,645 SH	New
CISCO SYS INC COM	COM	$1.6M	0.4%Prev: 0.4%	21,167 SH	Increased+1,331 SH
COCA COLA CO COM	COM	$1.3M	0.3%Prev: 0.3%	18,472 SH	Increased+2,366 SH
COHERENT CORP COM	COM	$381K	0.1%	2,064 SH	New
COMERICA INC COM	COM	$962K	0.2%	11,069 SH	New
COSTCO WHOLESALE CORPORATION COM	COM	$2.4M	0.6%	2,819 SH	New
DTE ENERGY CO COM	COM	$297K	0.1%Prev: 0.1%	2,304 SH	Decreased
EATON CORP PLC SHS	SHS	$2.3M	0.6%Prev: 0.8%	7,322 SH	Decreased-71 SH
EDISON INTL COM	COM	$228K	0.1%Prev: 0.1%	3,791 SH	Increased
ELEVANCE HEALTH INC FORMERLY A COM	COM	$305K	0.1%Prev: 0.1%	869 SH	Increased
ELI LILLY & CO COM	COM	$5.9M	1.5%Prev: 0.9%	5,507 SH	Increased+1,559 SH
EMERSON ELEC CO COM	COM	$1.3M	0.3%Prev: 0.3%	9,444 SH	Increased+1,351 SH
ENZOLYTICS INC COM	COM	$572	0.0%Prev: 0.0%	1,905,655 SH	Decreased-48,120 SH
EOG RES INC COM	COM	$1.2M	0.3%Prev: 0.3%	10,982 SH	Increased+2,463 SH
EXXON MOBIL CORP COM	COM	$6.8M	1.7%Prev: 1.2%	56,232 SH	Increased+19,959 SH
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	SHS	$280K	0.1%Prev: 0.1%	6,311 SH	Increased
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	SHS	$282K	0.1%Prev: 0.1%	6,127 SH	Decreased
FORD MTR CO COM	COM	$268K	0.1%Prev: 0.1%	20,457 SH	Increased+331 SH
GE AEROSPACE COM NEW	COM NEW	$368K	0.1%Prev: 0.1%	1,196 SH	Increased+1 SH
HIGHLANDS REIT INC COM	COM	$5K	0.0%	16,014 SH	New
HOME DEPOT INC COM	COM	$239K	0.1%Prev: 0.1%	694 SH	Decreased+34 SH
HONEYWELL INTL INC COM	COM	$1.3M	0.3%Prev: 0.3%	6,464 SH	Increased+1,244 SH
INTERNATIONAL BUSINESS MACHS COM	COM	$801K	0.2%Prev: 0.1%	2,703 SH	Increased+1,910 SH
INVESCO QQQ TRUST SERIES I	TR UNIT	$253K	0.1%Prev: 0.1%	412 SH	Decreased-16 SH
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	S&P500 EQL TEC	$873K	0.2%Prev: 0.3%	19,188 SH	Increased-258 SH
INVESCO S&P 500 REVENUE ETF	S&P 500 REVENUE	$310K	0.1%Prev: 0.1%	2,704 SH	Increased-26 SH
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ISHS 5-10YR INVT	$479K	0.1%Prev: 0.1%	8,891 SH	Decreased-228 SH
ISHARES CONVERTIBLE BOND ETF	CONV BD ETF	$9.0M	2.3%Prev: 2.8%	91,754 SH	Decreased-1,662 SH
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	CORE MSCI TOTAL	$1.0M	0.3%Prev: 0.3%	11,903 SH	Decreased-387 SH
ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$464K	0.1%Prev: 0.1%	678 SH	Increased+23 SH
ISHARES CORE S&P MID-CAP ETF	CORE S&P MCP ETF	$20.1M	5.2%Prev: 1.7%	304,672 SH	Increased+219,477 SH
ISHARES CORE S&P SMALL CAP ETF	CORE S&P SCP ETF	$209K	0.1%Prev: 0.1%	1,741 SH	Decreased-25 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	CORE S&P TTL STK	$688K	0.2%Prev: 0.2%	4,627 SH	Increased
ISHARES CORE U.S. AGGREGATE BOND ETF	CORE US AGGBD ET	$555K	0.1%Prev: 0.2%	5,555 SH	Decreased-936 SH
ISHARES ESG AWARE MSCI EAFE ETF	ESG AW MSCI EAFE	$355K	0.1%Prev: 0.1%	3,735 SH	Increased+19 SH
ISHARES ESG AWARE US AGGREGATE BOND ETF	ESG AWR US AGRGT	$577K	0.1%Prev: 0.2%	12,064 SH	Decreased-1,488 SH
ISHARES ESG MSCI KLD 400 ETF	MSCI KLD400 SOC	$559K	0.1%Prev: 0.2%	4,342 SH	Increased+163 SH
ISHARES GOLD TRUST	ISHARES NEW	$263K	0.1%Prev: 0.1%	3,237 SH	Increased-9 SH
ISHARES MSCI EAFE MIN VOL FACTOR ETF	MSCI EAFE MIN VL	$631K	0.2%Prev: 0.2%	7,314 SH	Increased
ISHARES MSCI GERMANY ETF	MSCI GERMANY ETF	$302K	0.1%Prev: 0.1%	7,100 SH	Increased+154 SH
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	MSCI GBL MIN VOL	$340K	0.1%Prev: 0.1%	2,866 SH	Decreased
ISHARES MSCI ITALY ETF	MSCI ITALY ETF	$382K	0.1%Prev: 0.1%	7,029 SH	Increased+197 SH
ISHARES MSCI USA MIN VOL FACTOR ETF	MSCI USA MIN VOL	$2.0M	0.5%Prev: 0.6%	21,745 SH	Decreased-183 SH
ISHARES RUSSELL MIDCAP ETF	RUS MID CAP ETF	$230K	0.1%Prev: 0.1%	2,388 SH	Decreased-1 SH
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SHRT NAT MUN ETF	$664K	0.2%Prev: 0.2%	6,219 SH	Decreased+1 SH
ISHARES U.S. TECHNOLOGY ETF	U.S. TECH ETF	$742K	0.2%Prev: 0.2%	3,715 SH	Increased
ISHARES US & INTL HIGH YIELD CORP BOND ETF	US INTL HGH YLD	$9.0M	2.3%Prev: 2.5%	196,093 SH	Increased+12,739 SH
JABIL INC COM	COM	$710K	0.2%Prev: 0.2%	3,115 SH	Decreased-185 SH
JOHNSON & JOHNSON COM	COM	$4.0M	1.0%Prev: 1.0%	19,196 SH	Increased+618 SH
JPMORGAN CHASE & CO COM	COM	$4.2M	1.1%	13,002 SH	New
LENNAR CORP CL A	CL A	$1.0M	0.3%Prev: 0.3%	9,909 SH	Decreased+1,771 SH
LOWES COS INC COM	COM	$329K	0.1%Prev: 0.1%	1,363 SH	Decreased-6 SH
MASTERCARD INCORPORATED CL A	CL A	$3.9M	1.0%Prev: 0.9%	6,826 SH	Increased+1,412 SH
MCDONALDS CORP COM	COM	$658K	0.2%Prev: 0.2%	2,152 SH	Increased+60 SH
MERCK & CO INC COM	COM	$1.3M	0.3%Prev: 0.3%	12,454 SH	Increased-592 SH
META PLATFORMS INC CL A	CL A	$4.1M	1.0%Prev: 1.0%	6,152 SH	Increased+1,767 SH
MICROSOFT CORP COM	COM	$6.1M	1.6%Prev: 1.5%	12,631 SH	Increased+3,044 SH
NETFLIX INC. COM	COM	$2.8M	0.7%	29,753 SH	New
NETLIST INC COM	COM	$9K	0.0%Prev: 0.0%	10,621 SH	Decreased-1,325 SH
NISOURCE INC COM	COM	$299K	0.1%Prev: 0.1%	7,157 SH	Decreased
NUVEEN ESG LARGE-CAP GROWTH ETF	NUVEEN ESG LRGCP	$217K	0.1%Prev: 0.1%	2,219 SH	Increased+38 SH
NUVEEN ESG LARGE-CAP VALUE ETF	NUVEEN ESG LRGVL	$233K	0.1%Prev: 0.1%	5,162 SH	Decreased-448 SH
NVIDIA CORPORATION COM	COM	$6.3M	1.6%Prev: 1.6%	33,820 SH	Increased+4,761 SH
ORACLE CORP COM	COM	$2.8M	0.7%Prev: 0.7%	14,111 SH	Increased+5,505 SH
PALANTIR TECHNOLOGIES INC CL A	CL A	$261K	0.1%Prev: 0.1%	1,471 SH	Decreased-655 SH
PHILIP MORRIS INTL INC COM	COM	$786K	0.2%Prev: 0.2%	4,902 SH	Decreased-4 SH
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	MULTISECTOR BD	$273K	0.1%	10,245 SH	New
PROCTER & GAMBLE CO COM	COM	$3.8M	1.0%	26,675 SH	New
PROLOGIS INC. COM	COM	$237K	0.1%	1,853 SH	New
PROSHARES ULTRA QQQ	PSHS ULTRA QQQ	$329K	0.1%Prev: 0.1%	4,672 SH	Increased+2,336 SH
SAIA INC COM	COM	$447K	0.1%Prev: 0.1%	1,370 SH	Increased
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	SCHWAB FDT US SC	$4.0M	1.0%Prev: 1.2%	127,038 SH	Decreased-2,111 SH
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	INTRM TRM TRES	$4.4M	1.1%Prev: 1.3%	175,530 SH	Decreased-451 SH
SCHWAB U.S. MID-CAP ETF	US MID-CAP ETF	$978K	0.3%Prev: 0.3%	32,508 SH	Increased+802 SH
SCHWAB U.S. SMALL-CAP ETF	US SML CAP ETF	$801K	0.2%Prev: 0.2%	28,127 SH	Increased-106 SH
SHOPIFY INC CL A SUB VTG SHS	CLA SUB VTG SHS	$286K	0.1%Prev: 0.1%	1,776 SH	Increased+215 SH
STATE STREET BLACKSTONE SENIOR LOAN ETF	BLACKSTONE SENR	$9.0M	2.3%Prev: 2.5%	218,856 SH	Increased+13,911 SH
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	NUVEEN BLOOMBERG	$319K	0.1%Prev: 0.1%	12,799 SH	Decreased-929 SH
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	PORTFOLIO EMG MK	$574K	0.1%	12,252 SH	New
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	PORTFLI HIGH YLD	$13.0M	3.4%Prev: 3.8%	549,959 SH	Increased+21,452 SH
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	PORTFOLIO INTRMD	$1.6M	0.4%Prev: 0.5%	48,069 SH	Increased+1,405 SH
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF	PORTFLI INTRMDIT	$694K	0.2%Prev: 0.2%	24,070 SH	Increased+3,386 SH
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	PRTFLO S&P500 GW	$15.2M	3.9%Prev: 4.1%	142,661 SH	Increased+12,887 SH
STATE STREET SPDR S&P 500 ETF	TR UNIT	$875K	0.2%	1,283 SH	New
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	TECHNOLOGY	$241K	0.1%	1,672 SH	New
STRYKER CORPORATION COM	COM	$266K	0.1%Prev: 0.1%	756 SH	Decreased+13 SH
TESLA INC COM	COM	$3.3M	0.9%Prev: 1.1%	7,376 SH	Decreased-858 SH
TJX COS INC NEW COM	COM	$1.2M	0.3%Prev: 0.4%	8,090 SH	Increased-88 SH
UBER TECHNOLOGIES INC COM	COM	$263K	0.1%Prev: 0.1%	3,218 SH	Decreased+153 SH
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	EM MK GOV BD ETF	$9.0M	2.3%Prev: 2.6%	133,486 SH	Increased+5,311 SH
VANGUARD INFORMATION TECHNOLOGY ETF	INF TECH ETF	$433K	0.1%Prev: 0.1%	575 SH	Increased
VANGUARD MORTGAGE-BACKED SECURITIES ETF	MORTG-BACK SEC	$4.7M	1.2%Prev: 1.3%	98,986 SH	Increased+4,227 SH
VANGUARD RUSSELL 1000 ETF	VNG RUS1000IDX	$76.8M	19.8%Prev: 19.8%	248,504 SH	Increased+29,550 SH
VANGUARD RUSSELL 1000 GROWTH ETF	VNG RUS1000GRW	$203K	0.1%Prev: 0.1%	1,664 SH	Increased-9 SH
VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$225K	0.1%	358 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	SHRT TRM CORP BD	$434K	0.1%Prev: 0.1%	5,445 SH	Decreased-266 SH
VANGUARD TAX-EXEMPT BOND ETF	TAX EXEMPT BD	$1.1M	0.3%Prev: 0.4%	22,368 SH	Decreased-5,801 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	TOTAL INT BD ETF	$8.5M	2.2%Prev: 2.4%	175,673 SH	Increased+10,212 SH
VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$652K	0.2%Prev: 0.2%	1,946 SH	Increased+7 SH
VANGUARD VALUE ETF	VALUE ETF	$32.6M	8.4%Prev: 9.3%	170,508 SH	Increased+4,326 SH
VERIZON COMMUNICATIONS INC COM	COM	$267K	0.1%Prev: 0.1%	6,544 SH	Increased+1,609 SH
VISA INC COM CL A	COM CL A	$3.9M	1.0%Prev: 0.9%	11,137 SH	Increased+2,212 SH
WALMART INC COM	COM	$2.7M	0.7%Prev: 0.7%	23,997 SH	Increased+2,853 SH
WEC ENERGY GROUP INC COM	COM	$250K	0.1%Prev: 0.1%	2,370 SH	Decreased-19 SH
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND	ITL HIGH DIV FD	$551K	0.1%Prev: 0.2%	10,686 SH	Increased
WISDOMTREE U.S. LARGECAP DIVIDEND FUND	US LARGECAP DIVD	$941K	0.2%Prev: 0.3%	10,686 SH	Increased
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	US SMALLCAP DIVD	$202K	0.1%Prev: 0.1%	6,024 SH	Decreased
WOODWARD INC COM	COM	$212K	0.1%	700 SH	New
WP CAREY INC COM	COM	$1.5M	0.4%Prev: 0.5%	23,709 SH	Decreased-317 SH
XTRACKERS MSCI EAFE HEDGED EQUITY ETF	XTRACK MSCI EAFE	$29.3M	7.6%Prev: 8.4%	609,370 SH	Increased+6,300 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND SHS CLASS A — $206K
AMPHENOL CORP NEW CL A — $1.3M
CHEVRON CORP NEW COM — $300K
COSTCO WHSL CORP NEW COM — $1.8M
IROBOT CORP COM — $38K
JPMORGAN CHASE & CO. COM — $3.2M
NETFLIX INC COM — $2.4M
PROCTER AND GAMBLE CO COM — $2.8M
SPDR PORTFOLIO EMERGING MARKETS ETF — $611K
SPDR S&P 500 ETF TRUST — $846K
TECHNOLOGY SELECT SECTOR SPDR FUND — $213K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001104659-26-012394	$388.0M	View
Nov 17, 2025	Q3 2025	13F-HR	0001104659-25-113165	$334.7M	View
Aug 5, 2026	Q2 2026