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: $389.7M126 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	COM	$346K	0.1%	3,367 SH	New
ABBVIE INC COM	COM	$802K	0.2%Prev: 0.3%	3,688 SH	Increased-108 SH
ALPHABET INC CAP STK CL A	CAP STK CL A	$4.2M	1.1%Prev: 0.7%	14,719 SH	Increased+1,341 SH
ALTRIA GROUP INC COM	COM	$435K	0.1%Prev: 0.1%	6,593 SH	Increased+362 SH
AMAZON COM INC COM	COM	$5.5M	1.4%Prev: 0.9%	26,509 SH	Increased+12,901 SH
AMERIPRISE FINL INC COM	COM	$1.6M	0.4%Prev: 0.5%	3,707 SH	Increased+693 SH
AMPHENOL CORP CL A	CL A	$1.3M	0.3%	10,645 SH	New
APPLE INC COM	COM	$9.1M	2.3%Prev: 2.5%	36,033 SH	Increased+2,571 SH
ARISTA NETWORKS INC COM SHS	COM	$437K	0.1%Prev: 0.1%	3,559 SH	Increased+379 SH
AT&T INC COM	COM	$480K	0.1%Prev: 0.1%	16,555 SH	Increased+8,030 SH
BECTON DICKINSON & CO COM	COM	$322K	0.1%	2,045 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	CL B NEW	$2.8M	0.7%Prev: 0.5%	5,839 SH	Increased+3,074 SH
BP PLC SPONSORED ADR	SPONSORED ADR	$210K	0.1%	4,470 SH	New
BROADCOM INC COM	COM	$4.4M	1.1%Prev: 0.7%	14,279 SH	Increased+1,947 SH
CALAMOS CONV OPPORTUNITIES & I SH BEN INT	SH BEN INT	$197K	0.1%	18,305 SH	New
CAPITAL ONE FINL CORP COM	COM	$305K	0.1%Prev: 0.1%	1,673 SH	Increased+38 SH
CARDINAL HEALTH INC COM	COM	$201K	0.1%	952 SH	New
CATERPILLAR INC COM	COM	$418K	0.1%	591 SH	New
CHEVRON CORPORATION COM	COM	$383K	0.1%	1,852 SH	New
CISCO SYS INC COM	COM	$1.6M	0.4%Prev: 0.4%	20,605 SH	Increased+1,708 SH
COCA COLA CO COM	COM	$1.3M	0.3%Prev: 0.4%	17,529 SH	Increased+2,883 SH
COHERENT CORP COM	COM	$492K	0.1%	2,064 SH	New
COSTCO WHOLESALE CORPORATION COM	COM	$2.7M	0.7%	2,693 SH	New
DTE ENERGY CO COM	COM	$337K	0.1%	2,304 SH	New
EATON CORP PLC SHS	SHS	$2.6M	0.7%Prev: 0.7%	7,322 SH	Increased-67 SH
EATON VANCE FLOATING RATE IN	COM	$476K	0.1%	26,282 SH	New
EDISON INTL COM	COM	$277K	0.1%Prev: 0.1%	3,791 SH	Increased
ELEVANCE HEALTH INC FORMERLY A COM	COM	$268K	0.1%	914 SH	New
ELI LILLY & CO COM	COM	$5.4M	1.4%Prev: 0.5%	5,891 SH	Increased+4,158 SH
EMERSON ELEC CO COM	COM	$1.2M	0.3%Prev: 0.3%	9,205 SH	Increased+673 SH
ENZOLYTICS INC COM	COM	$572	0.0%	1,905,655 SH	New
EOG RES INC COM	COM	$1.4M	0.3%Prev: 0.3%	9,390 SH	Increased+1,735 SH
EXXON MOBIL CORP COM	COM	$8.5M	2.2%Prev: 1.2%	50,149 SH	Increased+21,109 SH
FIFTH THIRD BANCORP COM	COM	$1.1M	0.3%	22,733 SH	New
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	SHS	$321K	0.1%	6,311 SH	New
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	SHS	$288K	0.1%	6,127 SH	New
FORD MTR CO COM	COM	$240K	0.1%Prev: 0.1%	20,769 SH	Increased+298 SH
FREEPORT MCMORAN INC CL B	CL B	$204K	0.1%	3,471 SH	New
GE AEROSPACE COM NEW	COM NEW	$353K	0.1%Prev: 0.1%	1,242 SH	Increased+47 SH
HIGHLANDS REIT INC COM	COM	$5K	0.0%	16,014 SH	New
HOME DEPOT INC COM	COM	$215K	0.1%	655 SH	New
HONEYWELL INTL INC COM	COM	$1.3M	0.3%Prev: 0.3%	5,789 SH	Increased+904 SH
INTERNATIONAL BUSINESS MACHS COM	COM	$672K	0.2%	2,773 SH	New
INVESCO QQQ TRUST SERIES I	TR UNIT	$251K	0.1%	436 SH	New
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	S&P500 EQL TEC	$855K	0.2%Prev: 0.2%	18,897 SH	Increased-1,133 SH
INVESCO S&P 500 REVENUE ETF	S&P 500 REVENUE	$309K	0.1%Prev: 0.1%	2,693 SH	Increased-31 SH
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ISHS 5-10YR INVT	$461K	0.1%Prev: 0.2%	8,655 SH	Decreased-837 SH
ISHARES CONVERTIBLE BOND ETF	CONV BD ETF	$9.5M	2.4%Prev: 3.2%	93,308 SH	Decreased-21,429 SH
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	CORE MSCI TOTAL	$1.0M	0.3%Prev: 0.3%	11,717 SH	Increased-1,328 SH
ISHARES CORE S&P 500 ETF	CORE S&P500 ETF	$455K	0.1%Prev: 0.1%	696 SH	Increased+136 SH
ISHARES CORE S&P MID-CAP ETF	CORE S&P MCP ETF	$6.0M	1.5%Prev: 1.6%	88,144 SH	Increased+8,097 SH
ISHARES CORE S&P SMALL CAP ETF	CORE S&P SCP ETF	$241K	0.1%	1,940 SH	New
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	CORE S&P TTL STK	$659K	0.2%Prev: 0.2%	4,627 SH	Increased-108 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	CORE US AGGBD ET	$493K	0.1%Prev: 0.2%	4,966 SH	Decreased-1,663 SH
ISHARES ESG AWARE MSCI EAFE ETF	ESG AW MSCI EAFE	$407K	0.1%Prev: 0.1%	4,259 SH	Increased-284 SH
ISHARES ESG AWARE US AGGREGATE BOND ETF	ESG AWR US AGRGT	$586K	0.2%Prev: 0.2%	12,319 SH	Increased+259 SH
ISHARES ESG MSCI KLD 400 ETF	MSCI KLD400 SOC	$523K	0.1%Prev: 0.1%	4,319 SH	Increased+675 SH
ISHARES GOLD TRUST	ISHARES NEW	$296K	0.1%	3,354 SH	New
ISHARES MSCI EAFE MIN VOL FACTOR ETF	MSCI EAFE MIN VL	$668K	0.2%Prev: 0.2%	7,314 SH	Decreased-1,356 SH
ISHARES MSCI GERMANY ETF	MSCI GERMANY ETF	$272K	0.1%Prev: 0.1%	6,848 SH	Increased
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	MSCI GBL MIN VOL	$337K	0.1%Prev: 0.1%	2,816 SH	Decreased-490 SH
ISHARES MSCI ITALY ETF	MSCI ITALY ETF	$375K	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: 0.7%	21,439 SH	Decreased-1,864 SH
ISHARES RUSSELL MIDCAP ETF	RUS MID CAP ETF	$232K	0.1%	2,389 SH	New
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SHRT NAT MUN ETF	$639K	0.2%Prev: 0.2%	5,998 SH	Decreased-316 SH
ISHARES U.S. TECHNOLOGY ETF	U.S. TECH ETF	$670K	0.2%Prev: 0.2%	3,694 SH	Increased-31 SH
ISHARES US & INTL HIGH YIELD CORP BOND ETF	US INTL HGH YLD	$9.2M	2.4%Prev: 3.3%	203,018 SH	Decreased-14,563 SH
JABIL INC COM	COM	$841K	0.2%Prev: 0.2%	3,165 SH	Increased-135 SH
JOHNSON & JOHNSON COM	COM	$4.4M	1.1%Prev: 0.8%	18,093 SH	Increased+4,127 SH
JPMORGAN CHASE & CO COM	COM	$4.0M	1.0%	13,706 SH	New
LOWES COS INC COM	COM	$322K	0.1%Prev: 0.1%	1,363 SH	Increased+147 SH
MASTERCARD INCORPORATED CL A	CL A	$3.8M	1.0%Prev: 0.8%	7,611 SH	Increased+3,468 SH
MCDONALDS CORP COM	COM	$676K	0.2%Prev: 0.2%	2,176 SH	Increased+270 SH
MERCK & CO INC COM	COM	$1.4M	0.3%Prev: 0.3%	11,335 SH	Increased+595 SH
META PLATFORMS INC CL A	CL A	$3.7M	0.9%Prev: 0.7%	6,432 SH	Increased+2,654 SH
MICRON TECHNOLOGY INC COM	COM	$206K	0.1%	610 SH	New
MICROSOFT CORP COM	COM	$5.5M	1.4%Prev: 1.2%	14,785 SH	Increased+5,622 SH
NETFLIX INC. COM	COM	$2.9M	0.8%	30,465 SH	New
NETLIST INC COM	COM	$17K	0.0%	10,605 SH	New
NISOURCE INC COM	COM	$322K	0.1%Prev: 0.1%	6,892 SH	Increased
NUVEEN ESG LARGE-CAP GROWTH ETF	NUVEEN ESG LRGCP	$202K	0.1%Prev: 0.1%	2,219 SH	Decreased-827 SH
NUVEEN ESG LARGE-CAP VALUE ETF	NUVEEN ESG LRGVL	$229K	0.1%	5,030 SH	New
NVIDIA CORPORATION COM	COM	$6.0M	1.5%Prev: 0.9%	34,378 SH	Increased+10,411 SH
ORACLE CORP COM	COM	$2.6M	0.7%Prev: 0.1%	17,813 SH	Increased+16,086 SH
PALANTIR TECHNOLOGIES INC CL A	CL A	$240K	0.1%	1,641 SH	New
PHILIP MORRIS INTL INC COM	COM	$810K	0.2%Prev: 0.3%	4,902 SH	Increased+22 SH
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	MULTISECTOR BD	$360K	0.1%	13,733 SH	New
PROCTER & GAMBLE CO COM	COM	$4.1M	1.0%	28,239 SH	New
PROLOGIS INC. COM	COM	$239K	0.1%	1,810 SH	New
PROSHARES ULTRA QQQ	PSHS ULTRA QQQ	$285K	0.1%Prev: 0.1%	4,672 SH	Increased+2,336 SH
SAIA INC COM	COM	$481K	0.1%Prev: 0.1%	1,370 SH	Increased+299 SH
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	SCHWAB FDT US SC	$4.0M	1.0%Prev: 1.1%	122,841 SH	Increased+6,678 SH
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	INTRM TRM TRES	$4.5M	1.2%Prev: 1.4%	180,339 SH	Increased+9,039 SH
SCHWAB U.S. MID-CAP ETF	US MID-CAP ETF	$969K	0.2%Prev: 0.3%	31,311 SH	Increased-2,341 SH
SCHWAB U.S. SMALL-CAP ETF	US SML CAP ETF	$810K	0.2%Prev: 0.3%	27,849 SH	Decreased-7,285 SH
STATE STREET BLACKSTONE SENIOR LOAN ETF	BLACKSTONE SENR	$9.3M	2.4%	232,547 SH	New
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	NUVEEN BLOOMBERG	$258K	0.1%	10,421 SH	New
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	PORTFOLIO EMG MK	$559K	0.1%	11,915 SH	New
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	PORTFLI HIGH YLD	$13.4M	3.4%	575,544 SH	New
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	PORTFOLIO INTRMD	$1.7M	0.4%	49,476 SH	New
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF	PORTFLI INTRMDIT	$679K	0.2%	23,689 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	PRTFLO S&P500 GW	$14.3M	3.7%	145,701 SH	New
STATE STREET SPDR S&P 500 ETF	TR UNIT	$846K	0.2%	1,301 SH	New
STRYKER CORPORATION COM	COM	$242K	0.1%Prev: 0.1%	735 SH	Decreased+76 SH
TESLA INC COM	COM	$2.9M	0.7%Prev: 0.7%	7,848 SH	Increased+104 SH
TJX COS INC NEW COM	COM	$1.4M	0.4%Prev: 0.3%	8,721 SH	Increased+498 SH
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	EM MK GOV BD ETF	$9.1M	2.3%Prev: 3.3%	139,073 SH	Decreased-12,316 SH
VANGUARD INFORMATION TECHNOLOGY ETF	INF TECH ETF	$419K	0.1%	600 SH	New
VANGUARD MORTGAGE-BACKED SECURITIES ETF	MORTG-BACK SEC	$4.8M	1.2%Prev: 1.4%	102,955 SH	Increased+12,796 SH
VANGUARD RUSSELL 1000 ETF	VNG RUS1000IDX	$74.0M	19.0%Prev: 15.7%	250,902 SH	Increased+68,127 SH
VANGUARD S&P 500 ETF	S&P 500 ETF SHS	$216K	0.1%	362 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	SHRT TRM CORP BD	$429K	0.1%Prev: 0.2%	5,407 SH	Decreased-3,972 SH
VANGUARD TAX-EXEMPT BOND ETF	TAX EXEMPT BD	$972K	0.2%Prev: 0.6%	19,490 SH	Decreased-17,461 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	TOTAL INT BD ETF	$9.0M	2.3%	187,003 SH	New
VANGUARD TOTAL STOCK MARKET ETF	TOTAL STK MKT	$625K	0.2%	1,949 SH	New
VANGUARD VALUE ETF	VALUE ETF	$32.9M	8.5%Prev: 6.2%	167,908 SH	Increased+61,482 SH
VERIZON COMMUNICATIONS INC COM	COM	$290K	0.1%Prev: 0.1%	5,771 SH	Increased+986 SH
VISA INC COM CL A	COM CL A	$3.7M	1.0%Prev: 0.8%	12,370 SH	Increased+5,972 SH
WALMART INC COM	COM	$2.9M	0.8%Prev: 0.4%	23,597 SH	Increased+8,966 SH
WEC ENERGY GROUP INC COM	COM	$274K	0.1%Prev: 0.1%	2,370 SH	Increased
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND	ITL HIGH DIV FD	$578K	0.1%Prev: 0.2%	10,686 SH	Decreased-4,382 SH
WISDOMTREE U.S. LARGECAP DIVIDEND FUND	US LARGECAP DIVD	$955K	0.2%Prev: 0.3%	10,686 SH	Increased
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND	US SMALLCAP DIVD	$217K	0.1%Prev: 0.1%	6,024 SH	Decreased-4,831 SH
WOODWARD INC COM	COM	$251K	0.1%	700 SH	New
WP CAREY INC COM	COM	$1.5M	0.4%Prev: 0.6%	21,930 SH	Decreased-4,701 SH
XTRACKERS MSCI EAFE HEDGED EQUITY ETF	XTRACK MSCI EAFE	$45.7M	11.7%Prev: 13.7%	924,359 SH	Increased-14,687 SH

Sold (vs prior filing)

ABBOTT LABS COM — $418K
ACCENTURE PLC IRELAND SHS CLASS A — $235K
AMPHENOL CORP NEW CL A — $941K
CHEVRON CORP NEW COM — $1.3M
COSTCO WHSL CORP NEW COM — $1.1M
ELEVANCE HEALTH INC COM — $361K
INVESCO PREFERRED ETF — $126K
ISHARES BIOTECHNOLOGY ETF — $216K
ISHARES ESG AWARE USD CORPORATE BOND ETF — $203K
JPMORGAN CHASE & CO. COM — $2.0M
LENNAR CORP CL A — $860K
NETFLIX INC COM — $491K
PROCTER AND GAMBLE CO COM — $2.2M
SPDR BLACKSTONE SENIOR LOAN ETF — $9.8M
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF — $400K
SPDR PORTFOLIO EMERGING MARKETS ETF — $712K
SPDR PORTFOLIO HIGH YIELD BOND ETF — $20.6M
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF — $1.6M
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF — $736K
SPDR PORTFOLIO S&P 500 GROWTH ETF — $23.7M
… and 3 more

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