Hills Bank & Trust Co

Open in PORT →← all managers

CIK 1309148

13F portfolio (2026-Q1)

$2.1B

Positions

355

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

355

Top 5

34.9%

Top 10

50.3%

Effective N

25.2

HHI

0.040

This quarter

29 new · 0 exit →

By sector

Unclassified76.6%

Information Technology7.6%

Consumer Discretionary3.5%

Financials3.0%

Communication Services2.3%

Industrials2.1%

Health Care1.6%

Materials1.1%

Other2.3%

By market cap

Unknown76.8%

Mega (>$200B)14.2%

Large ($10–200B)8.6%

Small ($300M–2B)0.2%

Mid ($2–10B)0.2%

By region

Other76.6%

North America23.3%

Europe0.1%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	76.76%	126
Technology Hardware & Equipment	2.97%	13
Specialty Retail	2.72%	11
Semiconductors & Semiconductor Equipment	2.36%	10
Software & IT Services	2.10%	6
Software	1.82%	14
Pharmaceuticals & Biotechnology	1.33%	16
Banks	1.14%	11
Commercial Services & Supplies	1.09%	15
Chemicals	0.94%	5
Machinery	0.87%	12
Oil, Gas & Consumable Fuels	0.85%	12
Capital Markets	0.84%	11
Utilities	0.56%	16
Hotels, Restaurants & Leisure	0.40%	5
Aerospace & Defense	0.40%	6
Beverages	0.37%	3
Insurance	0.30%	10
Road & Rail	0.28%	5
Health Care Equipment & Supplies	0.27%	8
Distributors	0.25%	5
Electrical Equipment & Components	0.25%	4
Food & Staples Retailing	0.16%	1
Equity Real Estate Investment Trusts (REITs)	0.11%	2
Entertainment	0.10%	1
Diversified Telecommunication Services	0.09%	3
Food Products	0.08%	3
Construction Materials	0.07%	2
Real Estate Management & Development	0.07%	1
Communications Equipment	0.07%	2
Automobiles & Components	0.07%	1
Tobacco	0.06%	2
Metals & Mining	0.06%	1
Media & Entertainment	0.06%	2
Professional Services	0.03%	1
Textiles, Apparel & Luxury Goods	0.02%	2
Transportation Infrastructure	0.02%	2
Airlines	0.02%	1
Life Sciences Tools & Services	0.01%	1
Health Care Providers & Services	0.01%	1
Construction & Engineering	0.01%	1
Marine	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPYM	SPDR SERIES TRUST	Unclassified	13.12%
2	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	6.96%
3	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	6.64%
4	AVLC	AMERICAN CENTY ETF TR	Unclassified	4.46%
5	SPMD	SPDR SERIES TRUST	Unclassified	3.70%
6	FTRB	FEDERATED HERMES ETF TRUST	Unclassified	3.46%
7	MDY	SPDR S&P MIDCAP 400 ETF TR	Unclassified	3.44%
8	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	2.94%
9	GII	SPDR INDEX SHS FDS	Unclassified	2.80%
10	BSCQ	INVESCO EXCH TRD SLF IDX FD	Unclassified	2.76%

230/355 names classified · sector 23.4% of weight · industry 23.2% · mkt cap 23.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyMSFT, AAPL, INTC, NVDA, IBM · other

FinancialsJPM, ICE, USB, WFC, TROW · other

Consumer DiscretionaryHD, FAST, MCD, AMZN, TGT · other

IndustrialsITW, FISV, DCI, EBAY, BA · other

Health CareJNJ, BDX, TEVA, NVS, CATX · other

MaterialsPG, NKE, CLX, EL, ECL · other

Communication ServicesGOOG, DIS, META, T, OMC · other

Consumer StaplesPEP, CVS, MDLZ, GIS, KO · other

EnergyXOM, CVX, EOG, SLB, HAL · other

UtilitiesLNT, DUK, NEE, SO, AWK · other

Real EstateAMT, CBRE, CCI, WY, DLR · other

UnclassifiedSPY, MDY, TDTT, VEA, SPYM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 23.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 23% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (214 classified)Hills Bank & Trust Co centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsHealth CareMaterialsEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for Hills Bank & Trust Co: centroid Large Core. Heaviest cells: Large Growth 8.8%, Large Core 5.5%, Large Value 4.6%.

Classified: 22.8% of book weight (214/355 names) · unclassified 77.2%: SPYM, VEA, SPY, AVLC, SPMD, FTRB, MDY, VWO, GII, BSCQ +131 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 355 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPYMSPDR SERIES TRUST	3,547,258	$272M	13.1%	ADD 763%
2	VEAVANGUARD TAX-MANAGED FDS	2,247,545	$144M	7.0%	HOLD
3	SPYSTATE STR SPDR S&P 500 ETF T	211,370	$137M	6.6%	HOLD
4	AVLCAMERICAN CENTY ETF TR	1,188,777	$92M	4.5%	ADD 8110%
5	SPMDSPDR SERIES TRUST	1,293,637	$77M	3.7%	HOLD
6	FTRBFEDERATED HERMES ETF TRUST	2,842,568	$71M	3.5%	ADD 8%
7	MDYSPDR S&P MIDCAP 400 ETF TR	115,410	$71M	3.4%	HOLD
8	VWOVANGUARD INTL EQUITY INDEX F	1,124,915	$61M	2.9%	ADD 4%
9	GIISPDR INDEX SHS FDS	762,289	$58M	2.8%	ADD 104%
10	BSCQINVESCO EXCH TRD SLF IDX FD	2,922,854	$57M	2.8%	ADD 4%
11	BSCRINVESCO EXCH TRD SLF IDX FD	2,649,128	$52M	2.5%	ADD 5%
12	BSCSINVESCO EXCH TRD SLF IDX FD	2,480,768	$51M	2.4%	ADD 4%
13	BSCTINVESCO EXCH TRD SLF IDX FD	2,452,536	$46M	2.2%	ADD 5%
14	BSCUINVESCO EXCH TRD SLF IDX FD	2,621,207	$44M	2.1%	ADD 5%
15	BSCVINVESCO EXCH TRD SLF IDX FD	2,624,341	$43M	2.1%	ADD 10%
16	NVDANVIDIA CORPORATION	226,736	$40M	1.9%	TRIM −2%
17	GOOGALPHABET INC	114,921	$33M	1.6%	TRIM −3%
18	AAPLAPPLE INC	128,289	$33M	1.6%	HOLD
19	GUNRFLEXSHARES TR	512,329	$28M	1.4%	TRIM −6%
20	BNDVANGUARD BD INDEX FDS	360,158	$27M	1.3%	ADD 2%
21	MSFTMICROSOFT CORP	70,639	$26M	1.3%	TRIM −5%
22	JPIBJ P MORGAN EXCHANGE TRADED F	417,820	$20M	1.0%	ADD 8%
23	DFICDIMENSIONAL ETF TRUST	460,089	$16M	0.8%	ADD 31%
24	JPMJPMORGAN CHASE & CO	53,781	$16M	0.8%	TRIM −4%
25	EFAISHARES TR	161,982	$16M	0.8%	HOLD
26	FASTFASTENAL CO	337,690	$16M	0.8%	TRIM −4%
27	BSMTINVESCO EXCH TRD SLF IDX FD	659,279	$15M	0.7%	ADD 4%
28	PGPROCTER AND GAMBLE CO	104,803	$15M	0.7%	HOLD
29	SPYVSPDR SERIES TRUST	248,701	$14M	0.7%	TRIM −59%
30	AMZNAMAZON COM INC	65,894	$14M	0.7%	TRIM −4%
31	IBMPISHARES TR	443,458	$11M	0.5%	HOLD
32	IBMQISHARES TR	397,905	$10M	0.5%	HOLD
33	BSMUINVESCO EXCH TRD SLF IDX FD	460,879	$10M	0.5%	ADD 7%
34	BSMVINVESCO EXCH TRD SLF IDX FD	479,643	$10M	0.5%	ADD 9%
35	IBMOISHARES TR	390,183	$10M	0.5%	HOLD
36	HDHOME DEPOT INC	29,707	$10M	0.5%	TRIM −2%
37	JNJJOHNSON & JOHNSON	33,869	$8M	0.4%	HOLD
38	COSTCOSTCO WHSL CORP NEW	8,045	$8M	0.4%	TRIM −5%
39	MAMASTERCARD INCORPORATED	15,947	$8M	0.4%	TRIM −7%
40	ICEINTERCONTINENTAL EXCHANGE IN	47,757	$8M	0.4%	TRIM −4%
41	METAMETA PLATFORMS INC	12,974	$7M	0.4%	TRIM −4%
42	XOMEXXON MOBIL CORP	43,231	$7M	0.4%	HOLD
43	VOOVANGUARD INDEX FDS	11,735	$7M	0.3%	HOLD
44	MCDMCDONALDS CORP	20,027	$6M	0.3%	HOLD
45	IJRISHARES TR	49,963	$6M	0.3%	HOLD
46	KLACKLA CORP	4,087	$6M	0.3%	HOLD
47	ITWILLINOIS TOOL WKS INC	23,046	$6M	0.3%	HOLD
48	PANWPALO ALTO NETWORKS INC	37,361	$6M	0.3%	TRIM −5%
49	BSMSINVESCO EXCH TRD SLF IDX FD	246,890	$6M	0.3%	ADD 13%
50	TJXTJX COS INC NEW	35,416	$6M	0.3%	TRIM −5%
51	BSMRINVESCO EXCH TRD SLF IDX FD	230,415	$5M	0.3%	ADD 12%
52	TMOTHERMO FISHER SCIENTIFIC INC	10,747	$5M	0.3%	HOLD
53	ORCLORACLE CORP	35,000	$5M	0.2%	TRIM −5%
54	LNTALLIANT ENERGY CORP	71,717	$5M	0.2%	HOLD
55	CVXCHEVRON CORP NEW	23,327	$5M	0.2%	TRIM −4%
56	PEPPEPSICO INC	30,057	$5M	0.2%	HOLD
57	VVISA INC	14,976	$5M	0.2%	ADD 4%
58	VTIVANGUARD INDEX FDS	13,516	$4M	0.2%	HOLD
59	RWOSPDR INDEX SHS FDS	88,661	$4M	0.2%	TRIM −21%
60	DEDEERE & CO	7,171	$4M	0.2%	HOLD
61	BSMQINVESCO EXCH TRD SLF IDX FD	168,625	$4M	0.2%	TRIM −18%
62	CSCOCISCO SYS INC	50,838	$4M	0.2%	TRIM −5%
63	ABTABBOTT LABS	35,816	$4M	0.2%	TRIM −13%
64	XLBSELECT SECTOR SPDR TR	73,250	$4M	0.2%	ADD 28%
65	CATXPERSPECTIVE THERAPEUTICS INC	872,200	$4M	0.2%	TRIM −7%
66	BRK.ABERKSHIRE HATHAWAY INC DEL	5	$4M	0.2%	HOLD
67	GNRSPDR INDEX SHS FDS	44,967	$3M	0.2%	HOLD
68	CVSCVS HEALTH CORP	45,751	$3M	0.2%	TRIM −10%
69	DHRDANAHER CORP DEL	17,113	$3M	0.2%	TRIM −3%
70	NSCNORFOLK SOUTHN CORP	11,034	$3M	0.2%	TRIM −11%
71	LLYELI LILLY & CO	3,419	$3M	0.2%	ADD 8%
72	BRK.BBERKSHIRE HATHAWAY INC DEL	6,443	$3M	0.1%	ADD 19%
73	KOCOCA COLA CO	37,836	$3M	0.1%	TRIM −5%
74	BSMWINVESCO EXCH TRD SLF IDX FD	115,584	$3M	0.1%	ADD 5%
75	CBOECBOE GLOBAL MKTS INC	10,133	$3M	0.1%	HOLD
76	GWWWW GRAINGER INC	2,535	$3M	0.1%	HOLD
77	RSPTINVESCO EXCHANGE TRADED FD T	59,329	$3M	0.1%	ADD 116%
78	BSSXINVESCO EXCH TRD SLF IDX FD	105,261	$3M	0.1%	ADD 4%
79	BSMYINVESCO EXCH TRD SLF IDX FD	110,162	$3M	0.1%	ADD 4%
80	USBUS BANCORP	50,655	$3M	0.1%	HOLD
81	VGSHVANGUARD SHORT-TERM TREASURY ETF	42,931	$3M	0.1%	ADD 15%
82	ISRGINTUITIVE SURGICAL INC	5,304	$2M	0.1%	ADD 3%
83	XLRESELECT SECTOR SPDR TR	59,516	$2M	0.1%	ADD 77%
84	XLUSELECT SECTOR SPDR TR	52,285	$2M	0.1%	ADD 65%
85	VXUSVANGUARD STAR FDS	30,987	$2M	0.1%	HOLD
86	VXFVANGUARD INDEX FDS	11,610	$2M	0.1%	TRIM −3%
87	ADIANALOG DEVICES INC	7,354	$2M	0.1%	TRIM −12%
88	RSPNINVESCO EXCHANGE TRADED FD T	40,597	$2M	0.1%	ADD 90%
89	CRMSALESFORCE INC	12,319	$2M	0.1%	TRIM −26%
90	IBMINTERNATIONAL BUSINESS MACHS	9,414	$2M	0.1%	TRIM −4%
91	RSPHINVESCO EXCHANGE TRADED FD T	73,660	$2M	0.1%	ADD 78%
92	IAKISHARES TR	17,160	$2M	0.1%	ADD 11%
93	FISVFISERV INC	39,218	$2M	0.1%	TRIM −5%
94	REETISHARES TR	84,877	$2M	0.1%	TRIM −6%
95	EMREMERSON ELEC CO	16,086	$2M	0.1%	TRIM −7%
96	CORCENCORA INC	6,679	$2M	0.1%	TRIM −11%
97	GDGENERAL DYNAMICS CORP	6,006	$2M	0.1%	TRIM −9%
98	DISDISNEY WALT CO	21,207	$2M	0.1%	TRIM −10%
99	AMDADVANCED MICRO DEVICES INC	9,886	$2M	0.1%	TRIM −10%
100	AMTAMERICAN TOWER CORP	11,522	$2M	0.1%	TRIM −22%
101	SPGIS&P GLOBAL INC	4,605	$2M	0.1%	TRIM −5%
102	RSPDINVESCO EXCHANGE TRADED FD T	35,492	$2M	0.1%	ADD 99%
103	NKENIKE INC	35,403	$2M	0.1%	TRIM −13%
104	IJHISHARES TR	27,578	$2M	0.1%	ADD 3%
105	XLKSELECT SECTOR SPDR TR	13,753	$2M	0.1%	ADD 1296%
106	ECLECOLAB INC	6,818	$2M	0.1%	TRIM −3%
107	NEENEXTERA ENERGY INC	19,048	$2M	0.1%	TRIM −14%
108	CATCATERPILLAR INC	2,468	$2M	0.1%	TRIM −9%
109	SCHWSCHWAB CHARLES CORP	18,560	$2M	0.1%	TRIM −8%
110	WMTWALMART INC	13,817	$2M	0.1%	ADD 25%
111	AVGOBROADCOM INC	5,376	$2M	0.1%	ADD 20%
112	GEGE AEROSPACE	5,721	$2M	0.1%	ADD 8%
113	ONEQFIDELITY COMWLTH TR	19,079	$2M	0.1%	HOLD
114	INTCINTEL CORP	36,319	$2M	0.1%	ADD 7%
115	UNPUNION PAC CORP	6,600	$2M	0.1%	HOLD
116	IBDRISHARES TR	64,597	$2M	0.1%	HOLD
117	EOGEOG RES INC	10,690	$2M	0.1%	TRIM −17%
118	HONHONEYWELL INTL INC	6,766	$2M	0.1%	TRIM −10%
119	DCIDONALDSON INC	17,894	$2M	0.1%	TRIM −2%
120	ASMLASML HOLDING N V	1,147	$2M	0.1%	HOLD
121	CMGCHIPOTLE MEXICAN GRILL INC	46,971	$2M	0.1%	TRIM −22%
122	RTXRTX CORPORATION	7,704	$1M	0.1%	TRIM −12%
123	ABBVABBVIE INC	6,730	$1M	0.1%	ADD 10%
124	MDLZMONDELEZ INTL INC	25,262	$1M	0.1%	TRIM −26%
125	CBRECBRE GROUP INC	10,721	$1M	0.1%	HOLD
126	BABOEING CO	7,288	$1M	0.1%	TRIM −10%
127	BXBLACKSTONE INC	12,344	$1M	0.1%	TRIM −15%
128	TSLATESLA INC	3,734	$1M	0.1%	ADD 44%
129	IBMRISHARES TR	54,448	$1M	0.1%	ADD 5%
130	IBDWISHARES TR	64,692	$1M	0.1%	NEW
131	VMCVULCAN MATLS CO	4,969	$1M	0.1%	HOLD
132	TDGTRANSDIGM GROUP INC	1,158	$1M	0.1%	HOLD
133	GOOGLALPHABET INC	4,615	$1M	0.1%	TRIM −3%
134	ETNEATON CORP PLC	3,656	$1M	0.1%	TRIM −25%
135	SLBSCHLUMBERGER LTD	24,480	$1M	0.1%	TRIM −20%
136	IBDSISHARES TR	51,437	$1M	0.1%	NEW
137	MRSHMARSH & MCLENNAN COS INC	7,154	$1M	0.1%	TRIM −19%
138	GEVGE VERNOVA INC	1,417	$1M	0.1%	ADD 10%
139	SOSOUTHERN CO	12,659	$1M	0.1%	HOLD
140	ALLALLSTATE CORP	5,890	$1M	0.1%	HOLD
141	FCXFREEPORT MCMORAN INC	20,766	$1M	0.1%	TRIM −8%
142	MSMORGAN STANLEY	7,402	$1M	0.1%	ADD 8%
143	RSPGINVESCO EXCHANGE TRADED FD T	11,107	$1M	0.1%	ADD 51%
144	WCNWASTE CONNECTIONS INC	7,448	$1M	0.1%	HOLD
145	RSPFINVESCO EXCHANGE TRADED FD T	16,898	$1M	0.1%	ADD 94%
146	HEI.AHEICO CORP NEW	5,679	$1M	0.1%	HOLD
147	WFCWELLS FARGO CO NEW	15,052	$1M	0.1%	TRIM −7%
148	IHFISHARES TR	28,371	$1M	0.1%	TRIM −2%
149	MCOMOODYS CORP	2,660	$1M	0.1%	TRIM −3%
150	AXPAMERICAN EXPRESS CO	3,812	$1M	0.1%	ADD 3%
151	IBMTISHARES TR	44,883	$1M	0.1%	ADD 81%
152	BMYBRISTOL-MYERS SQUIBB CO	18,563	$1M	0.1%	TRIM −23%
153	GSKGSK PLC	20,139	$1M	0.1%	TRIM −30%
154	BDXBECTON DICKINSON & CO	6,968	$1M	0.1%	TRIM −14%
155	ADPAUTOMATIC DATA PROCESSING IN	5,223	$1M	0.1%	TRIM −2%
156	VZVERIZON COMMUNICATIONS INC	20,475	$1M	0.0%	TRIM −6%
157	PMPHILIP MORRIS INTL INC	5,934	$981,128	0.0%	ADD 8%
158	VLTOVERALTO CORP	10,978	$970,675	0.0%	TRIM −20%
159	QCOMQUALCOMM INC	7,488	$964,305	0.0%	TRIM −15%
160	BLKBLACKROCK INC	965	$928,050	0.0%	ADD 7%
161	XLFSELECT SECTOR SPDR TR	18,553	$915,962	0.0%	NEW
162	AFLAFLAC INC	8,254	$905,546	0.0%	HOLD
163	DUKDUKE ENERGY CORP NEW	6,722	$880,179	0.0%	TRIM −12%
164	IGVISHARES TR	10,957	$877,108	0.0%	NEW
165	TECHBIO-TECHNE CORP	16,670	$871,174	0.0%	HOLD
166	XLCSELECT SECTOR SPDR TR	7,715	$855,285	0.0%	NEW
167	TROWPRICE T ROWE GROUP INC	9,462	$852,905	0.0%	TRIM −7%
168	XLYSELECT SECTOR SPDR TR	7,764	$846,121	0.0%	NEW
169	DSIISHARES TR	6,938	$840,816	0.0%	HOLD
170	HTLDHEARTLAND EXPRESS INC	79,599	$827,830	0.0%	HOLD
171	PFEPFIZER INC	29,104	$817,240	0.0%	TRIM −31%
172	IDXXIDEXX LABS INC	1,443	$810,808	0.0%	HOLD
173	CDNSCADENCE DESIGN SYSTEM INC	2,893	$803,878	0.0%	HOLD
174	MKLMARKEL GROUP INC	414	$792,425	0.0%	TRIM −8%
175	SUSAISHARES TR	5,939	$784,542	0.0%	HOLD
176	IEMGISHARES INC	10,928	$762,228	0.0%	ADD 11%
177	RSPSINVESCO EXCHANGE TRADED FD T	25,656	$756,852	0.0%	ADD 54%
178	SCHBSCHWAB STRATEGIC TR	30,000	$753,000	0.0%	HOLD
179	UBERUBER TECHNOLOGIES INC	10,157	$730,593	0.0%	ADD 25%
180	SYKSTRYKER CORPORATION	2,176	$715,012	0.0%	HOLD
181	QQQINVESCO QQQ TR	1,223	$705,891	0.0%	TRIM −15%
182	XLPSELECT SECTOR SPDR TR	8,455	$693,141	0.0%	ADD 107%
183	CCITIGROUP INC	6,002	$680,687	0.0%	TRIM −17%
184	PAYXPAYCHEX INC	7,362	$678,188	0.0%	TRIM −7%
185	TFCTRUIST FINL CORP	14,641	$673,047	0.0%	TRIM −10%
186	AONAON PLC	2,062	$665,572	0.0%	TRIM −5%
187	TAT&T INC	22,926	$664,624	0.0%	HOLD
188	MRKMERCK & CO INC	5,493	$660,753	0.0%	ADD 26%
189	CMCSACOMCAST CORP NEW	22,419	$643,650	0.0%	TRIM −2%
190	BIIBBIOGEN INC	3,490	$639,822	0.0%	TRIM −24%
191	XLVSELECT SECTOR SPDR TR	4,350	$637,754	0.0%	NEW
192	VEEVVEEVA SYS INC	3,570	$627,106	0.0%	HOLD
193	SUSUNCOR ENERGY INC NEW	9,417	$622,558	0.0%	HOLD
194	BACBANK AMERICA CORP	12,296	$599,430	0.0%	ADD 27%
195	XLISELECT SECTOR SPDR TR	3,588	$580,287	0.0%	NEW
196	NOWSERVICENOW INC	5,515	$576,594	0.0%	TRIM −27%
197	IBDVISHARES TR	25,900	$566,951	0.0%	NEW
198	ESEVERSOURCE ENERGY	8,117	$562,346	0.0%	TRIM −5%
199	ACNACCENTURE PLC IRELAND	2,808	$556,798	0.0%	TRIM −24%
200	MPWRMONOLITHIC PWR SYS INC	494	$540,115	0.0%	TRIM −12%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPYMSPDR SERIES TRUST

86K

157K

280K

355K

411K

3.5M

$272M

VEAVANGUARD TAX-MANAGED FDS

896K

1.9M

2.0M

2.2M

$144M

SPYSTATE STR SPDR S&P 500 ETF T

220K

218K

216K

214K

211K

$137M

AVLCAMERICAN CENTY ETF TR

—

14K

1.2M

$92M

SPMDSPDR SERIES TRUST

570K

608K

1.2M

1.3M

$77M

FTRBFEDERATED HERMES ETF TRUST

1.8M

2.0M

2.3M

2.5M

2.6M

2.8M

$71M

MDYSPDR S&P MIDCAP 400 ETF TR

121K

120K

119K

120K

118K

115K

$71M

VWOVANGUARD INTL EQUITY INDEX F

341K

897K

972K

1.1M

$61M

GIISPDR INDEX SHS FDS

231K

242K

257K

353K

373K

762K

$58M

BSCQINVESCO EXCH TRD SLF IDX FD

2.6M

2.7M

2.8M

2.9M

$57M

BSCRINVESCO EXCH TRD SLF IDX FD

2.4M

2.5M

2.6M

$52M

BSCSINVESCO EXCH TRD SLF IDX FD

2.2M

2.3M

2.4M

2.5M

$51M

BSCTINVESCO EXCH TRD SLF IDX FD

2.0M

2.1M

2.3M

2.5M

$46M

BSCUINVESCO EXCH TRD SLF IDX FD

1.7M

2.0M

2.1M

2.4M

2.5M

2.6M

$44M

BSCVINVESCO EXCH TRD SLF IDX FD

—

145K

2.0M

2.4M

2.6M

$43M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Hills Bank & Trust Co

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 355 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Hills Bank & Trust Co