Arkolith/Funds/Hills Bank & Trust Co

Hills Bank & Trust Co

CIK 1309148Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Hills Bank & Trust Co holds a focused book of 383 stocks worth $2.3B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vanguard Wellesley Income FD and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 13% of the equity book.

Opened
57
bought for the first time
  • Vanguard Wellesley Income FD
  • Vanguard Wellesley Income FD
  • Vanguard Wellesley Income FD
  • +54 more · largest first
Added to
110
already held, bought more
Trimmed
157
sold some, still holds it
Sold out
17
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
52%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
10%
Financials
3%
Consumer Discretionary
3%
Industrials
2%
Health Care
2%
Materials
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • FED HERMES TTL RTRN BNDFTRB
    ▲+97%$69.5M
  • JPMORGAN INTL BND ETFJPIB
    ▲+203%$41.0M
  • VANGUARD WELLESLEY INCOME FD
    ▲New$27.1M
  • VANGUARD WELLESLEY INCOME FD
    ▲New$26.9M
  • VANGUARD WELLESLEY INCOME FD
    ▲New$24.0M
  • VANGUARD WELLESLEY INCOME FD
    ▲New$24.0M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hills Bank & Trust Co

Manager / fundShared namesTheir $ in those
LPL Financial LLC74 / 80$70.3B
ENVESTNET ASSET MANAGEMENT INC74 / 80$62.8B
COMMONWEALTH EQUITY SERVICES, LLC74 / 80$15.8B
HARBOUR INVESTMENTS, INC.74 / 80$1.2B
ROYAL BANK OF CANADA73 / 80$138.0B
RAYMOND JAMES FINANCIAL INC73 / 80$86.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO73 / 80$46.7B
OSAIC HOLDINGS, INC.73 / 80$14.7B

Ranked by how many of Hills Bank & Trust Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

383 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$299.8M3.41M
12.8%
▼−3.8%
Reduced · −135K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$171.5M2.41M
7.3%
▲+7.1%
Added · +159K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$154.8M207.3K
6.6%
▼−1.9%
Reduced · −4K sh
4Federated Hermes ETF Trust
HERMES TOTAL RET
$140.9M5.61M
6.0%
▲+97%
Added · +2.8M sh
5American Centy ETF TR
AVANTIS US LARG
$101.3M1.13M
4.3%
▼−5.3%
Reduced · −63K sh
6SPDR Series Trust
STATE STREET SPD
$82.2M1.22M
3.5%
▼−6.0%
Reduced · −78K sh
7State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$78.5M111.6K
3.3%
▼−3.3%
Reduced · −4K sh
8Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$72.8M1.22M
3.1%
▲+8.4%
Added · +94K sh
9J P Morgan Exchange Traded F
INTL BD OPP ETF
$61.2M1.27M
2.6%
▲+203%
Added · +848K sh
10SPDR Index SHS FDS
STATE STREET SPD
$56.7M749.5K
2.4%
▼−1.7%
Reduced · −13K sh
11Nvidia Corporation
COM
$44.5M222.6K
1.9%
▼−1.8%
Reduced · −4K sh
12Alphabet Inc
CAP STK CL C
$39.6M112.1K
1.7%
▼−2.4%
Reduced · −3K sh
13Apple Inc
COM
$36.2M125.0K
1.5%
▼−2.6%
Reduced · −3K sh
14Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$29.3M1.50M
1.2%
▼−49%
Reduced · −1.4M sh
15Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$27.3M1.39M
1.2%
▼−48%
Reduced · −1.3M sh
16Vanguard Wellesley Income FD
TARGET MATURITY
$27.1M358.0K
1.2%
▲New
New position
17Vanguard Wellesley Income FD
TARGET MATURITY
$26.9M355.8K
1.1%
▲New
New position
18Microsoft Corp
COM
$25.9M69.3K
1.1%
▼−1.8%
Reduced · −1K sh
19Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$25.5M1.25M
1.1%
▼−50%
Reduced · −1.2M sh
20Flexshares TR
MORNSTAR UPSTR
$24.8M503.1K
1.1%
▼−1.8%
Reduced · −9K sh
21Vanguard BD Index FDS
TOTAL BND MRKT
$24.3M330.6K
1.0%
▼−8.2%
Reduced · −30K sh
22Vanguard Wellesley Income FD
TARGET MATURITY
$24.0M317.2K
1.0%
▲New
New position
23Vanguard Wellesley Income FD
TARGET MATURITY
$24.0M317.4K
1.0%
▲New
New position
24Vanguard Wellesley Income FD
TARGET MATURITY
$24.0M317.3K
1.0%
▲New
New position
25Vanguard Wellesley Income FD
TRGT MTRTY 2030
$23.9M316.7K
1.0%
▲New
New position
26Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$19.4M1.05M
0.8%
▼−57%
Reduced · −1.4M sh
27Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$17.4M1.05M
0.7%
▼−60%
Reduced · −1.6M sh
28JPMorgan Chase & Co
COM
$17.1M52.3K
0.7%
▼−2.7%
Reduced · −1K sh
29Ishares TR
MSCI EAFE ETF
$16.0M154.0K
0.7%
▼−4.9%
Reduced · −8K sh
30Fastenal Co
COM
$15.8M329.0K
0.7%
▼−2.6%
Reduced · −9K sh
31Amazon Com Inc
COM
$15.7M65.9K
0.7%
▼~0%
Reduced · −25 sh
32Invesco Exch TRD SLF Idx FD
BULSHS 2029 MUNI
$15.3M664.9K
0.7%
▲+0.8%
Added · +6K sh
33Procter & Gamble Co
COM
$14.9M101.7K
0.6%
▼−3.0%
Reduced · −3K sh
34SPDR Series Trust
STATE STREET SPD
$13.4M219.8K
0.6%
▼−12%
Reduced · −29K sh
35Ishares TR
IBONDS DEC 27
$12.9M508.4K
0.6%
▲+15%
Added · +65K sh
36Palo Alto Networks Inc
COM
$12.6M36.9K
0.5%
▼−1.3%
Reduced · −489 sh
37Kla Corp
COM NEW
$12.4M41.0K
0.5%
▲10×
Added · +37K sh
38Ishares TR
IBONDS DEC 28
$11.9M464.6K
0.5%
▲+17%
Added · +67K sh
39Dimensional ETF Trust
INTL CORE EQUITY
$10.8M290.8K
0.5%
▼−37%
Reduced · −169K sh
40Home Depot Inc
COM
$10.2M28.8K
0.4%
▼−2.9%
Reduced · −875 sh
41Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$9.9M602.9K
0.4%
▼−77%
Reduced · −2.0M sh
42Ishares TR
IBONDS DEC 26
$9.7M378.1K
0.4%
▼−3.1%
Reduced · −12K sh
43Invesco Exch TRD SLF Idx FD
INVSC 30 MUNI BD
$8.9M405.2K
0.4%
▼−12%
Reduced · −56K sh
44Johnson & Johnson
COM
$8.7M34.2K
0.4%
▲+1.0%
Added · +352 sh
45Ishares TR
IBONDS DEC 2031
$8.4M405.1K
0.4%
▲+526%
Added · +340K sh
46Vanguard Index FDS
S&P 500 ETF SHS
$8.1M11.9K
0.3%
▲+1.1%
Added · +125 sh
47Mastercard Incorporated
CL A
$7.9M15.4K
0.3%
▼−3.4%
Reduced · −538 sh
48Invesco Exch TRD SLF Idx FD
BULLETSHS 31 MUN
$7.6M360.3K
0.3%
▼−25%
Reduced · −119K sh
49Costco Wholesale Corporation
COM
$7.4M7.9K
0.3%
▼−1.7%
Reduced · −139 sh
50Ishares TR
CORE S&P SCP ETF
$7.3M49.2K
0.3%
▼−1.5%
Reduced · −763 sh
Showing 50 of 383 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Hills Bank & Trust Co owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1309148/holdings"
Ask your agent
Use Arkolith to show Hills Bank & Trust Co's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026559$2.3B13F-HR
Q1 2026Mar 31, 2026May 1, 2026525$2.1B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026508$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025471$1.7B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025477$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025460$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025466$1.3B13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024468$1.3B13F-HR
Q2 2024Jun 30, 2024Jul 25, 2024443$1.2B13F-HR
Q1 2024Mar 31, 2024May 8, 2024440$1.2B13F-HR
Q4 2023Dec 31, 2023Feb 7, 2024429$1.0B13F-HR
Q3 2023Sep 30, 2023Oct 26, 2023414$860.9M13F-HR
Q2 2023Jun 30, 2023Jul 21, 2023393$777.6M13F-HR
Q1 2023Mar 31, 2023Apr 17, 2023391$722.7M13F-HR
Q4 2022Dec 31, 2022Feb 6, 2023387$677.1M13F-HR
Q3 2022Sep 30, 2022Nov 3, 2022382$679.1M13F-HR
Q2 2022Jun 30, 2022Aug 2, 2022391$615.2M13F-HR
Q1 2022Mar 31, 2022Aug 16, 2022402$701.8M13F-HR/A
Q4 2021Dec 31, 2021Feb 4, 2022374$727.9M13F-HR
Q3 2021Sep 30, 2021Oct 27, 2021369$662.0M13F-HR
Q2 2021Jun 30, 2021Aug 2, 2021371$659.5M13F-HR
Q1 2021Mar 31, 2021May 3, 2021366$616.1M13F-HR
Q4 2020Dec 31, 2020Feb 1, 2021349$572.3M13F-HR
Amended / restated
  • Q1 2022 · filed Apr 29, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.