Hills Bank & Trust Co

CIK 0001309148 · Q1 2026

13F Equity AUM

$2.1B

+20.3% QoQ

Positions

355

+15 QoQ

AUM Rank

#1,765

Top 14%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #4,450 · Top 54%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 34.9%Top 10: 50.3%Top 20: 69.4%

SPYM13.1%

VEA7.0%

SPY6.6%

AVLC4.5%

SPMD3.7%

FTRB3.5%

MDY3.4%

VWO2.9%

GII2.8%

BSCQ2.8%

Others (345)49.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.3%

Technology7.0%

Industrials2.8%

Communication Services2.3%

Healthcare2.2%

Consumer Cyclical2.0%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 355Median: 0.04%Avg: 0.28%

0–0.5%

324(21.9%)

0.5–1%

10(7.4%)

1–3%

14(28.9%)

3–5%

4(15.1%)

5%+

3(26.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 353Unique: 2vs 20 funds

4.8%Low

355

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

7.4%

6.6%

6.6%

7.4%

9.9%

7.3%

VANGUARD CAPITAL MANAGEMENT LLC

6.7%

GEODE CAPITAL MANAGEMENT, LLC

6.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New29Increased101Decreased153Exited14

New Positions

IBDW0.1%

+65K

IBDS0.1%

+51K

IGV0.0%

+11K

XLF0.0%

+19K

XLC0.0%

+8K

XLY0.0%

+8K

XLI0.0%

+4K

GTOP0.0%

+15K

XLV0.0%

+4K

IBDV0.0%

+26K

Increased

SPYM13.1%

+3.1M(+763%)

AVLC4.5%

+1.2M(+8110%)

GII2.8%

+389K(+104%)

BSCV2.1%

+235K(+10%)

FTRB3.5%

+205K(+8%)

BSCU2.1%

+136K(+5%)

BSCT2.2%

+126K(+5%)

BSCR2.5%

+122K(+5%)

DFIC0.8%

+109K(+31%)

BSCQ2.8%

+99K(+4%)

Decreased

SPYV0.7%

-352,085(-59%)

CATX0.2%

-66,000(-7%)

BSMQ0.2%

-36,069(-18%)

GUNR1.4%

-31,655(-6%)

RWO0.2%

-23,056(-21%)

FAST0.8%

-15,544(-4%)

CMG0.1%

-13,512(-22%)

PFE0.0%

-12,926(-31%)

MDLZ0.1%

-8,955(-26%)

GSK0.1%

-8,561(-30%)

Exited

MOFG

-4,920

STT

-816

-2,417

-4,264

-1,449

-1,055

-1,350

-2,079

-1,785

-490

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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