Hilltop National Bank – Q2 2026 PF Holdings AUM: $458.72M NEWLY BOUGHT Top-25: #AZN #BKNG #NDAQ #BE #SNDK #PNFP #KGS #BG #SPOT #A #KN #NTAP #PNR #QGEN #KRP #NRG #TWLO #NTNX #WAGN #FPS #DOCN #TER #ECHO #FLY #LUNR INCREASED Top-25: #MSFT #EFA #VOO #VWO #IJH #VBR #VBK #MRVL #SPY #JPM #VO #VUG #MU #KLAC #SO #CAT #AMZN #UNH #DELL #PSX #DE #CVX #ORCL #COP #NEM NO-CHANGE Top-25: #INFL #RSP #BRK.A #XLK #GLD #ONEQ #IWB #SCHD #ASML #XLG #SLF #EPD #VTI #WMB #IBIT #MFC #AAAU #XLF #LIN #WTBN #EFG #EFV #VET #AEP #YUM REDUCED Top-25: #NVDA #AAPL #IVV #VOE #IAU #TSM #IWP #BRK.B #LLY #XOM #AVGO #STX #ANET #PWR #QQQ #IVW #GLW #COST #WMT #VTV #NFLX #JNJ #TT #META #GOOGL SOLD-OFF Top-15: #HON #DD #BABA #CME #KMPR #CCC #EXE #ALNY #ALAB #ADSK #FBIN #CSQ #VRTS #DBA #BIPC Positive Returns (YTD): #DD:+235% #ALAB:+70% #HON:+24% #DBA:+8% #CSQ:+5% Negative Returns (YTD): #ALNY:-49% #KMPR:-28% #CCC:-23% #BABA:-22% #ADSK:-18% #EXE:-14% #BIPC:-7% #FBIN:-3% #VRTS:-2% #CME:-1% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis