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HILLS BANK & TRUST COMPANY

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NORTH LIBERTY IA Trust
13F Summary
Hills Bank & Trust Company is based out of North Liberty. Their last reported 13F filing for Q4 2023 included $1,022,790,825 in managed 13F securities and a top 10 holdings concentration of 43.16%. Hills Bank & Trust Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 222,749. Whalewisdom has at least 78 13F filings, and 1 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.02b, Prior: $0.86b
New Purchases 16 stocks
Added To 73 stocks
Sold out of 9 stocks
Reduced holdings in 106 stocks
Top 10 Holdings % 43.16%
Turnover %[1] 9.12%
Turnover Alt %[2] 4.52%
Time Held Top 20 26.7 quarters
Time Held Top 10 21.4 quarters
Time Held All 24.93 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance