Hilltop National Bank SMG — SCOTTS MIRACLE-GRO CO/THE

Ownership history in Hilltop National Bank  ·  9 quarters on record

AI Ownership Summary

Hilltop National Bank reported SCOTTS MIRACLE-GRO CO/THE (SMG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows SMG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in SCOTTS MIRACLE-GRO CO/THE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMG stock page Hilltop National Bank fund profile Hilltop National Bank full holdings
How Hilltop National Bank held SMG — position size vs. price
% of Fund (quarterly)    SMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,641 +738 +81.7% 0.02% $112K 2026-07-02 $68.85
2026 Q1 ADDED — — — 903 +34 +3.9% 0.01% $55K 2026-04-02 $63.17
2025 Q4 REDUCED 13.4% +5.2% ❌ 869 -135 -13.4% 0.01% $51K 2026-01-07 $57.71
2025 Q3 UNCHANGED — — — 1,004 — 0% 0.01% $57K 2025-10-08 $57.10
2025 Q2 ADDED — — — 1,004 +254 +33.9% 0.02% $66K 2025-07-21 $63.98
2024 Q4 REDUCED 19.4% -16.4% ✅ 750 -180 -19.4% 0.01% $50K 2025-01-10 $62.17
2024 Q3 UNCHANGED — — — 930 — 0% 0.02% $81K 2024-10-15 $82.64
2024 Q2 ADDED — — — 930 +38 +4.3% 0.02% $61K 2024-07-10 $56.37
2024 Q1 INITIATED — — — 892 — — 0.02% $67K 2024-05-06 $65.04

🏢 Other funds also holding SMG

As of 2026 Q2 — sorted by position size

Carolina Wealth Advisors, LLC 3Y 1.15% Sound Income Strategies, LLC 3Y 7Y 0.68% Scott & Selber, Inc. 3Y 7Y 0.5% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 0.38% 1620 INVESTMENT ADVISORS, INC. 3Y 0.33% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.33% Oak Thistle LLC 3Y 0.3% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.28% Investors Research Corp 3Y 7Y 0.27% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.18%

FAQ About Hilltop National Bank and SMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hilltop National Bank reported owning SMG?

Hilltop National Bank reported SMG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SMG position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for SMG was 0.02% in 2024 Q3.

What is the latest reported SMG position on this page?

The most recent filing on this page is 2026 Q2, when Hilltop National Bank reported 1,641 shares, equal to 0.02% of portfolio, with an estimated market value of $112K.

What does the chart on this SMG ownership page compare?

The chart compares Hilltop National Bank's quarterly SMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hilltop National Bank time their SMG position?

Based on 13F filing dates vs. subsequent SMG price moves, Hilltop National Bank correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SMG relative to SPY over the holding period was -14.4%.

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