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Portfolio (Quarterly) Guide ↗

Hickory Point Bank & Trust

· CIK 0002039144
13F Portfolio $152M AUM 585 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 328 New 30 Added 51 Reduced
Page 10 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLB SELECT SECTOR SPDR TR 1,722.0 $86K 0.06% NEW $49.97 +2.1%
182 MO ALTRIA GROUP INC Consumer Defensive 1,300.0 $86K 0.06% NEW $65.99 +10.1%
183 SPYV SPDR SERIES TRUST 1,507.0 $85K 0.06% NEW $56.58 +8.2%
184 TSN TYSON FOODS INC Consumer Defensive 1,304.0 $84K 0.06% NEW $64.07 +1.5%
185 WY WEYERHAEUSER CO Real Estate 3,399.0 $83K 0.06% NEW $24.43 -2.5%
186 STT STATE STR CORP Financial Services 638.0 $81K 0.05% NEW $126.56 +23.5%
187 PANW PALO ALTO NETWORKS INC Technology 500.0 $80K 0.05% NEW $160.32 +59.3%
188 LKQ LKQ CORP Consumer Cyclical 2,700.0 $79K 0.05% NEW $29.37 -8.2%
189 NVS NOVARTIS AG Healthcare 516.0 $79K 0.05% NEW $152.75 -0.9%
190 TGT TARGET CORP Consumer Defensive 634.0 $77K 0.05% NEW $121.20 +2.8%
191 SPYG SPDR SERIES TRUST 770.0 $75K 0.05% NEW $97.91 +22.2%
192 QCOM QUALCOMM INC Technology 575.0 $74K 0.05% NEW $128.78 +87.1%
193 BND VANGUARD BD INDEX FDS 993.0 $73K 0.05% NEW $73.64 -0.6%
194 MU MICRON TECHNOLOGY INC Technology 215.0 $73K 0.05% NEW $337.84 +154.5%
195 EPD ENTERPRISE PRODS PARTNERS L Energy 1,900.0 $72K 0.05% NEW $37.84 +3.3%
196 LHX L3HARRIS TECHNOLOGIES INC Industrials 200.0 $69K 0.05% NEW $345.15 -10.3%
197 NUE NUCOR CORP Basic Materials 399.0 $67K 0.04% NEW $169.10 +41.0%
198 SCHM SCHWAB STRATEGIC TR 2,145.0 $66K 0.04% NEW $30.96 +13.4%
199 V VISA INC Financial Services 217.0 $66K 0.04% NEW $302.24 +7.8%
200 CRM SALESFORCE INC Technology 350.0 $65K 0.04% NEW $186.67 -3.2%
Page 10 of 23  ·  456 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.4%
Technology 14.3%
Industrials 11.7%
Communication Services 8.5%
Consumer Defensive 7.9%
Healthcare 6.9%
Energy 6.9%
Consumer Cyclical 6.6%
Basic Materials 4.3%
Utilities 2.0%