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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 12 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TFC TRUIST FINL CORP Financial Services 1,022.0 $47K 0.03% NEW $45.97 +5.7%
222 INGERSOLL RAND INC 582.0 $47K 0.03% NEW $80.12
223 AEP AMERICAN ELEC PWR CO INC Utilities 354.0 $46K 0.03% NEW $131.08 +0.1%
224 CVLG COVENANT LOGISTICS GROUP INC Industrials 1,700.0 $46K 0.03% NEW $27.15 +40.5%
225 HST HOST HOTELS & RESORTS INC Real Estate 2,397.0 $46K 0.03% NEW $19.16 +19.6%
226 MUSA MURPHY USA INC Consumer Cyclical 92.0 $45K 0.03% NEW $493.97 +7.2%
227 MS MORGAN STANLEY Financial Services 271.0 $45K 0.03% NEW $164.57 +22.0%
228 MPC MARATHON PETE CORP Energy 182.0 $44K 0.03% NEW $244.18 +5.2%
229 CME CME GROUP INC Financial Services 150.0 $44K 0.03% NEW $295.35 -3.9%
230 MP MP MATERIALS CORP Basic Materials 900.0 $43K 0.03% NEW $48.26 +32.9%
231 VEA VANGUARD TAX-MANAGED FDS 675.0 $43K 0.03% NEW $64.08 +11.8%
232 LRCX LAM RESEARCH CORP Technology 200.0 $43K 0.03% NEW $213.66 +49.0%
233 ACN ACCENTURE PLC IRELAND Technology 207.0 $41K 0.03% NEW $198.29 -10.8%
234 IUSV ISHARES TR 400.0 $41K 0.03% NEW $102.25 +8.1%
235 FORTINET INC 500.0 $41K 0.03% NEW $81.72
236 RGLD ROYAL GOLD INC Basic Materials 160.0 $41K 0.03% NEW $254.49 -12.1%
237 SHOP SHOPIFY INC Technology 340.0 $40K 0.03% NEW $118.62 -12.1%
238 UNH UNITEDHEALTH GROUP INC Healthcare 149.0 $40K 0.03% NEW $270.59 +40.4%
239 JOET VIRTUS ETF TR II 1,000.0 $40K 0.03% NEW $40.03 +10.8%
240 ALLE ALLEGION PLC Industrials 273.0 $40K 0.03% NEW $145.29 -9.4%
Page 12 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%