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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 20 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 203.0 $6K 0.00% NEW $32.01 +2.7%
382 CAG CONAGRA BRANDS INC Consumer Defensive 400.0 $6K 0.00% NEW $15.72 -13.7%
383 FIDELITY COVINGTON TRUST 89.0 $6K 0.00% NEW $70.36
384 AKRE PROFESIONALLY MANAGED PORTFO 108.0 $6K 0.00% NEW $52.85 +2.9%
385 JNK SPDR SERIES TRUST 58.0 $6K 0.00% NEW $95.72 +0.5%
386 CNH INDL N V 500.0 $6K 0.00% NEW $11.00
387 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 200.0 $5K 0.00% NEW $26.67 +14.9%
388 ASML ASML HLDG NV Technology 4.0 $5K 0.00% NEW $1320.75 +23.6%
389 VTI VANGUARD INDEX FDS 15.0 $5K 0.00% NEW $320.80 +14.3%
390 TDC TERADATA CORP DEL Technology 186.0 $5K 0.00% NEW $25.63 +30.5%
391 HWM HOWMET AEROSPACE INC Industrials 20.0 $5K 0.00% NEW $230.45 +11.3%
392 CBRE CBRE GROUP INC Real Estate 32.0 $4K 0.00% NEW $135.47 -3.2%
393 HELE HELEN OF TROY LTD Consumer Defensive 300.0 $4K 0.00% NEW $14.42 +77.9%
394 GWX SPDR INDEX SHS FDS 100.0 $4K 0.00% NEW $42.23 +9.3%
395 IWN ISHARES TR 22.0 $4K 0.00% NEW $189.59 +11.5%
396 DIA STATE STR SPDR DOW JONES IND Financial Services 9.0 $4K 0.00% NEW $463.22 +9.3%
397 SCZ ISHARES TR 53.0 $4K 0.00% NEW $78.42 +8.6%
398 SOUN SOUNDHOUND AI INC Technology 600.0 $4K 0.00% NEW $6.87 +18.9%
399 PAAS PAN AMERN SILVER CORP Basic Materials 75.0 $4K 0.00% NEW $54.63 -1.3%
400 NATL NCR ATLEOS CORPORATION Technology 93.0 $4K 0.00% NEW $43.58 +2.5%
Page 20 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%