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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 518.0 $452K 0.30% +33.0 +6.8% $872.90 +19.6%
22 ETN EATON CORP PLC Industrials 1,080.0 $386K 0.26% +7.0 +0.7% $357.67 +6.7%
23 IJR ISHARES TR 2,901.0 $361K 0.24% +393.0 +15.7% $124.31 +9.6%
24 GLOBUS MED INC 4,150.0 $358K 0.24% +400.0 +10.7% $86.16
25 MA MASTERCARD INCORPORATED Financial Services 646.0 $323K 0.21% +4.0 +0.6% $499.66 -0.0%
26 TIP ISHARES TR 2,721.0 $300K 0.20% +56.0 +2.1% $110.36 +0.0%
27 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,795.0 $291K 0.19% +200.0 +4.3% $60.65 -1.8%
28 NEE NEXTERA ENERGY INC Utilities 3,013.0 $280K 0.18% +300.0 +11.1% $92.88 -3.4%
29 FLRN SPDR SERIES TRUST 7,580.0 $233K 0.15% +80.0 +1.1% $30.78 +0.1%
30 DHR DANAHER CORP DEL Healthcare 1,035.0 $196K 0.13% +69.0 +7.1% $189.60 -8.6%
Page 2 of 2  ·  30 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%