Portfolio (Quarterly)
Guide ↗
Hickory Point Bank & Trust
· CIK 0002039144| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BNDX | VANGUARD CHARLOTTE FDS | — | 144 | $7K | 0.01% | SOLD |
| 22 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 203 | $6K | 0.00% | SOLD |
| 23 | JNK | SPDR SERIES TRUST | — | 58 | $6K | 0.00% | SOLD |
| 24 | BNS | BANK NOVA SCOTIA B C | Financial Services | 52 | $4K | 0.00% | SOLD |
| 25 | XLV | SELECT SECTOR SPDR TR | — | 23 | $3K | 0.00% | SOLD |
| 26 | XLY | SELECT SECTOR SPDR TR | — | 30 | $3K | 0.00% | SOLD |
| 27 | XLRE | SELECT SECTOR SPDR TR | — | 69 | $3K | 0.00% | SOLD |
| 28 | BXP | BXP INC | Real Estate | 43 | $2K | 0.00% | SOLD |
| 29 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 41 | $1K | 0.00% | SOLD |
| 30 | — | VOLITIONRX LTD | — | 5,000 | $1K | 0.00% | SOLD |
| 31 | — | BANZAI INTERNATIONAL INC | — | 1,000 | $951.0 | 0.00% | SOLD |
Sector Allocation
Financial Services
31.4%
Technology
16.5%
Industrials
12.5%
Communication Services
8.0%
Consumer Defensive
7.3%
Healthcare
6.5%
Consumer Cyclical
6.2%
Energy
5.5%
Basic Materials
3.6%
Utilities
2.0%