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Portfolio (Quarterly) Guide ↗

Hickory Point Bank & Trust

· CIK 0002039144
13F Portfolio $165M AUM 554 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 36 Added 57 Reduced 31 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDCC INTERDIGITAL INC Technology 200.0 $57K 0.03% NEW $283.13 +23.0%
2 OWL BLUE OWL CAPITAL INC Financial Services 6,000.0 $52K 0.03% NEW $8.75 +33.3%
3 AZN ASTRAZENECA PLC Healthcare 150.0 $28K 0.02% NEW $189.62 -17.3%
4 CELH CELSIUS HLDGS INC Consumer Defensive 900.0 $26K 0.02% NEW $29.28 +2.3%
5 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 300.0 $23K 0.01% NEW $76.88 -2.5%
6 TMC TMC THE METALS COMPANY INC Basic Materials 5,000.0 $22K 0.01% NEW $4.43 -14.9%
7 CLX CLOROX CO DEL Consumer Defensive 200.0 $19K 0.01% NEW $95.44 +11.0%
8 ATLAS CRITICAL MINERALS CORP 5,000.0 $18K 0.01% NEW $3.54
9 CPB THE CAMPBELLS COMPANY Consumer Defensive 600.0 $13K 0.01% NEW $22.27 +1.8%
10 GRAB GRAB HOLDINGS LIMITED Technology 3,500.0 $13K 0.01% NEW $3.77 -5.0%
11 RGTI RIGETTI COMPUTING INC Technology 600.0 $12K 0.01% NEW $19.32 -3.4%
12 CPRT COPART INC Industrials 400.0 $11K 0.01% NEW $28.19 +12.5%
13 IIIN INSTEEL INDS INC Industrials 300.0 $9K 0.01% NEW $30.20 +8.7%
14 UUUU ENERGY FUELS INC Energy 600.0 $9K 0.01% NEW $14.50 +2.0%
15 TMQ TRILOGY METALS INC NEW Basic Materials 1,000.0 $4K 0.00% NEW $3.51 +6.0%
16 CNC CENTENE CORP DEL Healthcare 50.0 $3K 0.00% NEW $64.20 +0.3%
17 MSTU ETF OPPORTUNITIES TRUST 200.0 $324.0 NEW $1.62 +16.0%

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 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%