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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 15 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLY SELECT SECTOR SPDR TR 30.0 $3K 0.00% NEW $108.97 +9.4%
282 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 39.0 $3K 0.00% NEW $80.56 -13.5%
283 XLRE SELECT SECTOR SPDR TR 69.0 $3K 0.00% NEW $40.83 +9.1%
284 MLI MUELLER INDS INC Industrials 25.0 $3K 0.00% NEW $110.80 +20.4%
285 STXS STEREOTAXIS INC Healthcare 1,500.0 $3K 0.00% NEW $1.84 +4.3%
286 NXPI NXP SEMICONDUCTORS N V Technology 14.0 $3K 0.00% NEW $196.86 +60.8%
287 WDC WESTERN DIGITAL CORP Technology 10.0 $3K 0.00% NEW $270.50 +79.0%
288 PH PARKER-HANNIFIN CORP Industrials 3.0 $3K 0.00% NEW $895.33 -3.2%
289 XLK SELECT SECTOR SPDR TR 20.0 $3K 0.00% NEW $132.90 +35.7%
290 DELL DELL TECHNOLOGIES INC Technology 15.0 $2K 0.00% NEW $164.13 +79.9%
291 WDS WOODSIDE ENERGY GROUP LTD Energy 100.0 $2K 0.00% NEW $23.88 -5.4%
292 F FORD MTR CO Consumer Cyclical 200.0 $2K 0.00% NEW $11.54 +29.4%
293 VST VISTRA CORP Utilities 15.0 $2K 0.00% NEW $150.33 +3.9%
294 IINN INSPIRA TECHNOLOGIES OXY BHN Healthcare 5,000.0 $2K 0.00% NEW $0.45 -32.1%
295 BXP BXP INC Real Estate 43.0 $2K 0.00% NEW $51.91 +16.2%
296 WMB WILLIAMS COS INC Energy 30.0 $2K 0.00% NEW $72.77 +7.8%
297 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 127.0 $2K 0.00% NEW $14.95 +7.3%
298 SGRY SURGERY PARTNERS INC Healthcare 150.0 $2K 0.00% NEW $11.92 +12.4%
299 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4.0 $2K 0.00% NEW $446.50 -2.7%
300 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 14.0 $2K 0.00% NEW $125.43 +3.6%
Page 15 of 17  ·  328 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%