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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 4 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LKQ LKQ CORP Consumer Cyclical 2,700.0 $79K 0.05% NEW $29.37 -7.6%
62 NVS NOVARTIS AG Healthcare 516.0 $79K 0.05% NEW $152.75 -0.5%
63 TGT TARGET CORP Consumer Defensive 634.0 $77K 0.05% NEW $121.20 +3.6%
64 SPYG SPDR SERIES TRUST 770.0 $75K 0.05% NEW $97.91 +20.8%
65 QCOM QUALCOMM INC Technology 575.0 $74K 0.05% NEW $128.78 +84.9%
66 BND VANGUARD BD INDEX FDS 993.0 $73K 0.05% NEW $73.64 -0.9%
67 MU MICRON TECHNOLOGY INC Technology 215.0 $73K 0.05% NEW $337.84 +122.3%
68 EPD ENTERPRISE PRODS PARTNERS L Energy 1,900.0 $72K 0.05% NEW $37.84 +4.7%
69 LHX L3HARRIS TECHNOLOGIES INC Industrials 200.0 $69K 0.05% NEW $345.15 -9.6%
70 NUE NUCOR CORP Basic Materials 399.0 $67K 0.04% NEW $169.10 +37.2%
71 SCHM SCHWAB STRATEGIC TR 2,145.0 $66K 0.04% NEW $30.96 +12.2%
72 V VISA INC Financial Services 217.0 $66K 0.04% NEW $302.24 +8.8%
73 CRM SALESFORCE INC Technology 350.0 $65K 0.04% NEW $186.67 -3.5%
74 IWD ISHARES TR 300.0 $64K 0.04% NEW $213.67 +10.6%
75 GILD GILEAD SCIENCES INC Healthcare 459.0 $64K 0.04% NEW $139.37 -3.6%
76 SANDISK CORP 100.0 $64K 0.04% NEW $635.34
77 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 874.0 $62K 0.04% NEW $71.18 -9.8%
78 RF REGIONS FINANCIAL CORP NEW Financial Services 2,369.0 $62K 0.04% NEW $26.12 +6.5%
79 FAST FASTENAL CO Industrials 1,333.0 $62K 0.04% NEW $46.40 -5.3%
80 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,401.0 $61K 0.04% NEW $43.82 +9.3%
Page 4 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%