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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 10,113.0 $293K 0.19% -400.0 -3.8% $28.99 -12.9%
42 USB US BANCORP Financial Services 5,548.0 $289K 0.19% -317.0 -5.4% $52.01 +5.4%
43 GOOG ALPHABET INC Communication Services 940.0 $270K 0.18% -70.0 -6.9% $286.86 +32.3%
44 BDX BECTON DICKINSON & CO Healthcare 1,682.0 $264K 0.17% -45.0 -2.6% $157.23 -6.1%
45 KHC KRAFT HEINZ CO Consumer Defensive 11,172.0 $251K 0.17% -420.0 -3.6% $22.49 +5.8%
46 UPS UNITED PARCEL SVCS INC Industrials 2,421.0 $238K 0.16% -25.0 -1.0% $98.38 +2.7%
47 WFC WELLS FARGO & CO Financial Services 2,800.0 $223K 0.15% -100.0 -3.5% $79.61 -4.0%
48 LLY ELI LILLY & CO Healthcare 236.0 $217K 0.14% -30.0 -11.3% $919.77 +15.8%
49 GLDM WORLD GOLD TR Financial Services 2,010.0 $186K 0.12% -3K -57.1% $92.69 -3.8%
50 MET METLIFE INC Financial Services 2,135.0 $151K 0.10% -677.0 -24.1% $70.72 +18.9%
51 KRE SPDR SERIES TRUST 100.0 $7K 0.00% -5K -98.2% $65.15 +6.5%
Page 3 of 3  ·  51 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%