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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
Page 13 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CB CHUBB LIMITED Financial Services 115.0 $39K 0.02% $340.74 +0.0%
242 FCX FREEPORT MCMORAN INC Basic Materials 618.0 $39K 0.02% $62.89 +8.8%
243 DGS WISDOMTREE TR 600.0 $39K 0.02% $64.71 -1.3%
244 SHOP SHOPIFY INC Technology 340.0 $39K 0.02% $114.18 +30.2%
245 ALLE ALLEGION PLC Industrials 273.0 $38K 0.02% $140.49 +15.4%
246 ET ENERGY TRANSFER L P Energy 2,000.0 $38K 0.02% $19.12 +9.5%
247 REGN REGENERON PHARMACEUTICALS Healthcare 61.0 $38K 0.02% $623.54 +29.3%
248 IUSG ISHARES TR 200.0 $38K 0.02% $188.09 +2.9%
249 TGLS TECNOGLASS INC Basic Materials 800.0 $37K 0.02% $46.81 -13.0%
250 FBT FIRST TR EXCHANGE-TRADED FD 150.0 $37K 0.02% $247.89 +4.7%
251 CAH CARDINAL HEALTH INC Healthcare 155.0 $37K 0.02% $237.56 -0.8%
252 FIVE FIVE BELOW INC Consumer Cyclical 200.0 $36K 0.02% -300.0 -60.0% $179.79 +32.7%
253 TECK TECK RESOURCES LTD Basic Materials 600.0 $36K 0.02% $59.46 +9.0%
254 SMH VANECK ETF TRUST 53.0 $35K 0.02% $655.89 -9.4%
255 PGF INVESCO EXCHANGE TRADED FD T 2,500.0 $34K 0.02% $13.71 -2.0%
256 D DOMINION ENERGY INC Utilities 500.0 $34K 0.02% $68.29 +0.7%
257 CTAS CINTAS CORP Industrials 198.0 $34K 0.02% $170.08 +16.3%
258 FMBH FIRST MID BANCSHARES INC Financial Services 696.0 $33K 0.02% $48.09 +8.0%
259 BEN FRANKLIN RESOURCES INC Financial Services 1,000.0 $33K 0.02% $33.27 +2.8%
260 LIN LINDE PLC Basic Materials 64.0 $33K 0.02% $518.94 -8.6%
Page 13 of 23  ·  442 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 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%