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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 15 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CL COLGATE PALMOLIVE CO Consumer Defensive 292.0 $27K 0.02% $91.68 -1.6%
282 CI THE CIGNA GROUP Healthcare 97.0 $27K 0.02% $275.68 -0.1%
283 CELH CELSIUS HLDGS INC Consumer Defensive 900.0 $26K 0.02% NEW $29.28 +2.3%
284 XLF SELECT SECTOR SPDR TR 486.0 $26K 0.02% -272.0 -35.9% $53.61 +7.4%
285 GWW WW GRAINGER INC Industrials 19.0 $26K 0.02% $1360.42 -3.1%
286 ACN ACCENTURE PLC IRELAND Technology 207.0 $26K 0.02% $124.44 +36.6%
287 SSSS SURO CAPITAL CORP Financial Services 2,000.0 $25K 0.01% $12.54 -8.6%
288 NET CLOUDFLARE INC Technology 100.0 $25K 0.01% $245.28 +25.3%
289 CRWD CROWDSTRIKE HLDGS INC Technology 31.0 $24K 0.01% $190.78 +12.1%
290 SPGI S&P GLOBAL INC Financial Services 58.0 $24K 0.01% $407.26 +0.8%
291 FSLR FIRST SOLAR INC Energy 100.0 $24K 0.01% $235.96 -7.7%
292 CHWY CHEWY INC Consumer Cyclical 1,200.0 $24K 0.01% $19.65 +12.6%
293 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 300.0 $23K 0.01% NEW $76.88 -2.5%
294 AFL AFLAC INC Financial Services 195.0 $23K 0.01% $117.25 +3.2%
295 SPYD SPDR SERIES TRUST 475.0 $23K 0.01% $47.71 +4.3%
296 WM WASTE MGMT INC DEL Industrials 100.0 $22K 0.01% $222.88 +0.5%
297 TMC TMC THE METALS COMPANY INC Basic Materials 5,000.0 $22K 0.01% NEW $4.43 -14.9%
298 FISV FISERV INC Technology 436.0 $21K 0.01% -50.0 -10.3% $49.05 +6.4%
299 VICI VICI PPTYS INC Real Estate 800.0 $21K 0.01% $26.55 -2.2%
300 XLG INVESCO EXCHANGE TRADED FD T 341.0 $21K 0.01% $61.23 +2.7%
Page 15 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%