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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 17 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PNR PENTAIR PLC Industrials 205.0 $16K 0.01% $76.66 -16.4%
322 WMS ADVANCED DRAIN SYS INC DEL Industrials 100.0 $16K 0.01% $156.96 -5.7%
323 PBW INVESCO EXCHANGE TRADED FD T 400.0 $16K 0.01% $39.01 -11.2%
324 DOV DOVER CORP Industrials 69.0 $15K 0.01% $224.28 -7.9%
325 IEF ISHARES TR 161.0 $15K 0.01% $94.57 -1.8%
326 ATLX ATLAS LITHIUM CORP Basic Materials 4,000.0 $15K 0.01% $3.69 -15.7%
327 GPN GLOBAL PMTS INC Industrials 200.0 $15K 0.01% $72.56 +24.6%
328 UBER UBER TECHNOLOGIES INC Technology 200.0 $14K 0.01% $72.16 +3.9%
329 DINO HF SINCLAIR CORP Energy 200.0 $14K 0.01% $69.65 +36.4%
330 SHW SHERWIN WILLIAMS CO Basic Materials 40.0 $14K 0.01% $344.32 +1.6%
331 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 152.0 $13K 0.01% $88.60 -29.4%
332 CPB THE CAMPBELLS COMPANY Consumer Defensive 600.0 $13K 0.01% NEW $22.27 +1.8%
333 GRAB GRAB HOLDINGS LIMITED Technology 3,500.0 $13K 0.01% NEW $3.77 -5.0%
334 AZO AUTOZONE INC Consumer Cyclical 4.0 $13K 0.01% $3196.00 -5.5%
335 PINS PINTEREST INC Communication Services 600.0 $13K 0.01% $21.03 +9.7%
336 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 137.0 $13K 0.01% $92.09 -2.0%
337 PSX PHILLIPS 66 Energy 74.0 $13K 0.01% $169.05 +42.3%
338 MSI MOTOROLA SOLUTIONS INC Technology 30.0 $12K 0.01% $415.30 +10.1%
339 HDV ISHARES TR 450.0 $12K 0.01% +360.0 +400.0% $27.41 +6.6%
340 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 42.0 $12K 0.01% $293.19 +2.6%
Page 17 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%