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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 18 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CHD CHURCH & DWIGHT CO INC Consumer Defensive 125.0 $12K 0.01% $96.88 +1.1%
342 QXO QXO INC Industrials 700.0 $12K 0.01% $17.28 -19.1%
343 PFXF VANECK ETF TRUST 671.0 $12K 0.01% $17.84 +1.5%
344 SBRA SABRA HEALTH CARE REIT INC Real Estate 600.0 $12K 0.01% $19.51 +4.1%
345 IAU ISHARES GOLD TR Financial Services 155.0 $12K 0.01% $75.51 +10.1%
346 RGTI RIGETTI COMPUTING INC Technology 600.0 $12K 0.01% NEW $19.32 -3.4%
347 CPRT COPART INC Industrials 400.0 $11K 0.01% NEW $28.19 +12.5%
348 KR KROGER CO Consumer Defensive 200.0 $11K 0.01% $55.53 +1.0%
349 DXYZ DESTINY TECH100 INC 400.0 $10K 0.01% $25.76 +32.0%
350 BANK OF AMER CORP 8.0 $10K 0.01% $1254.50
351 AOS SMITH A O CORP Industrials 160.0 $10K 0.01% $62.72 -2.1%
352 BRO BROWN & BROWN INC Financial Services 155.0 $10K 0.01% $64.15 +7.3%
353 FCPT FOUR CORNERS PPTY TR INC Real Estate 392.0 $10K 0.01% $24.55 +2.1%
354 RKT ROCKET COS INC Financial Services 600.0 $9K 0.01% $15.75 -7.9%
355 LW LAMB WESTON HLDGS INC Consumer Defensive 218.0 $9K 0.01% $43.18 +21.6%
356 VOD VODAFONE GROUP PLC Communication Services 710.0 $9K 0.01% $13.23 +22.5%
357 KMB KIMBERLY-CLARK CORP Consumer Defensive 85.0 $9K 0.01% $109.76 -1.7%
358 IIIN INSTEEL INDS INC Industrials 300.0 $9K 0.01% NEW $30.20 +8.7%
359 INQQ EXCHANGE TRADED CONCEPTS TRU 700.0 $9K 0.01% $12.87 +6.7%
360 WEC WEC ENERGY GROUP INC Utilities 77.0 $9K 0.01% $116.77 -5.4%
Page 18 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%