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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 19 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BX BLACKSTONE INC Financial Services 75.0 $9K 0.01% $117.67 +19.5%
362 HELE HELEN OF TROY LTD Consumer Defensive 300.0 $9K 0.01% $29.07 -3.2%
363 UUUU ENERGY FUELS INC Energy 600.0 $9K 0.01% NEW $14.50 +2.0%
364 FLNG FLEX LNG LTD Energy 300.0 $8K 0.01% $28.06 +10.0%
365 CRSP CRISPR THERAPEUTICS AG Healthcare 150.0 $8K 0.01% $54.54 -0.5%
366 ASML ASML HLDG NV Technology 4.0 $8K 0.01% $1989.50 -5.3%
367 CE CELANESE CORP DEL Basic Materials 172.0 $8K 0.01% $46.00 -2.2%
368 LITHIUM AMERS CORP NEW 2,000.0 $8K 0.01% $3.85
369 ACHR ARCHER AVIATION INC Industrials 1,611.0 $8K 0.01% $4.73 +35.1%
370 KRE SPDR SERIES TRUST 100.0 $7K 0.01% $74.85 +3.4%
371 IINN QTREX QUANTUM LTD Healthcare 5,000.0 $7K 0.00% $1.44 +39.6%
372 MKC MCCORMICK & CO INC Consumer Defensive 140.0 $7K 0.00% $50.42 +7.0%
373 FIDELITY COVINGTON TRUST 89.0 $7K 0.00% $77.25
374 DELL DELL TECHNOLOGIES INC Technology 15.0 $6K 0.00% $431.47 +11.2%
375 TDC TERADATA CORP DEL Technology 186.0 $6K 0.00% $34.65 -20.5%
376 BSX BOSTON SCIENTIFIC CORP Healthcare 150.0 $6K 0.00% $42.68 +20.5%
377 WDC WESTERN DIGITAL CORP Technology 10.0 $6K 0.00% $638.70 -16.1%
378 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 200.0 $6K 0.00% $30.14 +2.1%
379 MVST MICROVAST HOLDINGS INC Industrials 5,000.0 $6K 0.00% $1.17 -31.0%
380 AKRE PROFESIONALLY MANAGED PORTFO 108.0 $6K 0.00% $53.19 +9.6%
Page 19 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%