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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 20 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VSNT VERSANT MEDIA GROUP INC Industrials 156.0 $6K 0.00% -20.0 -11.4% $36.01 +8.9%
382 CNH INDL N V 500.0 $6K 0.00% $11.23
383 VTI VANGUARD INDEX FDS 15.0 $6K 0.00% $370.07 +3.3%
384 CAG CONAGRA BRANDS INC Consumer Defensive 400.0 $5K 0.00% $13.46 +15.5%
385 HWM HOWMET AEROSPACE INC Industrials 20.0 $5K 0.00% $268.85 +7.5%
386 IWN ISHARES TR 22.0 $5K 0.00% $221.18 +2.4%
387 DIA STATE STR SPDR DOW JONES IND Financial Services 9.0 $5K 0.00% $522.44 +2.3%
388 GWX SPDR INDEX SHS FDS 100.0 $4K 0.00% $43.76 +6.3%
389 SCZ ISHARES TR 53.0 $4K 0.00% $82.26 +5.5%
390 VTV VANGUARD INDEX FDS 20.0 $4K 0.00% $217.95 +4.0%
391 CBRE CBRE GROUP INC Real Estate 32.0 $4K 0.00% $134.69 +9.9%
392 NATL NCR ATLEOS CORPORATION Technology 93.0 $4K 0.00% $43.41 +6.7%
393 NXPI NXP SEMICONDUCTORS N V Technology 14.0 $4K 0.00% $281.00 -17.2%
394 SOUN SOUNDHOUND AI INC Technology 600.0 $4K 0.00% $6.47 +8.8%
395 XLK SELECT SECTOR SPDR TR 20.0 $4K 0.00% $190.50 -0.1%
396 TIDAL TRUST II 120.0 $4K 0.00% $31.38
397 TMQ TRILOGY METALS INC NEW Basic Materials 1,000.0 $4K 0.00% NEW $3.51 +6.0%
398 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 40.0 $3K 0.00% $86.10 +14.1%
399 JFLX J P MORGAN EXCHANGE TRADED F 67.0 $3K 0.00% $50.40 -1.0%
400 PAAS PAN AMERN SILVER CORP Basic Materials 75.0 $3K 0.00% $44.79 +7.4%
Page 20 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%