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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 22 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WDEF WISDOMTREE TR 50.0 $1K 0.00% $27.20 +21.9%
422 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 14.0 $1K 0.00% $96.00 +29.9%
423 VIZSLA SILVER CORP 400.0 $1K 0.00% $3.30
424 GREENLAND MINES LTD 5,000.0 $1K 0.00% $0.26
425 EXC EXELON CORP Utilities 27.0 $1K 0.00% $46.63 -2.3%
426 RALLIANT CORP 16.0 $1K 0.00% $73.62
427 OUNZ VANECK MERK GOLD ETF Financial Services 29.0 $1K 0.00% $38.59 +10.1%
428 NFLX NETFLIX INC. Communication Services 15.0 $1K 0.00% $71.40 +6.5%
429 PLTR PALANTIR TECHNOLOGIES INC Technology 9.0 $1K 0.00% $116.67 +47.9%
430 ROK ROCKWELL AUTOMATION INC Industrials 2.0 $990.0 0.00% $495.00 -10.2%
431 VMC VULCAN MATLS CO Basic Materials 3.0 $885.0 0.00% $295.00 -5.7%
432 ROST ROSS STORES INC Consumer Cyclical 4.0 $851.0 0.00% $212.75 +10.6%
433 NRG NRG ENERGY INC Utilities 5.0 $730.0 $146.00 -16.2%
434 SRFM SURF AIR MOBILITY INC Industrials 600.0 $696.0 $1.16 -40.5%
435 GMAB GENMAB A/S Healthcare 25.0 $687.0 $27.48 +19.5%
436 CENCORA INC 2.0 $566.0 $283.00
437 ANET ARISTA NETWORKS INC Technology 3.0 $510.0 $170.00 +18.7%
438 OCCIDENTAL PETE CORP 16.0 $427.0 $26.69
439 RMD RESMED INC Healthcare 2.0 $390.0 $195.00 +13.0%
440 MSTU ETF OPPORTUNITIES TRUST 200.0 $324.0 NEW $1.62 +16.0%
Page 22 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%