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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 3 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 7,319.0 $829K 0.50% -100.0 -1.4% $113.26 +0.9%
42 VOO VANGUARD INDEX FDS 1,199.0 $823K 0.50% -70.0 -5.5% $686.81 +3.4%
43 IJT ISHARES TR 4,464.0 $797K 0.48% $178.60 -0.2%
44 DE DEERE & CO Industrials 1,254.0 $795K 0.48% $634.33 -5.4%
45 PWR QUANTA SVCS INC Industrials 1,090.0 $785K 0.48% $720.04 +0.3%
46 GE GE AEROSPACE Industrials 2,093.0 $782K 0.47% -25.0 -1.2% $373.73 -1.2%
47 RSG REPUBLIC SVCS INC Industrials 3,596.0 $766K 0.47% $213.08 +1.0%
48 PG PROCTER & GAMBLE CO Consumer Defensive 5,115.0 $750K 0.46% $146.64 -2.4%
49 ECL ECOLAB INC Basic Materials 2,559.0 $713K 0.43% +50.0 +2.0% $278.61 -1.0%
50 JNJ JOHNSON & JOHNSON Healthcare 2,773.0 $704K 0.43% $253.97 +3.3%
51 UPRO PROSHARES TR 4,908.0 $696K 0.42% +63.0 +1.3% $141.79 +8.9%
52 GM GENERAL MTRS CO Consumer Cyclical 8,850.0 $682K 0.41% $77.08 +9.5%
53 HEDJ WISDOMTREE TR 11,374.0 $648K 0.39% $57.00 +1.5%
54 HBT HBT FINL INC. Financial Services 20,000.0 $640K 0.39% $31.99 +15.5%
55 KMI KINDER MORGAN INC DEL Energy 19,332.0 $618K 0.38% $31.97 +1.1%
56 GEV GE VERNOVA INC Utilities 510.0 $599K 0.36% -8.0 -1.5% $1174.86 -8.2%
57 TSLA TESLA INC Consumer Cyclical 1,401.0 $589K 0.36% $420.60 -19.3%
58 TEL TE CONNECTIVITY PLC Technology 2,902.0 $585K 0.35% $201.61 +7.8%
59 BK BANK OF NY MELLON CORP Financial Services 3,997.0 $578K 0.35% $144.61 -0.6%
60 SO SOUTHERN CO Utilities 5,732.0 $549K 0.33% +225.0 +4.1% $95.71 -3.6%
Page 3 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%