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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 4 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 6,800.0 $548K 0.33% +5K +300.0% $80.57 +4.3%
62 EFG ISHARES TR 4,174.0 $519K 0.32% $124.42 +2.1%
63 BLK BLACKROCK INC Financial Services 532.0 $512K 0.31% $961.56 +19.3%
64 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 36,250.0 $501K 0.30% -8K -19.0% $13.83 +6.7%
65 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 9,990.0 $500K 0.30% -2K -14.4% $50.10 +7.5%
66 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,425.0 $500K 0.30% $206.01 +9.5%
67 WBD WARNER BROS DISCOVERY INC Communication Services 18,650.0 $497K 0.30% -1K -5.3% $26.66 +4.8%
68 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 703.0 $494K 0.30% $703.34 +1.7%
69 SOLV SOLVENTUM CORP Healthcare 6,350.0 $490K 0.30% -1K -13.6% $77.15 +12.5%
70 RTX RTX CORPORATION Industrials 2,522.0 $478K 0.29% $189.73 +16.8%
71 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 15,825.0 $478K 0.29% -7K -31.1% $30.18 -1.7%
72 XLU SELECT SECTOR SPDR TR 10,488.0 $476K 0.29% -58.0 -0.6% $45.34 -2.6%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 1,645.0 $463K 0.28% $281.21 -18.6%
74 ETN EATON CORP PLC Industrials 1,080.0 $460K 0.28% $426.12 +6.9%
75 CNI CANADIAN NATL RY CO Industrials 3,853.0 $459K 0.28% +50.0 +1.3% $119.24 +6.2%
76 TRV TRAVELERS COMPANIES INC Financial Services 1,374.0 $454K 0.28% -46.0 -3.2% $330.12 +10.4%
77 PEP PEPSICO INC Consumer Defensive 3,316.0 $449K 0.27% -25.0 -0.8% $135.40 +2.1%
78 HSY HERSHEY CO Consumer Defensive 2,509.0 $440K 0.27% +20.0 +0.8% $175.45 +3.2%
79 IJR ISHARES TR 2,901.0 $430K 0.26% $148.31 +1.0%
80 AMP AMERIPRISE FINL INC Financial Services 935.0 $429K 0.26% $458.76 +22.4%
Page 4 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%