§ 13F · FUND PROFILE
Hickory Point Bank & Trust.
AUM · $165M (13F)Positions · 554Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$320K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 133K | $22M | 13.2% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 22K | $16M | 9.9% | ±0% |
| 3 | IEFA | ISHARES TR | 89K | $9M | 5.2% | ±0% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 77K | $5M | 2.8% | +10% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 21K | $3M | 2.0% | +2% |
| 6 | AAPL | APPLE INC | 11K | $3M | 1.9% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 15K | $3M | 1.8% | −1% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 34K | $3M | 1.8% | +1% |
| 9 | AGG | ISHARES TR | 30K | $3M | 1.8% | +1% |
| 10 | GOOGL | ALPHABET INC | 7K | $2M | 1.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HICKORY SIGNAL
AC read
Hickory Point Bank & Trust is a Dealer / Bank fund managing $165 million in assets. The fund runs a broad portfolio of 554 positions.
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