§ 13F · FUND PROFILE
Hickory Point Bank & Trust.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $134M (13F)Positions · 126Turnover · — · Q1Filed · Apr 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 133K | $19M | 12.5% | −2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 22K | $14M | 9.4% | ±0% |
| 3 | IEFA | ISHARES TR | 89K | $8M | 5.3% | ±0% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 70K | $4M | 2.8% | +11% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 20K | $3M | 2.0% | ±0% |
| 6 | AGG | ISHARES TR | 30K | $3M | 1.9% | ±0% |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | 33K | $3M | 1.8% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 15K | $3M | 1.7% | −2% |
| 9 | AAPL | APPLE INC | 10K | $3M | 1.7% | −3% |
| 10 | MSFT | MICROSOFT CORP | 6K | $2M | 1.5% | −3% |
§ 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 $134 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed