§ 13F · FUND PROFILE
Hickory Point Bank & Trust.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $123.9T (13F)Positions · 123Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U.S. | 136K | $20.2T | 14.6% | −1% |
| 2 | SPY | SPDR S&P 500 ETF TRUST | 22K | $15.0T | 10.9% | ±0% |
| 3 | IEFA | ISHARES CORE MSCI EAFE ETF | 89K | $8.0T | 5.8% | ±0% |
| 4 | VGIT | VANGUARD INTERMEDIATE-TERM TRE | 64K | $3.8T | 2.8% | +1% |
| 5 | MSFT | MICROSOFT CORP | 6K | $3.1T | 2.2% | ±0% |
| 6 | VYM | VANGUARD HIGH DVD YIELD ETF | 21K | $3.0T | 2.2% | +4% |
| 7 | NVDA | NVIDIA CORP | 16K | $3.0T | 2.2% | −1% |
| 8 | AAPL | APPLE INC | 11K | $3.0T | 2.2% | ±0% |
| 9 | AGG | ISHARES CORE U.S. AGGREGATE | 30K | $3.0T | 2.1% | ±0% |
| 10 | VGK | VANGUARD MSCI EUROPE ETF | 34K | $2.8T | 2.1% | ±0% |
§ 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 $123938.5 trillion in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed