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Hickory Point Bank & Trust

Portfolio Manager
Hickory Point Bank & Trust
Performance
-3.14% (2026 Q1)
AUM (13F)
$151.52M
# of Holdings
456
Performance Rank
Allocation (Top 20)
53.07%

Hickory Point Bank & Trust Holdings Map

Top 50 Hickory Point Bank & Trust Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ITOT
ISHARES TR
12.47%132.7K$18.9M
-2.10%(-2.85K)
2025-Q1: 141.2K shares2025-Q2: 139.3K shares2025-Q3: 137.1K shares2025-Q4: 135.6K shares2026-Q1: 132.7K shares
$127.12(+24.68%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
9.49%22.1K$14.4M
+0.20%(+45)
2025-Q1: 22.0K shares2025-Q2: 21.9K shares2025-Q3: 22.1K shares2025-Q4: 22.1K shares2026-Q1: 22.1K shares
$580.72(+24.63%)
2026-03-31
IEFA
ISHARES TR
5.33%89.2K$8.1M
+0.00%(+0)
2025-Q1: 88.8K shares2025-Q2: 89.2K shares2025-Q3: 89.2K shares2025-Q4: 89.2K shares2026-Q1: 89.2K shares
$74.35(+28.35%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
2.78%70.6K$4.2M
+10.82%(+6.89K)
2025-Q1: 50.3K shares2025-Q2: 53.9K shares2025-Q3: 63.1K shares2025-Q4: 63.7K shares2026-Q1: 70.6K shares
$59.36(-0.55%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
2.07%21.1K$3.1M
-0.28%(-59)
2025-Q1: 18.3K shares2025-Q2: 19.4K shares2025-Q3: 20.4K shares2025-Q4: 21.2K shares2026-Q1: 21.1K shares
$129.50(+20.72%)
2026-03-31
AGG
ISHARES TR
1.93%29.5K$2.9M
-0.17%(-50)
2025-Q1: 41.7K shares2025-Q2: 30.5K shares2025-Q3: 29.6K shares2025-Q4: 29.6K shares2026-Q1: 29.5K shares
$99.08(-0.31%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
1.85%34.1K$2.8M
+0.45%(+153)
2025-Q1: 27.4K shares2025-Q2: 31.7K shares2025-Q3: 33.8K shares2025-Q4: 33.9K shares2026-Q1: 34.1K shares
$68.94(+26.01%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.82%15.8K$2.8M
-2.29%(-371)
2025-Q1: 16.6K shares2025-Q2: 16.7K shares2025-Q3: 16.4K shares2025-Q4: 16.2K shares2026-Q1: 15.8K shares
$127.91(+53.62%)
2026-03-31
AAPL
APPLE INC
1.8%10.7K$2.7M
-3.38%(-375)
2025-Q1: 10.7K shares2025-Q2: 11.2K shares2025-Q3: 11.1K shares2025-Q4: 11.1K shares2026-Q1: 10.7K shares
$240.27(+18.28%)
2026-03-31
MSFT
MICROSOFT CORP
1.5%6.1K$2.3M
-3.04%(-193)
2025-Q1: 6.4K shares2025-Q2: 6.4K shares2025-Q3: 6.3K shares2025-Q4: 6.3K shares2026-Q1: 6.1K shares
$424.14(-3.01%)
2026-03-31

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