StockDriftsStockDriftsTop 50 Hickory Point Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 13.22% | 132.7K | $21.8M | +0.00%(+0) | $127.12(+33.40%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.01% | 22.1K | $16.5M | -0.05%(-10) | $580.72(+33.20%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.22% | 89.2K | $8.6M | +0.00%(+0) | $74.35(+35.89%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.77% | 77.4K | $4.6M | +9.56%(+6.75K) | $59.35(-1.65%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.06% | 21.5K | $3.4M | +1.92%(+405) | $129.90(+28.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.9% | 15.7K | $3.1M | -0.87%(-137) | $127.91(+72.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.88% | 10.7K | $3.1M | +0.00%(+0) | $231.59(+32.42%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 1.84% | 34.3K | $3.0M | +0.54%(+185) | $69.02(+34.23%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.78% | 29.7K | $2.9M | +0.75%(+220) | $99.08(-1.67%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.49% | 6.9K | $2.5M | -0.51%(-35) | $180.07(+95.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.94% |
Hickory Point Bank & Trust reports $164.91M in US-listed equity holdings across 442 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (13.2%), SPY (10.0%) and IEFA (5.2%). The top 20 holdings account for 53.84% of reported assets. Its disclosed equity book has returned +23.75% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hickory Point Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039144). View Hickory Point Bank & Trust’s 13F filings on SEC