StockDriftsStockDriftsTop 50 Hickory Point Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 13.27% | 132.7K | $22.1M | +0.00%(+0) | $127.12(+31.15%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10% | 21.8K | $16.6M | -1.34%(-297) | $580.72(+31.99%) | 2026-09-30 | |
| IEFA | ISHARES TR | 5.19% | 89.2K | $8.6M | +0.00%(+0) | $74.35(+29.06%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.5% | 102.9K | $5.8M | +32.95%(+25.49K) | $58.97(-3.35%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.17% | 10.8K | $3.6M | +1.05%(+112) | $232.41(+47.56%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.08% | 22.3K | $3.5M | +3.58%(+772) | $130.80(+21.90%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.06% | 15.0K | $3.4M | -4.56%(-715) | $127.91(+69.72%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 6.0K | $3.1M | -1.28%(-78) | $424.14(+25.79%) | 2026-09-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 1.73% | 33.1K | $2.9M | -3.50%(-1.20K) | $69.02(+25.22%) | 2026-09-30 | |
| AGG | ISHARES TR | 1.66% | 29.2K | $2.8M | -1.80%(-535) | $99.08(-4.00%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.16% |
Hickory Point Bank & Trust reports $166.31M in US-listed equity holdings across 465 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (13.3%), SPY (10.0%) and IEFA (5.2%). The top 20 holdings account for 55.62% of reported assets. Its disclosed equity book has returned +27.58% cumulatively over 7 quarters. Figures reflect the Q3 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