Top 50 Hickory Point Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 12.47% | 132.7K | $18.9M | -2.10%(-2.85K) | $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) | $580.72(+24.63%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.33% | 89.2K | $8.1M | +0.00%(+0) | $74.35(+28.35%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.78% | 70.6K | $4.2M | +10.82%(+6.89K) | $59.36(-0.55%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.07% | 21.1K | $3.1M | -0.28%(-59) | $129.50(+20.72%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.93% | 29.5K | $2.9M | -0.17%(-50) | $99.08(-0.31%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 1.85% | 34.1K | $2.8M | +0.45%(+153) | $68.94(+26.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.82% | 15.8K | $2.8M | -2.29%(-371) | $127.91(+53.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.8% | 10.7K | $2.7M | -3.38%(-375) | $240.27(+18.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.5% | 6.1K | $2.3M | -3.04%(-193) | $424.14(-3.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.94% | +18.89% |
| Top 20 Holdings Unweighted | +6.81% | +21.87% |
Sign up free to track Hickory Point Bank & Trust, compare funds side by side, and get alerts the moment positions change.