DOSSIER · 13F-HR · Q3 2026

Hickory Point Bank & Trust

$166M in tracked AUM across 520 positions as of Q3 2026.

HP
CIK 0002039144 · last filed Sep 30, 2026
Total AUM
$166M
as of Q3 2026
Holdings
520
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Hickory Point Bank & Trust filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$22M133K13.3%
02
SPY
STATE STR SPDR S&P 500 ETF T
$17M22K10.0%
03
IEFA
ISHARES TR
$9M89K5.2%
04
VGIT
VANGUARD SCOTTSDALE FDS
$6M103K3.5%
05
AAPL
APPLE INC
$4M11K2.2%
06
VYM
VANGUARD WHITEHALL FDS
$3M22K2.1%
07
NVDA
NVIDIA CORPORATION
$3M15K2.1%
08
MSFT
MICROSOFT CORP
$3M6K1.9%
09
VGK
VANGUARD INTL EQUITY INDEX F
$3M33K1.7%
10
AGG
ISHARES TR
$3M29K1.7%

Filing history

2026Q3Sep 30
$166M▲ 0.8%
520 positionsView →
2026Q2Jun 30
$165M▲ 8.8%
554 positionsView →
2026Q1Mar 31
$152M▲ 9.9%
585 positionsView →
2025Q4Dec 31
$138M▲ 3.0%
128 positionsView →
2025Q3Sep 30
$134M▲ 8.0%
126 positionsLocked
2025Q2Jun 30
$124M▲ 9.0%
123 positionsLocked
2025Q1Mar 31
$114M▲ 0.9%
122 positionsLocked
2024Q4Dec 31
$113M—
120 positionsLocked