DOSSIER · 13F-HR · Q2 2026

Hickory Point Bank & Trust

$165M in tracked AUM across 554 positions as of Q2 2026.

HP
CIK 0002039144 · last filed Jun 30, 2026
Total AUM
$165M
as of Q2 2026
Holdings
554
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Hickory Point Bank & Trust filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$22M133K13.2%
02
SPY
STATE STR SPDR S&P 500 ETF T
$17M22K10.0%
03
IEFA
ISHARES TR
$9M89K5.2%
04
VGIT
VANGUARD SCOTTSDALE FDS
$5M77K2.8%
05
VYM
VANGUARD WHITEHALL FDS
$3M22K2.1%
06
NVDA
NVIDIA CORPORATION
$3M16K1.9%
07
AAPL
APPLE INC
$3M11K1.9%
08
VGK
VANGUARD INTL EQUITY INDEX F
$3M34K1.8%
09
AGG
ISHARES TR
$3M30K1.8%
10
GOOGL
ALPHABET INC
$2M7K1.5%

Filing history

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 positionsView →
2025Q2Jun 30
$124M 9.0%
123 positionsLocked
2025Q1Mar 31
$114M 0.9%
122 positionsLocked
2024Q4Dec 31
$113M
120 positionsLocked