Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hickory Point Bank & Trust (CIK 2039144) reported $151.5M across 450 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($18.9M, 12.47%), SPY ($14.4M, 9.49%), IEFA ($8.1M, 5.33%), VGIT ($4.2M, 2.78%), VYM ($3.1M, 2.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $18.9M | 12.47% | 132,700 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $14.4M | 9.49% | 22,111 | Added |
| 3 | IEFA | ISHARES TR | $8.1M | 5.33% | 89,165 | Hold |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $4.2M | 2.78% | 70,621 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $3.1M | 2.07% | 21,134 | Trimmed |
| 6 | AGG | ISHARES TR | $2.9M | 1.93% | 29,500 | Trimmed |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.85% | 34,067 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $2.8M | 1.82% | 15,834 | Trimmed |
| 9 | AAPL | APPLE INC | $2.7M | 1.80% | 10,717 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $2.3M | 1.50% | 6,146 | Trimmed |
| 11 | META | META PLATFORMS INC | $2.1M | 1.41% | 3,734 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $2.0M | 1.31% | 11,742 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $2.0M | 1.31% | 6,923 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $1.9M | 1.23% | 6,342 | Trimmed |
| 15 | CVX | CHEVRON CORPORATION | $1.8M | 1.21% | 8,854 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.21% | 3,811 | Trimmed |
| 17 | ADM | ARCHER DANIELS MIDLAND CO | $1.8M | 1.16% | 24,166 | Trimmed |
| 18 | EFA | ISHARES TR | $1.7M | 1.12% | 17,547 | Added |
| 19 | IVV | ISHARES TR | $1.6M | 1.06% | 2,461 | Added |
| 20 | IWM | ISHARES TR | $1.5M | 1.01% | 6,186 | Added |
| 21 | BSV | VANGUARD BD INDEX FDS | $1.5M | 0.99% | 19,215 | Added |
| 22 | AMZN | AMAZON COM INC | $1.4M | 0.93% | 6,765 | Trimmed |
| 23 | C | CITIGROUP INC | $1.4M | 0.91% | 12,213 | Added |
| 24 | DIS | DISNEY WALT CO | $1.3M | 0.83% | 12,981 | Added |
| 25 | MRK | MERCK & CO INC | $1.2M | 0.80% | 10,075 | Added |
Source: SEC Form 13F filings · as of 2026-03-31