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 $164.9M across 442 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($21.8M, 13.22%), SPY ($16.5M, 10.01%), IEFA ($8.6M, 5.22%), VGIT ($4.6M, 2.77%), VYM ($3.4M, 2.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $21.8M | 13.22% | 132,700 | Hold |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $16.5M | 10.01% | 22,101 | Trimmed |
| 3 | IEFA | ISHARES TR | $8.6M | 5.22% | 89,165 | Hold |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $4.6M | 2.77% | 77,371 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $3.4M | 2.06% | 21,539 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $3.1M | 1.90% | 15,697 | Trimmed |
| 7 | AAPL | APPLE INC | $3.1M | 1.88% | 10,717 | Hold |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | $3.0M | 1.84% | 34,252 | Added |
| 9 | AGG | ISHARES TR | $2.9M | 1.78% | 29,720 | Added |
| 10 | GOOGL | ALPHABET INC | $2.5M | 1.49% | 6,888 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $2.3M | 1.38% | 6,116 | Trimmed |
| 12 | META | META PLATFORMS INC | $2.1M | 1.27% | 3,724 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $2.1M | 1.26% | 6,342 | Hold |
| 14 | EFA | ISHARES TR | $2.0M | 1.21% | 19,234 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.19% | 3,936 | Added |
| 16 | IWM | ISHARES TR | $1.9M | 1.12% | 6,159 | Trimmed |
| 17 | ADM | ARCHER DANIELS MIDLAND CO | $1.8M | 1.12% | 24,166 | Hold |
| 18 | IVV | ISHARES TR | $1.8M | 1.08% | 2,379 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $1.8M | 1.06% | 22,515 | Added |
| 20 | XOM | EXXON MOBIL CORP | $1.6M | 0.98% | 11,789 | Added |
| 21 | CAT | CATERPILLAR INC | $1.6M | 0.98% | 1,511 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $1.6M | 0.97% | 6,725 | Trimmed |
| 23 | CSCO | CISCO SYS INC | $1.6M | 0.96% | 13,500 | Trimmed |
| 24 | C | CITIGROUP INC | $1.6M | 0.95% | 11,138 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $1.5M | 0.89% | 8,858 | Added |
Source: SEC Form 13F filings · as of 2026-06-30