Hickory Point Bank & Trust 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HP Hickory Point Bank & Trust | Institutional Filer | ▲ 9.91% | $151.5M | 456 |
Current Portfolio Holdings
Showing all 456 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 133K | $18.9M | 12.47% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 22K | $14.4M | 9.49% |
| 3 | IEFA | ISHARES TR | — | 89K | $8.1M | 5.33% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | — | 71K | $4.2M | 2.78% |
| 5 | VYM | VANGUARD WHITEHALL FDS | — | 21K | $3.1M | 2.07% |
| 6 | AGG | ISHARES TR | — | 30K | $2.9M | 1.93% |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | — | 34K | $2.8M | 1.85% |
| 8 | NVDA | NVIDIA Corporation | Technology | 16K | $2.8M | 1.82% |
| 9 | AAPL | Apple Inc. | Technology | 11K | $2.7M | 1.80% |
| 10 | MSFT | Microsoft Corporation | Technology | 6K | $2.3M | 1.50% |
| 11 | META | Meta Platforms, Inc. | Technology | 4K | $2.1M | 1.41% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 12K | $2.0M | 1.31% |
| 13 | GOOGL | Alphabet Inc. | Technology | 7K | $2.0M | 1.31% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 6K | $1.9M | 1.23% |
| 15 | CVX | Chevron Corporation | Energy | 9K | $1.8M | 1.21% |
Showing 1 to 15 of 456 holdings