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HICKORY POINT BANK & TRUST 13F portfolio summary

HICKORY POINT BANK & TRUST of HICKORY POINT BANK & TRUST has 442 current stock holdings with a reported portfolio value of $164.9M. The portfolio 1 year return is +19.98%. Top holdings include ITOT (13.22%), SPY (10.01%), IEFA (5.22%), VGIT (2.77%), VYM (2.06%).

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HICKORY POINT BANK & TRUST

HICKORY POINT BANK & TRUST
Latest filing: 2026-06-30

HICKORY POINT BANK & TRUST runs HICKORY POINT BANK & TRUST and currently holds 442 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $164.91M. Their top holdings are ITOT, SPY, IEFA, VGIT, VYM. The top five represent 33.3% of reported portfolio weight. HICKORY POINT BANK & TRUST ranks #840 out of 1000 investors tracked by Alpha Score. They added to 22 existing positions. They trimmed 36 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
ITOT13.2%
SPY10.0%
IEFA5.2%
VGIT2.8%
VYM2.1%
Top 5: 33.3%
Portfolio Returns
1 Year
+19.98%
#678/1000
3 Year
+28.14%
#839/1000
5 Year
+28.14%
#831/1000

Portfolio Value

$164.91M

Alpha Score

24.7

#840 of 1000

Holdings

442

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442 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ITOT
ISHARES TR
13.22%$128.62$167.98+30.60%
Held
SPY
STATE STR SPDR S&P 500 ETF T
10.01%$587.00$765.62+30.43%
Trimmed
-0.05%
IEFA
ISHARES TR
5.22%$70.41$100.87+43.25%
Held
VGIT
VANGUARD SCOTTSDALE FDS
2.77%$58.60$58.32-0.49%
Added
+9.56%
VYM
VANGUARD WHITEHALL FDS
2.06%$129.78$165.00+27.13%
Added
+1.92%
NVDA
NVIDIA CORPORATION
1.90%$134.47$214.76+59.71%
Trimmed
-0.87%
AAPL
APPLE INC
1.88%$247.59$309.35+24.94%
Held
VGK
VANGUARD INTL EQUITY INDEX F
1.84%$67.27$92.71+37.82%
Added
+0.54%
AGG
ISHARES TR
1.78%$96.93$97.36+0.44%
Added
+0.75%
GOOGL
ALPHABET INC
1.49%$188.21$344.82+83.21%
Trimmed
-0.51%

Showing 1-10 of 442