HICKORY POINT BANK & TRUST 13F Portfolio
HICKORY POINT BANK & TRUST runs HICKORY POINT BANK & TRUST and currently holds 465 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $166.31M. Their top holdings are ITOT, SPY, IEFA, VGIT, AAPL. The top five represent 34.1% of reported portfolio weight. HICKORY POINT BANK & TRUST ranks #875 out of 1000 investors tracked by Alpha Score. They added to 13 existing positions. They trimmed 46 positions. Their current best-performing preview position is PLTR with returns of +60.33%.
Portfolio Value
$166.31M
Alpha Score
22.7
#875 of 1000
Holdings
465
HICKORY POINT BANK & TRUST Current 13F Holdings
Reported holdings from HICKORY POINT BANK & TRUST's latest SEC 13F filing, ranked by portfolio weight.
465 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES TR | 13.27% | $128.62 | $169.61 | +31.87% | Held |
 SPY STATE STR SPDR S&P 500 ETF T | 10.00% | $587.00 | $778.54 | +32.63% | Trimmed -1.34% |
 IEFA ISHARES TR | 5.19% | $70.41 | $96.50 | +37.05% | Held |
 VGIT VANGUARD SCOTTSDALE FDS | 3.50% | $58.12 | $56.70 | -2.44% | Added +32.95% |
 AAPL APPLE INC | 2.17% | $248.47 | $336.68 | +35.50% | Added +1.05% |
 VYM VANGUARD WHITEHALL FDS | 2.08% | $130.66 | $158.70 | +21.46% | Added +3.58% |
 NVDA NVIDIA CORPORATION | 2.06% | $134.47 | $229.28 | +70.51% | Trimmed -4.55% |
 MSFT MICROSOFT CORP | 1.86% | $418.55 | $535.07 | +27.84% | Trimmed -1.28% |
 VGK VANGUARD INTL EQUITY INDEX F | 1.73% | $67.27 | $86.04 | +27.90% | Trimmed -3.50% |
 AGG ISHARES TR | 1.66% | $96.93 | $94.60 | -2.40% | Trimmed -1.80% |
Showing 1-10 of 465