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CIK: 0002039144
Total reported value
$166.3M
$166.3M
120 檔
26.6%
The Q4 2024 SEC filing reveals that Hickory Point Bank & Trust held a total portfolio value of $166.3M, covering 120 public equity positions.
During Q4 2024, Hickory Point Bank & Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 16.31% | +0.05% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.44% | -0.01% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.46% | -0.03% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.56% | -0.12% | — | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.48% | +0.73% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.29% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | +0.48% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | +0.32% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.16% | — | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.82% | +0.02% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.02% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | -0.13% | — | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.32% | -0.11% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.01% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.01% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.98% | EXIT | |
| 17 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.08% | +0.03% | — | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.03% | +0.04% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.97% | +0.19% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | -0.09% | — | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | +0.08% | — | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | -0.28% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.80% | -0.05% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.02% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.01% | — | |
| 26 | NEM | Newmont CORP | Stock-Materials | 0.73% | +0.11% | — | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 0.70% | -0.02% | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | -0.02% | — | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | -0.11% | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.63% | +0.06% | — | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.02% | — | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.04% | — | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.61% | +0.02% | — | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | +0.04% | — | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.58% | -0.04% | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | +0.01% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.02% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.05% | — | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.54% | -0.24% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | — | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.53% | -0.02% | — | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.52% | -0.09% | — | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.47% | +0.03% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.06% | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | -0.03% | — | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.45% | -0.03% | — | |
| 47 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.44% | +0.02% | — | |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.44% | -0.01% | — | |
| 49 | GM | General Motors Co | Stock-Consumer Disc | 0.43% | -0.01% | — | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.42% | -0.04% | — |
According to official SEC Form 13F filings, Hickory Point Bank & Trust reported a total U.S. public equity portfolio value of $166.3M across 120 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPY, IEFA) accounted for 26.6% of total reported equity market value during Q4 2024.
During Q4 2024, Hickory Point Bank & Trust's top holdings by market value included ITOT (16.3%)、SPY (11.4%)、IEFA (5.5%). The largest single position, ITOT, represented 16.3% of total portfolio value.
In Q4 2024, Hickory Point Bank & Trust made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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