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CIK: 0002039144
Total reported value
$164.9M
$164.9M
123 檔
28.0%
During the Q2 2025 filing period, Hickory Point Bank & Trust (CIK: 0002039144) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $164.9M across 123 reported positions.
During Q2 2025, 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 | 15.17% | +0.75% | -1.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.89% | +0.52% | -0.46% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.01% | -0.11% | +0.38% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.60% | -0.01% | +7.16% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.12% | -0.16% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.45% | -0.14% | -0.89% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.44% | -0.15% | -26.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.08% | +0.76% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.09% | -0.01% | +5.83% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.98% | -0.01% | +15.80% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.08% | +4.36% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.03% | +12.62% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.02% | -0.38% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.04% | +1.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.02% | +4.12% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.18% | -1.05% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.06% | -0.11% | -0.08% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.33% | -1.29% | |
| 19 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.03% | -0.04% | +0.52% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.32% | +12.02% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.01% | +0.09% | +24.34% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | +0.11% | +5.64% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.27% | — | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.84% | +0.01% | +24.18% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.07% | +0.79% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.80% | +0.02% | — | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.27% | -0.16% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 0.74% | -0.06% | -2.23% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.04% | — | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.02% | +1.37% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | +0.02% | +1.02% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.64% | -0.04% | +1.48% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | -0.01% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.11% | +8.95% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.17% | -0.54% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | +0.07% | +1.09% | |
| 37 | NEM | Newmont CORP | Stock-Materials | 0.56% | -0.16% | +0.42% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.55% | -0.01% | — | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.53% | +0.03% | — | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.53% | +0.04% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -1.13% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | +6.82% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | — | — | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.48% | +0.14% | +5.52% | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.48% | +0.05% | — | |
| 46 | GE | General Electric | Stock-Industrials | 0.46% | +0.07% | — | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.09% | -1.96% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.12% | — | |
| 49 | BLK | Blackrock Inc | Stock-Financials | 0.45% | -0.03% | — | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.44% | — | — |
According to official SEC Form 13F filings, Hickory Point Bank & Trust reported a total U.S. public equity portfolio value of $164.9M across 123 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, SPY, IEFA) accounted for 28.0% of total reported equity market value during Q2 2025.
During Q2 2025, Hickory Point Bank & Trust's top holdings by market value included ITOT (15.2%)、SPY (10.9%)、IEFA (6.0%). The largest single position, ITOT, represented 15.2% of total portfolio value.
In Q2 2025, 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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