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CIK: 0002039144
Total reported value
$164.9M
$164.9M
126 檔
30.0%
At the close of Q3 2025, Hickory Point Bank & Trust disclosed equity holdings valued at approximately $164.9M, spread across 126 reported holdings.
In Q3 2025, Hickory Point Bank & Trust displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 14.92% | +0.75% | -1.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.98% | +0.52% | +0.92% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.82% | -0.11% | — | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.83% | -0.01% | +17.08% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.12% | -1.05% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.08% | -1.44% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.21% | -0.15% | -3.04% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.15% | -0.01% | +5.04% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.14% | -5.07% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.08% | -0.36% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.01% | -0.01% | +6.55% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | +0.03% | -1.64% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.02% | +0.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.18% | -3.58% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.02% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.04% | -0.68% | |
| 17 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.08% | -0.04% | — | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.06% | +0.09% | +8.46% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | +0.11% | +8.51% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.33% | — | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.32% | -1.79% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.96% | +0.27% | -0.19% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.11% | +0.23% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.07% | -0.12% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.81% | +0.02% | — | |
| 26 | NEM | Newmont CORP | Stock-Materials | 0.74% | -0.16% | -1.50% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.27% | — | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.70% | +0.01% | -0.24% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.70% | -0.04% | -0.18% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.68% | +0.07% | +24.73% | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 0.63% | -0.06% | -1.61% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.02% | -2.00% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.02% | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.03% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.11% | +1.31% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.04% | -1.94% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.57% | +0.14% | — | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.57% | +0.04% | -2.00% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.01% | +1.38% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.17% | -5.32% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | +0.88% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.52% | -0.01% | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.51% | +0.03% | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.50% | +0.07% | — | |
| 45 | TEL | TE Connectivity plc | Stock-Tech | 0.48% | -0.05% | — | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.47% | +0.05% | — | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.47% | — | +2.05% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.46% | -0.03% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.12% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -1.44% | Trim |
| 2 | MSFT | Microsoft CORP | +0.3% | -1.05% | Trim |
| 3 | VGK | Vanguard Ftse Europe ETF | +0.3% | +6.55% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.58% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -1.64% | Add |
| 6 | ORCL | Oracle CORP | +0.3% | — | Add |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | +8.46% | Add |
| 8 | NEM | Newmont CORP | +0.2% | -1.50% | Trim |
| 9 | VGIT | Vanguard Intermediate-term T | +0.2% | +17.08% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.92% | Add |
| 11 | CAT | Caterpillar Inc | +0.2% | -0.19% | Trim |
| 12 | IWM | Ishares Russell 2000 ETF | +0.2% | +8.51% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | — | Add |
| 14 | TEL | TE Connectivity plc | +0.1% | — | Add |
| 15 | GE | General Electric | +0.1% | — | Unchanged |
| 16 | CMI | Cummins Inc | +0.1% | — | Add |
| 17 | PWR | Quanta Services Inc | +0.1% | -4.27% | Trim |
| 18 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | +0.50% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | — | Add |
| 20 | C | Citigroup Inc | +0.1% | -2.00% | Trim |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +5.04% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Add |
| 23 | ADM | Archer-daniels-midland Co | +0.1% | — | Add |
| 24 | GD | General Dynamics CORP | +0.1% | -0.18% | Add |
| 25 | BSV | Vanguard Short-term Bond ETF | +0.1% | +24.73% | Add |
| 26 | WMT | Walmart Inc | +0.1% | +1.31% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | -5.07% | Trim |
| 28 | BAC | Bank Of America CORP | 0% | -0.12% | Add |
| 29 | AAPL | Apple Inc | 0% | -0.36% | Add |
| 30 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 31 | DIS | Walt Disney Co/the | 0% | +0.23% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | -0.68% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | — | Add |
| 34 | FISV | Fiserv Inc | -0.2% | +2.04% | Add |
| 35 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -1.58% | Trim |
| 36 | AGG | Ishares Core U.s. Aggregate | -1.4% | -3.04% | Trim |
| 37 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 38 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 39 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 40 | GEV | GE Vernova Inc | — | NEW | New buy |
| 41 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 42 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 43 | OKE | Oneok Inc | — | EXIT | Sold out |
| 44 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 45 | GMED | Globus Medical Inc - A | — | NEW | New buy |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 47 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 48 | DHR | Danaher CORP | — | EXIT | Sold out |
| 49 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 50 | HPQ | Hp Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hickory Point Bank & Trust reported a total U.S. public equity portfolio value of $164.9M across 126 disclosed positions in Q3 2025.
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 30.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCIT
市值: $627.0K
Top Position Liquidated / Trimmed
UPS
前期市值: $251.4K
During Q3 2025, Hickory Point Bank & Trust's top holdings by market value included ITOT (14.9%)、SPY (11.0%)、IEFA (5.8%). The largest single position, ITOT, represented 14.9% of total portfolio value.
In Q3 2025, Hickory Point Bank & Trust made 48 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 5 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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