Hickory Point Bank & Trust
Top Portfolio Positions
350 positions ·
$91,221,816 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
22,111 | $14,379,666 | 15.76% |
| NVDA |
Nvidia Corp
Technology
|
15,834 | $2,761,448 | 3.03% |
| AAPL |
Apple Inc.
Technology
|
10,717 | $2,719,867 | 2.98% |
| MSFT |
Microsoft Corp
Technology
|
6,146 | $2,275,064 | 2.49% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,734 | $2,136,332 | 2.34% |
| XOM |
Exxon Mobil Corp
Energy
|
11,742 | $1,992,147 | 2.18% |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,923 | $1,990,777 | 2.18% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,342 | $1,865,562 | 2.05% |
| CVX |
Chevron Corp
Energy
|
8,854 | $1,831,892 | 2.01% |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
24,166 | $1,756,625 | 1.93% |
Portfolio Trend
Holdings in CLF
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,350 | 3,000 | Shares | Defined | 2026-04-03 | |
| 2024-12-31 | $168,260 | 17,900 | Shares | Sole | 2025-02-05 | |
| No quarters match your search. | ||||||