1y return+18.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $126 against $127 in the S&P 500.2
Hickory Point Bank & TrustS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITOTIshares Tr | $21.8M | 13.2% | |
| SPYState Str Spdr S&p 500 Etf T | $16.5M | 10.0% | |
| IEFAIshares Tr | $8.6M | 5.2% | |
| VGITVanguard Scottsdale Fds | $4.6M | 2.8% | +9.6% |
| VYMVanguard Whitehall Fds | $3.4M | 2.1% | +1.9% |
| NVDANvidia Corporation | $3.1M | 1.9% | |
| AAPLApple Inc | $3.1M | 1.9% | |
| VGKVanguard Intl Equity Index F | $3.0M | 1.8% | |
| AGGIshares Tr | $2.9M | 1.8% | |
| GOOGLAlphabet Inc | $2.5M | 1.5% | |
| MSFTMicrosoft Corp | $2.3M | 1.4% | |
| METAMeta Platforms Inc | $2.1M | 1.3% | |
| JPMJpmorgan Chase & Co | $2.1M | 1.3% | |
| EFAIshares Tr | $2.0M | 1.2% | +9.6% |
| BRK/BBerkshire Hathaway Inc Del | $2.0M | 1.2% | +3.3% |
| IWMIshares Tr | $1.9M | 1.1% | |
| ADMArcher Daniels Midland Co | $1.8M | 1.1% | |
| IVVIshares Tr | $1.8M | 1.1% | −3.3% |
| BSVVanguard Bd Index Fds | $1.8M | 1.1% | +17.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.6M | 1.0% | |
| CATCaterpillar Inc | $1.6M | 1.0% | |
| AMZNAmazon Com Inc | $1.6M | 1.0% | |
| CSCOCisco Sys Inc | $1.6M | 1.0% | |
| CCitigroup Inc | $1.6M | 0.9% | −8.8% |
| CVXChevron Corporation | $1.5M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.6M |
| NEMNewmont Corp | December 31, 2024 | +150.9% | $1.0M |
| CMICummins Inc | December 31, 2024 | +104.6% | $1.3M |
| CCitigroup Inc | December 31, 2024 | +98.8% | $1.6M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $1.6M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $2.5M |
| ADMArcher Daniels Midland Co | December 31, 2024 | +51.2% | $1.8M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $3.1M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $920K |
| VGKVanguard Intl Equity Index F | December 31, 2024 | +39.5% | $3.0M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $223K
- Honeywell Intl IncCUSIP 438516106 was $139K
- FAXAbrdn Asia Pacific Income Fu was $89K
- RSPTInvesco Exchange Traded Fd T was $39K
- MUBIshares Tr was $25K
- STIPIshares Tr was $18K
- Day One Biopharmaceuticals ICUSIP 23954D109 was $16K
- XLCSelect Sector Spdr Tr was $16K
- ISTBIshares Tr was $15K
- JPSTJ P Morgan Exchange Traded F was $13K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −0.5% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hickory Point Bank & Trust Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2039144&type=13F-HR&dateb=&owner=include&count=40CIK 2039144
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2039144/000203914426000004/Filed July 17, 2026 · accession 0002039144-26-000004