Hickory Point Bank & Trust Top Holdings and 13F Report (2025) About Hickory Point Bank & TrustInvestment ActivityHickory Point Bank & Trust has $123.94 million in total holdings as of June 30, 2025.Hickory Point Bank & Trust owns shares of 123 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 3.11% of the portfolio was purchased this quarter.About 2.22% of the portfolio was sold this quarter.This quarter, Hickory Point Bank & Trust has purchased 122 new stocks and bought additional shares in 43 stocks.Hickory Point Bank & Trust sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $18,804,320SPDR S&P 500 ETF Trust $13,500,640iShares Core MSCI EAFE ETF $7,443,494Vanguard Intermediate-Term Treasury ETF $3,221,367Microsoft $3,186,408 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $605,731 Holding78463V107 - SPDR Gold Shares $257,581 Holding36828A101 - GE VERNOVA LLC $256,638 Holding379577208 - Globus Medical $221,325 Holding539830109 - Lockheed Martin $200,540 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 7,305 shares (about $605.73K)Vanguard FTSE Europe ETF 4,325 shares (about $335.19K)SPDR Gold Shares 845 shares (about $257.58K)GE VERNOVA LLC 485 shares (about $256.64K)iShares MSCI EAFE ETF 2,732 shares (about $244.21K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 11,190 shares (about $1.11M)iShares Core S&P Total U.S. Stock Market ETF 1,900 shares (about $256.58K)Vanguard Mid-Cap ETF 358 shares (about $100.18K)SPDR S&P 500 ETF Trust 100 shares (about $61.78K)AT&T 2,000 shares (about $57.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHickory Point Bank & Trust Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$18,804,320$256,576 ▼-1.3%139,25015.2%ETFSPYSPDR S&P 500 ETF Trust$13,500,640$61,785 ▼-0.5%21,85110.9%FinanceIEFAiShares Core MSCI EAFE ETF$7,443,494$27,882 ▲0.4%89,1656.0%ETFVGITVanguard Intermediate-Term Treasury ETF$3,221,367$215,316 ▲7.2%53,8602.6%ETFMSFTMicrosoft$3,186,408$4,974 ▼-0.2%6,4062.6%Computer and TechnologyMETAMeta Platforms$3,040,931$27,309 ▼-0.9%4,1202.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,023,120$1,110,048 ▼-26.9%30,4752.4%FinanceNVDANVIDIA$2,635,589$19,749 ▲0.8%16,6822.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,588,214$142,642 ▲5.8%19,4152.1%ETFVGKVanguard FTSE Europe ETF$2,456,828$335,188 ▲15.8%31,7012.0%ETFAAPLApple$2,293,801$95,814 ▲4.4%11,1801.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,947,615$218,302 ▲12.6%6,7181.6%FinanceBRK.BBerkshire Hathaway$1,888,674$7,287 ▼-0.4%3,8881.5%FinanceAMZNAmazon.com$1,526,077$20,842 ▲1.4%6,9561.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,427,449$56,502 ▲4.1%2,2991.2%ETFGOOGLAlphabet$1,413,188$14,980 ▼-1.0%8,0191.1%Computer and TechnologyDISWalt Disney$1,319,714$1,116 ▼-0.1%10,6421.1%Consumer DiscretionaryXOMExxon Mobil$1,284,653$16,817 ▼-1.3%11,9171.0%EnergyADMArcher Daniels Midland$1,280,759$6,597 ▲0.5%24,2661.0%Consumer StaplesCVXChevron$1,261,074$135,315 ▲12.0%8,8071.0%EnergyEFAiShares MSCI EAFE ETF$1,247,437$244,213 ▲24.3%13,9551.0%FinanceIWMiShares Russell 2000 ETF$1,140,666$60,853 ▲5.6%5,2860.9%FinanceCATCaterpillar$1,048,1670.0%2,7000.8%IndustrialsDEDeere & Company$1,044,438$203,396 ▲24.2%2,0540.8%IndustrialsBACBank of America$1,011,749$7,950 ▲0.8%21,3810.8%FinanceVWOVanguard FTSE Emerging Markets ETF$987,1720.0%19,9590.8%ETFCSCOCisco Systems$981,380$1,596 ▼-0.2%14,1450.8%Computer and TechnologyRSGRepublic Services$918,376$20,962 ▼-2.2%3,7240.7%Business ServicesPGProcter & Gamble$820,1790.0%5,1480.7%Consumer StaplesMRKMerck & Co., Inc.$804,899$10,845 ▲1.4%10,1680.6%MedicalUNPUnion Pacific$798,608$8,053 ▲1.0%3,4710.6%TransportationGDGeneral Dynamics$797,690$11,666 ▲1.5%2,7350.6%AerospaceKOCocaCola$767,4960.0%10,8480.6%Consumer StaplesWMTWalmart$743,715$61,113 ▲9.0%7,6060.6%Retail/WholesaleVZVerizon Communications$732,042$3,981 ▼-0.5%16,9180.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$731,910$7,870 ▲1.1%9,3000.6%ETFNEMNewmont$697,605$2,913 ▲0.4%11,9740.6%Basic MaterialsECLEcolab$680,6050.0%2,5260.5%Basic MaterialsIJKiShares S&P Mid-Cap 400 Growth ETF$653,3270.0%7,1810.5%ETFCCitigroup$651,8490.0%7,6580.5%Financial ServicesVOOVanguard S&P 500 ETF$646,418$7,384 ▼-1.1%1,1380.5%ETFORCLOracle$620,035$39,572 ▲6.8%2,8360.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$605,731$605,731 ▲New Holding7,3050.5%ETFCMICummins$594,740$31,113 ▲5.5%1,8160.5%Auto/Tires/TrucksIJTiShares S&P Small-Cap 600 Growth ETF$593,8910.0%4,4640.5%ETFGEGE Aerospace$570,8910.0%2,2180.5%AerospacePWRQuanta Services$567,120$11,342 ▼-2.0%1,5000.5%ConstructionQQQInvesco QQQ$559,3630.0%1,0140.5%FinanceBLACKROCK INC$558,2010.0%5320.5%COMMON STOCKHEDJWisdomTree Europe Hedged Equity Fund$547,3170.0%11,3740.4%FinanceKMIKinder Morgan$545,5760.0%18,5570.4%EnergyDRIDarden Restaurants$528,577$20,707 ▼-3.8%2,4250.4%Retail/WholesaleSOSouthern$527,3800.0%5,7430.4%UtilitiesIBMInternational Business Machines$523,235$17,097 ▼-3.2%1,7750.4%Computer and TechnologyMDLZMondelez International$518,142$13,488 ▲2.7%7,6830.4%Consumer StaplesHBTHBT Financial$504,2000.0%20,0000.4%FinanceAMPAmeriprise Financial$499,038$3,202 ▼-0.6%9350.4%FinanceTE CONNECTIVITY PLC$495,552$12,650 ▲2.6%2,9380.4%COMMON STOCKVOVanguard Mid-Cap ETF$475,711$100,179 ▼-17.4%1,7000.4%ETFEFGiShares MSCI EAFE Growth ETF$467,4880.0%4,1740.4%ETFUPROProShares UltraPro S&P 500$459,029$6,401 ▲1.4%5,0200.4%ETFNOBLProShares S&P 500 Aristocrats ETF$453,1500.0%4,5000.4%ETFGMGeneral Motors$451,7970.0%9,1810.4%Auto/Tires/TrucksKLACKLA$438,017$26,872 ▼-5.8%4890.4%Computer and TechnologyPEPPepsiCo$437,845$23,107 ▲5.6%3,3160.4%Consumer StaplesCOSTCostco Wholesale$431,614$2,970 ▼-0.7%4360.3%Retail/WholesaleTSLATesla$426,617$15,883 ▲3.9%1,3430.3%Auto/Tires/TrucksXLUUtilities Select Sector SPDR Fund$424,469$8,166 ▼-1.9%5,1980.3%ETFJNJJohnson & Johnson$423,7290.0%2,7740.3%MedicalHSYHershey$418,858$4,149 ▲1.0%2,5240.3%Consumer StaplesLOWLowe's Companies$414,453$3,328 ▲0.8%1,8680.3%Retail/WholesaleCNICanadian National Railway$409,814$1,561 ▲0.4%3,9390.3%TransportationMDYSPDR S&P MidCap 400 ETF Trust$398,2350.0%7030.3%ETFMCKMcKesson$386,908$41,768 ▼-9.7%5280.3%MedicalETNEaton$383,050$89,247 ▲30.4%1,0730.3%IndustrialsTRVTravelers Companies$379,907$5,618 ▼-1.5%1,4200.3%FinanceCOFCapital One Financial$379,138$8,298 ▲2.2%1,7820.3%FinancePFEPfizer$375,405$24,167 ▼-6.0%15,4870.3%MedicalBKBank of New York Mellon$374,189$9,111 ▲2.5%4,1070.3%FinanceNUWNuveen AMT-Free Municipal Value Fund$373,4640.0%27,3000.3%Financial ServicesRTXRTX$368,2620.0%2,5220.3%AerospaceMAMastercard$360,765$2,810 ▼-0.8%6420.3%Business ServicesBABoeing$358,9250.0%1,7130.3%AerospaceNIMNuveen Select Maturities Municipal Fund$357,8700.0%39,5000.3%FinanceKYNKayne Anderson Energy Infrastructure Fund$344,076$31,164 ▲10.0%27,0500.3%Financial ServicesALLAllstate$342,227$1,812 ▼-0.5%1,7000.3%FinanceFIFiserv$337,579$2,414 ▼-0.7%1,9580.3%Business ServicesMCDMcDonald's$327,230$73,042 ▲28.7%1,1200.3%Retail/WholesaleKRESPDR S&P Regional Banking ETF$324,566$5,939 ▲1.9%5,4650.3%ETFCOPConocoPhillips$324,410$897 ▼-0.3%3,6150.3%EnergyDDDuPont de Nemours$319,012$3,429 ▲1.1%4,6510.3%Basic MaterialsKHCKraft Heinz$306,070$3,873 ▲1.3%11,8540.2%Consumer StaplesUSBU.S. Bancorp$305,664$6,335 ▲2.1%6,7550.2%FinanceIQLTiShares MSCI Intl Quality Factor ETF$305,6520.0%7,0720.2%ETFTMOThermo Fisher Scientific$301,662$1,216 ▼-0.4%7440.2%MedicalTAT&T$299,992$57,880 ▼-16.2%10,3660.2%Computer and TechnologyBDXBecton, Dickinson and Company$297,4760.0%1,7270.2%MedicalAMGNAmgen$294,287$2,792 ▼-0.9%1,0540.2%MedicalTIPiShares TIPS Bond ETF$293,2570.0%2,6650.2%ETFROPRoper Technologies$292,489$1,134 ▼-0.4%5160.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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