account_balance

Investment manager · 13F filer · SEC CIK 2039144

Hickory Point Bank & Trust

Reported value$166Mas of Sep 30, 2026
Positions465 43 new, 20 sold out
Top 10 weight43.5%ITOT alone is 13%
FiledOct 11 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 13.3% Held
SPY SPDR S&P 500 ETF Trust 10.0% Held
IEFA iShares Tr 5.2% Held
VGIT Vanguard Scottsdale FDS 3.5% Added +33%
AAPL Apple Inc. 2.2% Held
VYM Vanguard Whitehall FDS 2.1% Added +4%
NVDA NVIDIA Corp 2.1% Trimmed −5%MSFT Microsoft Corp 1.9% Held
VGK Vanguard Intl Equity Index F 1.7% Trimmed −4%
AGG iShares Tr 1.7% Held
META Meta Platforms, Inc. 1.6% HeldGOOGL Alphabet Inc. 1.4% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 1, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
  • MU +490%
  • VCIT +82%
  • VGIT +33%
  • BSV +8%
arrow_downwardTrimmed
  • WBD −16%
  • BNY −7%
  • CAT −5%
  • VOO −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist