Hickory Point Bank & Trust

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CIK 2039144

13F portfolio (2026-Q1)

$152M

Positions

456

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

456

Top 5

32.1%

Top 10

41.0%

Effective N

29.9

HHI

0.033

This quarter

328 new · 0 exit →

By sector

Unclassified50.5%

Information Technology9.5%

Financials7.3%

Industrials6.7%

Consumer Discretionary5.2%

Communication Services5.1%

Health Care3.5%

Consumer Staples3.4%

Other8.7%

By market cap

Unknown50.9%

Mega (>$200B)24.1%

Large ($10–200B)23.3%

Mid ($2–10B)1.2%

Small ($300M–2B)0.5%

Micro (<$300M)0.0%

By region

Other50.5%

North America49.2%

Asia-Pacific0.1%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	51.72%	129
Banks	4.38%	18
Technology Hardware & Equipment	3.97%	23
Oil, Gas & Consumable Fuels	3.29%	15
Software & IT Services	3.07%	6
Semiconductors & Semiconductor Equipment	2.62%	11
Specialty Retail	2.57%	15
Pharmaceuticals & Biotechnology	2.46%	17
Machinery	2.22%	14
Food Products	2.02%	8
Utilities	1.95%	21
Chemicals	1.94%	17
Software	1.91%	12
Aerospace & Defense	1.66%	10
Metals & Mining	1.18%	15
Road & Rail	1.13%	6
Commercial Services & Supplies	1.12%	16
Beverages	0.98%	5
Hotels, Restaurants & Leisure	0.95%	4
Health Care Equipment & Supplies	0.94%	11
Diversified Telecommunication Services	0.93%	5
Automobiles & Components	0.86%	4
Entertainment	0.83%	1
Distributors	0.82%	9
Construction & Engineering	0.78%	3
Electrical Equipment & Components	0.75%	3
Insurance	0.74%	10
Capital Markets	0.74%	8
Media & Entertainment	0.45%	4
Equity Real Estate Investment Trusts (REITs)	0.25%	9
Tobacco	0.20%	2
Health Care Providers & Services	0.10%	4
Agricultural Products	0.09%	1
Food & Staples Retailing	0.08%	3
Airlines	0.08%	3
Communications Equipment	0.06%	2
Construction Materials	0.06%	4
Life Sciences Tools & Services	0.04%	1
Textiles, Apparel & Luxury Goods	0.02%	1
Household Durables	0.01%	2
Paper & Forest Products	0.01%	2
Marine	0.01%	1
Real Estate Management & Development	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	ITOT	ISHARES TR	Unclassified	12.47%
2	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	9.49%
3	IEFA	ISHARES TR	Unclassified	5.33%
4	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	2.78%
5	VYM	VANGUARD WHITEHALL FDS	Unclassified	2.07%
6	AGG	ISHARES TR	Unclassified	1.93%
7	VGK	VANGUARD INTL EQUITY INDEX F	Unclassified	1.85%
8	NVDA	NVIDIA CORP	Information Technology	1.82%
9	AAPL	Apple Inc.	Information Technology	1.80%
10	MSFT	MICROSOFT CORP	Information Technology	1.50%

328/456 names classified · sector 49.5% of weight · industry 48.3% · mkt cap 49.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyMSFT, AAPL, NVDA, CSCO, ORCL · other

FinancialsBRK.B, JPM, BAC, C, BLK · other

IndustrialsCAT, DE, RSG, GD, UNP · other

Communication ServicesMETA, GOOGL, DIS, VZ, T · other

Consumer DiscretionaryAMZN, WMT, GM, TEL, TSLA · other

Consumer StaplesADM, KO, PEP, MDLZ, HSY · other

Health CareMRK, JNJ, PFE, BDX, BMY · other

EnergyXOM, CVX, COP, VLO, OXY · other

MaterialsNEM, PG, ECL, DD, MOS · other

UtilitiesKMI, SO, ETR, WES, PEG · other

Real EstateDLR, WY, OHI, HST, VICI · other

UnclassifiedITOT, SPY, IEFA, VGIT, AGG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 49.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 46% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (271 classified)Hickory Point Bank & Trust centroid (Large Core)

Information TechnologyIndustrialsFinancialsCommunication ServicesConsumer DiscretionaryHealth CareConsumer StaplesEnergyMaterialsUtilitiesReal Estate

Style box summary for Hickory Point Bank & Trust: centroid Large Core. Heaviest cells: Large Growth 14.2%, Large Value 12.6%, Large Core 9.1%.

Classified: 46.2% of book weight (271/454 names) · unclassified 53.8%: ITOT, SPY, IEFA, VGIT, VYM, AGG, VGK, BRK.B, EFA, IVV +173 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 456 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ITOTISHARES TR	132,700	$19M	12.5%	TRIM −2%
2	SPYSTATE STR SPDR S&P 500 ETF T	22,111	$14M	9.5%	HOLD
3	IEFAISHARES TR	89,165	$8M	5.3%	HOLD
4	VGITVANGUARD SCOTTSDALE FDS	70,621	$4M	2.8%	ADD 11%
5	VYMVANGUARD WHITEHALL FDS	21,134	$3M	2.1%	HOLD
6	AGGISHARES TR	29,500	$3M	1.9%	HOLD
7	VGKVANGUARD INTL EQUITY INDEX F	34,067	$3M	1.9%	HOLD
8	NVDANVIDIA CORPORATION	15,834	$3M	1.8%	TRIM −2%
9	AAPLAPPLE INC	10,717	$3M	1.8%	TRIM −3%
10	MSFTMICROSOFT CORP	6,146	$2M	1.5%	TRIM −3%
11	METAMETA PLATFORMS INC	3,734	$2M	1.4%	TRIM −3%
12	XOMEXXON MOBIL CORP	11,742	$2M	1.3%	HOLD
13	GOOGLALPHABET INC	6,923	$2M	1.3%	TRIM −7%
14	JPMJPMORGAN CHASE & CO	6,342	$2M	1.2%	TRIM −4%
15	CVXCHEVRON CORP NEW	8,854	$2M	1.2%	HOLD
16	BRK.BBERKSHIRE HATHAWAY INC DEL	3,811	$2M	1.2%	TRIM −2%
17	ADMARCHER DANIELS MIDLAND CO	24,166	$2M	1.2%	HOLD
18	EFAISHARES TR	17,547	$2M	1.1%	ADD 9%
19	IVVISHARES TR	2,461	$2M	1.1%	ADD 7%
20	IWMISHARES TR	6,186	$2M	1.0%	ADD 7%
21	BSVVANGUARD BD INDEX FDS	19,215	$2M	1.0%	ADD 36%
22	AMZNAMAZON COM INC	6,765	$1M	0.9%	TRIM −2%
23	CCITIGROUP INC	12,213	$1M	0.9%	ADD 63%
24	DISDISNEY WALT CO	12,981	$1M	0.8%	ADD 22%
25	MRKMERCK & CO INC	10,075	$1M	0.8%	HOLD
26	NEMNEWMONT CORP	11,081	$1M	0.8%	TRIM −6%
27	VWOVANGUARD INTL EQUITY INDEX F	21,994	$1M	0.8%	HOLD
28	BACBANK AMERICA CORP	23,087	$1M	0.7%	ADD 8%
29	VZVERIZON COMMUNICATIONS INC	21,896	$1M	0.7%	ADD 48%
30	CATCATERPILLAR INC	1,526	$1M	0.7%	TRIM −43%
31	CSCOCISCO SYS INC	13,570	$1M	0.7%	TRIM −4%
32	CMICUMMINS INC	1,775	$954,985	0.6%	TRIM −2%
33	WMTWALMART INC	7,419	$922,033	0.6%	TRIM −7%
34	GDGENERAL DYNAMICS CORP	2,675	$918,114	0.6%	TRIM −2%
35	UNPUNION PAC CORP	3,456	$838,495	0.6%	HOLD
36	KOCOCA COLA CO	10,448	$794,570	0.5%	TRIM −6%
37	RSGREPUBLIC SVCS INC	3,596	$787,596	0.5%	HOLD
38	VCITVANGUARD SCOTTSDALE FDS	9,455	$782,401	0.5%	HOLD
39	VOOVANGUARD INDEX FDS	1,269	$758,291	0.5%	ADD 11%
40	PGPROCTER AND GAMBLE CO	5,125	$740,255	0.5%	HOLD
41	IJKISHARES TR	7,181	$722,552	0.5%	HOLD
42	DEDEERE & CO	1,259	$709,195	0.5%	TRIM −39%
43	JNJJOHNSON & JOHNSON	2,773	$677,832	0.4%	HOLD
44	QQQINVESCO QQQ TR	1,159	$668,952	0.4%	ADD 14%
45	ECLECOLAB INC	2,509	$667,444	0.4%	HOLD
46	GMGENERAL MTRS CO	8,850	$659,325	0.4%	TRIM −4%
47	KMIKINDER MORGAN INC DEL	19,332	$648,202	0.4%	ADD 3%
48	IJTISHARES TR	4,464	$645,986	0.4%	HOLD
49	KYNKAYNE ANDERSON ENERGY INFRST	44,750	$639,030	0.4%	ADD 65%
50	KLACKLA CORP	430	$633,136	0.4%	HOLD
51	EMOCLEARBRIDGE ENERGY MIDSTRM O	11,665	$616,145	0.4%	ADD 69%
52	TELTE CONNECTIVITY PLC	2,912	$608,667	0.4%	HOLD
53	CZRCAESARS ENTERTAINMENT INC NE	22,950	$606,569	0.4%	ADD 61%
54	GEGE AEROSPACE	2,118	$601,025	0.4%	TRIM −6%
55	PWRQUANTA SVCS INC	1,090	$598,431	0.4%	TRIM −15%
56	HEDJWISDOMTREE TR	11,374	$594,860	0.4%	HOLD
57	WBDWARNER BROS DISCOVERY INC	19,700	$540,962	0.4%	HOLD
58	HBTHBT FINL INC.	20,000	$534,400	0.4%	HOLD
59	SOSOUTHERN CO	5,507	$531,536	0.4%	HOLD
60	TSLATESLA INC	1,401	$520,822	0.3%	ADD 4%
61	PEPPEPSICO INC	3,341	$518,824	0.3%	HOLD
62	HSYHERSHEY CO	2,489	$517,438	0.3%	TRIM −2%
63	MOSMOSAIC CO NEW	20,250	$516,375	0.3%	ADD 60%
64	BLKBLACKROCK INC	532	$511,630	0.3%	HOLD
65	INTCINTEL CORP	11,238	$495,933	0.3%	HOLD
66	VOVANGUARD INDEX FDS	1,700	$488,206	0.3%	HOLD
67	RTXRTX CORPORATION	2,522	$486,494	0.3%	HOLD
68	XLUSELECT SECTOR SPDR TR	10,546	$483,956	0.3%	HOLD
69	SOLVSOLVENTUM CORP	7,350	$479,955	0.3%	ADD 145%
70	DRIDARDEN RESTAURANTS INC	2,425	$475,397	0.3%	HOLD
71	BNYBANK NEW YORK MELLON CORP	3,997	$474,164	0.3%	TRIM −3%
72	UPROPROSHARES TR	4,845	$469,868	0.3%	TRIM −4%
73	COPCONOCOPHILLIPS	3,556	$469,392	0.3%	HOLD
74	EFGISHARES TR	4,174	$464,858	0.3%	HOLD
75	GEVGE VERNOVA INC	518	$452,162	0.3%	ADD 7%
76	MCKMCKESSON CORP	513	$443,930	0.3%	HOLD
77	LOWLOWES COS INC	1,868	$441,371	0.3%	HOLD
78	COSTCOSTCO WHSL CORP NEW	438	$436,436	0.3%	HOLD
79	MDYSPDR S&P MIDCAP 400 ETF TR	703	$433,582	0.3%	HOLD
80	MDLZMONDELEZ INTL INC	7,383	$425,556	0.3%	TRIM −4%
81	ORCLORACLE CORP	2,841	$417,939	0.3%	HOLD
82	AMPAMERIPRISE FINL INC	935	$415,514	0.3%	HOLD
83	TRVTRAVELERS COMPANIES INC	1,420	$414,186	0.3%	HOLD
84	IBMINTERNATIONAL BUSINESS MACHS	1,645	$398,731	0.3%	HOLD
85	PFEPFIZER INC	13,995	$392,980	0.3%	TRIM −2%
86	NUWNUVEEN AMT-FREE MUN VALUE FD	27,300	$391,209	0.3%	HOLD
87	CNICANADIAN NATL RY CO	3,803	$390,835	0.3%	TRIM −3%
88	ETNEATON CORP PLC	1,080	$386,284	0.3%	HOLD
89	BABOEING CO	1,881	$374,375	0.2%	HOLD
90	IJRISHARES TR	2,901	$360,623	0.2%	ADD 16%
91	GMEDGLOBUS MED INC	4,150	$357,564	0.2%	ADD 11%
92	AMGNAMGEN INC	1,004	$353,257	0.2%	HOLD
93	ALLALLSTATE CORP	1,700	$352,478	0.2%	HOLD
94	TMOTHERMO FISHER SCIENTIFIC INC	714	$350,952	0.2%	TRIM −4%
95	MCDMCDONALDS CORP	1,110	$344,977	0.2%	HOLD
96	GLDSPDR GOLD TR	785	$337,778	0.2%	TRIM −7%
97	ETRENTERGY CORP NEW	2,998	$336,855	0.2%	HOLD
98	IQLTISHARES TR	7,072	$326,939	0.2%	HOLD
99	MAMASTERCARD INCORPORATED	646	$322,780	0.2%	HOLD
100	COFCAPITAL ONE FINL CORP	1,766	$322,171	0.2%	HOLD
101	NOBLPROSHARES TR	3,000	$318,030	0.2%	HOLD
102	TOLTOLL BROTHERS INC	2,246	$306,512	0.2%	TRIM −2%
103	TIPISHARES TR	2,721	$300,289	0.2%	ADD 2%
104	TAT&T INC	10,113	$293,176	0.2%	TRIM −4%
105	BMYBRISTOL-MYERS SQUIBB CO	4,795	$290,817	0.2%	ADD 4%
106	USBUS BANCORP	5,548	$288,551	0.2%	TRIM −5%
107	NEENEXTERA ENERGY INC	3,013	$279,847	0.2%	ADD 11%
108	QQNITY ELECTRONICS INC	2,407	$277,720	0.2%	NEW
109	DHID R HORTON INC	2,004	$274,989	0.2%	HOLD
110	GOOGALPHABET INC	940	$269,648	0.2%	TRIM −7%
111	BDXBECTON DICKINSON & CO	1,682	$264,461	0.2%	TRIM −3%
112	LMTLOCKHEED MARTIN CORP	433	$261,701	0.2%	HOLD
113	WESWESTERN MIDSTREAM PARTNERS L	6,350	$261,430	0.2%	HOLD
114	VLOVALERO ENERGY CORP	1,043	$257,705	0.2%	NEW
115	DVYISHARES TR	1,698	$257,094	0.2%	HOLD
116	CFCF INDS HLDGS INC	1,965	$255,136	0.2%	NEW
117	KHCKRAFT HEINZ CO	11,172	$251,258	0.2%	TRIM −4%
118	NIMNUVEEN SELECT MAT MUN FD	26,500	$250,425	0.2%	HOLD
119	GOVTISHARES TR	10,877	$249,192	0.2%	HOLD
120	UPSUNITED PARCEL SERVICE INC	2,421	$238,178	0.2%	HOLD
121	FLRNSPDR SERIES TRUST	7,580	$233,312	0.2%	HOLD
122	PEGPUBLIC SVC ENTERPRISE GROUP	2,792	$226,012	0.1%	HOLD
123	DDDUPONT DE NEMOURS INC	4,876	$223,321	0.1%	NEW
124	WFCWELLS FARGO CO NEW	2,800	$222,908	0.1%	TRIM −3%
125	WABWABTEC	881	$220,170	0.1%	NEW
126	LLYELI LILLY & CO	236	$217,066	0.1%	TRIM −11%
127	PMPHILIP MORRIS INTL INC	1,309	$216,430	0.1%	HOLD
128	ABBVABBVIE INC	974	$211,835	0.1%	HOLD
129	TSMTAIWAN SEMICONDUCTOR MFG LTD	622	$210,205	0.1%	NEW
130	SHYISHARES TR	2,521	$208,159	0.1%	NEW
131	DOWDOW HLDGS INC	4,958	$206,501	0.1%	NEW
132	PPTAPERPETUA RESOURCES CORP	7,200	$202,464	0.1%	NEW
133	OKEONEOK INC NEW	2,185	$197,502	0.1%	NEW
134	DHRDANAHER CORP DEL	1,035	$196,236	0.1%	ADD 7%
135	SLVISHARES SILVER TR	2,875	$195,903	0.1%	NEW
136	IWRISHARES TR	1,996	$194,072	0.1%	NEW
137	HDHOME DEPOT INC	590	$194,045	0.1%	NEW
138	GLDMWORLD GOLD TR	2,010	$186,307	0.1%	TRIM −57%
139	ROPROPER TECHNOLOGIES INC	506	$179,053	0.1%	HOLD
140	NSCNORFOLK SOUTHN CORP	604	$173,348	0.1%	NEW
141	DONWISDOMTREE TR	3,108	$163,294	0.1%	NEW
142	DWMWISDOMTREE TR	2,266	$158,372	0.1%	NEW
143	METMETLIFE INC	2,135	$150,987	0.1%	TRIM −24%
144	ABTABBOTT LABS	1,449	$148,769	0.1%	NEW
145	NKENIKE INC	2,753	$145,413	0.1%	NEW
146	DLRDIGITAL RLTY TR INC	800	$144,168	0.1%	NEW
147	CTVACORTEVA INC	1,698	$142,140	0.1%	NEW
148	QUALISHARES TR	737	$141,364	0.1%	NEW
149	DTEDTE ENERGY CO	957	$139,933	0.1%	NEW
150	HONHONEYWELL INTL INC	613	$138,556	0.1%	NEW
151	ABNBAIRBNB INC	1,091	$137,771	0.1%	NEW
152	URIUNITED RENTALS INC	189	$137,698	0.1%	NEW
153	STZCONSTELLATION BRANDS INC	905	$135,750	0.1%	NEW
154	TOSTTOAST INC	5,000	$132,550	0.1%	NEW
155	VCSHVANGUARD SCOTTSDALE FDS	1,651	$130,875	0.1%	NEW
156	IJHISHARES TR	1,891	$127,700	0.1%	NEW
157	CMCSACOMCAST CORP NEW	4,442	$127,530	0.1%	NEW
158	TJXTJX COS INC NEW	797	$127,281	0.1%	NEW
159	OXYOCCIDENTAL PETE CORP	1,950	$126,750	0.1%	NEW
160	SYKSTRYKER CORPORATION	384	$126,179	0.1%	NEW
161	XLESELECT SECTOR SPDR TR	2,026	$124,113	0.1%	NEW
162	ONEQFIDELITY COMWLTH TR	1,450	$123,120	0.1%	NEW
163	HCAHCA HEALTHCARE INC	256	$121,149	0.1%	NEW
164	PCARPACCAR INC	1,009	$116,540	0.1%	NEW
165	FIVEFIVE BELOW INC	500	$114,240	0.1%	NEW
166	VOTVANGUARD INDEX FDS	427	$109,889	0.1%	NEW
167	ADPAUTOMATIC DATA PROCESSING IN	538	$109,311	0.1%	NEW
168	GLWCORNING INC	800	$108,776	0.1%	NEW
169	CVSCVS HEALTH CORP	1,497	$107,515	0.1%	NEW
170	IWFISHARES TR	250	$106,600	0.1%	NEW
171	HPQHP INC	5,223	$100,333	0.1%	NEW
172	DALDELTA AIR LINES INC	1,500	$99,720	0.1%	NEW
173	VNQVANGUARD INDEX FDS	1,097	$97,304	0.1%	NEW
174	DFIVDIMENSIONAL ETF TRUST	1,792	$94,582	0.1%	NEW
175	AVGOBROADCOM INC	305	$94,400	0.1%	NEW
176	TTTRANE TECHNOLOGIES PLC	225	$93,767	0.1%	NEW
177	FAXABRDN ASIA PACIFIC INCOME FU	6,164	$88,885	0.1%	NEW
178	ISRGINTUITIVE SURGICAL INC	191	$88,049	0.1%	NEW
179	EMREMERSON ELEC CO	667	$87,390	0.1%	NEW
180	SLBSCHLUMBERGER LTD	1,700	$87,363	0.1%	NEW
181	XLBSELECT SECTOR SPDR TR	1,722	$86,048	0.1%	NEW
182	MOALTRIA GROUP INC	1,300	$85,787	0.1%	NEW
183	SPYVSPDR SERIES TRUST	1,507	$85,266	0.1%	NEW
184	TSNTYSON FOODS INC	1,304	$83,547	0.1%	NEW
185	WYWEYERHAEUSER CO	3,399	$83,038	0.1%	NEW
186	STTSTATE STR CORP	638	$80,745	0.1%	NEW
187	PANWPALO ALTO NETWORKS INC	500	$80,160	0.1%	NEW
188	LKQLKQ CORP	2,700	$79,299	0.1%	NEW
189	NVSNOVARTIS AG	516	$78,819	0.1%	NEW
190	TGTTARGET CORP	634	$76,841	0.1%	NEW
191	SPYGSPDR SERIES TRUST STATE STREET SPD	770	$75,391	0.0%	NEW
192	QCOMQUALCOMM INC	575	$74,049	0.0%	NEW
193	BNDVANGUARD BD INDEX FDS	993	$73,125	0.0%	NEW
194	MUMICRON TECHNOLOGY INC	215	$72,636	0.0%	NEW
195	EPDENTERPRISE PRODS PARTNERS L	1,900	$71,896	0.0%	NEW
196	LHXL3HARRIS TECHNOLOGIES INC	200	$69,030	0.0%	NEW
197	NUENUCOR CORP	399	$67,471	0.0%	NEW
198	SCHMSCHWAB STRATEGIC TR	2,145	$66,409	0.0%	NEW
199	VVISA INC	217	$65,586	0.0%	NEW
200	CRMSALESFORCE INC	350	$65,335	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ITOTISHARES TR

143K

141K

139K

137K

136K

133K

$19M

SPYSTATE STR SPDR S&P 500 ETF T

22K

$14M

IEFAISHARES TR

88K

89K

$8M

VGITVANGUARD SCOTTSDALE FDS

48K

50K

54K

63K

64K

71K

$4M

VYMVANGUARD WHITEHALL FDS

16K

18K

19K

20K

21K

$3M

AGGISHARES TR

41K

42K

30K

$3M

VGKVANGUARD INTL EQUITY INDEX F

24K

27K

32K

34K

$3M

NVDANVIDIA CORPORATION

17K

16K

$3M

AAPLAPPLE INC

10K

11K

$3M

MSFTMICROSOFT CORP

$2M

METAMETA PLATFORMS INC

$2M

XOMEXXON MOBIL CORP

11K

12K

$2M

GOOGLALPHABET INC

$2M

JPMJPMORGAN CHASE & CO

$2M

CVXCHEVRON CORP NEW

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Hickory Point Bank & Trust