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Home > Institutional Investor > Hickory Point Bank & Trust > Profile

Instuitional Investor - Hickory Point Bank & Trust

Fund Profile
Filing Period:
Fund Name: Hickory Point Bank & Trust
Portfolio Value $123,938,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 139,250 $18,804,320 15.17%
2.
Spdr S & P 500 Etf Trust
 SPY 21,851 $13,500,640 10.89%
3.
Ishares Core Msci Eafe Etf
 89,165 $7,443,494 6.01%
4.
Vanguard Scottsdale Funds
 53,860 $3,221,367 2.6%
5.
Microsoft Corp
 MSFT 6,406 $3,186,408 2.57%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)