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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 $151,521,193
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 132,700 $18,900,461 12.47%
2.
Spdr S & P 500 Etf Trust
 SPY 22,111 $14,379,668 9.49%
3.
Ishares Trust
 VLUE 89,165 $8,072,107 5.33%
4.
Vanguard Scottsdale Funds
 70,621 $4,205,481 2.78%
5.
Vanguard Whitehall Funds
 21,134 $3,129,945 2.07%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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