Lori McChristy

Hickory Point Bank & Trust

Assets Managed

$164.908M

Holdings

442

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

8.84%(2Q avg: 9.38%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Hickory Point Bank & Trust's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 442 positions.

Assets under management

The assets under management (AUM) of Hickory Point Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 164.908M in assets, with a quarterly growth rate of 8.84% and a 2-quarter average growth rate of 9.38%. The portfolio is managed by Lori McChristy, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITOT Ishares Core S&p Total U.s. Recent Activity	13.22%	$21.799M 132,700 shares@ $164.27 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -0.04%	10.01%	$16.504M 22,101 shares@ $746.78 avg price	Decreased -0.04%
IEFA Ishares Core Msci Eafe Etf Recent Activity	5.23%	$8.612M 89,165 shares@ $96.59 avg price
VGIT Vanguard Intermediate-term T Recent Activity Increased 9.56%	2.77%	$4.563M 77,371 shares@ $58.99 avg price	Increased 9.56%
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 1.92%	2.07%	$3.404M 21,539 shares@ $158.03 avg price	Increased 1.92%
NVDA Nvidia Corp Recent Activity Decreased -0.86%	1.91%	$3.141M 15,697 shares@ $200.1 avg price	Decreased -0.86%
AAPL Apple Inc Recent Activity	1.89%	$3.101M 10,717 shares@ $289.36 avg price
VGK Vanguard Ftse Europe Etf Recent Activity Increased 0.55%	1.84%	$3.033M 34,252 shares@ $88.54 avg price	Increased 0.55%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 0.75%	1.79%	$2.942M 29,720 shares@ $98.99 avg price	Increased 0.75%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -0.5%	1.5%	$2.462M 6,888 shares@ $357.37 avg price	Decreased -0.5%

1-10 of 442