Hickory Point Bank & Trust
Hickory Point Bank & Trust is a leading locally owned bank headquartered in Decatur, Illinois. Founded to serve central Illinois' businesses and families, the firm provides a full range of financial services including commercial, mortgage, consumer, online, trust, investment management, and farm management. The bank operates multiple locations throughout Champaign, Decatur, Peoria, and Springfield and employs approximately 150 people, serving both individuals and organizations in the region.
Investment Strategy
Hickory Point Bank & Trust focuses on traditional banking and asset management services, delivering comprehensive wealth management, trust, and investment solutions tailored to local families and businesses. The bank emphasizes long-term client relationships, prudent risk management, and community engagement, with particular expertise in managing trust and farm assets for regional customers.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES CORE S&P TOTAL U.S. | 14.92% | $20.0M | 137,050 | $128.62 | $145.65 | +$1.2M |
S SPY | SPDR S&P 500 ETF TRUST | 10.98% | $14.7M | 22,051 | $586.81 | $666.18 | +$1.2M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 5.82% | $7.8M | 89,165 | $70.41 | $87.31 | +$341.5K |
V VGIT | VANGUARD INTERMEDIATE-TERM TRE | 2.83% | $3.8M | 63,060 | $58.45 | $60.03 | +$564.1K |
M MSFT | MICROSOFT CORP | 2.45% | $3.3M | 6,339 | $418.55 | $517.95 | +$96.9K |