HICKORY ASSET MANAGEMENT, INC.

CIK: 0002053626SEC EDGAR →

Portfolio Value

$120.9B

Holdings

91

As of

Q2 2025

New Positions

5

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

18,625$10.6B
8.75%
2

INVESCO QQQ TR

12,719$7.0B
5.80%
3

FIRST TR EXCHANGE TRADED FD

106,899$6.7B
5.55%
4

INVESCO EXCH TRADED FD TR II

27,283$6.2B
5.12%
5

FIRST TR EXCHNG TRADED FD VI

130,397$5.8B
4.79%
6

VANGUARD WHITEHALL FDS

35,256$4.7B
3.89%
7

VANGUARD INDEX FDS

23,854$4.2B
3.49%
8

FIRST TR EXCHNG TRADED FD VI

94,420$3.7B
3.09%
9

VANGUARD SPECIALIZED FUNDS

16,783$3.4B
2.84%
10

FIRST TR EXCHNG TRADED FD VI

75,004$3.4B
2.79%

Quarterly Changes

Top Buys

PYLD↑ Increased
$1.2B
RDVY↑ Increased
$666.1M
META↑ Increased
$544.9M
BKNG↑ Increased
$386.8M
DAPRNEW
$377.1M

Top Sells

NDQ↓ Decreased
$951.8M
VOO↓ Decreased
$911.8M
QQQM↓ Decreased
$852.4M
MSFT↓ Decreased
$542.6M
MOAT↓ Decreased
$493.6M

New Positions (5)

$377.1M · 10K shares
$245.0M · 2K shares
$214.8M · 1K shares
$213.0M · 5K shares
$203.4M · 819 shares

Closed Positions (3)

$281.9M · 3K shares
$237.4M · 1K shares
$206.3M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services45$79.2B65.5%
Unknown7$16.9B14.0%
Technology11$7.4B6.1%
Communication Services5$5.8B4.8%
Consumer Cyclical7$5.2B4.3%
Healthcare6$3.1B2.5%
Industrials4$1.1B0.9%
Basic Materials2$858.8M0.7%
Consumer Defensive2$763.8M0.6%
Energy2$621.1M0.5%