Hickory Asset Management, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $9.67B, Invesco Qqq Trust, Series 1 with a value of $6.06B, First Trust Rising Dividend Ac with a value of $6.04B, First Tr Exch Trd Fd Viii Ft C with a value of $5.43B, and Invesco Exchange Traded Fd Tr with a value of $5.34B.

Examining the 13F form we can see an decrease of $5.13B in the current position value, from $118B to 113B.

Hickory Asset Management, Inc. is based out at Concord, OH

Below you can find more details about Hickory Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $66.7 Billion
Technology: $6.25 Billion
Financial Services: $4.94 Billion
Communication Services: $4.86 Billion
Healthcare: $4.71 Billion
Consumer Cyclical: $4.38 Billion
Consumer Defensive: $1.42 Billion
Basic Materials: $857 Million
Other: $1.55 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $113 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
Track This Portfolio

Track Hickory Asset Management, Inc. Portfolio

Follow Hickory Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hickory Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hickory Asset Management, Inc. with notifications on news.