Holdings (Monthly) Guide ↗

Villere Balanced Fund

· Professionally Managed Portfolios

Monthly Holdings $81M AUM 2 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds

All 2 New 1 Added 3 Reduced 9 Exited · May 2026 vs Feb 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	Apple Inc	AAPL	May 2026	4,560	NEW	$1.4M	—	1.77%	EC
2	First Interstate BancSystem In	FIBK	May 2026	35,380	NEW	$1.3M	—	1.56%	EC