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Portfolio (Quarterly) Guide ↗

Bank & Trust Co

· CIK 0002026082
13F Portfolio $158M AUM 303 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 45 Added 55 Reduced 10 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TROW T Rowe Price Group INC CORP COMMON Financial Services 314.0 $36K 0.02% +108.0 +52.4% $113.69 -2.2%
42 BABA Alibaba Group Hldg LTD Sponsored ADS Consumer Cyclical 304.0 $29K 0.02% +151.0 +98.7% $95.98 +23.9%
43 CPB Campbells Co (The) Ordinary Shares Consumer Defensive 473.0 $11K 0.01% +368.0 +350.5% $22.27 +5.0%
44 RDW Redwire Corp Common Industrials 600.0 $7K 0.01% +400.0 +200.0% $12.23 -11.1%
45 VO Vanguard Mid-cap Index Fund Mid Cap Etf 80.0 $6K 0.00% +60.0 +300.0% $80.58 +2.4%
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.6%
Utilities 17.3%
Healthcare 15.5%
Technology 12.1%
Energy 10.2%
Consumer Defensive 7.0%
Industrials 6.3%
Communication Services 5.8%
Consumer Cyclical 5.5%
Basic Materials 1.5%