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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 16 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DXC DXC Technology Co Com Technology 52.0 $460.0 $8.85 +26.7%
302 GOF Guggenheim Strategic Opportunities Fund Opportnities Cf Financial Services 32.0 $349.0 $10.91 -11.9%
303 Contra Wallgreens Boots (Non-transferable right for cash) 1,607.0 $1.0 $0.00
Page 16 of 16  ·  303 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%