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Portfolio (Quarterly) Guide ↗

BankPlus Trust Department

· CIK 0002047270
13F Portfolio $428M AUM 514 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 77 Added 117 Reduced 39 Exited
Page 1 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JHMM John Hancock Multifactor Mid Cap ETF 147,337.0 $11.0M 2.58% +11K +8.3% $74.96 +1.4%
2 JPM J P Morgan Chase & Co Financial Services 20,940.0 $6.9M 1.60% +7K +52.1% $327.33 +8.9%
3 TSM Taiwan Semiconductor Mfg Co Ltd Technology 10,289.0 $4.9M 1.15% +2K +28.1% $477.57 -12.5%
4 V Visa Inc. Financial Services 11,206.0 $3.8M 0.90% +706.0 +6.7% $343.09 +11.9%
5 C Citigroup Inc. Financial Services 26,992.0 $3.8M 0.88% +18K +194.0% $139.96 -4.6%
6 WMT Wal-Mart Stores Inc. Consumer Defensive 32,362.0 $3.7M 0.86% +9K +36.6% $113.26 -7.9%
7 RTX Raytheon Technologies Corp Industrials 17,791.0 $3.4M 0.79% +7K +64.1% $189.73 +11.7%
8 Berkshire Hathaway Inc.-Cl B 6,512.0 $3.3M 0.76% +1K +26.4% $500.39
9 JCPB J P Morgan Core Plus Bond ETF 58,109.0 $2.7M 0.64% +2K +2.9% $46.94 -1.2%
10 GS Goldman Sachs Group Inc. Financial Services 2,683.0 $2.7M 0.64% +2K +136.2% $1011.37 +2.9%
11 AXP American Express Co. Financial Services 7,629.0 $2.6M 0.60% +3K +71.4% $338.25 -0.6%
12 MS Morgan Stanley Financial Services 11,990.0 $2.5M 0.59% +8K +240.1% $209.04 +2.4%
13 LHX L3Harris Technologies Inc Industrials 8,121.0 $2.4M 0.55% +2K +30.1% $290.59 -9.5%
14 ASML Asml Holding N V Technology 1,176.0 $2.3M 0.55% +206.0 +21.2% $1989.44 -12.3%
15 CRWD Crowdstrike Hldgs Inc Technology 2,779.0 $2.1M 0.50% +1K +64.2% $190.78 -0.8%
16 DE Deere & Company Industrials 3,108.0 $2.0M 0.46% +61.0 +2.0% $634.33 +0.0%
17 JPIE JP Morgan Income ETF 41,730.0 $1.9M 0.45% +4K +9.8% $46.05 -0.3%
18 CVX ChevronTexaco Corp Energy 10,974.0 $1.8M 0.42% +9K +388.6% $165.76 +20.8%
19 ARCC Ares Capital Corp Financial Services 96,072.0 $1.8M 0.42% +640.0 +0.7% $18.53 +7.4%
20 SPY SPDR S&P 500 ETF Trust Financial Services 2,375.0 $1.8M 0.41% +265.0 +12.6% $746.77 +2.6%
Page 1 of 4  ·  77 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
Technology 27.9%
Financial Services 20.2%
Healthcare 13.3%
Industrials 12.8%
Consumer Cyclical 6.3%
Energy 5.6%
Consumer Defensive 5.3%
Utilities 3.1%
Communication Services 2.6%
Real Estate 2.5%