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Portfolio (Quarterly) Guide ↗

BankPlus Trust Department

· CIK 0002047270
13F Portfolio $382M AUM 502 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 23 New 68 Added 85 Reduced 15 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMY Bristol Myers Squibb Co. Healthcare 36,082.0 $1.9M 0.51% +2K +5.8% $53.94 +0.1%
22 TFC Truist Finl Corp Financial Services 39,066.0 $1.9M 0.50% +788.0 +2.1% $49.21 -1.8%
23 BIPC Brookfield Infrastructure Corp. Utilities 41,956.0 $1.9M 0.50% +2K +5.4% $45.40 -12.8%
24 LHX L3Harris Technologies Inc Industrials 6,243.0 $1.8M 0.48% +385.0 +6.6% $293.57 +0.4%
25 JPIE JP Morgan Income ETF 37,999.0 $1.8M 0.46% +4K +12.4% $46.29 -0.7%
26 AXP American Express Co. Financial Services 4,452.0 $1.6M 0.43% +2K +56.1% $369.95 -8.6%
27 TSLA Tesla Motors Inc. Consumer Cyclical 3,649.0 $1.6M 0.43% +28.0 +0.8% $449.72 -10.9%
28 LOW Lowes Companies Consumer Cyclical 6,579.0 $1.6M 0.41% +352.0 +5.7% $241.16 -7.9%
29 DE Deere & Company Industrials 3,047.0 $1.4M 0.37% +142.0 +4.9% $465.57 +26.6%
30 MLI Mueller Industries, Inc. Industrials 12,284.0 $1.4M 0.37% +2K +15.2% $114.80 +19.7%
31 MPWR Monolithic Power Systems Technology 1,260.0 $1.1M 0.30% +8.0 +0.6% $906.36 +72.5%
32 TMUS T-mobile Us Inc Communication Services 5,430.0 $1.1M 0.29% +276.0 +5.4% $203.04 -10.5%
33 SPYG SPDR Portfolio S&P 500 Growth ETF 10,289.0 $1.1M 0.29% +10K +3460.2% $106.70 +12.0%
34 iShares MSCI International Quality Factor ETF 23,867.0 $1.1M 0.28% +4K +20.6% $45.45
35 C Citigroup Inc. Financial Services 9,180.0 $1.1M 0.28% +2K +22.7% $116.69 +22.6%
36 ASML Asml Holding N V Technology 970.0 $1.0M 0.27% +229.0 +30.9% $1069.86 +80.4%
37 META Meta Platforms Inc Class A Communication Services 1,555.0 $1.0M 0.27% +1K +193.9% $660.09 -12.6%
38 EW Edwards Lifesciences, Corp. Healthcare 11,795.0 $1.0M 0.26% +71.0 +0.6% $85.25 +2.5%
39 PRU Prudential Financial Inc. Financial Services 8,891.0 $1.0M 0.26% +975.0 +12.3% $112.88 -5.6%
40 BSX Boston Scientific Corp Healthcare 9,854.0 $940K 0.25% +58.0 +0.6% $95.35 -52.5%
Page 2 of 4  ·  68 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 28.1%
Financial Services 17.1%
Healthcare 15.9%
Industrials 11.2%
Consumer Cyclical 7.1%
Energy 5.6%
Consumer Defensive 5.3%
Communication Services 4.6%
Real Estate 2.4%
Utilities 2.3%