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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NXPI NXP Semiconductors NV Technology 4,156.0 $902K 0.24% +27.0 +0.7% $217.06 +44.3%
42 ADBE Adobe Systems Inc. Technology 2,561.0 $896K 0.23% +1K +82.9% $349.99 -44.2%
43 CRWD Crowdstrike Hldgs Inc Technology 1,692.0 $793K 0.21% +510.0 +43.1% $468.76 +46.1%
44 IWB iShares Russell 1000 Index 2,066.0 $772K 0.20% +2K +349.1% $373.44 +9.4%
45 VRTX Vertex Pharmaceuticals Inc. Healthcare 1,356.0 $615K 0.16% +33.0 +2.5% $453.36 +1.2%
46 SHY iShares 1-3 Year Treasury Bond ETF 5,767.0 $478K 0.12% +216.0 +3.9% $82.82 -1.0%
47 VOO Vanguard S&P 500 ETF 682.0 $428K 0.11% +278.0 +68.8% $627.13 +9.7%
48 IJH iShares S&P MidCap 400 Index ETF 6,302.0 $416K 0.11% +5K +311.4% $66.00 +14.8%
49 J Jacobs Engineering Group Inc Industrials 3,098.0 $410K 0.11% +2K +125.8% $132.46 -8.7%
50 IJR iShares S&P SmallCap 600 Index ETF 3,413.0 $410K 0.11% +3K +440.0% $120.18 +19.2%
51 NKE Nike Inc. Consumer Cyclical 5,555.0 $354K 0.09% +2K +40.5% $63.71 -29.1%
52 BKAG BNY Mellon Core Bond ETF 8,040.0 $341K 0.09% +1K +20.1% $42.38 -1.1%
53 IEFA iShares MSCI Core EAFE ETF 3,507.0 $314K 0.08% +2K +123.1% $89.46 +8.8%
54 VTV Vanguard Value ETF 1,533.0 $293K 0.08% +525.0 +52.1% $190.99 +13.4%
55 IEMG iShares Core MSCI Emerging Mkts ETF 2,946.0 $198K 0.05% +3K +817.8% $67.22 +27.4%
56 IVW iShares S&P 500 Growth ETF 1,190.0 $147K 0.04% +835.0 +235.2% $123.26 +11.9%
57 QQQM Invesco NASDAQ 100 ETF 577.0 $146K 0.04% +405.0 +235.5% $252.92 +20.4%
58 ISRG Intuitive Surgical, Inc. Healthcare 219.0 $124K 0.03% +50.0 +29.6% $566.36 -28.2%
59 XLK Technology Select Sector SPDR Fd 838.0 $121K 0.03% +419.0 +100.0% $143.97 +33.0%
60 VYMI Vanguard International High Divd Yld 1,340.0 $121K 0.03% +289.0 +27.5% $90.00 +10.3%
Page 3 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%