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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 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA iShares MSCI Core EAFE ETF 9,383.0 $906K 0.21% +6K +167.6% $96.58 +4.5%
42 JNJ Johnson & Johnson Healthcare 2,984.0 $758K 0.18% +105.0 +3.6% $253.97 +6.3%
43 ECL Ecolab Inc. Basic Materials 2,706.0 $754K 0.18% +244.0 +9.9% $278.61 +4.3%
44 VRTX Vertex Pharmaceuticals Inc. Healthcare 1,414.0 $702K 0.16% +58.0 +4.3% $496.73 +10.2%
45 PYPL Paypal Hldgs Inc Financial Services 16,000.0 $691K 0.16% +7K +78.8% $43.18 +43.1%
46 COP ConocoPhillips Energy 6,583.0 $684K 0.16% +475.0 +7.8% $103.96 +25.6%
47 VZ Verizon Communications Communication Services 15,944.0 $675K 0.16% +9K +133.8% $42.34 +18.5%
48 MO Altria Group Inc. Consumer Defensive 9,308.0 $670K 0.16% +5K +94.4% $71.95 -3.9%
49 VTI Vanguard Total Stock Market ETF 1,797.0 $665K 0.16% +450.0 +33.4% $370.04 +2.2%
50 IJR iShares S&P SmallCap 600 Index ETF 3,877.0 $575K 0.13% +464.0 +13.6% $148.31 -1.0%
51 VST Vistra Energy Corp Utilities 3,553.0 $564K 0.13% +4K +6603.8% $158.63 -11.7%
52 IWF iShares Russell 1000 Growth 4,132.0 $513K 0.12% +3K +300.0% $124.17 -1.9%
53 VOO Vanguard S&P 500 ETF 706.0 $485K 0.11% +24.0 +3.5% $686.81 +2.5%
54 UBER Uber Technologies Inc Technology 6,719.0 $485K 0.11% +7K +5692.2% $72.16 +8.8%
55 IVE iShares S&P 500 Value ETF 1,769.0 $402K 0.09% +2K +1326.6% $227.06 +4.8%
56 SBUX Starbucks Corporation Consumer Cyclical 3,797.0 $388K 0.09% +209.0 +5.8% $102.19 +6.2%
57 BKAG BNY Mellon Core Bond ETF 9,045.0 $379K 0.09% +1K +12.5% $41.95 -1.1%
58 RDVY First Trust Rising Dividend Achievers ETF 4,469.0 $362K 0.09% +286.0 +6.8% $81.06 +1.7%
59 VB Vanguard Small-Cap ETF 1,128.0 $342K 0.08% +1K +7957.1% $303.12 +0.3%
60 TRV The Travelers Cos Inc. Financial Services 1,034.0 $341K 0.08% +284.0 +37.9% $330.12 +12.4%
Page 3 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%