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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NFLX Netflix Inc. Communication Services 970.0 $91K 0.02% +490.0 +102.1% $93.76 -17.5%
62 VO Vanguard Mid-Cap ETF 286.0 $83K 0.02% +11.0 +4.0% $290.22 -72.4%
63 IWS iShares Russell Midcap Value Index 557.0 $79K 0.02% +517.0 +1292.5% $141.05 +15.5%
64 FETH Fidelity Ethereum Fd Financial Services 2,421.0 $72K 0.02% +423.0 +21.2% $29.61 -42.6%
65 APH Amphenol Corporation Technology 426.0 $58K 0.01% +254.0 +147.7% $135.14 +21.3%
66 VRT Vertiv Holdings/sh Cl A Industrials 82.0 $13K 0.00% +75.0 +1071.4% $162.01 +105.6%
67 XLY Consumer Discretionary Sector SPDR ETF 84.0 $10K 0.00% +42.0 +100.0% $119.40 -1.8%
68 XLB MFC Select Sector Spdr Tr SHS Ben Int-Materia 76.0 $3K 0.00% +38.0 +100.0% $45.36 +14.2%
Page 4 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%