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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PBR Petroleo Brasileiro Energy 44,000.0 $521K 0.14% NEW $11.85 +38.3%
2 WY Weyerhaeuser Co Real Estate 13,000.0 $308K 0.08% NEW $23.69 +4.7%
3 AROC Archrock Inc/sh Energy 8,000.0 $208K 0.05% NEW $26.02 +38.8%
4 JFLX J.p. Morgan Exchange-traded Fund Trust 1,210.0 $61K 0.02% NEW $50.22 +0.2%
5 TECL Direxion Shs Et/direxion Daily Tecy 400.0 $47K 0.01% NEW $117.49 +97.3%
6 JEPI JP Morgan Equity Premium Income ETF 596.0 $34K 0.01% NEW $57.24 -1.9%
7 EFV Ishares MSCI EAFE Value ETF 409.0 $29K 0.01% NEW $71.41 +7.6%
8 First Trust Bloomberg Artificial Intel ETF 611.0 $25K 0.01% NEW $41.07
9 JTEK JP Morgan US Tech Leaders ETF 263.0 $24K 0.01% NEW $90.07 +19.6%
10 NVO Novo-Nordisk A/S - Spons ADR Healthcare 400.0 $20K 0.01% NEW $50.88 -15.4%
11 PTMC Etf Ser Solutions 521.0 $19K 0.01% NEW $35.67 +15.0%
12 PTLC Etf Ser Solutions 318.0 $18K 0.01% NEW $55.58 +4.5%
13 PTIN Pacer Funds Tr/trendpilot Intl Etf 538.0 $17K 0.00% NEW $31.45 +19.2%
14 PWR Quanta Services Inc Industrials 35.0 $15K 0.00% NEW $422.06 +67.4%
15 NOC Northrop Grumman Corporation Industrials 25.0 $14K 0.00% NEW $570.20 -8.5%
16 IDV IShares DJ Intl Select Div 327.0 $13K 0.00% NEW $39.45 +7.1%
17 VNLA Janus Detroit S/henderson Short Dur 262.0 $13K 0.00% NEW $49.14 -0.3%
18 ARKQ Ark Autonomous Technology & Robotics ETF 94.0 $11K 0.00% NEW $114.66 +14.3%
19 SZNE Pacer Funds Tr/cfra-stovall Equal 214.0 $7K 0.00% NEW $34.90 +9.5%
20 ASTS Ast Spacemobile Inc Technology 100.0 $7K 0.00% NEW $72.63 +8.8%
Page 1 of 2  ·  23 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%