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Portfolio (Quarterly) Guide ↗

BankPlus Trust Department

· CIK 0002047270
13F Portfolio $374M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 451 New
Page 11 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QNST Quinstreet Inc Communication Services 7,514.0 $116K 0.03% NEW $15.47 -15.6%
202 AMAT Applied Materials, Inc. Technology 553.0 $113K 0.03% NEW $204.74 +201.4%
203 VCSH Vanguard S/T Corp Bond ETF 1,400.0 $112K 0.03% NEW $79.93 -1.4%
204 POOL Pool Corporation Industrials 355.0 $110K 0.03% NEW $310.07 -35.8%
205 MU Micron Technology Technology 648.0 $108K 0.03% NEW $167.32 +577.7%
206 SBR Sabine Royalty Trust Energy 1,360.0 $108K 0.03% NEW $79.46 -9.0%
207 SDY SPDR S&P Dividend ETF 765.0 $107K 0.03% NEW $140.05 +7.5%
208 ULS Ul Solutions In/sh Cl A Industrials 1,500.0 $106K 0.03% NEW $70.86 +28.9%
209 MET MetLife Inc. Financial Services 1,252.0 $103K 0.03% NEW $82.37 +3.9%
210 SHW Sherwin-Williams Co Basic Materials 293.0 $101K 0.03% NEW $346.26 -7.4%
211 IJH iShares S&P MidCap 400 Index ETF 1,532.0 $100K 0.03% NEW $65.26 +16.1%
212 ET Energy Transfer L P Energy 5,671.0 $97K 0.03% NEW $17.16 +9.3%
213 PFF iShares S&P Pref Stk Indx Fn 3,000.0 $95K 0.03% NEW $31.62 -1.2%
214 MDLZ Mondelez International Inc - A Consumer Defensive 1,469.0 $92K 0.03% NEW $62.47 -3.8%
215 PAVE Global X U.S. Infrastructure Dev ETF 1,880.0 $90K 0.02% NEW $47.63 +22.9%
216 MTB M&T Bank Corporation Financial Services 451.0 $89K 0.02% NEW $197.62 +13.9%
217 VYMI Vanguard International High Divd Yld 1,051.0 $89K 0.02% NEW $84.68 +17.2%
218 ALLE Allegion PLC Industrials 500.0 $89K 0.02% NEW $177.35 -24.7%
219 BKNG Booking Hldgs Inc Consumer Cyclical 16.0 $86K 0.02% NEW $5399.25 -96.8%
220 COF Capital One Financial Corp Financial Services 397.0 $84K 0.02% NEW $212.58 -5.2%
Page 11 of 23  ·  451 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 29.1%
Financial Services 17.2%
Healthcare 15.1%
Industrials 11.5%
Consumer Cyclical 7.2%
Consumer Defensive 5.6%
Energy 5.3%
Communication Services 4.1%
Real Estate 2.3%
Utilities 2.2%