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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 3 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EGP Eastgroup Properties, Inc. Real Estate 12,060.0 $2.0M 0.55% NEW $169.26 +16.7%
42 ARCC Ares Capital Corp Financial Services 98,410.0 $2.0M 0.54% NEW $20.41 -11.3%
43 DIS Disney, Walt Co. Communication Services 17,534.0 $2.0M 0.54% NEW $114.50 -11.9%
44 SPYM SPDR S&P 500 ETF 25,008.0 $2.0M 0.53% NEW $78.34 +11.1%
45 RTX Raytheon Technologies Corp Industrials 10,812.0 $1.8M 0.48% NEW $167.33 +15.1%
46 INTU Intuit Inc. Technology 2,627.0 $1.8M 0.48% NEW $682.91 -60.6%
47 LHX L3Harris Technologies Inc Industrials 5,858.0 $1.8M 0.48% NEW $305.41 +2.5%
48 GRMN Garmin Ltd Technology 7,253.0 $1.8M 0.48% NEW $246.22 -5.8%
49 SYY Sysco Corp Consumer Defensive 21,564.0 $1.8M 0.47% NEW $82.34 -4.1%
50 TFC Truist Finl Corp Financial Services 38,278.0 $1.8M 0.47% NEW $45.72 +5.4%
51 CRM Salesforce.com Technology 7,213.0 $1.7M 0.46% NEW $237.00 -34.6%
52 PANW Palo Alto Networks Inc Technology 8,258.0 $1.7M 0.45% NEW $203.62 +38.6%
53 BIPC Brookfield Infrastructure Corp. Utilities 39,805.0 $1.6M 0.44% NEW $41.12 -4.4%
54 AJG Arthur J Gallagher & Co Financial Services 5,237.0 $1.6M 0.43% NEW $309.74 -30.2%
55 PFE Pfizer, Inc. Healthcare 63,304.0 $1.6M 0.43% NEW $25.48 +1.7%
56 TSLA Tesla Motors Inc. Consumer Cyclical 3,621.0 $1.6M 0.43% NEW $444.72 -10.9%
57 IWM iShares Russell 2000 Index Fund 6,511.0 $1.6M 0.42% NEW $241.96 +19.8%
58 JPIE JP Morgan Income ETF 33,792.0 $1.6M 0.42% NEW $46.41 -1.0%
59 LOW Lowes Companies Consumer Cyclical 6,227.0 $1.6M 0.42% NEW $251.31 -13.5%
60 BMY Bristol Myers Squibb Co. Healthcare 34,099.0 $1.5M 0.41% NEW $45.10 +22.6%
Page 3 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%