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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 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PG Procter & Gamble Co. Consumer Defensive 16,725.0 $2.5M 0.57% -5K -23.1% $146.64 -1.1%
22 OKE ONEOK Inc Energy 27,938.0 $2.4M 0.57% -6K -16.9% $86.94 +9.2%
23 NEE Nextera Energy Inc Utilities 26,914.0 $2.4M 0.55% -6K -18.3% $87.77 -4.0%
24 EGP Eastgroup Properties, Inc. Real Estate 11,359.0 $2.3M 0.54% -701.0 -5.8% $202.53 -0.9%
25 GOOGL Alphabet Inc Class A Communication Services 6,371.0 $2.3M 0.53% -210.0 -3.2% $357.37 -4.3%
26 DLR Digital Realty Trust Inc Real Estate 12,597.0 $2.3M 0.53% -584.0 -4.4% $179.58 +7.7%
27 BX Blackstone Inc Financial Services 17,970.0 $2.1M 0.49% -2K -8.4% $117.67 +21.7%
28 TFC Truist Finl Corp Financial Services 38,584.0 $1.9M 0.45% -482.0 -1.2% $49.82 +1.7%
29 BMY Bristol Myers Squibb Co. Healthcare 32,563.0 $1.9M 0.44% -4K -9.8% $57.62 +17.3%
30 SYY Sysco Corp Consumer Defensive 19,433.0 $1.6M 0.38% -1K -7.0% $83.58 -0.4%
31 TSLA Tesla Motors Inc. Consumer Cyclical 3,601.0 $1.5M 0.35% -48.0 -1.3% $420.60 -17.8%
32 BIPC Brookfield Infrastructure Corp. Utilities 38,318.0 $1.5M 0.34% -4K -8.7% $38.50 +2.8%
33 PKW Invesco Buyback Achievers ETF 10,022.0 $1.4M 0.33% -346.0 -3.3% $141.66 +6.8%
34 SPYM SPDR S&P 500 ETF 15,635.0 $1.4M 0.32% -5K -24.7% $87.88 +2.6%
35 MRK Merck & Co., Inc. Healthcare 10,294.0 $1.3M 0.31% -563.0 -5.2% $128.50 +19.2%
36 TRMK Trustmark Corporation Financial Services 24,668.0 $1.1M 0.27% -394.0 -1.6% $46.01 +0.5%
37 AVGO Broadcom Inc Technology 2,665.0 $1.0M 0.23% -41.0 -1.5% $377.75 -5.9%
38 BDX Becton Dickinson Co Healthcare 6,531.0 $988K 0.23% -35.0 -0.5% $151.33 +25.7%
39 ALL Allstate Corp. Financial Services 4,114.0 $979K 0.23% -74.0 -1.8% $237.94 +10.0%
40 MPWR Monolithic Power Systems Technology 680.0 $940K 0.22% -580.0 -46.0% $1382.36 -5.7%
Page 2 of 6  ·  117 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%