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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COP ConocoPhillips Energy 6,108.0 $572K 0.15% -824.0 -11.9% $93.61 +15.0%
42 SO The Southern Co Utilities 6,426.0 $560K 0.15% -154.0 -2.3% $87.20 +7.7%
43 PYPL Paypal Hldgs Inc Financial Services 8,949.0 $522K 0.14% -4K -28.4% $58.38 -27.1%
44 MA Mastercard, Inc. Financial Services 909.0 $519K 0.14% -44.0 -4.6% $570.88 -14.2%
45 BSCR Invesco Bulletshares 2027 Corp Bd ETF 25,306.0 $500K 0.13% -2K -6.5% $19.74 -0.4%
46 IWF iShares Russell 1000 Growth 1,033.0 $489K 0.13% -48.0 -4.4% $473.30 -74.0%
47 PM Philip Morris Intl Consumer Defensive 1,920.0 $308K 0.08% -160.0 -7.7% $160.40 +12.2%
48 PLTR Palantir Technologies Inc Technology 1,712.0 $304K 0.08% -161.0 -8.6% $177.75 -27.7%
49 ITW Illinois Tool Works Inc. Industrials 1,229.0 $303K 0.08% -506.0 -29.2% $246.30 +8.4%
50 TYL Tyler Technologies Inc Technology 659.0 $299K 0.08% -480.0 -42.1% $453.95 -39.4%
51 WSO Watsco Inc. Industrials 848.0 $286K 0.07% -95.0 -10.1% $336.95 +18.0%
52 VZ Verizon Communications Communication Services 6,818.0 $278K 0.07% -4K -35.1% $40.73 +12.5%
53 EHC Encompass Health Corp Healthcare 2,519.0 $267K 0.07% -4K -64.0% $106.14 -8.3%
54 EQIX Equinix Inc Real Estate 337.0 $258K 0.07% -93.0 -21.6% $766.16 +44.4%
55 CI Cigna Corp New Healthcare 923.0 $254K 0.07% -50.0 -5.1% $275.23 +2.1%
56 CB Chubb Limited Financial Services 803.0 $251K 0.07% -323.0 -28.7% $312.12 +3.6%
57 CPNG Coupang Inc Consumer Cyclical 9,956.0 $235K 0.06% -282.0 -2.8% $23.59 -23.6%
58 BSCQ Invesco Bulletshares 2026 Corp Bd ETF 11,300.0 $221K 0.06% -6K -35.3% $19.58 -0.0%
59 DVY IShares DJ Select Dividend 1,280.0 $181K 0.05% -108.0 -7.8% $141.14 +8.8%
60 BSCS Invesco BulletShares 2028 Corp Bond ETF 7,665.0 $158K 0.04% -121.0 -1.6% $20.60 -1.0%
Page 3 of 5  ·  85 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%