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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PBR Petroleo Brasileiro Energy 22,000.0 $356K 0.08% -22K -50.0% $16.16 +9.9%
62 WSO Watsco Inc. Industrials 801.0 $334K 0.08% -47.0 -5.5% $416.73 -24.6%
63 FROG Jfrog Ltd Technology 3,499.0 $318K 0.07% -638.0 -15.4% $90.88 +2.1%
64 PEP Pepsico Inc. Consumer Defensive 2,347.0 $318K 0.07% -375.0 -13.8% $135.40 +5.0%
65 PM Philip Morris Intl Consumer Defensive 1,677.0 $303K 0.07% -243.0 -12.7% $180.91 +7.3%
66 PFE Pfizer, Inc. Healthcare 12,552.0 $302K 0.07% -51K -80.2% $24.08 +17.5%
67 RNST Renasant Corp Financial Services 6,712.0 $286K 0.07% -2K -24.9% $42.54 -3.5%
68 TROW T. Rowe Price Group, Inc. Financial Services 2,299.0 $261K 0.06% -600.0 -20.7% $113.69 -1.0%
69 ADM Archer Daniels Midland Co Consumer Defensive 3,226.0 $246K 0.06% -178.0 -5.2% $76.40 +4.8%
70 FISV Fiserv, inc. Technology 4,988.0 $245K 0.06% -1K -19.8% $49.05 +6.9%
71 IEMG iShares Core MSCI Emerging Mkts ETF 2,929.0 $243K 0.06% -17.0 -0.6% $82.84 -1.2%
72 CI Cigna Corp New Healthcare 880.0 $243K 0.06% -43.0 -4.7% $275.68 +1.9%
73 EHC Encompass Health Corp Healthcare 2,379.0 $240K 0.06% -140.0 -5.6% $101.08 +19.5%
74 BSCQ Invesco Bulletshares 2026 Corp Bd ETF 10,280.0 $201K 0.05% -1K -9.0% $19.52 +0.0%
75 DON WisdomTree MidCap Dividend Fund - F 3,348.0 $189K 0.04% -186.0 -5.3% $56.52 +2.9%
76 EQIX Equinix Inc Real Estate 180.0 $188K 0.04% -157.0 -46.6% $1042.39 +3.6%
77 TYL Tyler Technologies Inc Technology 548.0 $160K 0.04% -111.0 -16.8% $292.46 +20.6%
78 XLK Technology Select Sector SPDR Fd 831.0 $158K 0.04% -7.0 -0.8% $190.52 -4.0%
79 KMX Carmax Inc Consumer Cyclical 2,900.0 $153K 0.04% -1K -28.9% $52.89 +20.7%
80 XLI Industrial Select Sector SPDR Fund 808.0 $150K 0.04% -30.0 -3.6% $185.23 -2.6%
Page 4 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%