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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STZ Constellation Brands, Inc. Consumer Defensive 51.0 $7K 0.00% -83.0 -61.9% $137.96 +2.4%
82 Cadence Bank 142.0 $6K 0.00% -358.0 -71.6% $42.84
83 PEG Public Service Enterprise Group Inc. Utilities 72.0 $6K 0.00% -178.0 -71.2% $80.31 +0.2%
84 CLX The Clorox Company Consumer Defensive 45.0 $5K 0.00% -200.0 -81.6% $100.82 -3.3%
85 AMTM Amentum Holdings Inc Industrials 110.0 $3K 0.00% -334.0 -75.2% $29.00 -26.1%
Page 5 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%