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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 10 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MU Micron Technology Technology 648.0 $185K 0.05% $285.41 +297.3%
182 IWO iShares Russell 2000 Growth Index Fd 570.0 $184K 0.05% $323.01 +20.4%
183 DON WisdomTree MidCap Dividend Fund - F 3,534.0 $182K 0.05% $51.60 +8.3%
184 DVY IShares DJ Select Dividend 1,280.0 $181K 0.05% -108.0 -7.8% $141.14 +8.6%
185 IBM International Business Machines Technology 574.0 $170K 0.04% $296.21 -15.9%
186 MRVL Marvell Technology Group Ltd Technology 1,967.0 $167K 0.04% $84.98 +265.5%
187 VRRM Verra Mobility Corp Technology 7,053.0 $158K 0.04% $22.41 -80.2%
188 BSCS Invesco BulletShares 2028 Corp Bond ETF 7,665.0 $158K 0.04% -121.0 -1.6% $20.60 -1.0%
189 KMX Carmax Inc Consumer Cyclical 4,077.0 $158K 0.04% $38.64 +38.9%
190 AM Antero Midstream Corp Energy 8,546.0 $152K 0.04% $17.79 +22.0%
191 AON Aon Plc Financial Services 430.0 $152K 0.04% $352.88 -10.0%
192 PHR Phreesia Inc Healthcare 8,880.0 $150K 0.04% $16.92 -44.6%
193 IVW iShares S&P 500 Growth ETF 1,190.0 $147K 0.04% +835.0 +235.2% $123.26 +11.9%
194 QQQM Invesco NASDAQ 100 ETF 577.0 $146K 0.04% +405.0 +235.5% $252.92 +20.4%
195 LULU Lululemon Athletica Inc Consumer Cyclical 695.0 $144K 0.04% $207.81 -46.2%
196 BAC Bank America Corporation Financial Services 2,620.0 $144K 0.04% $55.00 +2.2%
197 UNH UnitedHealth Group Inc Healthcare 432.0 $143K 0.04% -316.0 -42.2% $330.11 +21.5%
198 AMAT Applied Materials, Inc. Technology 553.0 $142K 0.04% $256.99 +140.1%
199 ATO Atmos Energy Corp Utilities 842.0 $141K 0.04% -358.0 -29.8% $167.63 +1.5%
200 IMCG iShares Morningstar Mid-Cap Growth ETF 1,752.0 $140K 0.04% $79.84 +21.5%
Page 10 of 23  ·  459 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%