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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 10 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADM Archer Daniels Midland Co Consumer Defensive 3,226.0 $246K 0.06% -178.0 -5.2% $76.40 +4.8%
182 FISV Fiserv, inc. Technology 4,988.0 $245K 0.06% -1K -19.8% $49.05 +6.9%
183 IEMG iShares Core MSCI Emerging Mkts ETF 2,929.0 $243K 0.06% -17.0 -0.6% $82.84 -1.2%
184 CI Cigna Corp New Healthcare 880.0 $243K 0.06% -43.0 -4.7% $275.68 +1.9%
185 EHC Encompass Health Corp Healthcare 2,379.0 $240K 0.06% -140.0 -5.6% $101.08 +19.5%
186 NKE Nike Inc. Consumer Cyclical 5,555.0 $228K 0.05% $41.05 -6.0%
187 EMB iShares JP Morgan Em USD EM Mkts Bond ETF 2,348.0 $226K 0.05% $96.44 -1.2%
188 IWO iShares Russell 2000 Growth Index Fd 570.0 $225K 0.05% $393.96 -2.2%
189 QQQM Invesco NASDAQ 100 ETF 737.0 $223K 0.05% +160.0 +27.7% $302.97 -3.3%
190 SNA Snap-on Inc. Industrials 541.0 $218K 0.05% $402.40 -1.2%
191 DIA SPDR DJIA Trust Financial Services 405.0 $212K 0.05% $522.39 +2.3%
192 Space Exploration Technologies Corp 1,220.0 $208K 0.05% NEW $170.86
193 SCHW Charles Schwab Corp. Financial Services 2,234.0 $206K 0.05% $92.27 +18.6%
194 BSCQ Invesco Bulletshares 2026 Corp Bd ETF 10,280.0 $201K 0.05% -1K -9.0% $19.52 +0.0%
195 DVY IShares DJ Select Dividend 1,280.0 $200K 0.05% $156.30 +5.5%
196 AM Antero Midstream Corp Energy 8,546.0 $194K 0.04% $22.75 -0.7%
197 SLV iShares Silver Trust Financial Services 3,547.0 $190K 0.04% +484.0 +15.8% $53.47 +15.2%
198 DON WisdomTree MidCap Dividend Fund - F 3,348.0 $189K 0.04% -186.0 -5.3% $56.52 +2.9%
199 EQIX Equinix Inc Real Estate 180.0 $188K 0.04% -157.0 -46.6% $1042.39 +3.6%
200 IVW iShares S&P 500 Growth ETF 1,360.0 $187K 0.04% +170.0 +14.3% $137.53 +0.8%
Page 10 of 24  ·  470 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%