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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 11 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UNP Union Pacific Corp Industrials 600.0 $139K 0.04% -50.0 -7.7% $231.32 +11.0%
202 VEEV Veeva Sys Inc Healthcare 611.0 $136K 0.04% -70.0 -10.3% $223.23 -31.3%
203 XLI Industrial Select Sector SPDR Fund 838.0 $130K 0.03% $155.12 +16.6%
204 ISRG Intuitive Surgical, Inc. Healthcare 219.0 $124K 0.03% +50.0 +29.6% $566.36 -28.2%
205 XLK Technology Select Sector SPDR Fd 838.0 $121K 0.03% +419.0 +100.0% $143.97 +33.0%
206 VYMI Vanguard International High Divd Yld 1,340.0 $121K 0.03% +289.0 +27.5% $90.00 +10.3%
207 LIN Linde Plc Basic Materials 279.0 $119K 0.03% -25.0 -8.2% $426.39 +20.1%
208 PDT John Hancock Premuim Dividend Fund Financial Services 8,900.0 $113K 0.03% $12.70 +0.2%
209 VCSH Vanguard S/T Corp Bond ETF 1,400.0 $112K 0.03% $79.73 -1.1%
210 SDY SPDR S&P Dividend ETF 765.0 $106K 0.03% $139.16 +8.1%
211 MSI Motorola Solutions, Inc. Technology 271.0 $104K 0.03% -37.0 -12.0% $383.32 +3.1%
212 MET MetLife Inc. Financial Services 1,252.0 $99K 0.03% $78.94 +8.4%
213 CRWV Coreweave Inc Technology 1,370.0 $98K 0.03% $71.61 +64.7%
214 QNST Quinstreet Inc Communication Services 6,722.0 $97K 0.03% -792.0 -10.5% $14.37 -9.1%
215 COF Capital One Financial Corp Financial Services 397.0 $96K 0.03% $242.36 -16.8%
216 SHW Sherwin-Williams Co Basic Materials 293.0 $95K 0.03% $324.03 -1.0%
217 ET Energy Transfer L P Energy 5,671.0 $94K 0.02% $16.49 +13.7%
218 SBR Sabine Royalty Trust Energy 1,360.0 $93K 0.02% $68.57 +5.4%
219 PFF iShares S&P Pref Stk Indx Fn 3,000.0 $93K 0.02% $30.96 +0.9%
220 NFLX Netflix Inc. Communication Services 970.0 $91K 0.02% +490.0 +102.1% $93.76 -17.5%
Page 11 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%