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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 12 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MTB M&T Bank Corporation Financial Services 451.0 $91K 0.02% $201.48 +11.7%
222 PAVE Global X U.S. Infrastructure Dev ETF 1,880.0 $90K 0.02% $47.79 +22.5%
223 BKNG Booking Hldgs Inc Consumer Cyclical 16.0 $86K 0.02% $5355.31 -96.8%
224 TM Toyota Motor Corp - ADR Consumer Cyclical 400.0 $86K 0.02% $214.06 -18.7%
225 VO Vanguard Mid-Cap ETF 286.0 $83K 0.02% +11.0 +4.0% $290.22 -72.4%
226 Eaton Vance Tax-Managed Buy-Write Opp Fd 5,560.0 $80K 0.02% $14.36
227 GILD Gilead Sciences Inc. Healthcare 650.0 $80K 0.02% $122.74 +0.8%
228 ALLE Allegion PLC Industrials 500.0 $80K 0.02% $159.22 -16.1%
229 IWS iShares Russell Midcap Value Index 557.0 $79K 0.02% +517.0 +1292.5% $141.05 +15.5%
230 CSX CSX Corporation Industrials 2,043.0 $74K 0.02% -4K -66.7% $36.25 +25.9%
231 FETH Fidelity Ethereum Fd Financial Services 2,421.0 $72K 0.02% +423.0 +21.2% $29.61 -42.6%
232 POOL Pool Corporation Industrials 302.0 $69K 0.02% -53.0 -14.9% $228.75 -13.0%
233 SMG Scotts Miracle Gro Co Basic Materials 1,130.0 $66K 0.02% -2K -68.9% $58.35 +10.9%
234 GIS General Mills, Inc. Consumer Defensive 1,353.0 $63K 0.02% $46.50 -28.1%
235 JFLX J.p. Morgan Exchange-traded Fund Trust 1,210.0 $61K 0.02% NEW $50.22 +0.3%
236 MDLZ Mondelez International Inc - A Consumer Defensive 1,128.0 $61K 0.02% -341.0 -23.2% $53.83 +11.7%
237 USMV Ishares MSCI USA Minimum Volatility Fund 630.0 $59K 0.02% $94.16 +0.1%
238 IJT iShares S&P SmallCap 600 Grwth Index Fd 411.0 $58K 0.01% $141.16 +20.9%
239 DUK Duke Energy Corp Utilities 494.0 $58K 0.01% $117.21 +5.7%
240 VRSN Verisign Inc. Technology 238.0 $58K 0.01% $242.95 +9.0%
Page 12 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%