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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 12 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MSI Motorola Solutions, Inc. Technology 271.0 $113K 0.03% $415.29 +17.3%
222 PAVE Global X U.S. Infrastructure Dev ETF 1,880.0 $111K 0.03% $58.92 -4.6%
223 VCSH Vanguard S/T Corp Bond ETF 1,400.0 $111K 0.03% $79.03 -0.4%
224 ET Energy Transfer L P Energy 5,671.0 $108K 0.03% $19.12 +12.1%
225 MTB M&T Bank Corporation Financial Services 451.0 $107K 0.03% $238.01 +1.5%
226 TPSC Timothy Pln US Sm Cp Core ETF 2,220.0 $107K 0.03% NEW $47.98 +0.5%
227 MET MetLife Inc. Financial Services 1,252.0 $106K 0.03% $84.61 +14.1%
228 AVUS Amern Centy Etf/avantis U S Equity 820.0 $105K 0.03% NEW $128.08 +1.9%
229 VO Vanguard Mid-Cap ETF 1,268.0 $102K 0.02% +982.0 +343.4% $80.57 +3.2%
230 GD General Dynamics Corp Industrials 284.0 $101K 0.02% +187.0 +192.8% $354.24 +7.8%
231 SBR Sabine Royalty Trust Energy 1,360.0 $100K 0.02% $73.20 +0.3%
232 TPIF Timothy Plain Intl ETF 2,649.0 $99K 0.02% NEW $37.31 +4.4%
233 CSX CSX Corporation Industrials 2,043.0 $97K 0.02% $47.53 +8.9%
234 IAU iShares Gold Trust Financial Services 1,242.0 $94K 0.02% +786.0 +172.4% $75.51 +14.4%
235 DIVO Amplify CWP Enhanced Dividend Income ETF 2,044.0 $93K 0.02% NEW $45.70 +6.6%
236 IWS iShares Russell Midcap Value Index 557.0 $92K 0.02% $164.60 +4.6%
237 PFF iShares S&P Pref Stk Indx Fn 3,000.0 $91K 0.02% $30.49 +0.7%
238 First Trust Bloomberg Artificial Intel ETF 1,636.0 $89K 0.02% +1K +167.8% $54.40
239 SHW Sherwin-Williams Co Basic Materials 258.0 $89K 0.02% -35.0 -11.9% $344.32 +1.3%
240 ROL Rollins Inc Consumer Cyclical 2,012.0 $84K 0.02% -1K -36.6% $41.74 -12.1%
Page 12 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%