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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 13 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AYI Acuity Brands Inc. Industrials 160.0 $58K 0.01% -9.0 -5.3% $360.04 -11.8%
242 APH Amphenol Corporation Technology 426.0 $58K 0.01% +254.0 +147.7% $135.14 +21.3%
243 Entergy Corp 620.0 $57K 0.01% $92.43
244 VNQ Vanguard REIT ETF 640.0 $57K 0.01% $88.49 +8.0%
245 KKR KKR & Co Inc CL A Financial Services 440.0 $56K 0.01% $127.48 -23.9%
246 AMD Advanced Micro Devices Inc. Technology 258.0 $55K 0.01% $214.16 +150.9%
247 SRE Sempra Energy Utilities 600.0 $53K 0.01% $88.29 +2.7%
248 VGT Vanguard Information Technology ETF 70.0 $53K 0.01% $753.79 -84.1%
249 UPS United Parcel Service, Inc. Industrials 528.0 $52K 0.01% -389.0 -42.4% $99.19 +5.7%
250 QCOM Qualcomm Inc. Technology 306.0 $52K 0.01% $171.05 +32.2%
251 T AT&T Inc. Communication Services 2,096.0 $52K 0.01% $24.84 -11.4%
252 XLC SPDR Communication Services ETF 435.0 $51K 0.01% $117.72 -7.0%
253 WFC Wells Fargo & Co New Financial Services 549.0 $51K 0.01% $93.20 -10.1%
254 ANET Arista Networks Inc. Technology 389.0 $51K 0.01% $131.03 +29.5%
255 FTC First Trust Lage Cap Growth Alphadex ETF 305.0 $49K 0.01% $159.88 +20.2%
256 QUAL Ishares MSCI USA Quality Factor ETF 244.0 $48K 0.01% $198.62 +8.7%
257 VTWO Vanguard Russell 2000 Index ETF 483.0 $48K 0.01% $99.52 +19.9%
258 CEG Constellation Energy Corp Utilities 136.0 $48K 0.01% $353.27 -22.4%
259 CMI Cummins Inc. Industrials 94.0 $48K 0.01% $510.45 +40.4%
260 TT Trane Technologies Plc Industrials 123.0 $48K 0.01% $389.20 +24.2%
Page 13 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%