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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 13 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Eaton Vance Tax-Managed Buy-Write Opp Fd 5,560.0 $83K 0.02% $14.88
242 UNH UnitedHealth Group Inc Healthcare 194.0 $81K 0.02% -238.0 -55.1% $415.63 -3.5%
243 COF Capital One Financial Corp Financial Services 397.0 $80K 0.02% $200.62 +8.3%
244 GILD Gilead Sciences Inc. Healthcare 610.0 $77K 0.02% -40.0 -6.2% $126.34 +17.2%
245 IJT iShares S&P SmallCap 600 Grwth Index Fd 411.0 $73K 0.02% $178.60 -2.9%
246 PODD Insulet Corporation Healthcare 470.0 $72K 0.02% NEW $152.25 -5.8%
247 BKNG Booking Hldgs Inc Consumer Cyclical 400.0 $71K 0.02% +384.0 +2400.0% $178.24 +17.2%
248 Entergy Corp 620.0 $71K 0.02% $114.86
249 ALLE Allegion PLC Industrials 500.0 $70K 0.02% $140.49 +14.1%
250 TM Toyota Motor Corp - ADR Consumer Cyclical 400.0 $67K 0.02% $168.42 +13.9%
251 CMI Cummins Inc. Industrials 94.0 $67K 0.02% $713.21 -18.9%
252 VGT Vanguard Information Technology ETF 560.0 $67K 0.02% +490.0 +700.0% $119.52 -1.3%
253 LIT Global X Lithium ETF 842.0 $66K 0.01% +532.0 +171.6% $78.28 -3.0%
254 INTC Intel Corp Technology 472.0 $66K 0.01% $139.63 -36.8%
255 PHR Phreesia Inc Healthcare 6,200.0 $64K 0.01% -3K -30.2% $10.29 +12.7%
256 QNST Quinstreet Inc Communication Services 4,277.0 $63K 0.01% -2K -36.4% $14.65 +34.3%
257 DUK Duke Energy Corp Utilities 494.0 $63K 0.01% $126.58 -3.7%
258 VEEV Veeva Sys Inc Healthcare 351.0 $62K 0.01% -260.0 -42.5% $177.47 +38.0%
259 VNQ Vanguard REIT ETF 640.0 $62K 0.01% $96.43 +2.3%
260 TT Trane Technologies Plc Industrials 123.0 $60K 0.01% $491.16 -5.7%
Page 13 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%