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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 14 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EXG Eaton Vance Tax-Managed Global Financial Services 5,000.0 $48K 0.01% $9.53 +0.7%
262 TECL Direxion Shs Et/direxion Daily Tecy 400.0 $47K 0.01% NEW $117.49 +101.3%
263 RMD ResMed Inc. Healthcare 192.0 $46K 0.01% $240.87 -21.7%
264 OGE OGE Energy Corp Utilities 1,062.0 $45K 0.01% $42.70 +10.8%
265 BA Boeing Co Industrials 198.0 $43K 0.01% $217.12 +2.6%
266 AIG American International Group, Inc. Financial Services 500.0 $43K 0.01% $85.55 -13.5%
267 GDX Vaneck Gold Miners ETF 496.0 $43K 0.01% $85.77 -3.8%
268 SLF SunLife Financial Inc. Financial Services 681.0 $42K 0.01% $62.40 +26.5%
269 ICE IntercontinentalExchange Group Inc. Financial Services 254.0 $41K 0.01% $161.96 -17.3%
270 FTCS First Trust Capital Strength 429.0 $40K 0.01% $92.51 +0.5%
271 DECK Deckers Outdoor Corporation Consumer Cyclical 378.0 $39K 0.01% $103.67 +5.2%
272 FITB Fifth Third Bancorp Financial Services 837.0 $39K 0.01% $46.81 +12.7%
273 O Realty Income Corp. Real Estate 684.0 $39K 0.01% $56.37 +6.9%
274 XLF Select Sector SPDR Financials Tr 683.0 $37K 0.01% $54.77 -2.2%
275 PFG Principal Finl Group Inc Financial Services 422.0 $37K 0.01% $88.21 +24.2%
276 SPGI S&P Global Inc Financial Services 71.0 $37K 0.01% $522.59 -21.4%
277 IAU iShares Gold Trust Financial Services 456.0 $37K 0.01% $81.17 -2.3%
278 FNX First Tr Mid Cap Core Alphadex 290.0 $37K 0.01% $125.98 +13.6%
279 HPS John Hancock Preferred Income Fd III Financial Services 2,505.0 $36K 0.01% $14.41 +0.3%
280 HQL Tekla Life Sciences Invs Financial Services 2,134.0 $36K 0.01% $16.78 +7.0%
Page 14 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%