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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 14 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VRSN Verisign Inc. Technology 238.0 $60K 0.01% $251.56 +16.5%
262 FTC First Trust Lage Cap Growth Alphadex ETF 305.0 $59K 0.01% $193.77 -6.8%
263 VTWO Vanguard Russell 2000 Index ETF 483.0 $59K 0.01% $121.42 -0.5%
264 USMV Ishares MSCI USA Minimum Volatility Fund 592.0 $57K 0.01% -38.0 -6.0% $96.46 +5.3%
265 IBIT Ishares Bitcoin ETF Financial Services 1,702.0 $57K 0.01% NEW $33.29 +33.6%
266 QCOM Qualcomm Inc. Technology 306.0 $57K 0.01% $184.79 -11.4%
267 POOL Pool Corporation Industrials 260.0 $56K 0.01% -42.0 -13.9% $214.90 -12.3%
268 CME CME Group Inc. Financial Services 245.0 $54K 0.01% NEW $220.83 +27.2%
269 QUAL Ishares MSCI USA Quality Factor ETF 244.0 $54K 0.01% $219.43 +2.0%
270 SLF SunLife Financial Inc. Financial Services 681.0 $53K 0.01% $78.42 +0.8%
271 OGE OGE Energy Corp Utilities 1,062.0 $52K 0.01% $48.66 -4.3%
272 ANET Arista Networks Inc. Technology 291.0 $49K 0.01% -98.0 -25.2% $169.88 +19.1%
273 EXG Eaton Vance Tax-Managed Global Financial Services 5,000.0 $49K 0.01% $9.81 +1.4%
274 AYI Acuity Brands Inc. Industrials 128.0 $48K 0.01% -32.0 -20.0% $376.66 -9.4%
275 UPS United Parcel Service, Inc. Industrials 446.0 $48K 0.01% -82.0 -15.5% $107.50 -1.7%
276 ISRG Intuitive Surgical, Inc. Healthcare 119.0 $47K 0.01% -100.0 -45.7% $397.68 -6.9%
277 FITB Fifth Third Bancorp Financial Services 837.0 $47K 0.01% $56.37 -2.3%
278 GIS General Mills, Inc. Consumer Defensive 1,353.0 $47K 0.01% $34.80 +15.2%
279 XLC SPDR Communication Services ETF 435.0 $47K 0.01% $107.13 +5.1%
280 ARKQ Ark Autonomous Technology & Robotics ETF 349.0 $46K 0.01% +255.0 +271.3% $132.22 -7.5%
Page 14 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%