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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 15 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PFG Principal Finl Group Inc Financial Services 422.0 $45K 0.01% $107.78 +4.1%
282 WFC Wells Fargo & Co New Financial Services 549.0 $45K 0.01% $82.64 +3.1%
283 STX Seagate Technology Holdings Plc Technology 47.0 $45K 0.01% $965.00 -12.3%
284 BA Boeing Co Industrials 198.0 $43K 0.01% $216.47 -2.0%
285 HQL Tekla Life Sciences Invs Financial Services 2,134.0 $43K 0.01% $20.01 +7.6%
286 FNX First Tr Mid Cap Core Alphadex 290.0 $42K 0.01% $146.35 -0.5%
287 O Realty Income Corp. Real Estate 684.0 $42K 0.01% $61.96 +0.5%
288 KKR KKR & Co Inc CL A 440.0 $40K 0.01% $91.78
289 FTCS First Trust Capital Strength 429.0 $40K 0.01% $93.92 +8.4%
290 GDDY Godaddy Inc Technology 471.0 $40K 0.01% -1K -73.8% $84.88 +12.6%
291 SRE Sempra Energy Utilities 428.0 $40K 0.01% -172.0 -28.7% $92.71 -8.0%
292 T AT&T Inc. Communication Services 1,899.0 $39K 0.01% -197.0 -9.4% $20.70 +25.0%
293 REMX Vaneck Etf Tr/vaneck Vectors Rare 440.0 $39K 0.01% NEW $88.50 -11.8%
294 XEL Xcel Energy, Inc. Utilities 483.0 $39K 0.01% $80.30 -3.3%
295 IYM iShares Dow Jones U.S. Basic Materials Sector 214.0 $38K 0.01% $179.53 +9.2%
296 FETH Fidelity Ethereum Fd Financial Services 2,421.0 $38K 0.01% $15.74 +56.4%
297 DECK Deckers Outdoor Corporation Consumer Cyclical 378.0 $38K 0.01% $99.29 -9.9%
298 GDX Vaneck Gold Miners ETF 496.0 $37K 0.01% $75.45 +35.7%
299 RMD ResMed Inc. Healthcare 192.0 $37K 0.01% $194.88 +20.9%
300 AIG American International Group, Inc. Financial Services 500.0 $37K 0.01% $74.53 +3.3%
Page 15 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%