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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 16 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DFAC Dimensional US Core Equity 2 ETF 836.0 $37K 0.01% $44.36 +2.8%
302 XLF Select Sector SPDR Financials Tr 683.0 $37K 0.01% $53.61 +8.7%
303 HPS John Hancock Preferred Income Fd III Financial Services 2,505.0 $36K 0.01% $14.54 -3.8%
304 IJJ Ishares S&P Mid Cap 400 Value 246.0 $36K 0.01% $147.73 +0.5%
305 CVS CVS/Caremark Corp Healthcare 346.0 $36K 0.01% $103.45 -8.8%
306 FCX Freeport-McMoRan Copper & Gold Inc. Basic Materials 556.0 $35K 0.01% NEW $62.89 +25.7%
307 ACN Accenture PLC Technology 280.0 $35K 0.01% -9K -97.1% $124.44 +45.8%
308 NFLX Netflix Inc. Communication Services 480.0 $34K 0.01% -490.0 -50.5% $71.40 +14.1%
309 SMH VanEck Semiconductor ETF 52.0 $34K 0.01% $655.88 -15.3%
310 SPTS SPDR Portfolio Short Term Treasury 1,165.0 $34K 0.01% $29.01 -0.1%
311 CEG Constellation Energy Corp Utilities 136.0 $34K 0.01% $248.37 +12.5%
312 F Ford Motor Company Consumer Cyclical 2,398.0 $33K 0.01% -286.0 -10.7% $13.90 +0.0%
313 CMS CMS Energy Corporation Utilities 430.0 $33K 0.01% $76.50 -9.5%
314 BND Vanguard Total Bond Index ETF 441.0 $32K 0.01% NEW $73.41 -1.1%
315 XLV Healthcare Select SPDR Fund 203.0 $32K 0.01% $158.66 +9.4%
316 HACK Amplify Cybersecurity ETF 303.0 $32K 0.01% $104.93 +4.5%
317 IEF iShares 7-10 Year Treasury Bond ETF 335.0 $32K 0.01% $94.57 -1.3%
318 EFV Ishares MSCI EAFE Value ETF 409.0 $31K 0.01% $76.55 +7.4%
319 ICE IntercontinentalExchange Group Inc. Financial Services 254.0 $31K 0.01% $123.11 +31.5%
320 FENI Fidelity Enhanced International ETF 766.0 $31K 0.01% $40.13 +3.8%
Page 16 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%