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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 17 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 Brown-Forman Corp - Cl B 798.0 $21K 0.01% $26.06
322 HIMX Himax Technologies Inc Technology 2,500.0 $20K 0.01% $8.19 +121.1%
323 NVO Novo-Nordisk A/S - Spons ADR Healthcare 400.0 $20K 0.01% NEW $50.88 -15.1%
324 LIT Global X Lithium ETF 310.0 $20K 0.01% $64.86 +26.7%
325 MDT Medtronic Plc Healthcare 209.0 $20K 0.01% $96.06 -17.4%
326 NMCO Nuveen Mun Cr Opportunities Fd Financial Services 1,960.0 $20K 0.01% $10.23 +4.9%
327 SMH VanEck Semiconductor ETF 52.0 $19K 0.01% $360.13 +83.2%
328 PTMC Etf Ser Solutions 521.0 $19K 0.01% NEW $35.67 +15.4%
329 VPL Vanguard Pacific ETF 203.0 $18K 0.01% $90.40 +33.1%
330 GOVT iShares US Treasury Bond ETF 785.0 $18K 0.01% -394.0 -33.4% $23.03 -1.2%
331 EXC Exelon Corp Utilities 410.0 $18K 0.01% $43.59 +5.1%
332 PTLC Etf Ser Solutions 318.0 $18K 0.01% NEW $55.58 +4.8%
333 INTC Intel Corp Technology 472.0 $17K 0.01% $36.90 +263.1%
334 PPG PPG Industries, Inc. Basic Materials 169.0 $17K 0.01% $102.46 +15.4%
335 PTIN Pacer Funds Tr/trendpilot Intl Etf 538.0 $17K 0.00% NEW $31.45 +18.4%
336 CWI SPDR MSCI ACWI ex-US ETF 468.0 $17K 0.00% $35.92 +14.7%
337 SHEL Shell Plc Energy 226.0 $17K 0.00% $73.48 +7.3%
338 SPTI SPDR Portfolio Intmdt Term ETF 569.0 $16K 0.00% $28.84 -1.8%
339 NUE Nucor Basic Materials 100.0 $16K 0.00% $163.11 +49.5%
340 FSS Federal Signal Corp Industrials 150.0 $16K 0.00% $108.59 +9.1%
Page 17 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%