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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 17 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WINN Harbor Long-Term Growers ETF 946.0 $31K 0.01% $32.47 +2.5%
322 CIBR First Trust Nasdaq Cybersecurity ETF 340.0 $31K 0.01% $89.85 +4.2%
323 IWP iShares Russell Midcap Grwth Index 208.0 $30K 0.01% $146.41 -2.7%
324 FFOG Franklin Focused Dynamic Growth ETF 570.0 $29K 0.01% $51.52 -4.4%
325 JTEK JP Morgan US Tech Leaders ETF 263.0 $29K 0.01% $111.55 -11.6%
326 FLEX Flex Ltd Technology 181.0 $29K 0.01% $162.07 -31.0%
327 EOG EOG Resources, Inc. Energy 226.0 $29K 0.01% -37.0 -14.1% $129.73 +11.6%
328 SPGI S&P Global Inc Financial Services 71.0 $29K 0.01% $407.25 +7.2%
329 AVAV Aerovironment Inc Industrials 174.0 $29K 0.01% NEW $165.07 -11.0%
330 AFL Aflac Inc. Financial Services 239.0 $28K 0.01% $117.25 +0.2%
331 LAMR Lamar Advertising Co New Real Estate 177.0 $28K 0.01% $155.98 -2.6%
332 PAYX Paychex, Inc. Industrials 280.0 $28K 0.01% $98.33 +27.0%
333 IJK Ishares S&P MidCap 400 Growth ETF 233.0 $27K 0.01% $117.50 -1.8%
334 VHT Vanguard Health Care ETF 91.0 $27K 0.01% $299.01 +9.1%
335 ALB Albemarle Corporation Basic Materials 194.0 $26K 0.01% NEW $135.03 -0.4%
336 PH Parker Hannifin Corporation Industrials 25.0 $24K 0.01% $978.12 +6.3%
337 iShares Bonds Dec 2027 Term 1,057.0 $24K 0.01% $22.37
338 FTV Fortive Corp Technology 385.0 $24K 0.01% $61.09 -1.4%
339 VPL Vanguard Pacific ETF 203.0 $23K 0.01% $115.69 -0.4%
340 KTOS Kratos Defense & Security Solutions Inc Industrials 467.0 $23K 0.01% NEW $49.86 +6.2%
Page 17 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%