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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 19 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 INTU Intuit Inc. Technology 68.0 $18K 0.00% -3K -97.7% $261.00 +32.5%
362 SPEM SPDR Portfolio Emerging Markets ETF 339.0 $18K 0.00% NEW $51.78 +1.7%
363 SHEL Shell Plc Energy 226.0 $18K 0.00% $77.54 +17.5%
364 PLTR Palantir Technologies Inc Technology 150.0 $18K 0.00% -2K -91.2% $116.67 +52.1%
365 MNST Monster Beverage Corp New Consumer Defensive 180.0 $17K 0.00% $96.12 -50.3%
366 SPTI SPDR Portfolio Intmdt Term ETF 569.0 $16K 0.00% $28.39 -0.8%
367 B Barrick Mining Corp. Basic Materials 418.0 $15K 0.00% NEW $36.73 +27.9%
368 SPMO Invesco S&P 500 Momentum ETF 93.0 $15K 0.00% $161.54 -8.7%
369 CGDV Capital Group Dividend Value ETF 300.0 $15K 0.00% $49.28 +2.0%
370 NEM Newmont Mining Corp Basic Materials 157.0 $15K 0.00% NEW $93.40 +40.9%
371 AG First Majestic Silver Corporation Basic Materials 864.0 $15K 0.00% NEW $16.96 +23.8%
372 CASY Casey`s General Stores, Inc. Consumer Cyclical 18.0 $14K 0.00% $794.78 +1.6%
373 PAAS Pan American Silver Corp Basic Materials 317.0 $14K 0.00% NEW $44.79 +17.5%
374 USIG Ishares Broad USD Inv Grade Corp Bond ETF 274.0 $14K 0.00% $51.29 -1.5%
375 VOE Vanguard Mid-Cap Value ETF 71.0 $14K 0.00% $197.59 +6.0%
376 USB US Bancorp Del Financial Services 227.0 $14K 0.00% $60.40 +4.0%
377 MDT Medtronic Plc Healthcare 164.0 $13K 0.00% -45.0 -21.5% $78.23 +17.6%
378 MDLZ Mondelez International Inc - A Consumer Defensive 206.0 $12K 0.00% -922.0 -81.7% $57.84 +8.9%
379 CL Colgate Palmolive Consumer Defensive 129.0 $12K 0.00% -72.0 -35.8% $91.68 +0.4%
380 SNAP Snap Inc Communication Services 2,647.0 $12K 0.00% $4.44 +22.0%
Page 19 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%