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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 21 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IETC iShares US Tech Independence Focused ETF 71.0 $8K 0.00% $107.35 +2.5%
402 MMM 3M Company Industrials 47.0 $8K 0.00% $161.91 +10.2%
403 DGRO Ishares Core Dividend Growth ETF 94.0 $7K 0.00% $75.79 +4.8%
404 EFAV Ishares MSCI EAFE Min Vol Factor ETF 69.0 $6K 0.00% $87.71 +7.2%
405 THG Hanover Insurance Group Financial Services 28.0 $6K 0.00% $214.11 +6.4%
406 BHF Brighthouse Finl Inc Financial Services 91.0 $6K 0.00% $63.30 -15.7%
407 DOCS Doximity Inc Healthcare 268.0 $6K 0.00% $20.74 +23.6%
408 FDL First Trust Morn Dvd Lead In 110.0 $5K 0.00% $48.66 +9.1%
409 IVT Inventrust Pptys Corp Real Estate 146.0 $5K 0.00% $35.40 -7.9%
410 IEUR Ishares MSCI Euro 68.0 $5K 0.00% -23.0 -25.3% $75.18 +3.8%
411 KTB Kontoor Brands Inc Consumer Cyclical 57.0 $5K 0.00% $83.33 -7.4%
412 NDAQ Nasdaq Stock Market Inc. Financial Services 60.0 $5K 0.00% $78.82 +26.9%
413 Fedex Freight Holding Company Inc 29.0 $4K 0.00% NEW $151.00
414 XLB MFC Select Sector Spdr Tr SHS Ben Int-Materia 76.0 $4K 0.00% $50.83 +4.8%
415 SFM Sprouts Fmrs Mkt Inc Consumer Defensive 44.0 $4K 0.00% $84.59 -1.7%
416 IGF iShares Global Infrastructure ETF 53.0 $4K 0.00% $66.60 -1.7%
417 OXY Occidental Petroleum Corp. Energy 72.0 $3K 0.00% $48.57 +21.0%
418 BABA Alibaba Group Hldg Ltd ADR Consumer Cyclical 36.0 $3K 0.00% $95.97 +20.0%
419 BMNR Bitmine Immersion Technologies Inc Financial Services 250.0 $3K 0.00% $13.31 +100.5%
420 BAX Baxter International, Inc. Healthcare 151.0 $3K 0.00% $21.32 +23.0%
Page 21 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%