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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
Q2 2026 Q4 2025 · All 23 New 68 Added 85 Reduced
Page 23 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AMP Ameriprise Finl Inc Co Financial Services 3.0 $1K $490.33 +13.4%
442 PSTG Pure Storage Inc 21.0 $1K $67.00
443 PHM PulteGroup Inc. Consumer Cyclical 11.0 $1K $117.27 +11.4%
444 RSG Republic Services, Inc. Industrials 6.0 $1K $212.00 +4.8%
445 CDNS Cadence Design Systems, Inc. Technology 4.0 $1K $312.50 +6.2%
446 DD Dupont De Nemours Inc Basic Materials 29.0 $1K $40.21 +241.6%
447 TOTL Ssga Active Etf Tr 28.0 $1K $40.25 -3.4%
448 CYH Community Health Systems Inc. Healthcare 340.0 $1K $3.12 -5.6%
449 PRCH Porch Grp Inc/sh Technology 100.0 $913.0 $9.13 +90.1%
450 MARA MARA Holdings Inc Financial Services 100.0 $898.0 NEW $8.98 +28.0%
451 HWM Howmet Aerospace Inc Industrials 4.0 $820.0 $205.00 +32.0%
452 RIOT Riot Blockchain Inc Financial Services 50.0 $634.0 NEW $12.68 +65.1%
453 Occidental Pete Corp 29.0 $559.0 $19.28
454 LCID Lucid Grp Inc/sh Consumer Cyclical 46.0 $486.0 $10.57 -53.1%
455 OGN Organon & Co Healthcare 20.0 $143.0 $7.15 +92.2%
456 Energy Focus Inc 45.0 $104.0 $2.31
457 MRNA Moderna Inc Healthcare 3.0 $88.0 $29.33 +408.9%
458 BTBT Bit Digital Inc/sh Sh Financial Services 42.0 $79.0 $1.88 -19.2%
459 NIO Nio Inc Consumer Cyclical 10.0 $51.0 $5.10 -13.1%
Page 23 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 28.6%
Financial Services 17.4%
Healthcare 16.2%
Industrials 11.4%
Consumer Cyclical 7.2%
Energy 5.7%
Consumer Defensive 5.4%
Communication Services 2.9%
Real Estate 2.5%
Utilities 2.3%