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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 23 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PSTG EVERPURE INC 21.0 $2K $78.81
442 FSM Fortuna Mining Corp. Basic Materials 182.0 $2K NEW $8.45 +46.7%
443 PHM PulteGroup Inc. Consumer Cyclical 11.0 $2K $137.18 -5.2%
444 PRCH Porch Grp Inc/sh Technology 100.0 $2K $15.04 +14.8%
445 CDNS Cadence Design Systems, Inc. Technology 4.0 $2K $375.25 -10.8%
446 MSTR Microstrategy Inc. Technology 17.0 $1K $86.94 +41.7%
447 VRSK Verisk Analytics Inc Industrials 8.0 $1K $179.50 +4.6%
448 CACI CACI International Inc. Technology 3.0 $1K $463.33 +34.8%
449 SPOT Spotify Technology S A Communication Services 3.0 $1K $459.00 +19.9%
450 AMP Ameriprise Finl Inc Co Financial Services 3.0 $1K $458.67 +22.2%
451 RIOT Riot Blockchain Inc Financial Services 50.0 $1K $27.38 -24.7%
452 CTAS Cintas Corp Industrials 8.0 $1K $170.12 +20.9%
453 MCO Moody's Corp Financial Services 3.0 $1K $453.00 +13.5%
454 KD Kyndryl Hldgs Inc Technology 120.0 $1K $11.31 +12.1%
455 RSG Republic Services, Inc. Industrials 6.0 $1K $213.00 +4.3%
456 DuPont De Nemours Inc 9.0 $1K NEW $135.67
457 CYH Community Health Systems Inc. Healthcare 340.0 $1K $3.34 -12.8%
458 TOTL Ssga Active Etf Tr 28.0 $1K $39.46 -1.4%
459 HWM Howmet Aerospace Inc Industrials 4.0 $1K $268.75 +0.2%
460 DJT Trump Media & Technology Group Communication Services 120.0 $929.0 $7.74 +22.6%
Page 23 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%