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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 24 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 Occidental Pete Corp 29.0 $772.0 $26.62
462 VSNT Versant Media Group Inc Industrials 17.0 $612.0 NEW $36.00 +10.8%
463 MICC Magnum Ice Cream Company N.v. Consumer Defensive 32.0 $557.0 NEW $17.41 +16.6%
464 CUZ Cousins Pptys Inc Real Estate 18.0 $540.0 -1K -98.6% $30.00 +0.7%
465 LCID Lucid Grp Inc/sh Consumer Cyclical 46.0 $308.0 $6.70 -21.4%
466 OGN Organon & Co Healthcare 20.0 $271.0 $13.55 +1.5%
467 BITX VOLATILITY SHS TR 2X BITCOIN ETF 24.0 $248.0 NEW $10.33 +74.4%
468 MRNA Moderna Inc Healthcare 3.0 $210.0 $70.00 +126.9%
469 Energy Focus Inc 45.0 $149.0 $3.31
470 BTBT Bit Digital Inc/sh Sh Financial Services 42.0 $76.0 $1.81 -12.7%
Page 24 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%