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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
Q4 2025 Q3 2025 · All 23 New 68 Added 85 Reduced 15 Exited
Page 5 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ASML Asml Holding N V Technology 970.0 $1.0M 0.27% +229.0 +30.9% $1069.86 +80.4%
82 META Meta Platforms Inc Class A Communication Services 1,555.0 $1.0M 0.27% +1K +193.9% $660.09 -12.6%
83 EW Edwards Lifesciences, Corp. Healthcare 11,795.0 $1.0M 0.26% +71.0 +0.6% $85.25 +2.5%
84 PRU Prudential Financial Inc. Financial Services 8,891.0 $1.0M 0.26% +975.0 +12.3% $112.88 -5.6%
85 GS Goldman Sachs Group Inc. Financial Services 1,136.0 $999K 0.26% $879.00 +24.8%
86 TRMK Trustmark National Bank Financial Services 25,062.0 $976K 0.26% $38.95 +14.7%
87 BSX Boston Scientific Corp Healthcare 9,854.0 $940K 0.25% +58.0 +0.6% $95.35 -52.5%
88 AVGO Broadcom Inc Technology 2,706.0 $937K 0.24% -208.0 -7.1% $346.10 +18.9%
89 VYM Vanguard High Dividend Yield ETF 6,458.0 $927K 0.24% $143.52 +10.2%
90 VUG Vanguard Growth ETF 1,889.0 $922K 0.24% $487.86 -82.2%
91 NXPI NXP Semiconductors NV Technology 4,156.0 $902K 0.24% +27.0 +0.7% $217.06 +44.3%
92 ADBE Adobe Systems Inc. Technology 2,561.0 $896K 0.23% +1K +82.9% $349.99 -44.2%
93 VSLU Applied Finance Valuation ETF 20,180.0 $893K 0.23% $44.26 +4.1%
94 ALL Allstate Corp. Financial Services 4,188.0 $872K 0.23% $208.15 +6.3%
95 COWZ Pacer US Cash Cows 100 ETF 13,917.0 $837K 0.22% -598.0 -4.1% $60.17 +2.7%
96 MDY SPDR S&P Midcap 400 ETF Trust Ser 1 Financial Services 1,362.0 $822K 0.21% -18.0 -1.3% $603.28 +14.5%
97 ZTS Zoetis Inc. Healthcare 6,391.0 $804K 0.21% -118.0 -1.8% $125.82 -38.6%
98 CRWD Crowdstrike Hldgs Inc Technology 1,692.0 $793K 0.21% +510.0 +43.1% $468.76 +46.1%
99 ORCL Oracle, Corp. Technology 3,994.0 $778K 0.20% $194.91 -5.4%
100 IWB iShares Russell 1000 Index 2,066.0 $772K 0.20% +2K +349.1% $373.44 +9.4%
Page 5 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 28.1%
Financial Services 17.1%
Healthcare 15.9%
Industrials 11.2%
Consumer Cyclical 7.1%
Energy 5.6%
Consumer Defensive 5.3%
Communication Services 4.6%
Real Estate 2.4%
Utilities 2.3%