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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 5 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NXPI NXP Semiconductors NV Technology 4,185.0 $1.2M 0.28% +29.0 +0.7% $281.03 -20.6%
82 TRMK Trustmark Corporation Financial Services 24,668.0 $1.1M 0.27% -394.0 -1.6% $46.01 +0.5%
83 EW Edwards Lifesciences, Corp. Healthcare 12,075.0 $1.1M 0.26% +280.0 +2.4% $90.46 +0.4%
84 AJG Arthur J Gallagher & Co Financial Services 4,723.0 $1.1M 0.25% $229.57 +15.5%
85 VYM Vanguard High Dividend Yield ETF 6,458.0 $1.0M 0.24% $158.03 +4.4%
86 IDXX Idexx Laboratories Inc. Healthcare 1,935.0 $1.0M 0.24% $526.44 +5.1%
87 PRU Prudential Financial Inc. Financial Services 9,418.0 $1.0M 0.24% +527.0 +5.9% $107.93 +11.4%
88 AVGO Broadcom Inc Technology 2,665.0 $1.0M 0.23% -41.0 -1.5% $377.75 -5.9%
89 BDX Becton Dickinson Co Healthcare 6,531.0 $988K 0.23% -35.0 -0.5% $151.33 +25.8%
90 ALL Allstate Corp. Financial Services 4,114.0 $979K 0.23% -74.0 -1.8% $237.94 +10.0%
91 DHR Danaher Corp Healthcare 5,121.0 $975K 0.23% $190.48 +13.1%
92 MDY SPDR S&P Midcap 400 ETF Trust Ser 1 Financial Services 1,381.0 $971K 0.23% +19.0 +1.4% $703.34 -0.7%
93 TMUS T-mobile Us Inc Communication Services 5,764.0 $967K 0.23% +334.0 +6.2% $167.73 +7.1%
94 MPWR Monolithic Power Systems Technology 680.0 $940K 0.22% -580.0 -46.0% $1382.36 -5.7%
95 VSLU Applied Finance Valuation ETF 20,180.0 $933K 0.22% $46.25 +5.6%
96 VUG Vanguard Growth ETF 10,608.0 $914K 0.21% +9K +461.6% $86.14 +1.5%
97 SPSM SPDR S&P 600 Small Cap ETF 15,760.0 $909K 0.21% +930.0 +6.3% $57.67 -1.0%
98 IEFA iShares MSCI Core EAFE ETF 9,383.0 $906K 0.21% +6K +167.6% $96.58 +4.5%
99 COWZ Pacer US Cash Cows 100 ETF 13,843.0 $861K 0.20% -74.0 -0.5% $62.20 +15.5%
100 IWD iShares Russell 1000 Value 3,363.0 $815K 0.19% $242.43 +6.6%
Page 5 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%