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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 6 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK Stryker Corp Healthcare 2,013.0 $708K 0.18% $351.47 -12.4%
102 IWD iShares Russell 1000 Value 3,363.0 $707K 0.18% -114.0 -3.3% $210.34 +15.1%
103 MCD McDonald's Corp Consumer Cyclical 2,297.0 $702K 0.18% $305.63 -8.8%
104 SPSM SPDR S&P 600 Small Cap ETF 14,830.0 $695K 0.18% $46.86 +19.2%
105 IGSB iShares Short-Term Corporate Bond ETF 12,322.0 $652K 0.17% -1K -7.5% $52.88 -1.1%
106 ECL Ecolab Inc. Basic Materials 2,462.0 $646K 0.17% $262.52 +2.5%
107 MS Morgan Stanley Financial Services 3,526.0 $626K 0.16% -705.0 -16.7% $177.53 +25.7%
108 VRTX Vertex Pharmaceuticals Inc. Healthcare 1,356.0 $615K 0.16% +33.0 +2.5% $453.36 +1.2%
109 RF Regions Financial Corp - New Financial Services 22,189.0 $601K 0.16% -714.0 -3.1% $27.10 +5.6%
110 JNJ Johnson & Johnson Healthcare 2,879.0 $596K 0.16% -36.0 -1.2% $206.95 +10.4%
111 COP ConocoPhillips Energy 6,108.0 $572K 0.15% -824.0 -11.9% $93.61 +15.1%
112 YETI Yeti Hldgs Inc Consumer Cyclical 12,800.0 $565K 0.15% $44.17 +7.0%
113 SO The Southern Co Utilities 6,426.0 $560K 0.15% -154.0 -2.3% $87.20 +6.8%
114 PYPL Paypal Hldgs Inc Financial Services 8,949.0 $522K 0.14% -4K -28.4% $58.38 -27.2%
115 PBR Petroleo Brasileiro Energy 44,000.0 $521K 0.14% NEW $11.85 +41.4%
116 MA Mastercard, Inc. Financial Services 909.0 $519K 0.14% -44.0 -4.6% $570.88 -14.2%
117 NSC Norfolk Southern Corporation Industrials 1,795.0 $518K 0.14% $288.72 +3.9%
118 BSCR Invesco Bulletshares 2027 Corp Bd ETF 25,306.0 $500K 0.13% -2K -6.5% $19.74 -0.4%
119 IWF iShares Russell 1000 Growth 1,033.0 $489K 0.13% -48.0 -4.4% $473.30 -74.0%
120 SHY iShares 1-3 Year Treasury Bond ETF 5,767.0 $478K 0.12% +216.0 +3.9% $82.82 -1.0%
Page 6 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%