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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 6 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCK McKesson Corporation Healthcare 1,049.0 $793K 0.18% NEW $755.60 +18.7%
102 IWB iShares Russell 1000 Index 1,877.0 $769K 0.18% -189.0 -9.2% $409.50 +2.5%
103 JNJ Johnson & Johnson Healthcare 2,984.0 $758K 0.18% +105.0 +3.6% $253.97 +6.3%
104 ECL Ecolab Inc. Basic Materials 2,706.0 $754K 0.18% +244.0 +9.9% $278.61 +4.3%
105 MPC Marathon Petroleum Corporation Energy 2,804.0 $717K 0.17% -29.0 -1.0% $255.67 +41.7%
106 Honeywell International Inc 3,153.0 $706K 0.17% NEW $223.86
107 VRTX Vertex Pharmaceuticals Inc. Healthcare 1,414.0 $702K 0.16% +58.0 +4.3% $496.73 +10.2%
108 Honeywell Aerospace Inc 3,153.0 $697K 0.16% NEW $221.04
109 PYPL Paypal Hldgs Inc Financial Services 16,000.0 $691K 0.16% +7K +78.8% $43.18 +43.1%
110 ABT Abbott Laboratories Healthcare 7,551.0 $685K 0.16% -17K -69.3% $90.74 +25.8%
111 COP ConocoPhillips Energy 6,583.0 $684K 0.16% +475.0 +7.8% $103.96 +25.6%
112 VZ Verizon Communications Communication Services 15,944.0 $675K 0.16% +9K +133.8% $42.34 +18.5%
113 MO Altria Group Inc. Consumer Defensive 9,308.0 $670K 0.16% +5K +94.4% $71.95 -3.9%
114 VTI Vanguard Total Stock Market ETF 1,797.0 $665K 0.16% +450.0 +33.4% $370.04 +2.2%
115 META Meta Platforms Inc Class A Communication Services 1,142.0 $643K 0.15% -413.0 -26.6% $563.29 +2.3%
116 YETI Yeti Hldgs Inc Consumer Cyclical 12,800.0 $634K 0.15% $49.56 -15.7%
117 IGSB iShares Short-Term Corporate Bond ETF 12,066.0 $632K 0.15% -256.0 -2.1% $52.41 -0.4%
118 MCD McDonald's Corp Consumer Cyclical 2,297.0 $621K 0.14% $270.31 -1.3%
119 RF Regions Financial Corp - New Financial Services 20,280.0 $612K 0.14% -2K -8.6% $30.20 +1.7%
120 SO The Southern Co Utilities 6,386.0 $611K 0.14% -40.0 -0.6% $95.71 -6.2%
Page 6 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%