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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 7 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WAB Wabtec Corp Industrials 2,175.0 $586K 0.14% $269.60 +11.5%
122 IJR iShares S&P SmallCap 600 Index ETF 3,877.0 $575K 0.13% +464.0 +13.6% $148.31 -1.0%
123 ORCL Oracle, Corp. Technology 3,902.0 $572K 0.13% -92.0 -2.3% $146.55 +1.6%
124 VST Vistra Energy Corp Utilities 3,553.0 $564K 0.13% +4K +6603.8% $158.63 -11.7%
125 NSC Norfolk Southern Corporation Industrials 1,780.0 $560K 0.13% -15.0 -0.8% $314.59 +12.1%
126 CRM Salesforce.com Technology 3,512.0 $550K 0.13% -5K -56.6% $156.66 +31.3%
127 SYK Stryker Corp Healthcare 1,703.0 $536K 0.12% -310.0 -15.4% $314.84 +4.7%
128 IWF iShares Russell 1000 Growth 4,132.0 $513K 0.12% +3K +300.0% $124.17 -1.9%
129 ENB Enbridge Inc Energy 9,333.0 $506K 0.12% -40K -81.3% $54.21 -7.1%
130 MU Micron Technology Technology 431.0 $497K 0.12% -217.0 -33.5% $1154.29 -18.7%
131 IWR iShares Russell Mid-Cap ETF 4,437.0 $489K 0.11% $110.32 +2.6%
132 IJH iShares S&P MidCap 400 Index ETF 6,302.0 $486K 0.11% $77.11 -0.6%
133 VOO Vanguard S&P 500 ETF 706.0 $485K 0.11% +24.0 +3.5% $686.81 +2.5%
134 UBER Uber Technologies Inc Technology 6,719.0 $485K 0.11% +7K +5692.2% $72.16 +8.8%
135 MRVL Marvell Technology Group Ltd Technology 1,603.0 $478K 0.11% -364.0 -18.5% $297.89 -17.7%
136 MA Mastercard, Inc. Financial Services 909.0 $467K 0.11% $513.60 +16.5%
137 SHY iShares 1-3 Year Treasury Bond ETF 5,641.0 $463K 0.11% -126.0 -2.2% $82.11 -0.1%
138 LYV Live Nation Entertainment Inc Communication Services 2,380.0 $436K 0.10% -230.0 -8.8% $183.11 -0.3%
139 BSX Boston Scientific Corp Healthcare 9,648.0 $412K 0.10% -206.0 -2.1% $42.68 +12.9%
140 ZTS Zoetis Inc. Healthcare 5,703.0 $410K 0.10% -688.0 -10.8% $71.86 +7.9%
Page 7 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%