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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 8 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR Palantir Technologies Inc Technology 1,712.0 $304K 0.08% -161.0 -8.6% $177.75 -27.7%
142 ITW Illinois Tool Works Inc. Industrials 1,229.0 $303K 0.08% -506.0 -29.2% $246.30 +7.2%
143 SBUX Starbucks Corporation Consumer Cyclical 3,588.0 $302K 0.08% $84.21 +19.5%
144 TYL Tyler Technologies Inc Technology 659.0 $299K 0.08% -480.0 -42.1% $453.95 -38.6%
145 TROW T. Rowe Price Group, Inc. Financial Services 2,899.0 $297K 0.08% $102.38 +5.1%
146 VTV Vanguard Value ETF 1,533.0 $293K 0.08% +525.0 +52.1% $190.99 +13.4%
147 PNC PNC Financial Services Group, Inc. Financial Services 1,400.0 $292K 0.08% $208.73 +11.2%
148 RDVY First Trust Rising Dividend Achievers ETF 4,183.0 $291K 0.08% $69.47 +13.9%
149 WSO Watsco Inc. Industrials 848.0 $286K 0.07% -95.0 -10.1% $336.95 +14.1%
150 VZ Verizon Communications Communication Services 6,818.0 $278K 0.07% -4K -35.1% $40.73 +12.5%
151 MO Altria Group Inc. Consumer Defensive 4,787.0 $276K 0.07% $57.66 +19.9%
152 GLD SPDR Gold Trust Financial Services 678.0 $269K 0.07% $396.31 -2.3%
153 EHC Encompass Health Corp Healthcare 2,519.0 $267K 0.07% -4K -64.0% $106.14 -7.6%
154 RPG Invesco S&P 500 Pure Growth ETF 5,565.0 $260K 0.07% $46.67 +34.4%
155 VOT Vanguard Mid-Cap Growth Indx Fd 928.0 $259K 0.07% $279.14 +9.7%
156 FROG Jfrog Ltd Technology 4,137.0 $258K 0.07% $62.46 +32.4%
157 EQIX Equinix Inc Real Estate 337.0 $258K 0.07% -93.0 -21.6% $766.16 +42.6%
158 AME AMETEK, Inc. Industrials 1,240.0 $255K 0.07% $205.31 +15.6%
159 CI Cigna Corp New Healthcare 923.0 $254K 0.07% -50.0 -5.1% $275.23 +1.5%
160 CB Chubb Limited Financial Services 803.0 $251K 0.07% -323.0 -28.7% $312.12 +3.6%
Page 8 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%