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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 8 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IVE iShares S&P 500 Value ETF 1,769.0 $402K 0.09% +2K +1326.6% $227.06 +4.8%
142 AMAT Applied Materials, Inc. Technology 553.0 $400K 0.09% $723.00 -33.6%
143 J Jacobs Engineering Group Inc Industrials 3,098.0 $390K 0.09% $126.00 +20.3%
144 SBUX Starbucks Corporation Consumer Cyclical 3,797.0 $388K 0.09% +209.0 +5.8% $102.19 +6.2%
145 BKAG BNY Mellon Core Bond ETF 9,045.0 $379K 0.09% +1K +12.5% $41.95 -1.1%
146 BSCR Invesco Bulletshares 2027 Corp Bd ETF 18,728.0 $367K 0.09% -7K -26.0% $19.61 -0.1%
147 RDVY First Trust Rising Dividend Achievers ETF 4,469.0 $362K 0.09% +286.0 +6.8% $81.06 +1.7%
148 Technipfmc Plc 5,420.0 $359K 0.08% $66.30
149 IUSV iShares Core S&P U.S. Value ETF 3,236.0 $356K 0.08% NEW $110.15 +4.6%
150 PBR Petroleo Brasileiro Energy 22,000.0 $356K 0.08% -22K -50.0% $16.16 +9.9%
151 RPG Invesco S&P 500 Pure Growth ETF 5,565.0 $355K 0.08% $63.85 -9.3%
152 JEPQ JP Morgan Nasdaq Equity Premium Income ETF 5,692.0 $350K 0.08% $61.46 -2.7%
153 VEA Vanguard FTSE Developed Markets ETF 4,903.0 $349K 0.08% NEW $71.25 +3.1%
154 VB Vanguard Small-Cap ETF 1,128.0 $342K 0.08% +1K +7957.1% $303.12 +0.3%
155 TRV The Travelers Cos Inc. Financial Services 1,034.0 $341K 0.08% +284.0 +37.9% $330.12 +12.4%
156 EFA iShares MSCI EAFE Index Fund 3,244.0 $337K 0.08% $103.88 +4.2%
157 VTV Vanguard Value ETF 1,533.0 $334K 0.08% $217.93 +4.1%
158 WSO Watsco Inc. Industrials 801.0 $334K 0.08% -47.0 -5.5% $416.73 -24.6%
159 ITW Illinois Tool Works Inc. Industrials 1,229.0 $332K 0.08% $270.47 +5.6%
160 FROG Jfrog Ltd Technology 3,499.0 $318K 0.07% -638.0 -15.4% $90.88 +2.1%
Page 8 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%