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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 9 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 Technipfmc Plc 5,420.0 $242K 0.06% $44.56
162 CPNG Coupang Inc Consumer Cyclical 9,956.0 $235K 0.06% -282.0 -2.8% $23.59 -23.7%
163 ETN Eaton Corp PLC Industrials 735.0 $234K 0.06% $318.51 +32.4%
164 SLB Schlumberger Ltd. Energy 6,000.0 $230K 0.06% $38.38 +25.3%
165 RSP Invesco S&P 500 Equal Weight ETF 1,201.0 $230K 0.06% $191.56 +9.6%
166 EMB iShares JP Morgan Em USD EM Mkts Bond ETF 2,348.0 $226K 0.06% $96.28 +0.5%
167 SCHW Charles Schwab Corp. Financial Services 2,234.0 $223K 0.06% $99.91 -8.2%
168 FBTC Fidelity Wise Origin Bitcoin F Financial Services 2,927.0 $223K 0.06% $76.23 -28.2%
169 GDDY Godaddy Inc Technology 1,794.0 $223K 0.06% $124.08 -37.9%
170 BSCQ Invesco Bulletshares 2026 Corp Bd ETF 11,300.0 $221K 0.06% -6K -35.3% $19.58 -0.0%
171 TRV The Travelers Cos Inc. Financial Services 750.0 $218K 0.06% $290.06 +6.1%
172 PDP Invesco DWA Momentum ETF 1,832.0 $213K 0.06% $116.40 +29.6%
173 AROC Archrock Inc/sh Energy 8,000.0 $208K 0.05% NEW $26.02 +42.1%
174 EME EMCOR Group, Inc. Industrials 338.0 $207K 0.05% $611.79 +36.7%
175 IEMG iShares Core MSCI Emerging Mkts ETF 2,946.0 $198K 0.05% +3K +817.8% $67.22 +27.4%
176 SLV iShares Silver Trust Financial Services 3,063.0 $197K 0.05% $64.42 -7.6%
177 ADM Archer Daniels Midland Co Consumer Defensive 3,404.0 $196K 0.05% $57.49 +30.6%
178 DIA SPDR DJIA Trust Financial Services 405.0 $195K 0.05% $480.57 +7.3%
179 ROL Rollins Inc Consumer Cyclical 3,175.0 $191K 0.05% $60.02 -25.1%
180 SNA Snap-on Inc. Industrials 541.0 $186K 0.05% $344.60 +12.4%
Page 9 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%