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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 9 of 24  ·  470 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP Pepsico Inc. Consumer Defensive 2,347.0 $318K 0.07% -375.0 -13.8% $135.40 +5.0%
162 PRK Park National Corp. Financial Services 1,717.0 $314K 0.07% NEW $182.99 +9.0%
163 ETN Eaton Corp PLC Industrials 735.0 $313K 0.07% $426.12 -1.6%
164 WY Weyerhaeuser Co Real Estate 13,000.0 $311K 0.07% $23.94 +0.6%
165 RSP Invesco S&P 500 Equal Weight ETF 1,451.0 $309K 0.07% +250.0 +20.8% $212.77 +4.4%
166 Aptiv/par Vtg Fpd 0.01 5,000.0 $307K 0.07% NEW $61.38
167 PM Philip Morris Intl Consumer Defensive 1,677.0 $303K 0.07% -243.0 -12.7% $180.91 +7.3%
168 PFE Pfizer, Inc. Healthcare 12,552.0 $302K 0.07% -51K -80.2% $24.08 +17.5%
169 AME AMETEK, Inc. Industrials 1,240.0 $300K 0.07% $241.94 +1.3%
170 RNST Renasant Corp Financial Services 6,712.0 $286K 0.07% -2K -24.9% $42.54 -3.5%
171 VOT Vanguard Mid-Cap Growth Indx Fd 928.0 $284K 0.07% $306.30 -0.4%
172 CALM Cal-Maine Foods, Inc. Consumer Defensive 3,500.0 $282K 0.07% NEW $80.56 +3.1%
173 EME EMCOR Group, Inc. Industrials 338.0 $280K 0.07% $829.88 -8.0%
174 SLB Schlumberger Ltd. Energy 6,000.0 $279K 0.07% $46.49 +15.3%
175 PDP Invesco DWA Momentum ETF 1,832.0 $278K 0.07% $151.73 -9.9%
176 CB Chubb Limited Financial Services 803.0 $274K 0.06% $340.74 +0.9%
177 SNY Sanofi-Aventis - ADR Healthcare 6,400.0 $273K 0.06% NEW $42.66 +6.5%
178 TROW T. Rowe Price Group, Inc. Financial Services 2,299.0 $261K 0.06% -600.0 -20.7% $113.69 -1.0%
179 GLD SPDR Gold Trust Financial Services 692.0 $255K 0.06% +14.0 +2.1% $368.38 +14.4%
180 VWO Vanguard MSCI Emerging Mkts ETF 4,173.0 $249K 0.06% +4K +835.6% $59.69 +1.6%
Page 9 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%