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Portfolio (Quarterly) Guide ↗

BankPlus Wealth Management LLC

· CIK 0002051117
13F Portfolio $181M AUM 111 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 44 Added 42 Reduced 4 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 4,443.0 $1.0M 0.57% +142.0 +3.3% $230.79 +16.3%
22 NFLT ETFIS SER TR I 32,767.0 $755K 0.42% +10K +43.5% $23.04 -1.2%
23 PULS PGIM ETF TR 14,514.0 $720K 0.40% +8K +123.0% $49.59 +0.2%
24 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,305.0 $701K 0.39% +14.0 +0.6% $303.93 +32.1%
25 CRM SALESFORCE INC Technology 2,474.0 $656K 0.36% +181.0 +7.9% $264.99 -33.5%
26 DIS DISNEY WALT CO Communication Services 5,687.0 $647K 0.36% +184.0 +3.3% $113.78 -9.0%
27 GRMN GARMIN LTD Technology 3,016.0 $612K 0.34% +31.0 +1.0% $202.95 +18.1%
28 TJX TJX COS INC NEW Consumer Cyclical 3,935.0 $604K 0.33% +39.0 +1.0% $153.58 +3.7%
29 PANW PALO ALTO NETWORKS INC Technology 3,222.0 $593K 0.33% +21.0 +0.7% $184.17 +37.3%
30 LOW LOWES COS INC Consumer Cyclical 2,409.0 $581K 0.32% +336.0 +16.2% $241.16 -9.9%
31 BX BLACKSTONE INC Financial Services 3,565.0 $550K 0.30% +50.0 +1.4% $154.22 -23.1%
32 BSCQ INVESCO EXCH TRD SLF IDX FD 26,439.0 $518K 0.29% +8K +42.9% $19.57 -0.3%
33 INTU INTUIT Technology 713.0 $474K 0.26% +122.0 +20.6% $664.24 -53.8%
34 SGOV ISHARES TR 4,684.0 $470K 0.26% +61.0 +1.3% $100.38 +0.2%
35 META META PLATFORMS INC Communication Services 702.0 $464K 0.26% +6.0 +0.9% $660.50 -8.0%
36 MLI MUELLER INDS INC Industrials 4,022.0 $462K 0.26% +868.0 +27.5% $114.85 +16.3%
37 DE DEERE & CO Industrials 878.0 $410K 0.23% +50.0 +6.0% $466.64 +13.9%
38 TMUS T-MOBILE US INC Communication Services 1,889.0 $384K 0.21% +147.0 +8.4% $203.10 -6.4%
39 RF REGIONS FINANCIAL CORP NEW Financial Services 11,330.0 $307K 0.17% +109.0 +1.0% $27.10 +1.6%
40 MPWR MONOLITHIC PWR SYS INC Technology 334.0 $303K 0.17% +3.0 +0.9% $908.14 +71.9%
Page 2 of 3  ·  44 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 32.3%
Financial Services 22.7%
Healthcare 11.5%
Industrials 9.9%
Consumer Cyclical 5.9%
Communication Services 5.6%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 1.9%
Real Estate 1.5%