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Portfolio (Quarterly) Guide ↗

BankPlus Wealth Management LLC

· CIK 0002051117
13F Portfolio $222M AUM 126 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 65 Added 30 Reduced 12 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBER UBER TECHNOLOGIES INC Technology 3,051.0 $220K 0.10% NEW $72.16 +5.3%
22 HONEYWELL INTL INC 981.0 $220K 0.10% NEW $223.90
23 HONEYWELL AEROSPACE INC 981.0 $217K 0.10% NEW $221.08
24 BSCR INVESCO EXCH TRD SLF IDX FD 10,411.0 $204K 0.09% NEW $19.62 -0.0%
25 COP CONOCOPHILLIPS Energy 1,949.0 $203K 0.09% NEW $103.93 +30.6%
26 TLH ISHARES TR 2,000.0 $201K 0.09% NEW $100.35 -3.8%
27 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 10,525.0 $186K 0.08% NEW $17.65 +30.8%
Page 2 of 2  ·  27 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 31.0%
Financial Services 24.8%
Industrials 11.1%
Healthcare 10.0%
Consumer Cyclical 6.1%
Energy 4.6%
Consumer Defensive 4.3%
Communication Services 3.6%
Utilities 2.8%
Real Estate 1.8%