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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  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 1,281.0 $621K 0.34% -24.0 -1.8% $484.51 +7.9%
22 ACN ACCENTURE PLC IRELAND Technology 2,293.0 $615K 0.34% -46.0 -2.0% $268.25 -33.7%
23 CSCO CISCO SYS INC Technology 7,947.0 $612K 0.34% -290.0 -3.5% $77.01 +53.5%
24 XOM EXXON MOBIL CORP Energy 5,041.0 $607K 0.34% -36.0 -0.7% $120.35 +29.9%
25 VLO VALERO ENERGY CORP Energy 3,440.0 $560K 0.31% -18.0 -0.5% $162.89 +55.8%
26 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,151.0 $548K 0.30% -328.0 -3.1% $53.94 +10.4%
27 KO COCA COLA CO Consumer Defensive 7,659.0 $535K 0.30% -116.0 -1.5% $69.92 +16.1%
28 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 11,146.0 $506K 0.28% -262.0 -2.3% $45.39 -7.1%
29 FAST FASTENAL CO Industrials 12,023.0 $482K 0.27% -271.0 -2.2% $40.13 +8.5%
30 DLR DIGITAL RLTY TR INC Real Estate 2,973.0 $460K 0.25% -94.0 -3.1% $154.77 +25.5%
31 PFE PFIZER INC Healthcare 18,450.0 $459K 0.25% -625.0 -3.3% $24.89 +4.2%
32 DGX QUEST DIAGNOSTICS INC Healthcare 2,546.0 $442K 0.24% -71.0 -2.7% $173.61 +11.6%
33 ARCC ARES CAPITAL CORP Financial Services 21,684.0 $439K 0.24% -278.0 -1.3% $20.23 -7.4%
34 TFC TRUIST FINL CORP Financial Services 8,540.0 $420K 0.23% -293.0 -3.3% $49.21 -2.5%
35 DHR DANAHER CORPORATION Healthcare 1,811.0 $415K 0.23% -64.0 -3.4% $229.08 -24.3%
36 PLD PROLOGIS INC. Real Estate 3,195.0 $408K 0.23% -103.0 -3.1% $127.63 +13.4%
37 OKE ONEOK INC NEW Energy 5,393.0 $396K 0.22% -49.0 -0.9% $73.52 +26.0%
38 MUB ISHARES TR 3,472.0 $372K 0.20% -2K -36.7% $107.12 -1.0%
39 BDX BECTON DICKINSON & CO Healthcare 1,329.0 $258K 0.14% -22.0 -1.6% $194.17 -24.7%
40 IWF ISHARES TR 544.0 $258K 0.14% -22.0 -3.9% $473.38 -73.7%
Page 2 of 3  ·  42 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%