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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  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLD PROLOGIS INC. Real Estate 2,777.0 $376K 0.17% -418.0 -13.1% $135.54 +2.0%
22 SYY SYSCO CORP Consumer Defensive 4,375.0 $366K 0.17% -378.0 -8.0% $83.57 -3.0%
23 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 8,201.0 $316K 0.14% -3K -26.4% $38.50 -3.3%
24 DHR DANAHER CORP DEL Healthcare 1,621.0 $309K 0.14% -190.0 -10.5% $190.54 +10.7%
25 MPWR MONOLITHIC PWR SYS INC Technology 212.0 $294K 0.13% -122.0 -36.5% $1389.10 -12.6%
26 ENB ENBRIDGE INC Energy 4,924.0 $267K 0.12% -9K -65.3% $54.21 -6.8%
27 SPGP INVESCO EXCHANGE TRADED FD T 1,917.0 $234K 0.11% -169.0 -8.1% $122.31 +3.1%
28 ABT ABBOTT LABORATORIES Healthcare 2,516.0 $228K 0.10% -5K -65.7% $90.73 +19.9%
29 RF REGIONS FINANCIAL CORP NEW Financial Services 7,435.0 $225K 0.10% -4K -34.4% $30.20 +0.8%
30 BND VANGUARD BD INDEX FDS 2,762.0 $203K 0.09% -56K -95.3% $73.39 -2.0%
Page 2 of 2  ·  30 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%