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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORPORATION Healthcare 1,811.0 $415K 0.23% -64.0 -3.4% $229.08 -24.3%
82 DE DEERE & CO Industrials 878.0 $410K 0.23% +50.0 +6.0% $466.64 +13.9%
83 PLD PROLOGIS INC. Real Estate 3,195.0 $408K 0.23% -103.0 -3.1% $127.63 +13.4%
84 OKE ONEOK INC NEW Energy 5,393.0 $396K 0.22% -49.0 -0.9% $73.52 +26.0%
85 TSLA TESLA INC Consumer Cyclical 881.0 $396K 0.22% $449.72 -7.2%
86 TMUS T-MOBILE US INC Communication Services 1,889.0 $384K 0.21% +147.0 +8.4% $203.10 -6.4%
87 MUB ISHARES TR 3,472.0 $372K 0.20% -2K -36.7% $107.12 -1.0%
88 HON HONEYWELL INTL INC Industrials 1,858.0 $363K 0.20% $195.28 +14.6%
89 SYY SYSCO CORP Consumer Defensive 4,753.0 $350K 0.19% $73.71 +2.4%
90 IGSB ISHARES TR 6,592.0 $349K 0.19% NEW $52.88 -1.1%
91 RF REGIONS FINANCIAL CORP NEW Financial Services 11,330.0 $307K 0.17% +109.0 +1.0% $27.10 +1.6%
92 MPWR MONOLITHIC PWR SYS INC Technology 334.0 $303K 0.17% +3.0 +0.9% $908.14 +71.9%
93 ASML ASML HOLDING N V Technology 270.0 $289K 0.16% +32.0 +13.4% $1069.87 +48.8%
94 PRU PRUDENTIAL FINL INC Financial Services 2,483.0 $280K 0.15% +321.0 +14.8% $112.84 -8.5%
95 BSX BOSTON SCIENTIFIC CORP Healthcare 2,876.0 $274K 0.15% +28.0 +1.0% $95.35 -40.1%
96 NXPI NXP SEMICONDUCTORS N V Technology 1,206.0 $262K 0.14% +20.0 +1.7% $216.95 +38.0%
97 BDX BECTON DICKINSON & CO Healthcare 1,329.0 $258K 0.14% -22.0 -1.6% $194.17 -24.7%
98 IWF ISHARES TR 544.0 $258K 0.14% -22.0 -3.9% $473.38 -73.7%
99 ADBE ADOBE INC Technology 724.0 $253K 0.14% NEW $350.00 -30.3%
100 SHYG ISHARES TR 5,860.0 $251K 0.14% NEW $42.87 -1.0%
Page 5 of 6  ·  111 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%