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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 6 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNP CENTERPOINT ENERGY INC Utilities 6,439.0 $284K 0.13% NEW $44.06 -9.0%
102 WMT WALMART INC Consumer Defensive 2,440.0 $276K 0.12% NEW $113.30 -5.1%
103 NI NISOURCE INC Utilities 5,779.0 $275K 0.12% NEW $47.56 -12.6%
104 IWF ISHARES TR 2,179.0 $271K 0.12% +2K +300.6% $124.19 -0.7%
105 ENB ENBRIDGE INC Energy 4,924.0 $267K 0.12% -9K -65.3% $54.21 -7.3%
106 GEV GE VERNOVA INC Utilities 216.0 $254K 0.11% NEW $1175.38 -19.5%
107 MU MICRON TECHNOLOGY INC Technology 213.0 $245K 0.11% NEW $1151.38 -13.2%
108 GLW CORNING INC Technology 938.0 $240K 0.11% NEW $255.35 -40.5%
109 EW EDWARDS LIFESCIENCES CORP Healthcare 2,644.0 $239K 0.11% +223.0 +9.2% $90.46 -1.0%
110 SPGP INVESCO EXCHANGE TRADED FD T 1,917.0 $234K 0.11% -169.0 -8.1% $122.31 +2.2%
111 ABT ABBOTT LABORATORIES Healthcare 2,516.0 $228K 0.10% -5K -65.7% $90.73 +21.2%
112 RF REGIONS FINANCIAL CORP NEW Financial Services 7,435.0 $225K 0.10% -4K -34.4% $30.20 +1.1%
113 SO SOUTHERN CO Utilities 2,310.0 $221K 0.10% NEW $95.70 -7.1%
114 UBER UBER TECHNOLOGIES INC Technology 3,051.0 $220K 0.10% NEW $72.16 +4.5%
115 HONEYWELL INTL INC 981.0 $220K 0.10% NEW $223.90
116 HONEYWELL AEROSPACE INC 981.0 $217K 0.10% NEW $221.08
117 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 12,427.0 $216K 0.10% $17.35 -9.4%
118 IEF ISHARES TR 2,259.0 $214K 0.10% +36.0 +1.6% $94.58 -2.4%
119 TMO THERMO FISHER SCIENTIFIC INC Healthcare 411.0 $206K 0.09% +32.0 +8.4% $502.25 +21.8%
120 BSCR INVESCO EXCH TRD SLF IDX FD 10,411.0 $204K 0.09% NEW $19.62 +0.1%
Page 6 of 7  ·  126 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%