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Portfolio (Quarterly) Guide ↗

Bank & Trust Co

· CIK 0002026082
13F Portfolio $142M AUM 296 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 28 Added 30 Reduced 6 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NSC Norfolk Southern Corp Com Industrials 454.0 $131K 0.09% +112.0 +32.8% $288.72 +9.4%
22 GSK Gsk Plc ADR Rep 2 CORP COMMON Healthcare 2,061.0 $101K 0.07% +2K +657.7% $49.04 +1.3%
23 COST Costco Wholesale Corp COMMON Consumer Defensive 71.0 $61K 0.04% +11.0 +18.3% $862.34 +21.6%
24 KHC Kraft Heinz Co Com Consumer Defensive 1,767.0 $43K 0.03% +1K +186.4% $24.25 -5.5%
25 RGLD Royal Gold, Inc. Ordinary Shares Basic Materials 140.0 $31K 0.02% +120.0 +600.0% $222.29 +2.7%
26 TXRH Texas Roadhouse INC CORP COMMON Consumer Cyclical 129.0 $21K 0.01% +107.0 +486.4% $166.00 +7.2%
27 CBSH Commerce Bancshares INC CORP COMMON Financial Services 115.0 $6K 0.00% +5.0 +4.5% $52.34 -0.8%
28 XLE State Street Energy Select Sector SPDR ETF 134.0 $6K 0.00% +67.0 +100.0% $44.71 +35.4%
Page 2 of 2  ·  28 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
Financial Services 19.0%
Utilities 17.0%
Healthcare 15.9%
Technology 12.5%
Energy 8.5%
Consumer Defensive 7.1%
Communication Services 6.4%
Industrials 6.2%
Consumer Cyclical 5.9%
Basic Materials 1.3%