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Portfolio (Quarterly) Guide ↗

Bank & Trust Co

· CIK 0002026082
13F Portfolio $135M AUM Filed Oct 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 287 New
Page 13 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VIG Vanguard Dividend Appreciation Index Fund Etf 30.0 $6K 0.01% NEW $215.80 +6.1%
242 XLE Select Sector SPDR Tr Energy 67.0 $6K 0.00% NEW $89.34 -34.2%
243 ITIC Investors Title Financial Services 22.0 $6K 0.00% NEW $267.82 -11.5%
244 VO Vanguard Mid-cap Index Fund Mid Cap Etf 20.0 $6K 0.00% NEW $293.75 -74.0%
245 PJP Invesco Pharmaceuticals Etf 60.0 $6K 0.00% NEW $92.48 +14.0%
246 GIS General Mills, Inc. Consumer Defensive 110.0 $6K 0.00% NEW $50.42 -34.6%
247 FLNG Flex Lng Ltd CORP COMMON Energy 200.0 $5K 0.00% NEW $25.83 +24.8%
248 BIPC Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting) Utilities 124.0 $5K 0.00% NEW $41.12 -2.4%
249 CDE Coeur Mining Inc Ordinary Shares Basic Materials 260.0 $5K 0.00% NEW $18.76 -4.0%
250 RKLB Rocket Lab Corp. Ordinary Shares Industrials 100.0 $5K 0.00% NEW $47.91 +184.4%
251 ZM Zoom Communications, Inc. Technology 58.0 $5K 0.00% NEW $82.50 +20.8%
252 GLPI Gaming And Leisure Properties INC Reit CORP COMMON Real Estate 100.0 $5K 0.00% NEW $46.61 +0.0%
253 VOD Vodafone Group PLC New Sponsored ADR Communication Services 393.0 $5K 0.00% NEW $11.60 +28.9%
254 BAX Baxter Intl Inc Com Healthcare 200.0 $5K 0.00% NEW $22.77 -23.1%
255 HUM Humana Inc Com Healthcare 17.0 $4K 0.00% NEW $260.18 +14.5%
256 OR OR Royalties Inc. Ordinary Shares Basic Materials 109.0 $4K 0.00% NEW $40.08 -8.7%
257 FNV Franco-Nevada Corporation Ordinary Shares Basic Materials 19.0 $4K 0.00% NEW $222.89 +2.3%
258 NEM Newmont Corp Ordinary Shares Basic Materials 50.0 $4K 0.00% NEW $84.32 +31.0%
259 AEM Agnico Eagle Mines Ltd Ordinary Shares Basic Materials 25.0 $4K 0.00% NEW $168.56 +8.2%
260 DKNG Draftkings Ord Shs Class A COMMON Consumer Cyclical 111.0 $4K 0.00% NEW $37.40 -33.0%
Page 13 of 15  ·  287 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 18.6%
Utilities 18.1%
Technology 13.4%
Healthcare 13.2%
Energy 9.2%
Consumer Defensive 7.2%
Industrials 6.4%
Consumer Cyclical 6.3%
Communication Services 6.2%
Basic Materials 1.3%