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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 3 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE Pfizer Inc Com Healthcare 40,931.0 $1.0M 0.72% +353.0 +0.9% $24.90 +1.3%
42 LNT Alliant Energy Corp Com Utilities 15,670.0 $1.0M 0.72% $65.01 +10.4%
43 WEC WEC Energy Group Inc Com Utilities 9,516.0 $1.0M 0.71% +284.0 +3.1% $105.46 +4.1%
44 RF Regions Finl Corp New Com Financial Services 33,338.0 $903K 0.64% $27.10 -1.1%
45 ORCL Oracle Corp Com Technology 4,626.0 $902K 0.64% +37.0 +0.8% $194.91 -3.5%
46 FITB Fifth Third Bancorp Com Financial Services 18,845.0 $882K 0.62% $46.81 +1.5%
47 ADP Automatic Data Processing Incom Industrials 3,209.0 $825K 0.58% $257.23 -15.7%
48 PPL PPL Corp Com Utilities 23,111.0 $809K 0.57% $35.02 +0.9%
49 AIG American Intl Group Inc Com New Financial Services 9,439.0 $808K 0.57% $85.55 -10.7%
50 CEG Constellation Energy Corp COMMON Utilities 2,108.0 $745K 0.53% -216.0 -9.3% $353.27 -25.1%
51 AEP American Elec Pwr Inc Com Utilities 6,434.0 $742K 0.52% $115.31 +9.2%
52 GILD Gilead Sciences Inc Com Healthcare 5,895.0 $724K 0.51% $122.74 +6.2%
53 SR Spire Inc Com Utilities 8,590.0 $710K 0.50% $82.70 +3.8%
54 CINF Cincinnati Finl Corp Com Financial Services 4,208.0 $687K 0.48% $163.32 +2.4%
55 UTHR United Therapeutics Corp Delcom Healthcare 1,371.0 $668K 0.47% $487.25 +16.0%
56 TXNM ENERGY, INC. 11,261.0 $663K 0.47% $58.88
57 PAYX Paychex Inc Com Industrials 5,884.0 $660K 0.47% $112.18 -18.4%
58 META Meta Platforms, Inc. Communication Services 994.0 $656K 0.46% +23.0 +2.4% $660.09 -8.1%
59 BAC Bank of America Corp Com Financial Services 11,853.0 $652K 0.46% $55.00 -9.0%
60 SYY Sysco Corp Com Consumer Defensive 8,772.0 $646K 0.46% +379.0 +4.5% $73.69 -1.1%
Page 3 of 15  ·  296 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%