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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 3,089.0 $567K 0.31% $183.51 -4.7%
62 VLO VALERO ENERGY CORP Energy 3,440.0 $560K 0.31% -18.0 -0.5% $162.89 +55.8%
63 BX BLACKSTONE INC Financial Services 3,565.0 $550K 0.30% +50.0 +1.4% $154.22 -23.1%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,151.0 $548K 0.30% -328.0 -3.1% $53.94 +10.4%
65 KO COCA COLA CO Consumer Defensive 7,659.0 $535K 0.30% -116.0 -1.5% $69.92 +16.1%
66 BSCQ INVESCO EXCH TRD SLF IDX FD 26,439.0 $518K 0.29% +8K +42.9% $19.57 -0.3%
67 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 11,146.0 $506K 0.28% -262.0 -2.3% $45.39 -7.1%
68 FAST FASTENAL CO Industrials 12,023.0 $482K 0.27% -271.0 -2.2% $40.13 +8.5%
69 COWZ PACER FDS TR 7,937.0 $478K 0.26% $60.16 +5.3%
70 INTU INTUIT Technology 713.0 $474K 0.26% +122.0 +20.6% $664.24 -53.8%
71 SGOV ISHARES TR 4,684.0 $470K 0.26% +61.0 +1.3% $100.38 +0.2%
72 META META PLATFORMS INC Communication Services 702.0 $464K 0.26% +6.0 +0.9% $660.50 -8.0%
73 MLI MUELLER INDS INC Industrials 4,022.0 $462K 0.26% +868.0 +27.5% $114.85 +16.3%
74 DLR DIGITAL RLTY TR INC Real Estate 2,973.0 $460K 0.25% -94.0 -3.1% $154.77 +25.5%
75 PFE PFIZER INC Healthcare 18,450.0 $459K 0.25% -625.0 -3.3% $24.89 +4.2%
76 GS GOLDMAN SACHS GROUP INC Financial Services 510.0 $448K 0.25% $878.71 +12.5%
77 DGX QUEST DIAGNOSTICS INC Healthcare 2,546.0 $442K 0.24% -71.0 -2.7% $173.61 +11.6%
78 ARCC ARES CAPITAL CORP Financial Services 21,684.0 $439K 0.24% -278.0 -1.3% $20.23 -7.4%
79 TFC TRUIST FINL CORP Financial Services 8,540.0 $420K 0.23% -293.0 -3.3% $49.21 -2.5%
80 TRMK TRUSTMARK CORP Financial Services 10,717.0 $417K 0.23% $38.95 +13.6%
Page 4 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%