CIK 2047270
BankPlus Trust Department
Institutional 13F holdings & portfolio
Holdings
459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | iShares MSCI Core EAFE ETF | 3K | $100K–$500K | SH |
| NSC | Norfolk Southern Corporation | 916 | $100K–$500K | SH |
| SO | The Southern Co | 3K | $100K–$500K | SH |
| RPG | Invesco S&P 500 Pure Growth ETF | 6K | $100K–$500K | SH |
| FROG | Jfrog Ltd | 4K | $100K–$500K | SH |
| EQIX | Equinix Inc | 337 | $100K–$500K | SH |
| AME | AMETEK, Inc. | 1K | $100K–$500K | SH |
| CI | Cigna Corp New | 923 | $100K–$500K | SH |
| VOT | Vanguard Mid-Cap Growth Indx Fd | 902 | $100K–$500K | SH |
| CB | Chubb Limited | 803 | $100K–$500K | SH |
| FTI | Technipfmc Plc | 5K | $100K–$500K | SH |
| CPNG | Coupang Inc | 10K | $100K–$500K | SH |
| ETN | Eaton Corp PLC | 735 | $100K–$500K | SH |
| SLB | Schlumberger Ltd. | 6K | $100K–$500K | SH |
| RSP | Invesco S&P 500 Equal Weight ETF | 1K | $100K–$500K | SH |
| EMB | iShares JP Morgan Em USD EM Mkts Bond ETF | 2K | $100K–$500K | SH |
| SCHW | Charles Schwab Corp. | 2K | $100K–$500K | SH |
| FBTC | Fidelity Wise Origin Bitcoin F | 3K | $100K–$500K | SH |
| GDDY | Godaddy Inc | 2K | $100K–$500K | SH |
| BSCQ | Invesco Bulletshares 2026 Corp Bd ETF | 11K | $100K–$500K | SH |
| TRV | The Travelers Cos Inc. | 750 | $100K–$500K | SH |
| PDP | Invesco DWA Momentum ETF | 2K | $100K–$500K | SH |
| AROC | Archrock Inc/sh | 8K | $100K–$500K | SH |
| EME | EMCOR Group, Inc. | 338 | $100K–$500K | SH |
| SLV | iShares Silver Trust | 3K | $100K–$500K | SH |
| ADM | Archer Daniels Midland Co | 3K | $100K–$500K | SH |
| DIA | SPDR DJIA Trust | 405 | $100K–$500K | SH |
| ROL | Rollins Inc | 3K | $100K–$500K | SH |
| SNA | Snap-on Inc. | 541 | $100K–$500K | SH |
| IEMG | iShares Core MSCI Emerging Mkts ETF | 3K | $100K–$500K | SH |
| MU | Micron Technology | 648 | $100K–$500K | SH |
| IWO | iShares Russell 2000 Growth Index Fd | 570 | $100K–$500K | SH |
| DON | WisdomTree MidCap Dividend Fund - F | 4K | $100K–$500K | SH |
| DVY | IShares DJ Select Dividend | 1K | $100K–$500K | SH |
| IBM | International Business Machines | 574 | $100K–$500K | SH |
| MRVL | Marvell Technology Group Ltd | 2K | $100K–$500K | SH |
| VRRM | Verra Mobility Corp | 7K | $100K–$500K | SH |
| BSCS | Invesco BulletShares 2028 Corp Bond ETF | 8K | $100K–$500K | SH |
| KMX | Carmax Inc | 4K | $100K–$500K | SH |
| AM | Antero Midstream Corp | 9K | $100K–$500K | SH |
| AON | Aon Plc | 430 | $100K–$500K | SH |
| PHR | Phreesia Inc | 9K | $100K–$500K | SH |
| QQQM | Invesco NASDAQ 100 ETF | 577 | $100K–$500K | SH |
| LULU | Lululemon Athletica Inc | 695 | $100K–$500K | SH |
| BAC | Bank America Corporation | 3K | $100K–$500K | SH |
| UNH | UnitedHealth Group Inc | 432 | $100K–$500K | SH |
| AMAT | Applied Materials, Inc. | 553 | $100K–$500K | SH |
| ATO | Atmos Energy Corp | 842 | $100K–$500K | SH |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | 2K | $100K–$500K | SH |
| UNP | Union Pacific Corp | 600 | $100K–$500K | SH |