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 251–300 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC | Wells Fargo & Co New | 549 | $50K–$100K | SH |
| ANET | Arista Networks Inc. | 389 | $50K–$100K | SH |
| FTC | First Trust Lage Cap Growth Alphadex ETF | 305 | $15K–$50K | SH |
| CEG | Constellation Energy Corp | 136 | $15K–$50K | SH |
| CMI | Cummins Inc. | 94 | $15K–$50K | SH |
| TT | Trane Technologies Plc | 123 | $15K–$50K | SH |
| EXG | Eaton Vance Tax-Managed Global | 5K | $15K–$50K | SH |
| TECL | Direxion Shs Et/direxion Daily Tecy | 400 | $15K–$50K | SH |
| RMD | ResMed Inc. | 192 | $15K–$50K | SH |
| OGE | OGE Energy Corp | 1K | $15K–$50K | SH |
| ETR | Entergy Corp | 472 | $15K–$50K | SH |
| BA | Boeing Co | 198 | $15K–$50K | SH |
| AIG | American International Group, Inc. | 500 | $15K–$50K | SH |
| GDX | Vaneck Gold Miners ETF | 496 | $15K–$50K | SH |
| SLF | SunLife Financial Inc. | 681 | $15K–$50K | SH |
| ICE | IntercontinentalExchange Group Inc. | 254 | $15K–$50K | SH |
| FTCS | First Trust Capital Strength | 429 | $15K–$50K | SH |
| DECK | Deckers Outdoor Corporation | 378 | $15K–$50K | SH |
| FITB | Fifth Third Bancorp | 837 | $15K–$50K | SH |
| O | Realty Income Corp. | 684 | $15K–$50K | SH |
| QUAL | Ishares MSCI USA Quality Factor ETF | 193 | $15K–$50K | SH |
| XLF | Select Sector SPDR Financials Tr | 683 | $15K–$50K | SH |
| SPGI | S&P Global Inc | 71 | $15K–$50K | SH |
| IAU | iShares Gold Trust | 456 | $15K–$50K | SH |
| VTWO | Vanguard Russell 2000 Index ETF | 369 | $15K–$50K | SH |
| FNX | First Tr Mid Cap Core Alphadex | 290 | $15K–$50K | SH |
| HPS | John Hancock Preferred Income Fd III | 3K | $15K–$50K | SH |
| HQL | Tekla Life Sciences Invs | 2K | $15K–$50K | SH |
| XEL | Xcel Energy, Inc. | 483 | $15K–$50K | SH |
| F | Ford Motor Company | 3K | $15K–$50K | SH |
| JEPI | JP Morgan Equity Premium Income ETF | 596 | $15K–$50K | SH |
| SPTS | SPDR Portfolio Short Term Treasury | 1K | $15K–$50K | SH |
| DFAC | Dimensional US Core Equity 2 ETF | 836 | $15K–$50K | SH |
| IYM | iShares Dow Jones U.S. Basic Materials Sector | 214 | $15K–$50K | SH |
| CUZ | Cousins Pptys Inc | 1K | $15K–$50K | SH |
| GD | General Dynamics Corp | 97 | $15K–$50K | SH |
| IJJ | Ishares S&P Mid Cap 400 Value | 246 | $15K–$50K | SH |
| IEF | iShares 7-10 Year Treasury Bond ETF | 335 | $15K–$50K | SH |
| XLV | Healthcare Select SPDR Fund | 203 | $15K–$50K | SH |
| PAYX | Paychex, Inc. | 280 | $15K–$50K | SH |
| CMS | CMS Energy Corporation | 430 | $15K–$50K | SH |
| WINN | Harbor Long-Term Growers ETF | 946 | $15K–$50K | SH |
| EFV | Ishares MSCI EAFE Value ETF | 409 | $15K–$50K | SH |
| IWP | iShares Russell Midcap Grwth Index | 208 | $15K–$50K | SH |
| FENI | Fidelity Enhanced International ETF | 766 | $15K–$50K | SH |
| EOG | EOG Resources, Inc. | 263 | $15K–$50K | SH |
| AEP | American Electric Power Co, Inc. | 236 | $15K–$50K | SH |
| FFOG | Franklin Focused Growth ETF | 570 | $15K–$50K | SH |
| VLTO | Veralto Corp | 266 | $15K–$50K | SH |
| AFL | Aflac Inc. | 239 | $15K–$50K | SH |